ApproveThis manages your DOXI Integration approvals.

Two Platforms, One Unified Process

Approval processes and document signing have always been two sides of the same coin. Yet most businesses handle them separately – leading to delays, miscommunication, and missed deadlines. ApproveThis and DOXI change this dynamic by connecting decision-making with execution through Zapier. Together, they create closed-loop workflows where approvals automatically trigger signature requests, and status changes in documents initiate review processes. This isn’t just about saving clicks – it’s about eliminating the gaps where errors thrive and opportunities get lost.

What Each Tool Brings to the Table

ApproveThis acts as the decision engine. Its strength lies in routing requests to the right people, enforcing approval rules, and ensuring accountability through real-time tracking. Features like conditional thresholds (auto-approving expenses under $500) and vacation delegation prevent bottlenecks.

DOXI specializes in signature workflows. Once a decision is made, DOXI ensures the resulting documents get signed correctly – whether it’s a contract amendment from legal or a purchase order from procurement.

When integrated via Zapier, these platforms hand off tasks like relay runners. A contract revision approved in ApproveThis becomes a DOXI signature flow without manual data entry. Conversely, a status change in DOXI (like a client requesting changes) can trigger a new approval cycle.

Real-World Workflows, Real Impact

Legal Teams: From Redlines to Execution

Consider a law firm handling client contracts. Partners often waste hours chasing internal approvals before sending documents for signatures. With the integration:

1. Any contract edited in DOXI triggers an ApproveThis workflow. The system routes it to the responsible attorney based on case type. 2. Once approved, DOXI automatically sends the final version to all signatories. 3. If a client requests changes via DOXI comments, the updated doc re-enters the approval cycle.

This looped process reduces contract turnaround from days to hours. Approval groups in ApproveThis ensure consensus among partners, while DOXI’s audit trail meets compliance needs.

Procurement: Approval Before Ink

Manufacturing companies often face PO bottlenecks – a $50k equipment purchase might need CFO approval before vendors can sign. The integration enforces this sequence automatically:

1. A vendor submits a quote via DOXI. 2. ApproveThis checks the amount against thresholds. Over $30k? Route to CFO. 3. Upon approval, DOXI generates and sends the PO for vendor signatures. 4. If the CFO is unavailable, vacation delegation assigns the request to their deputy.

Procurement teams gain visibility through ApproveThis’ dashboard, while suppliers appreciate DOXI’s mobile-friendly signing.

HR: Onboarding at Scale

Hiring 50 employees? Traditional onboarding drowns HR in paper. With the integration:

1. Approved hires in ApproveThis trigger DOXI to send offer letters and tax forms. 2. New hires sign documents electronically. 3. Any unsigned forms after 48 hours trigger automatic reminders through ApproveThis’ notification system.

HR managers use calculated fields to auto-approve standard packages, only escalating custom offers. Legal reviews happen seamlessly when needed.

Setting Up the Connection

1. Create a Zapier account. 2. Connect ApproveThis and DOXI as apps. 3. Choose triggers and actions:

Option A: When a DOXI flow status changes → Create ApproveThis request. Ideal for change requests needing review.
Option B: When ApproveThis request is approved → Create DOXI flow from template. Perfect for post-approval actions.

Map critical data fields: Ensure DOXI’s “document type” corresponds with ApproveThis’ approval teams. Test with low-risk workflows first.

Why Teams Choose This Integration

Legal & Compliance

Eliminate the black hole between “approved” and “signed.” Track every version’s approval path in ApproveThis, with finalized docs archived in DOXI. External counsel can approve changes without DOXI licenses.

Finance & Procurement

Enforce approval hierarchies before binding commitments. Auto-generate approved POs in DOXI, with terms locked post-signature. Real-time budgets adjust as requests move through stages.

HR & Operations

Scale employee/contractor onboarding without adding headcount. Use ApproveThis’ email approvals for remote hires, then DOXI for device policy sign-offs. Delegation rules handle team absences.

The Hidden Advantage: External Collaboration

ApproveThis shines when external parties are involved. Clients, vendors, or partners can approve requests via email without needing DOXI access. Once approved, they receive DOXI signature links through their preferred channel. This separation simplifies access control – your team manages DOXI templates, while external users engage through ApproveThis’ interface.

Beyond the Basics

While the core integration focuses on status changes and request creation, advanced users leverage:

Calculated Fields: Auto-determine approval paths based on DOXI document data. A contract value over $100k? Require CEO approval.
Conditional Routing: Route NDAs through legal, but marketing contracts through brand compliance.
Multi-Language Support: Send approval requests in the approver’s language, while DOXI handles localized documents.

Getting Started

ApproveThis and DOXI work where your team already does. There’s no need to rebuild processes – just connect the dots. Start with a single workflow, like vendor POs or client contracts. See how automatic handoffs change what’s possible.

Register for ApproveThis or schedule a demo to explore custom setups. For DOXI integration details, visit their platform.