ApproveThis manages your Docspo Integration approvals.

When "Just Sign Here" Isn't Enough

Let's be real - most approval processes suck. You've got contracts stuck in legal limbo, purchase orders playing email tennis between departments, and client sign-offs that mysteriously vanish into Slack black holes. That's why pairing ApproveThis with Docspo isn't just some tech integration - it's a middle finger to approval bottlenecks.

Docspo handles the document side: creating sleek proposals, contracts, whatever. ApproveThis handles the human side: making sure the right people actually review and sign off on those docs. Connect them through Zapier, and you've got a system where documents and decisions actually talk to each other instead of playing hide-and-seek.

Why This Combo Doesn't Just Look Good on Paper

Docspo makes pretty documents. ApproveThis makes approvals actually happen. Together? They cover the full lifecycle:

• No more "Who's got the latest version?" - Approval status updates automatically in both systems
• Stop chasing external clients - They can approve via email without needing Docspo logins

Take client contracts. Marketing agency wins a deal, creates the SOW in Docspo. Instead of Slack-bombing the client and accounting team, ApproveThis automatically routes it: client e-signs via Docspo, internal budget approval happens parallel via ApproveThis. Everyone stays in their lane, deal moves forward.

Real Workflows for People Who Actually Work

1. The "Stop Wasting Legal's Time" Setup

What happens: New vendor contract created in Docspo → Auto-creates approval request in ApproveThis with tiered thresholds:

- Under $5k? Auto-approved with department head CC'd
- $5k-$50k? Requires procurement team review
- Over $50k? Triggers CFO + legal review

Who cares: Manufacturing companies dealing with 50+ supplier contracts monthly. Cuts procurement cycle time from weeks to days by eliminating manual routing.

2. The "Client Won't Ghost You" Play

What happens: Client accepts proposal in Docspo → ApproveThis instantly notifies project team AND creates Jira tickets for resource allocation.

Real talk: Marketing agencies love this. No more "The client signed last week, why aren't we staffed?!" meltdowns. Keeps post-signature momentum actually moving.

3. The "HR Isn't Your Secretary" Move

What happens: New hire offer letter sent via Docspo → ApproveThis pings HR, hiring manager, and finance to confirm budget/headcount before e-signature enabled.

Why it matters: Stops those "Oops, we didn't actually have approval for this role" facepalm moments. Especially brutal in scaling startups.

Setting This Up Without Needing IT on Speed Dial

1. Zapier account (you probably have one)
2. Connect Docspo and ApproveThis as apps
3. Pick your trigger (like "Document Signed" in Docspo)
4. Choose resulting action (like "Create Approval Request" in ApproveThis)
5. Test with a real doc - because nobody trusts hypotheticals

Pro tip: Use ApproveThis' calculated fields to auto-set approval rules based on Docspo data. Contract value in the document? That can determine whether it needs VP approval or just team lead.

Department Wins That Actually Matter

Sales Teams:

Close deals faster by embedding approval checks directly into proposal workflows. Client signs SOW in Docspo → automatic credit check approval triggers in ApproveThis → CRM updates when both are green.

Finance Teams:

AP doesn't play 20 questions. Vendor submits invoice via Docspo → ApproveThis routes based on amount and category → Payment processed only after all approvals logged.

Operations Teams:

New SOP doc created? Approval workflow auto-assigns based on department. Maintenance checklist updated? Field techs get notified only after engineering approval.

Features You'll Actually Use (No Shelfware Here)

- Approval Thresholds: Because $500 office chairs shouldn't need CFO sign-off
- Vacation Delegation: Karen in legal is OOO? Requests auto-reroute without you playing detective
- Email Approvals: Clients and contractors can approve without another damn login
- Real-Time Tracking: Actual visibility into where things stuck, not just optimistic guessing

When Not to Use This (Yeah, We're Honest)

This isn't magic pixie dust. If your approval process is "The CEO forwards PDFs to his golf buddies", keep doing that. But if you need:
- Audit trails that don't require subpoenaing Gmail
- Faster cycle times than "Whenever someone checks Slack"
- Less risk of rogue sign-offs
...then maybe give it a look.

How This Scales Without the Headaches

5-person startup? Fine. 5000-employee enterprise? Also fine. The Zapier integration means you're not building some fragile custom API connection. Approval rules adapt as you grow - add new steps, change thresholds, bring in external partners. All without needing a PhD in "approval process management".

Plus, since approvers don't need Docspo licenses (they approve via email or ApproveThis), you're not bleeding cash on software seats for occasional users.

Bottom Line: This Isn't About Software

It's about not having that pit-in-your-stomach feeling when someone asks "Where are we on the [critical thing] approval?" Connect Docspo and ApproveThis, and you're basically giving your team a bureaucratic anti-venom.

Get Started with ApproveThis or schedule a demo if you need to see the magic first.