ApproveThis manages your GetAccept Integration approvals.

When Your Sales Docs Outpace Your Process

Let's be real - nothing kills deal momentum like watching contracts collect digital dust in someone's inbox. Sales teams live in GetAccept for good reason: it's where proposals get signed, not where they go to die. But here's the rub - every signed doc triggers three more approval steps. Legal needs to vet it. Finance needs to log it. Your ops team needs to file it in seventeen systems.

That's where pairing GetAccept with ApproveThis changes the game. We're not talking about another "integration" that just moves data between apps. This is about hard-wiring your approval logic directly into your sales documentation flow. No more chasing down VPs in Slack. No more lost PDFs. Just deals moving forward because the right people get pinged at the right time - with all the context they need to say "yes" fast.

How This Duo Works (Without the Tech Jargon)

Think of Zapier as the plumbing connecting two specialized tools. GetAccept handles the heavy lifting of document creation, tracking, and e-signatures. ApproveThis becomes your control center for all the decisions that happen before and after the ink dries. Together, they automate the grunt work so your team can focus on selling.

Key benefits:

• No more approval black holes: Track every document's approval status alongside its signature status
• Stop paying for seat licenses: External counsel approves contracts without needing GetAccept logins

Example: A 200-person SaaS company slashed their contract turnaround from 9 days to 38 hours by triggering legal reviews the moment prospects opened proposals in GetAccept.

Real-World Workflows That Actually Matter

1. Contract Reviews That Don't Kill Deals

The Problem: Legal teams drowning in PDF markups because sales sends contracts without internal approvals.

The Fix: Auto-create ApproveThis requests whenever new GetAccept docs are generated. Route to legal, security, and finance based on deal size. Approvers get everything they need to review in one email - no digging through CRMs.

Who This Helps: Mid-market tech companies where every deal has custom terms. Finance teams love the automatic threshold checks before approvals even reach them.

2. Post-Signature Compliance Made Less Painful

The Problem: Signed contracts sitting in sales reps' GetAccept accounts instead of being properly archived.

The Fix: Only push documents to your contract repository after final approvals in ApproveThis. Add conditional checks to ensure NDAs are on file before releasing SOWs.

Who This Helps: Healthcare and fintech companies with strict audit requirements. Compliance officers get an automatic paper trail showing who approved what and when.

3. Approval-to-Signature Speed Runs

The Problem: Clients ready to sign but waiting days for internal pricing approvals.

The Fix: Trigger GetAccept document creation the second discounts get approved in ApproveThis. Sales ops gets automatic alerts if deals exceed margin thresholds mid-negotiation.

Who This Helps: Manufacturers and distributors with complex pricing matrices. Regional managers can finally track which reps are pushing too many exceptions.

Setting This Up Without Losing Your Mind

Here's the beauty of using Zapier - you're not building some fragile custom integration. Start simple:

1. Connect GetAccept to Zapier (takes 2 minutes)
2. Choose your trigger: New document, signature completed, etc.
3. Map key fields to ApproveThis - contract value, client name, urgency level
4. Set approval rules: Who needs to sign off based on deal size or client type

Pro tip: Use ApproveThis' calculated fields to auto-flag contracts that need extra scrutiny. Example: If deal value > $50K AND client is in a new vertical, require CRO approval.

Why This Isn't Just Another Integration

Most approval tools treat every request the same. What makes this combo different:

• Context-aware routing: Contracts get different approval paths based on GetAccept metadata like deal stage or client industry
• No license sprawl: External partners approve directly from email without another SaaS login
• Real-time handoffs: Approved contracts in ApproveThis automatically trigger next steps in GetAccept - no manual exports

Case in point: A logistics company handling 300+ carrier contracts monthly eliminated their approval backlog by setting up automatic escalations when agreements sat untouched for 24 hours.

Teams That Actually Benefit (No Fluff)

Sales Ops Leaders

Finally get visibility into what's slowing deals down. See which legal reviewers are bottlenecks, which contract clauses get rejected most, and how approval times correlate with deal size.

CFOs

Auto-flag contracts that exceed discount thresholds before they're signed. GetAccept's tracking shows when clients view pricing pages, while ApproveThis ensures no exceptions get through unsigned.

Legal Teams

Stop playing whack-a-mole with contract requests. Set up approval pools in ApproveThis so incoming GetAccept docs route to available attorneys based on workload.

Advanced Tricks for Power Users

Once you've nailed the basics, try these:

Vacation Coverage That Doesn't Suck: ApproveThis automatically reroutes approvals when legal reviewers are OOO - no more "waiting on Susan" emails.

Smart Reminders: Escalate only to people who actually need to act. If a junior attorney hasn't responded in 8 hours, ping their manager without blowing up group threads.

Approval Analytics: Spot trends in what gets rejected and why. Maybe 70% of delayed contracts get stuck on the same liability clause - time to update your GetAccept templates.

Getting Started Without the BS

This isn't one of those "digital transformations" that takes 6 months. Pick one high-volume approval process:

- Client onboarding agreements
- Partner NDAs
- Renewal contracts

Connect GetAccept to ApproveThis via Zapier, set up a basic workflow, and iterate from there. Most teams see process time cuts within 2 weeks - not 2 quarters.

Ready to stop being human middleware between your docs and your decision-makers? Get started with ApproveThis or schedule a live demo to see how it plays with your GetAccept setup.

FAQs for the Skeptical

Q: Our legal team refuses to use new tools. How does this help?
A: They approve directly from email - zero new logins. You control how much context they see.

Q: We have custom fields in GetAccept. Can we use those in approvals?
A: Yep. Map any GetAccept data to ApproveThis fields to drive routing logic or approval requirements.

Q: What if we need to change approvers mid-process?
A: ApproveThis lets you dynamically add reviewers or escalate requests without losing prior comments.