ApproveThis manages your Concord CLM Integration approvals.

Approval bottlenecks and manual contract processes cost businesses time, money, and opportunities. By connecting ApproveThis' automated approval workflows with Concord CLM's contract lifecycle management through Zapier, teams gain an end-to-end solution that eliminates delays while maintaining compliance. This integration creates a seamless handoff between decision-making and contract execution – two critical phases often handled in separate silos.

Why These Platforms Work Better Together

ApproveThis specializes in routing requests to the right people at the right time, while Concord CLM provides tools for drafting, signing, and tracking legal agreements. When combined, they create a closed-loop system where approved decisions automatically trigger contract actions, and contract events initiate new approval processes. This is particularly valuable for organizations managing high volumes of vendor agreements, sales contracts, or compliance documentation.

Key Synergies

Legal teams can automatically generate contracts in Concord when ApproveThis requests get approved, while procurement departments might set up automatic renewal requests when contracts expire. Sales organizations benefit from instant approval workflows triggered by signed proposals. The integration works both ways – contract events in Concord can initiate approvals, and approval outcomes can drive contract actions.

Real-World Applications Across Teams

Legal Department Efficiency

Corporate legal teams handling NDAs and vendor agreements often waste time manually converting approved requests into contracts. With this integration:

• Approved vendor onboarding requests in ApproveThis automatically generate master service agreements in Concord using predefined templates
• Expiring contracts trigger compliance review workflows in ApproveThis 30 days before termination

A mid-sized manufacturing company reduced contract turnaround time by 40% using this approach, ensuring legal staff only intervene when exceptions occur.

Procurement Process Control

Procurement teams managing hundreds of supplier relationships need strict oversight on contract values and expiration dates. The integration enables:

Automatic escalation of high-value contract approvals to senior leadership using ApproveThis' threshold rules, with approved amounts directly populating Concord contract templates. Real-time budget calculations during the approval process prevent overspending before contracts are even drafted.

Sales Acceleration

Sales organizations lose deals when contract execution lags behind verbal agreements. By connecting ApproveThis with Concord:

Enterprise sales teams automatically generate sales contracts upon internal approval of special pricing requests. Approval decisions made in ApproveThis trigger Concord workflows that pre-fill contract templates with approved terms, shaving days off the sales cycle.

Implementation Made Simple

Setting up the integration requires no technical expertise through Zapier's visual interface:

1. Create a Zapier account or log in at zapier.com
2. Choose either ApproveThis or Concord CLM as your trigger app
3. Select the specific event that should initiate workflows
4. Map data fields between systems to automate document creation or approval triggers

Most teams configure their first workflow in under 20 minutes. The Concord CLM Zapier integration supports bi-directional triggers, allowing organizations to start with simple automations and expand as needed.

Critical Features That Make It Work

Approval Thresholds Meet Contract Values

ApproveThis' monetary thresholds prevent contract value discrepancies by automatically routing high-value approvals to senior stakeholders. When integrated with Concord, approved amounts directly populate contract templates, eliminating manual data entry errors.

Email Approvals for External Partners

Vendor representatives and client signatories can approve requests directly from email without needing Concord licenses. This feature is particularly useful for organizations collaborating with external legal counsel or independent contractors who require approval authority but don't need full system access.

Version Control Through Automation

When expired contracts trigger new approval requests in ApproveThis, the subsequent Concord document generation automatically appends version numbers and archival dates. This maintains audit trails without manual intervention.

Overcoming Common Challenges

Legal teams often resist automation due to compliance concerns, but the ApproveThis/Concord integration actually strengthens governance. Conditional approval paths in ApproveThis ensure only authorized personnel can approve specific contract types, while all decisions are permanently logged alongside the final contract in Concord.

Procurement managers worry about losing visibility into automated processes. The solution lies in ApproveThis' real-time dashboard showing all active approval requests alongside Concord's contract status tracking. Combined reporting gives complete visibility from initial request to executed agreement.

Scaling Across the Organization

While initial implementations often focus on high-volume contract types like NDAs or purchase orders, the integration scales to complex scenarios:

Healthcare providers automate patient consent form renewals, triggering ApproveThis workflows when documents approach expiration. Financial services firms use calculated fields to auto-approve standard loan modifications while flagging exceptions for manual review.

Getting Started

Begin with a single high-impact workflow:

1. Choose a contract type with clear approval criteria (e.g., non-disclosure agreements under $50k)
2. Build the approval workflow in ApproveThis with relevant approvers and conditions
3. Create a Concord template with merge fields matching ApproveThis data points
4. Set up the Zapier connection to generate contracts upon approval

Most organizations see ROI within 30 days through reduced administrative work and faster cycle times. The platform's flexibility allows gradual expansion to more complex use cases as teams gain confidence.

Why This Integration Matters Now

In an era where contract velocity impacts competitive advantage, manual handoffs between approval systems and CLM platforms create unnecessary risk. The ApproveThis/Concord integration through Zapier eliminates these gaps by creating a continuous digital thread from initial request to executed contract.

Legal teams maintain control through customizable approval rules while gaining back hours previously spent on administrative tasks. Sales leaders close deals faster with automated contract generation. Procurement professionals ensure compliance through systematic renewals and value checks.

Ready to transform your contract workflows? Start your ApproveThis trial or schedule a personalized demo to see how integrated approvals can accelerate your Concord CLM processes.