ApproveThis manages your Ugosign Integration approvals.

Why Approval Management Needs Digital Signatures

Business moves faster when approvals and signatures work in sync. ApproveThis automates decision-making workflows, while Ugosign handles the final step of securing legally binding signatures. Together through Zapier, they create closed-loop processes where nothing falls through the cracks – approvals trigger signatures, and signatures confirm completed approvals. For teams tired of chasing down stakeholders or waiting weeks to finalize contracts, this integration cuts cycle times by 50-70% in real-world scenarios.

How They Complement Each Other

ApproveThis brings structure to chaotic approval processes with features like conditional routing, auto-escalation, and real-time audit trails. Ugosign delivers industry-compliant signatures with a user experience that gets documents signed in minutes rather than days. When connected via Zapier, they enable three critical improvements:

• No more manual handoffs: Approved requests automatically become signature-ready documents
• Universal visibility: Track approval progress and signature status in one place

Legal teams at mid-market companies report reducing contract processing time from 14 days to 3 days using this integration. Sales organizations accelerate deal closures by eliminating approval bottlenecks before sending contracts for signature.

Real-World Workflows for Key Industries

1. Client Services: From Proposal to Payment

Marketing agencies use ApproveThis to route client proposals through internal legal and account teams. Once approved, Zapier automatically creates a Ugosign signature request. The entire process – from draft to countersigned contract – takes hours instead of weeks. Since ApproveThis approvers don't need Ugosign licenses, clients sign documents without added software costs.

2. Manufacturing: Procurement at Scale

Procurement teams handling 500+ monthly purchase orders set approval thresholds in ApproveThis. Orders under $10K auto-approve and trigger Ugosign PO contracts via Zapier. Larger orders route through department heads first. This combination helped one industrial supplier reduce procurement processing costs by $18K/month.

3. Healthcare: Compliance Without Complexity

Medical device companies chain together approvals for vendor contracts, NDAs, and service agreements. Approval groups in ApproveThis ensure compliance officers, legal, and department leads all review terms. Once cleared, Ugosign enforces HIPAA-compliant signatures with audit trails. The result? 100% audit-ready documentation with zero last-minute scrambles.

Four Ways to Connect the Platforms

Automate Contract Creation

When Ugosign detects a new signature request (like a vendor contract), Zapier can create an approval workflow in ApproveThis. Legal teams set conditional logic – contracts over $50K might require CFO review, while standard NDAs auto-approve. Approvers receive email notifications with embedded contract links, eliminating document hunting.

Sync Approvals with Signatures

Once ApproveThis approves a marketing campaign budget, Zapier triggers Ugosign to send the associated SOW for client signature. Sales teams get real-time alerts when both internal approval and client signatures complete – no more checking multiple systems.

Streamline HR Onboarding

New hires added in Ugosign (for document signing) automatically create approval requests in ApproveThis for equipment allocation and system access. HR managers configure multi-step approvals: IT approves laptop requests, facilities approves badge access, and finance approves payroll setup – all before day one.

Escalate Stalled Processes

If an approval request sits untouched for 48 hours, ApproveThis' escalation rules notify managers. If still unresolved, Zapier can create high-priority Ugosign signature requests with "Urgent" tags. This forced visibility gets stuck processes moving again.

Implementation Made Simple

Connecting ApproveThis and Ugosign takes three steps in Zapier:

1. Choose a trigger event (e.g., "New Approval Request" in ApproveThis)
2. Map key data fields between systems (e.g., contract ID → approval reference number)
3. Test with real-world scenarios before full deployment

Most teams go live in under 90 minutes. Critical pro tip: Use ApproveThis' calculated fields to auto-populate Ugosign document variables – like inserting approved budget amounts directly into contract templates.

Department-Specific Benefits

Legal Teams

Cut contract review cycles using approval chains that mirror your org chart. Auto-archive fully executed agreements by connecting Ugosign's completion triggers to ApproveThis' audit logs.

Sales Organizations

Embed approval checks into quote-to-cash workflows. ApproveThis routes discount requests to sales directors, then auto-sends Ugosign contracts when approved. Deals close 22% faster on average.

Procurement & Operations

Enforce spending policies with approval thresholds. PO approvals exceeding $25K automatically require director sign-off in ApproveThis before Ugosign generates purchase agreements.

Human Resources

Onboarding checklists become automated workflows. Approved I-9 forms in ApproveThis trigger Ugosign offer letters, while denied requests flag issues for HRBP review.

Why This Pairing Works

ApproveThis removes approval bottlenecks; Ugosign removes signature delays. Together, they create frictionless processes where:

• External partners can approve requests without software licenses
• Managers delegate authority during vacations without process gaps
• Finance teams auto-archive approved/signed documents for compliance

A regional bank reduced loan processing time from 11 days to 39 hours using these tools. Their secret? ApproveThis routes applications to loan committees, then Zapier auto-generates Ugosign docs when approved – no manual handoffs.

Getting Started

Ready to transform your approval-to-signature workflows?

1. Register for ApproveThis (free 14-day trial)
2. Explore Ugosign's plans
3. Connect both via Zapier in under an hour

For complex use cases, schedule a demo to see custom approval logic, multi-system integrations, and advanced reporting features that make this pairing unstoppable.