ApproveThis manages your Docamatic approvals.

When Approval Meets Automation

Let's cut through the corporate jargon: ApproveThis and Docamatic solve two problems that waste more time than mandatory "fun" Zoom meetings. One platform handles the bureaucratic red tape of approvals, the other creates documents without the Microsoft Word meltdowns. Connect them via Zapier, and you've got something actually useful for teams drowning in PDFs and permission slips.

ApproveThis isn't just another "click approve" tool. It's built for companies where every document needs seven signatures, three departments, and a partridge in a pear tree to get anything done. Docamatic? It’s the quiet workhorse turning HTML chaos into polished PDFs. Together, they’re like caffeine for your document workflows – minus the jitters.

Three Ways This Combo Actually Works

1. Auto-Flag New Docs for Review

Scenario: Your sales team just generated 50 NDAs through Docamatic. Instead of playing email tag, ApproveThis automatically:

• Routes contracts to legal
• Pings sales managers if dollar amounts exceed thresholds
• Shows real-time status without 15 "Just checking in!" emails

Who cares: Legal teams at scaling SaaS companies. No more "Oops, we signed that?" moments.

2. Approval Triggers Final Docs

Scenario: Finance approves a vendor contract. Zapier tells Docamatic to:

• Generate the executed agreement PDF
• Stamp "APPROVED" with date/time
• Slap on digital signatures automatically

Who cares: Procurement teams in manufacturing. Cut PO processing from days to hours.

3. Live Updates to Existing PDFs

Scenario: HR updates an employee handbook. ApproveThis:

• Routes changes to department heads
• Auto-updates the master PDF in Docamatic post-approval
• Maintains version control without Sharepoint nightmares

Who cares: Healthcare orgs needing audit trails for compliance docs.

Why This Isn't Just Another Integration

ApproveThis brings the muscle Docamatic lacks for complex approvals:

Approval Thresholds: Auto-approve docs under $5K, escalate bigger deals to execs. No more CFOs reviewing office supply orders.

Delegation: Legal lead OOO? Requests reroute instantly. Docamatic still generates the PDF – no license needed for approvers.

Calculated Fields: Auto-add expiration dates (Approval date + 90 days) to contracts during doc generation.

Setup That Doesn't Require IT

If you can order DoorDash, you can connect these:

1. Zapier Account: Free tier works
2. Docamatic Trigger: Pick "New Document"
3. ApproveThis Action: Map doc details to approval fields
4. Test: Generate a PDF. Watch approvals flow.

Pro tip: Use ApproveThis's calculated fields to auto-set doc expiration dates based on approval date.

Department-Specific Wins

HR Teams

Onboarding 50 new hires? Docamatic generates offer letters. ApproveThis routes them to:

• Department heads for headcount approval
• Compensation teams for salary bands
• Legal for non-compete clauses

All while maintaining one version of each PDF. No more "final_FINAL_v2" files.

Finance Teams

PO approvals with built-in guardrails:

• Under $10K? Auto-approved, Docamatic stamps it
• Over $10K? Escalate to VP with budget data baked into PDF
• Rejected? Docamatic auto-archives with "DENIED" watermark

Compliance Teams

Audit-proof every document change:

• See who approved each version in ApproveThis
• Track PDF edits made through Docamatic
• Auto-archive previous versions with approval timestamps

The Bottom Line

This integration isn't about "streamlining workflows" – it's about stopping the bleeding from:

• Contracts sitting unsigned because someone missed an email
• Version control issues causing compliance fines
• Approvers bottlenecking deals because they're stuck in Bali

ApproveThis handles the people politics. Docamatic makes the docs look pro. Together, they just make work...work.

Next Steps

If you're still manually herding cats (aka approvers) for every PDF:

• Book a 15-minute demo – we'll show the integration live
• Test drive with Docamatic's free tier
• Steal our pre-built Zapier template here

Because life's too short for approval limbo.