ApproveThis manages your Quatrix Integration approvals.

Two Tools, One Unified Solution

Businesses lose an average of 30% productivity weekly chasing approvals. For teams handling sensitive contracts, marketing assets, or financial documents, this delay isn’t just frustrating – it’s costly. ApproveThis and Quatrix fix this problem at the source by combining airtight approval workflows with enterprise-grade file security.

Quatrix gives organizations control over critical files through granular permissions, audit trails, and secure sharing. ApproveThis adds structure to decision-making with automated routing, multi-step validations, and real-time tracking. Together through Zapier, they create closed-loop processes where files move forward only after proper scrutiny – without manual handoffs.

Why This Integration Matters

Marketing teams waste days getting legal sign-off on campaign materials. HR departments risk compliance errors when onboarding documents sit unsigned. Engineering firms face project delays waiting for client approvals on blueprints. These aren’t hypotheticals – they’re daily realities solved by connecting Quatrix and ApproveThis.

The integration works because it respects how specialized tools should collaborate: Quatrix remains the source of truth for files, while ApproveThis owns the approval logic. No data duplication, no license bloat. External partners approve directly via email without needing Quatrix access, keeping costs predictable.

Real-World Use Cases

1. Gatekeeping Sensitive Documents

A legal firm stores client contracts in Quatrix but needs partners to review revisions. Using ApproveThis’ calculated fields, they automatically route contracts over $500K to senior partners while junior associates handle smaller agreements. Approval decisions trigger Quatrix to share finalized docs with exact expiration dates.

2. Creative Asset Governance

Marketing agencies using Quatrix can set triggers: when new campaign files land in the "Pending_Review" folder, ApproveThis routes them to compliance teams. Dynamic thresholds auto-approve minor copy edits but require CMO sign-off for brand guideline changes. Approved assets get moved to client-accessible folders; rejected ones trigger Slack alerts.

3. Streamlined Procurement

Construction firms upload vendor invoices to Quatrix project folders. ApproveThis uses conditional logic – if invoice exceeds $10K, require CFO approval; under $10K, auto-approve with department head CC’d. Approved invoices auto-share with accounting; denied ones notify project managers via SMS.

Technical Setup Made Simple

Connecting Quatrix and ApproveThis takes 15 minutes:

1. In Zapier, choose a trigger from Quatrix (e.g., "New File in Project Folder")
2. Map relevant file metadata to ApproveThis fields (client name, project ID, amount)
3. Set approval rules in ApproveThis: assign approvers, thresholds, escalation paths

Critical note: Use ApproveThis’ calculated fields to auto-populate values like total contract amounts or compliance categories based on Quatrix file properties. This eliminates manual data entry errors.

Cross-Team Benefits

Legal & Compliance Teams

Automatically route NDAs and SOC reports to correct reviewers based on document type. Vacation delegation ensures approvals never stall when counsel is out. All decisions log to Quatrix metadata for audit readiness.

Finance Departments

AP teams set approval thresholds where invoices over $50K require dual signatures. Approved files auto-sync to NetSuite via Zapier; denied ones trigger Quatrix alerts to update payment terms.

External Collaborators

Clients approve SOWs directly via email without Quatrix logins. ApproveThis tracks their response timeline, automatically reminding slow responders after 48 hours. Finalized contracts save to branded client portals in Quatrix.

Why It Works Better Than Native Tools

Quatrix’s sharing permissions lack granular approval logic. ApproveThis doesn’t store files. Together, they cover each other’s gaps. Example: A pharmaceutical company approves clinical trial docs in ApproveThis using FDA-specific workflows, then stamps approved versions in Quatrix as immutable records.

Unlike clunky email chains or SharePoint, this integration provides:

• One-click approvals from any device
• Automatic version control (approved files overwrite drafts)
• Custom SLAs per document type

Getting Started

Start with high-impact processes:

1. Contract renewals: Trigger approvals when updated MSAs hit Quatrix
2. Creative reviews: Route new designs to compliance, then clients
3. Invoice processing: Auto-approve recurring vendors under threshold

Visit ApproveThis to set up a free trial, or explore Quatrix for secure file management. For integration help, book a workflow audit with our Zapier experts.

The Bottom Line

Approvals determine business velocity. By pairing Quatrix’s security with ApproveThis’ structure, enterprises finally fix the "approval black hole" – that vague period where requests disappear between systems. Real-time tracking, automatic escalations, and email-based decisions turn weeks into hours. And because approvers don’t need Quatrix licenses, scaling collaboration won’t explode costs.

It’s not about doing more approvals. It’s about doing them right – once.