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Docage Integration

ApproveThis manages your Docage Integration approvals.

April 17, 2025

Integration Category: Signatures

Two Tools, One Powerful Connection

ApproveThis and Docage solve two critical but disconnected business problems: getting timely decisions and executing signed agreements. When connected via Zapier, they create a closed-loop system for managing high-stakes processes where approvals directly trigger legal actions - without manual handoffs.

Why This Integration Matters Now

73% of legal teams report delayed contracts due to internal approval bottlenecks (Gartner). Meanwhile, finance departments waste 12 hours weekly chasing signatures for budget-critical documents. The ApproveThis-Docage integration addresses both issues by:

  • Eliminating email threads for document reviews
  • Auto-escalating stalled approvals before deadlines
  • Initiating e-signatures immediately upon approval

Capabilities Compared

ApproveThis specializes in structured decision-making with features like multi-level approvals, conditional thresholds, and delegation rules. Docage focuses on eIDAS-compliant signatures and document workflows. Together, they ensure compliant approvals automatically convert into executable agreements.

Key Integration Scenarios

Three patterns dominate how teams use this integration:

1. Contracts: Approval → Signature → Filing

How it works: Legal teams create an approval request in ApproveThis when a new contract draft is ready. Once all stakeholders approve, Zapier triggers Docage to generate a signable document and notify all parties.

Real impact: A European insurance firm reduced contract cycle times from 14 days to 3 by using approval thresholds. Contracts under €50K bypass VP review, auto-routing to Docage for immediate signatures.

2. Procurement: Budget Sign-Off → Purchase Agreement

How it works: When procurement requests exceed department budgets, ApproveThis routes them to finance leaders. Approved requests auto-generate Docage purchase agreements with vendor-specific terms.

Real impact: A manufacturing company eliminated $240K in unauthorized spending by requiring Docage purchase agreements for all approved requests over $10K.

3. HR: Policy Updates → Employee Signatures

How it works: Revised employee handbooks or policy changes get approved by legal and leadership teams in ApproveThis. Once finalized, Docage sends updated documents to all staff for mandatory e-signatures.

Real impact: A tech startup achieved 100% compliance with new data security policies by linking ApproveThis approvals to Docage's signature tracking.

Technical Setup Made Simple

Connecting ApproveThis and Docage requires no coding. Here's the 4-step process:

  1. Create a Zapier account (if needed)
  2. Connect ApproveThis and Docage as Zapier apps
  3. Choose a trigger event (e.g., "Request Approved" in ApproveThis)
  4. Select the corresponding Docage action (e.g., "Create Transaction from Template")

Pro Tip: Use ApproveThis' calculated fields to auto-populate Docage document variables like contract amounts or effective dates.

Critical Configuration Notes

Avoid these common mistakes:

  • Not mapping ApproveThis custom fields to Docage template placeholders
  • Forgetting to set up vacation delegates in ApproveThis, which can stall Docage transactions
  • Overlooking Docage's eIDAS requirements for highly regulated industries

Team-Specific Benefits

Legal Departments

Reduce contract lifecycle times by 68% (observed median across 12 customers). ApproveThis' audit trails integrate with Docage's document history, creating a unified compliance record.

Finance Teams

Enforce spending controls by requiring Docage signatures for all approved purchases over set thresholds. Real-time budget vs. actuals tracking prevents overspending.

HR Operations

Onboard new hires 40% faster by linking approved offer letters to Docage's bulk signature workflows. Automatically archive signed documents in your HRIS via additional Zapier connections.

External Collaboration

Clients or vendors can approve requests in ApproveThis without needing Docage access. Once approved, they receive Docage signature requests through their preferred channel (email, SMS, etc.).

Advanced Use Cases

Beyond core templates, consider these scenarios:

M&A Due Diligence

Automate approval chains for sensitive document access during acquisitions. Approved requests in ApproveThis trigger Docage NDAs, while denials revoke access via Zapier.

Regulatory Reporting

Use ApproveThis' audit logs alongside Docage's timestamped signatures to automatically generate compliance reports for FINRA, GDPR, or SOC 2 audits.

Partner Agreements

Distributors approve margin exceptions in ApproveThis, which then generates amended contracts in Docage with updated pricing terms and auto-sends to customers.

Why This Beats Manual Processes

Traditional approval-to-signature workflows fail because:

  • Version control issues arise from email attachments
  • No visibility into approval bottlenecks
  • Signature requests get sent before final approvals

The ApproveThis-Docage integration solves these through deterministic workflow rules and bi-directional data syncing.

Cost Considerations

Since ApproveThis doesn't require external approvers to have Docage licenses (and vice versa), companies save 22% on average compared to all-in-one solutions. Approval participants only need email access, while signers interact solely through Docage's compliant interface.

Getting Started

To implement this integration:

  1. Define 1-2 high-impact approval processes (e.g., sales contracts)
  2. Map existing Docage templates to ApproveThis workflow stages
  3. Configure Zapier connections with conditional logic
  4. Train teams on dual-system interaction points

Final Recommendation

Start with a pilot in a controlled environment like vendor onboarding. Measure time savings between approval completion and fully executed agreements. Most teams see ROI within 90 days.

Ready to eliminate approval delays? Register for ApproveThis or explore Docage's e-signature capabilities to schedule a tailored demo.

🥳

Integrate with Docage Integration and get 90 days of ApproveThis for free.

After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.

Learn More

Best Approval Workflows for Docage

Suggested workflows (and their Zapier components) for Docage

Create approval requests for new Docage events

When a new event occurs in Docage, this automation creates an approval request in ApproveThis to streamline your review process. It reduces manual steps and speeds up decision-making for event-related activities. *Note: Ensure that webhook configurations in Docage match your desired event parameters.*

Zapier Components

Docage Logo

Trigger

Docage Event

Triggers when a defined event happen, with the help of a webhook.

Action

Create Request

Creates a new request, probably with input from previous steps.

Create full Docage transactions for new approval requests

When a new approval request is initiated in ApproveThis, this automation creates a complete transaction in Docage from a predefined template. It helps streamline transaction processing once approval begins, reducing manual entry. *Note: Verify transaction template settings in Docage for accurate data mapping.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Docage Logo

Action

Create Full Transaction From Template

Creates a full Transaction from a Transaction Template

Add Docage contacts for approved workflow completions

When an approval request is completed in ApproveThis, this integration automatically adds contact details to boxes in Docage. It ensures that contacts linked to approved requests are quickly and accurately processed. *Note: Check that contact fields in Docage are mapped correctly to approval data.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Docage Logo

Action

Add Contact to Boxes

Adds a Contact to Boxes