ApproveThis manages your Anvil Integration approvals.

When Bureaucracy Meets Automation

Let's get real - nobody started their business to become a professional signature-chaser. Yet here we are, with teams wasting hours every week tracking down approvals for contracts, purchase orders, and expense reports. Enter the tag team you didn't know you needed: ApproveThis and Anvil, connected through Zapier.

Anvil handles the heavy lifting of document automation - think PDF generation, e-signatures, and complex form workflows. ApproveThis brings structure to the approval madness with customizable workflows, automatic escalations, and real-time tracking. Together, they're like GPS for your business processes - showing you exactly where things are stuck and how to unclog the pipeline.

Why This Combo Works

Most approval tools treat documents like annoying attachments. Most document tools treat approvals like an afterthought. Here's how we fix that:

Anvil's Sweet Spot

Anvil shines at turning complex paperwork into automated workflows. Need to generate custom contracts based on CRM data? Check. Collect legally binding e-signatures without making people download apps? Done. But once that PDF is signed... then what?

ApproveThis' Secret Sauce

That's where we come in. While Anvil handles document creation, ApproveThis manages what happens next. Automatic routing based on dollar amounts? Approval chains that adapt when people are OOO? Real-time dashboards showing exactly which requests are stuck? That's our jam. Best part? Approvers don't need Anvil licenses - huge savings when working with clients or contractors.

Real Workflows for Real Teams

Let's break down three ways this integration actually works in the wild:

1. The Legal Shuffle (Without the Shuffling)

Problem: Your legal team gets 50+ NDAs weekly. Each needs three signatures then executive approval. Paralegals waste hours chasing sign-offs.
Fix: Anvil auto-generates NDAs from CRM data. Once signed, Zapier triggers ApproveThis to route to Legal VP + CFO. Approval thresholds auto-approve under $50K contracts. Legal dashboard shows exactly which deals are clearance-ready.

2. Procurement Ping-Pong

Problem: Every purchase request needs department head + finance approval. Vendors send invoices directly to AP, causing payment delays.
Fix: Anvil captures vendor docs with e-signatures. ApproveThis routes requests based on amount: $1-5K needs manager approval, $5K+ escalates to CFO. Finance gets automated audit trails with original signed docs attached.

3. HR Onboarding Hell

Problem: New hires sign 15 documents... then IT, facilities, and payroll need to approve access.
Fix: Anvil handles offer letters + I-9s. Once signed, ApproveThis triggers parallel approvals for laptop setup, badge access, and payroll setup. IT gets hardware specs auto-pulled from the signed offer letter.

Setting Up Without Losing Your Mind

Here's the beauty of Zapier - you're not building the space shuttle. Three steps:

1. Connect the Dots: Create Zapier account (if you don't have one). Link Anvil and ApproveThis - takes 2 minutes each.
2. Pick Your Trigger: Choose when things kick off in Anvil - completed signature? Finished PDF? Your call.
3. Map the Data: Tell ApproveThis which details matter (contract amount, department, requester) and who needs to approve.

Pro Tip: Start with one workflow (like NDAs) before scaling to more complex processes. Use ApproveThis' calculated fields to auto-calculate contract values or expiration dates from Anvil docs.

Who Actually Cares About This?

(Besides your overworked operations team)

Finance Teams

Auto-route invoices based on amount. Get approval chains that comply with SOX requirements. See real-time budgets without manual data entry.

Legal Departments

Stop being the bottleneck. Set conditional approvals (e.g., any contract with "indemnification" clause goes straight to General Counsel). Track revision histories with signed docs.

HR Managers

Onboard faster by linking signed offer letters to equipment approvals. Automate offboarding checklists with IT access removal approvals.

Operations Leaders

Get visibility without micromanaging. See which departments have approval bottlenecks. Pull reports showing process cycle times pre/post automation.

But Wait, There's More

ApproveThis isn't just a fancy email forwarder. Features that actually matter:

Vacation Delegation That Works

John in Legal on PTO? Requests auto-reassign to Sue without missing SLAs. No more "I was out" excuses.

Approval Thresholds

$499 office supply order? Auto-approved. $501? Flags for CFO. Set rules once and forget about nickel-and-dime requests.

Mobile-Friendly (Without the App)

Approvers can reject/approve via email. No logins, no passwords - crucial when working with external partners.

The Elephant in the Room

"But we already have [insert legacy system here]!" Cool. So did we. Here's why this combo hits different:

• No Per-User Fees: Approvers don't need Anvil licenses. Huge cost saver when working with clients.
• Actual Adoption: People approve via email. No training needed.
• Audit Trails That Make Sense: Every approval ties directly to the signed doc in Anvil. No more "Which version of the contract was this?"

Getting Started (Without the BS)

This isn't a "digital transformation" project. Pick one process that sucks and fix it:

1. Expense Reports: Anvil captures receipts + manager signatures. ApproveThis routes to accounting with auto-calculated totals.
2. Contract Renewals: Auto-generate renewal docs 60 days out. Route approvals based on deal size.
3. IT Requests: Employees submit via Anvil form. ApproveThis routes to department heads + IT based on request type.

Set up takes 45 minutes max. Seriously. We'll even show you how.

Bottom Line

You're not paying for another SaaS tool. You're buying back time. Every minute your team isn't chasing signatures is a minute spent on actual work. Every approval that doesn't get lost in email hell is reduced compliance risk. Every auto-routed document is proof you're not running a paperwork sweatshop.

Either keep doing approvals the "we've always done it" way, or fix it once. Your call.