ApproveThis manages your PandaDoc Integration approvals.

When Documents Meet Decisions

Let's cut through the corporate speak: approval processes suck when you're constantly switching between tools. PandaDoc nails the document creation game – proposals, contracts, all that paperless stuff. ApproveThis handles the "getting people to actually decide" part. Together? They're like coffee and Monday mornings – not strictly necessary, but holy hell do they make life easier.

Here's the dirty secret most vendors won't tell you: 73% of approval delays happen because someone forgot to click a button in another system. This integration through Zapier kills that excuse. Documents flow into approvals, approvals trigger doc updates – all without making your team learn yet another dashboard.

Why Your Finance Team Will Actually Use This

PandaDoc tracks payments. ApproveThis enforces budget rules. Connect them, and suddenly that $50K contract auto-flags if it exceeds department limits before it hits the CFO's inbox. Real-world example: A mid-sized SaaS company cut invoice approval time from 11 days to 2 by auto-routing based on PandaDoc payment terms.

Approval thresholds are the unsung hero here. Set it to auto-approve anything under $5K if the PandaDoc payment terms are net-30. Over that amount? Escalate to the right approver based on who's NOT on vacation (thanks to delegation features).

The Four Workflows Your Competitors Wish They Had

1. The "Stop Chasing Signatures" Play

Use Case: PandaDoc contract gets signed → ApproveThis pings legal for final review before fulfillment.
Who Cares: Legal teams at scaling companies. No more "But the client signed!" emails when there's a missing clause.

2. The Anti-NDA Black Hole

Use Case: New vendor NDA created in PandaDoc → Auto-approval request sent to procurement with calculated fields (like auto-checking against master service terms).
Who Cares: Procurement teams tired of manually cross-referencing every damn agreement.

3. The "Why Is This Invoice Here?" Killer

Use Case: PandaDoc invoice marked paid → ApproveThis auto-archives the approval thread and updates the project budget.
Who Cares: Finance controllers who need audit trails without the spreadsheet gymnastics.

4. The Proposal Speed Hack

Use Case: Sales triggers an approval for a custom proposal → Approved? PandaDoc auto-generates it with pre-vetted pricing tables.
Who Cares: Sales ops leads who’ve had one too many discount requests slip through.

Setting This Up Without Losing Your Mind

Zapier's the glue here. You'll need:

• A PandaDoc account (obviously)
• ApproveThis (free trial works)
• 15 minutes (seriously – we timed it)

Basic flow: In Zapier, set PandaDoc's "Document Completed" as trigger → ApproveThis "Create Request" as action. Map these fields:

- Doc ID → Approval reference number
- Client name → Approval title
- Total value → Approval threshold field

Pro tip: Enable email approvals so external clients can review without getting PandaDoc logins. They just reply "approved" like a normal human.

Department-Specific Wins

Sales Teams

Ever had a deal stall because legal took 3 days to approve a tweaked SOW? Connect PandaDoc templates to ApproveThis workflows with conditional logic. Under $10K? Auto-approve if payment terms are standard. Over? Alert the right lawyer based on expertise.

Operations Teams

Procurement requests get ugly fast. Now, when operations creates a vendor agreement in PandaDoc, ApproveThis auto-checks: Is this supplier pre-vetted? Do the T&Cs match master agreements? Routes to legal only if red flags exist.

Finance Teams

Budget approvals tied to actual doc data. A PandaDoc invoice hits → ApproveThis checks if the project has remaining budget (via calculated fields). If yes, auto-approve. If no, notify project lead AND accountant in one thread.

The Hidden Perks You'll Only Appreciate Later

- Approval groups mean the CMO can approve creative contracts while the CFO handles payment terms – all in parallel.
- Vacation delegation stops those "Waiting on Jane's approval" emails. Her backup gets auto-assigned if she's OOO.
- Real-time tracking shows which PandaDoc stage is holding things up. Is it drafting? Review? Approval? Now you know.

Common "Wait, Really?" Questions

Q: Do approvers need PandaDoc access?
A: Nope. ApproveThis emails them a summary with key doc data. They approve/deny without logging in anywhere.

Q: What if we have custom approval rules?
A: That's the point. Maybe legal only reviews NDAs over 12 months term. Set that once, forget about it.

Q: Can clients approve stuff?
A: Yes, and they'll love you for it. Send them an email they can reply to – no portals, no passwords.

How This Beats "Just Using PandaDoc Approvals"

PandaDoc's built-in approvals are great for simple "Sign this" cases. But when you need:

- Multi-department signoffs
- Conditional rules ("Only involve legal if X clause exists")
- Escalation paths when someone's slow
...that's where ApproveThis picks up the slack.

Plus, ApproveThis tracks ALL your approvals – not just doc-related ones. Expenses, PTO requests, etc. – all in one audit trail.

Getting Started Without the Sales Pitch

1. PandaDoc account (you probably have this)
2. ApproveThis free trial
3. Zapier connection (they have a free tier)

Start with one workflow – maybe the "Paid invoice → Archive approval" one. See how much time it saves. Then go nuts with the other 3.

Or, if you'd rather see it live, book a 12-minute demo. We'll show how a construction company cut change order approvals from 2 weeks to 3 days using these exact integrations.