ApproveThis manages your Docnify Integration approvals.

Let’s be real: nobody wakes up excited about approval processes. But when contracts gather dust in inboxes, purchase requests vanish into Slack voids, or legal teams chase down signatures for weeks, suddenly approvals become everyone’s problem. That’s where ApproveThis and Docnify come in – and when you connect them via Zapier, you get a one-two punch that kills bottlenecks before they kill productivity.

Why This Combo Works (Besides Saving Your Sanity)

ApproveThis isn’t just another “approve this PDF” tool. It’s built for companies where decisions involve multiple teams, conditional logic, and real accountability. Docnify handles the document side – sending, tracking, collecting signatures. Together, they cover the full lifecycle: draft > review > approve > sign > file. No more chasing down VP John because he ignored the Google Doc comment about the NDA.

Key Benefits You Can Actually Explain in a Meeting

For Finance: Requisitions get approved before someone swipes the company card. Set approval thresholds so anything over $5K auto-escalates to the CFO, with Docnify tracking the signed PO.

For Legal: Know exactly when external parties open contracts (thanks Docnify), then trigger ApproveThis workflows so in-house counsel reviews redlines before signatures lock things in.

For Ops: New vendor onboarding? Procurement approves the SOW in ApproveThis, Zapier auto-sends the Docnify contract, and you’re done before your coffee gets cold.

Real Use Cases (Not Just “Faster Approvals!” Fluff)

1. Contracts That Don’t Ghost You

Problem: Sales sends a proposal via Docnify. Client opens it, but Legal hasn’t approved the payment terms yet. Chaos ensues.

Fix: Zapier triggers an ApproveThis workflow the second Docnify detects the document was opened. Legal gets an email (no app login needed) to approve/reject. If approved, Docnify automatically notifies the client to sign. If rejected, Sales gets a Slack alert to revise.

Who needs this: SaaS companies, agencies, anyone dealing with client-facing contracts.

2. Procurement That Doesn’t Require Mind Reading

Problem: Your team buys $8K worth of software. Finance rejects it because it bypassed approval. Now you’re stuck begging for a refund.

Fix: Set an ApproveThis threshold – any purchase over $5K requires CFO approval. When someone uploads a Docnify quote, ApproveThis checks the amount. If over limit, routes to CFO. Once approved, Docnify auto-generates the PO. All approvals logged, all docs centralized.

Who needs this: Manufacturing, retail, any biz with strict spend controls.

3. Compliance That Doesn’t Keep You Up at Night

Problem: Auditors demand proof that policy updates were reviewed by Legal and HR. Your “system” is a chaotic email thread.

Fix: New policy doc in Docnify? ApproveThis requires sequential approvals from Legal then HR. Each step logs comments and timestamps. Once fully approved, Docnify archives the signed doc with version history. Sleep soundly.

Who needs this: Healthcare, finance, education – any regulated industry.

Why Your Team Will Actually Use This

Most approval tools fail because they’re clunky. ApproveThis works because:

• Approvers don’t need another login: They can approve/reject via email. Clients, vendors, execs – no training needed.
• Docnify tracks the paper trail: Every signature, open, and edit is logged. No “I never got that PDF” excuses.

Example: Your HR team sends out updated employee handbooks. With Docnify, they see who opened it. With ApproveThis, they require managers to confirm their team reviewed it. No more guessing during compliance audits.

Setting This Up Without Involving IT

If you can use a toaster, you can connect ApproveThis and Docnify:

1. Create your Zapier account (takes 2 minutes)
2. Pick a trigger: “When a Docnify document is opened” or “When an ApproveThis request is approved”
3. Choose an action: “Create approval request in ApproveThis” or “Send document via Docnify”
4. Map the fields: Link Docnify’s document ID to ApproveThis’ request details
5. Test it: Open a Docnify doc and watch the approval pop in ApproveThis

Pro tip: Use ApproveThis’ Calculated Fields to auto-flag contracts with payment terms over 90 days or discounts exceeding 20%. Docnify handles the signing; ApproveThis enforces the rules.

When to Use This vs. When to Stick with Email

This isn’t for one-off approvals. If your CEO needs to sign a single NDAs once a month, just email it. But if you’re dealing with…

- Multi-department sign-offs
- Compliance-sensitive documents
- High-volume contracts (vendors, clients, partners)
- Any process where “who approved this?” matters…

…then automating ApproveThis + Docnify via Zapier pays for itself in hours.

Bottom Line: Approval Processes Should Be Boring

Not frustrating, not chaotic, not borderline illegal. Just gloriously boring. When approvals work, they fade into the background – documents flow, decisions get made, and everyone stays off each other’s nerves.

Ready to stop herding cats? Get started with ApproveThis, check out Docnify, and connect them in Zapier. Or book a demo to see how approval automation actually works when it’s built for grown-ups.