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Modusign Integration

ApproveThis manages your Modusign Integration approvals.

April 17, 2025

Integration Category: Signatures

Why This Integration Isn’t Just Another “Nice to Have”

Let’s cut through the noise: if you’re still routing contracts through email chains or chasing down signatures before approvals can happen, you’re burning time and money. ApproveThis and Modusign solve different parts of the same problem – getting shit done without herding cats.

Modusign gets documents signed. ApproveThis gets decisions made. Connect them through Zapier, and you’ve got a system where signed contracts automatically trigger internal approvals – or where new approval requests automatically generate ready-to-sign documents. No more “Hey, did Legal review this before Sales sent it out?”

What Each Tool Does Best (And Where They Meet)

Modusign’s Sweet Spot

Digital signatures. Contract storage. Basic template workflows. It’s great at making sure NDAs get signed by the new vendor or that your sales team isn’t faxing proposals from 1998. But once everyone’s signed? That’s usually where the real work begins.

Where ApproveThis Takes Over

Approval thresholds that auto-approve small expenses but escalate big spends to the CFO. Routing contracts to Legal only if there’s a liability clause. Calculated fields that adjust discount approvals based on deal size. This is where you prevent $50K oopsie-daisies.

The Handoff That Actually Works

When a Modusign document gets fully signed, Zapier tells ApproveThis to kick off post-signature approvals (finance sign-off, project allocation, whatever your process needs). Or flip it: new ApproveThis requests can auto-generate Modusign docs using pre-approved templates. No human copy/paste errors.

Real-World Scenarios That Don’t Suck

For Agencies: Client Contracts → Project Kickoffs

Your sales team uses Modusign to close a $200K web design deal. Zapier triggers ApproveThis to:

  • Check if the payment terms match client risk rating (calculated fields)
  • Route to the creative director for resource allocation
  • Auto-approve if under $250K, else escalate to CFO

Approvers get email links – no need to log into Modusign. Client signs Monday, project starts Wednesday instead of next month.

Manufacturing: Purchase Orders That Don’t Get Stuck

Supplier signs NDA in Modusign → ApproveThis routes PO approval based on total cost:

  • Under $10K? Auto-approved
  • $10K-$50K? Needs plant manager + procurement
  • Over $50K? CFO + legal review required

If the plant manager’s on vacation, delegation shifts to their second-in-command automatically. No holdups.

Setup That Doesn’t Require a PhD

1. Zapier Account: Free tier works if you’re under 100 tasks/month.
2. Connect Modusign: Modusign’s Zapier docs show how to set up triggers.
3. Connect ApproveThis: Pick your triggers – “Document All Signed” or “New Request.”
4. Test with a low-stakes process: Try a $500 expense approval before touching your $5M client contracts.

Total setup time? 23 minutes if you’re slow. Less if you’ve ever used IFTTT.

Department-Specific Wins

Finance Teams: No More Invoice Surprises

Signed SOW in Modusign → ApproveThis checks against budget thresholds. If the deal’s 20% over projected spend, it routes to FP&A before locking in. Approvers see real-time calculations (discounts, payment terms) without Excel gymnastics.

Legal Teams: Stop Being a Bottleneck

Use ApproveThis’ conditional routing: Only send contracts to Legal if they contain non-standard liability clauses. Everything else auto-approves after signatures. Your attorneys spend time on real risks, not rubber-stamping.

Operations: Actual Visibility

ApproveThis’ dashboard shows where every signed document is in the approval chain. No more “Who has this?” status meetings. If a PO approval is stuck, click the request to see if it’s waiting on signatures (Modusign) or internal approvals (ApproveThis).

The Unsexy Stuff That Actually Matters

Approval Chains That Don’t Break: Vacation delegation means out-of-office approvers don’t block the whole process. Modusign signers don’t need ApproveThis logins – clients stay external, approvals stay internal.

Audit Trails That Make Sense: Every approval ties back to the signed doc in Modusign. Compliance teams get a single timeline instead of digging through 12 systems.

Scale Without Chaos: Hit 500 employees? Approval thresholds auto-adjust based on department budgets. New office location? Duplicate the workflow, change approvers, done.

When to Use This vs. Doing Nothing

Do This If:
- Contracts regularly get signed then stuck in approval limbo
- You’ve got more than 20 monthly approvals across teams
- External clients/vendors need to sign but internal teams need to approve
- Budget season involves arguing about who approved what

Don’t Bother If:
- All your approvals are handled by one person in under 10 minutes
- You’re cool with “I thought YOU reviewed that contract” finger-pointing
- Manual data entry is your idea of job security

Bottom Line: This Isn’t About Tools

It’s about fixing approval bottlenecks that cost you deals, delay projects, and frustrate everyone involved. Modusign handles the signing. ApproveThis handles the decisions. Zapier handles the boring middle part.

If you’ve read this far, you’ve wasted 4 minutes. Don’t waste 4 weeks manually bridging these systems. Get ApproveThis, keep using Modusign, and let Zapier do the grunt work.

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Integrate with Modusign Integration and get 90 days of ApproveThis for free.

After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.

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Best Approval Workflows for Modusign

Suggested workflows (and their Zapier components) for Modusign

Create approval requests for new signed documents

When all signers have completed a document in Modusign, automatically create an approval workflow in ApproveThis to streamline decision making. *Note: Customize approval criteria in ApproveThis as needed.*

Zapier Components

Modusign Logo

Trigger

Document All Signed

Triggers when all signers have signed.

Action

Create Request

Creates a new request, probably with input from previous steps.

Request documents for new approval requests

When a new approval workflow is initiated in ApproveThis, automatically trigger a document creation in Modusign using a template for swift processing. *Note: Ensure the Modusign template matches your approval criteria.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Modusign Logo

Action

Request Document With Template

Create a document using a template and request signers to sign it.