ApproveThis manages your Crove approvals.

When Approval Management Meets Smart Document Generation

Let’s cut to the chase: approvals suck when you’re using 17 different tools and chasing down executives in parking lots. Crove solves half the problem by turning document creation into a templated science experiment (in a good way). ApproveThis handles the other half – actually getting humans to make decisions. Together? They’re like peanut butter and jelly for process nerds.

Here’s why mid-sized companies are wiring these two together via Zapier: Crove’s conditional document templates become actually useful the second they’re connected to real approval logic. No more “Hey, can you check the contract draft?” Slack messages. Just automated workflows where documents get built, routed, and approved based on rules that don’t require babysitting.

The Business Case for Not Wasting Everyone’s Time

Companies between 50-5,000 employees lose 3 weeks a year per employee chasing approvals. That’s not a real stat, but you know it’s true. Combine ApproveThis’ workflow automation with Crove’s document generation, and you’re solving two problems most teams don’t even realize are connected:

• Version control hell: Crove ensures documents are built correctly from templates. ApproveThis ensures only the final version gets signed off.
• Compliance black holes: Calculated fields in ApproveThis auto-flag discrepancies, while Crove’s audit trails document every change.

Example: A 200-person insurance firm uses Crove templates for policy renewals. When a renewal hits $250k, ApproveThis automatically routes it to the CFO instead of a department head. The CFO approves via email without logging into Crove. Total time saved? 23 days/year. Actual math? Who cares – you get the point.

Four Ways This Integration Actually Works (No Fluff)

1. Auto-Finalize Approved Documents

The Zap: ApproveThis approval → Mark Crove doc as complete.

When your legal team approves a contract in ApproveThis, Crove automatically stamps it as finalized. No more “Wait, was this the final-final version?” emails. Law firms use this to push executed NDAs into client portals immediately after internal sign-off.

2. Turn New Documents Into Approval Requests

The Zap: Crove doc created → Start ApproveThis workflow.

A procurement team generates 50 purchase orders daily in Crove. Each PO auto-triggers an ApproveThis request with conditional routing – under $10k goes to the manager, over goes to finance. Approvers get email links; they don’t need Crove licenses to review the attached PDF.

3. Generate Documents When Approvals Start

The Zap: New approval request → Build Crove doc from template.

HR kicks off a promotion approval. ApproveThis triggers Crove to generate the offer letter using employee data from your HRIS. When the CEO approves, the letter’s already done – just hit send. Magic? No, just Zapier.

4. Escalate Stuck Approvals

The Unofficial Hack: Use ApproveThis’ vacation delegation and thresholds with Crove’s revision tracking. If a marketing contract approval sits for 48 hours, ApproveThis reassigns it and Crove notifies the requester. No integration needed – just smart process design.

Why Your Team Leads Will Care

Finance Teams

Approval thresholds in ApproveThis auto-route invoices based on amount. When combined with Crove’s PO templates, you get a closed loop: approved POs generate invoices, approved invoices trigger payments. CFOs dig the audit trail; AP clerks stop hating their jobs.

Legal Departments

Crove builds NDAs with correct clauses based on client type. ApproveThis routes them to the right reviewer based on deal size. Partners approve via mobile email. Miss a deadline? The system escalates, doesn’t whine.

Operations Managers

Standard operating procedure updates in Crove require approvals from 3 department heads. ApproveThis chases them sequentially. One rejects? The doc goes back to drafting. All approve? Crove pushes it to the company wiki automatically.

Setting This Up Without Losing Your Mind

Step 1: Get Crove docs templated. If your documents aren’t consistent yet, fix that first.

Step 2: Map out approval chains in ApproveThis. Use calculated fields to auto-determine approvers based on Crove doc data (like contract value).

Step 3: Connect via Zapier. Use the “New Request” trigger in ApproveThis to generate Crove docs, or the “Document Submitted” trigger in Crove to start approvals. Each Zap takes 8 minutes if you’ve done steps 1-2 right.

Pro tip: Use ApproveThis’ email approvals so external partners (vendors, clients) can approve without another software login. They get the Crove doc as a PDF attachment – no license needed.

The Quietly Powerful Features You’ll Abuse

Calculated Fields: Auto-add a 10% contingency to budget approvals in ApproveThis. Crove updates the financial doc template with the new number before sending for signatures.

Vacation Delegation: Your head of legal is climbing Machu Picchu? ApproveThis auto-reassigns their doc approvals to the deputy. Crove shows the delegate’s name in the audit log. No one freaks out.

Approval Groups: Marketing needs consensus from three VPs for campaign budgets. ApproveThis collects votes; Crove updates the budget doc in real-time as each approves. Drama-free.

The Bottom Line (Because We Know You’re Busy)

ApproveThis isn’t just another approval layer. When hooked to Crove via Zapier, it becomes the brain that makes your document automation actually work. Contracts get created when they should, approved by the right people (even if they’re not in your tech stack), and finalized without a single “Per my last email…”

Companies using both tools report 65% faster document cycles. We made that number up, but seriously – what’s the cost of your last approval bottleneck? Two hours? Five grand? More?

Book a demo to see how approval workflows should work, or start a free trial and connect Crove yourself in 20 minutes. Your future self – the one not chasing down signatures – says thanks.