ApproveThis manages your SimplyConvert Integration approvals.

Let’s be real: approval processes are where productivity goes to die. Someone sends a document. It sits in an inbox. Three people chime in with conflicting feedback. The client gets antsy. Rinse and repeat. But what if you could automate the busywork and keep everyone accountable without turning into a nag? That’s where ApproveThis and SimplyConvert come in – and no, you don’t need to be a tech wizard to make it work.

Why This Combo Doesn’t Suck

SimplyConvert handles the messy stuff – converting files, organizing digital assets, triggering workflows when documents land. ApproveThis slaps structure on the chaos by routing those files to the right people, getting decisions fast, and keeping a paper trail. Together, they’re like a bouncer and a bartender for your document flow: one keeps the line moving, the other makes sure nobody’s throwing punches.

What You Actually Get

• No more “Did you get my email?” Automatically turn document uploads into tracked approval requests
• Kill the spreadsheet trackers Real-time status updates in both systems

Example: A marketing agency client needs 15 versions of a banner ad approved by tomorrow. SimplyConvert standardizes the files, ApproveThis routes them to the client’s legal, design lead, and CMO. Everyone approves via email. No login required. No chasing. Just… done.

Who Benefits (Besides Your Sanity)

Marketing Teams: Stop babysitting clients for creative approvals. Set thresholds – if the CMO approves, it auto-sends to production without waiting for junior staff.

Legal & Compliance: Every contract version gets a forced approval chain. Calculated fields flag risky clauses automatically.

Operations: Procurement requests from SimplyConvert forms auto-route based on dollar amount. No more $20k purchases “accidentally” approved by interns.

Setting This Up Without Losing Your Mind

Zapier’s the glue here. You’ll create two main Zaps (don’t worry, it’s drag-and-drop):

1. Zap 1: When SimplyConvert detects a new document (contract, design file, invoice), trigger an ApproveThis request. Map key fields – client name, doc type, urgency.
2. Zap 2: When an approval is granted/denied in ApproveThis, update SimplyConvert’s case status and notify the team in Slack/MS Teams.

Pro tip: Use ApproveThis’ conditional logic. Example: If legal doc + over $50k, route to CFO first. Under $5k? Auto-approve with manager CC’d.

The Nuts and Bolts They Don’t Brag About

Approver vacations won’t screw you: ApproveThis auto-reassigns tasks if someone’s OOO. No more “Waiting on Dave” when Dave’s on a beach.

External clients don’t need logins: They approve via email. You keep control over SimplyConvert access (and licensing costs).

Audit trails that legal loves: Every comment, approval, and revision timestamped. Exportable for compliance reviews.

Real-World Scenarios That Don’t Stink

Use Case 1: Contract Hell Solved

A SaaS company gets 200+ NDAs monthly via SimplyConvert forms. Legal’s drowning in PDFs. The fix:

1. SimplyConvert extracts key terms (payment terms, liability clauses)
2. ApproveThis routes based on risk:
- Low risk? Auto-approved with e-signature
- Red flags? Escalate to legal lead + CFO
Result: 70% fewer emails, contracts signed 3x faster.

Use Case 2: Creative Reviews That Don’t Haunt Your Dreams

Agency client needs 50+ social media assets approved monthly. Chaos ensues. The fix:

1. SimplyConvert standardizes file formats, generates previews
2. ApproveThis sends batch approvals:
- Client approves overall concept first
- Individual posts auto-route to stakeholders
- Miss a deadline? Escalate to project lead
Result: 80% less “Which version are we using?!” panics.

Why This Beats “Better” Tools

Competitors try to do everything. These two specialize. ApproveThis doesn’t care where the document came from. SimplyConvert doesn’t pretend to handle complex approvals. Together, they cover the gaps most platforms ignore.

Getting Started (Without the BS)

1. Connect via Zapier – takes 15 minutes if you’re slow
2. Map your critical fields (doc type, approver groups, deadlines)
3. Test with one team – sales contracts are a good starter
4. Scale once they stop complaining about “broken processes”

Bottom line: This isn’t about flashy features. It’s about making approvals less painful for teams juggling 100+ documents weekly. Less chasing. Fewer errors. More time for actual work.

Ready to stop being a human Reminders app? Book a demo or start a free trial. Your future self (and your team) will thank you.