ApproveThis manages your Viafirma Integration approvals.

Let’s cut to the chase: approvals suck. They’re the traffic jam in your workflow highway, the “waiting on legal” email chain that never dies, the reason your intern is manually chasing signatures at 4:57 PM on a Friday. But here’s the thing – they don’t have to. When you connect ApproveThis (the approval automation powerhouse) with Viafirma (the electronic signature solution for teams that actually get stuff done), you’re not just streamlining processes. You’re building a bulletproof system where documents get signed, decisions get made, and nobody has to play email tag with the CFO’s assistant.

Why This Combo Works Like a Swiss Army Knife for Approvals

Viafirma handles the “scratch here” part of document signing. ApproveThis manages the “who needs to sign off on this” chaos. Together, they’re like automating your most tedious paperwork while simultaneously giving your team superpowers. Here’s what happens when they team up:

For the Speed Demons

Legal teams at mid-sized companies approve contracts 62% faster when using both tools. How? Because signed docs in Viafirma automatically trigger approval workflows in ApproveThis – no more waiting for someone to forward a PDF and cc seven VPs.

For the Control Freaks

IT directors love that they can set approval thresholds (think: auto-approve contracts under $50K, escalate anything higher) while still using Viafirma’s audit trails. It’s compliance without the handcuffs.

For the Budget Guardians

Here’s the kicker: ApproveThis approvers don’t need Viafirma licenses. That means your external counsel can approve vendor contracts without you paying for another seat. Cha-ching.

Real-World Scenarios That’ll Make Your Operations Team Smile

Use Case 1: The “Signed? Great, Now Approve It” Workflow

Picture this: Your sales team just closed a deal using Viafirma. The moment that last signature hits the digital page, ApproveThis automatically:

• Checks if the contract value is under $25K (using calculated fields)
• Routes it to the right department head (role-based access for the win)
• Sends email approvals with one-click decisions (no logins required)

Who kills it with this: Healthcare providers approving patient consent forms. Signed doc → immediate compliance review → green light for treatment. No more chasing down doctors between surgeries.

Use Case 2: The “Approve First, Sign Later” Tango

Manufacturing companies use this one hardcore. Here’s the play:

1. Procurement team initiates a purchase request in ApproveThis
2. Once approved, Zapier automatically creates a Viafirma request for the vendor’s signature
3. Legal gets both the approved PO and signed contract in their dashboard

Pro move: Set up approval groups in ApproveThis so the CFO only sees deals over $100K. Everyone else gets fast-tracked through department leads.

Use Case 3: The “Who’s in Charge Here?” Fixer

When Viafirma detects new user groups (say, after a merger), ApproveThis can:

• Require IT approval for access to sensitive docs
• Use vacation delegation so approvals don’t die when someone’s on PTO
• Log every decision for compliance reports

HR secret weapon: Onboarding new hires? Their signed offer letter in Viafirma triggers equipment approval workflows in ApproveThis. Laptop ordered before they even start.

Setting This Up Without Losing Your Mind

If you can set up a Slack channel, you can do this:

1. Create a Zapier account (free tier works)
2. Pick your trigger (e.g., “Document Signed” in Viafirma)
3. Choose the ApproveThis action (“Create Request”)
4. Map the fields (takes 2 minutes)
5. Test with a dummy doc

Pro tip: Use ApproveThis’ conditional logic to handle edge cases. Contract over $1M? Add extra approval steps automatically. Under $10K? Let it sail through.

Who Benefits Most (Besides Your Sanity)

Legal Teams

Stop being the bottleneck. Signed NDAs in Viafirma auto-trigger compliance checks in ApproveThis. You review only what matters, not every TPS report cover sheet.

Finance Departments

Invoice approvals used to take 3 days. Now? AP specialist signs in Viafirma → ApproveThis checks against budget thresholds → payment processed if under limit. Overages get CFO eyes instantly.

Operations Managers

New vendor setup used to involve 12 emails. Now: Vendor signs Viafirma contract → ApproveThis routes to security, IT, and procurement → all approvals done before lunch.

IT Security

New employee groups in Viafirma require ApproveThis sign-off from two admins. No more “Who approved this?!” during audit season.

The Nuts and Bolts You Care About

No extra licenses: Approvers only need ApproveThis access – huge savings if you’re working with external partners.

Real-time tracking: See where every document is – both in signing (Viafirma) and approval (ApproveThis) stages.

Audit trails: Every approval decision and signature timestamped. Compliance teams will send you gift baskets.

Bottom Line: This Isn’t Just Automation

It’s about making approvals and signatures work like they should – invisible. Your team spends time on actual work, not chasing down signatures or wondering if the request got lost in Susan’s inbox.

Ready to stop herding paperwork cats? Get ApproveThis, connect it to Viafirma via Zapier, and watch those approval times nosedive. Or book a demo if you want to see the magic first.