ApproveThis manages your Precisely Integration approvals.

When Bureaucracy Meets Automation

Let’s be real – approval processes are where productivity goes to die. You’ve got contracts stuck in legal limbo, purchase orders playing email tag, and that one VP who’s always "out of office" when you need a signature. This is why we’re talking about connecting ApproveThis and Precisely through Zapier. It’s not just about moving faster – it’s about making sure your documents don’t end up in corporate purgatory.

What Each Tool Brings to the Fight

Precisely handles the heavy lifting of contract lifecycle management – creation, e-signatures, reminders. But when it comes to getting actual decisions made? That’s where most teams hit a wall.

ApproveThis acts as the decision engine. While Precisely manages documents, ApproveThis manages the humans who need to approve them. Together, they cover the full cycle: creating contracts, routing them to the right people, and getting binding decisions without the endless follow-ups.

Why This Combo Doesn’t Suck

Most approval "solutions" just add more steps. This integration actually removes them. Here’s what changes:

• Legal teams stop playing secretary – contracts auto-route to approvers based on type/amount
• Procurement gets automatic escalation when purchases exceed department thresholds
• External partners can approve directly via email without getting logins for your internal systems

The kicker? Approvers using ApproveThis don’t need a Precisely license. Huge when working with clients or contractors who shouldn’t have full system access.

Real-World Use Cases That Don’t Feel Like Corporate BS

1. Contract Launch Sequence

The Problem: New client contract gets created in Precisely → Legal needs to review → Sales lead needs to approve → Gets stuck at CFO’s inbox for 3 weeks.

The Fix: Zapier auto-triggers an ApproveThis workflow the moment the contract is drafted. Routes first to Legal (consensus approval), then Sales Lead (single approver), then Finance if over $50K. Everyone gets email reminders, escalation paths, and the CFO gets a Slack DM if they sit on it for 48hrs.

Who Cares: Law firms managing client contracts, agencies handling SOWs, any team tired of "I thought YOU approved this?"

2. The Anti-Procrastination Setup

The Problem: Signed contracts get filed away → Six months later, someone realizes renewal terms were never reviewed.

The Fix: When a Precisely contract is signed, ApproveThis auto-creates a review request 60 days before renewal. Legal gets nudged via email, approvers can delegate if they’re OOO, and if no decision by day 45? Escalates to COO with a "this is about to cost us money" alert.

Who Cares: SaaS companies managing subscriptions, property managers handling leases, anyone with recurring contractual obligations.

3. The Paper Trail That Actually Makes Sense

The Problem: Approval gets given verbally → Contract terms change → Now everyone’s arguing about who approved what.

The Fix: Every ApproveThis decision (approve/reject with comments) auto-attaches to the Precisely project as a PDF audit trail. Legal has instant access to who said yes, when, and under what conditions. Bonus: Automatic version control stops "I was looking at the old file" excuses.

Who Cares: Healthcare compliance teams, government contractors, publicly traded companies needing audit-ready records.

Setting This Up Without Losing a Day

If you can order DoorDash, you can build this integration:

1. Connect both apps to Zapier (takes 2 minutes each)
2. Pick your trigger: "New Contract in Precisely" or "Approval Decision in ApproveThis"
3. Map the key fields: Contract ID → Approval Request, Decision → Precisely Project Status
4. Test with a $1 mock contract to confirm routing

Pro Tip: Use ApproveThis’ calculated fields to auto-route based on contract value. Under $10K? Skip VP approval. Over $100K? Add Legal + CFO + CEO. No more manual "Is this big enough to bother them?" judgment calls.

Team-Specific Wins

Finance Teams

Stop being the bad guys who delay purchases. Set approval thresholds so routine expenses auto-approve, big spends get fast-tracked. Integrate with your accounting software through Zapier to close the loop.

Legal Teams

Reduce review requests by 40% using conditional logic. Standard NDAs auto-approve, complex agreements get the red pen treatment. Vacation delegation means no more "Waiting on Legal" status during holidays.

Operations Teams

Track SLAs in real-time. See which departments delay approvals (looking at you, Legal) and where automation can replace human bottlenecks.

The Bottom Line

This isn’t about eliminating human decisions – it’s about eliminating the administrative sludge around them. ApproveThis handles the "who needs to decide what when," Precisely manages the documents, and Zapier makes them talk without IT involvement.

If your approval processes still rely on email chains and "per my last follow-up," you’re not just slow – you’re risking compliance issues and revenue leaks. The fix takes an afternoon to set up and pays off every quarter when contracts actually close on time.

Next Steps

Get an ApproveThis trial – takes 3 minutes. Already use Precisely? Here’s the pre-built Zap. Or book a 15-minute demo where we’ll show how to cut your approval times by 60%.

No more herding cats. Just decisions made, contracts executed, and sanity preserved.