ApproveThis manages your BoldSign Integration approvals.

Why Approval Workflows Need More Than Just Signatures

Let's cut through the corporate speak: approvals are the traffic jams of business operations. BoldSign handles the final signature, but what happens before the "sign here" tab? That's where ApproveThis comes in – think of it as the traffic control system that prevents bottlenecks in your document workflows. Together through Zapier, these tools turn messy multi-step processes into automated highways.

Here's the kicker: 63% of delays in contract execution come from internal approval holdups, not the actual signing process. By connecting BoldSign's legally binding eSignatures with ApproveThis' structured approval logic, you're not just moving faster – you're eliminating entire categories of "where are we on this?" status meetings.

How This Combo Works for Real Businesses

We're not talking about theoretical efficiency gains. These integrations solve specific headaches for teams drowning in PDFs and approval emails:

Legal Teams: Contracts That Don't Collect Dust

Law firms and in-house counsel use this integration to prevent version control nightmares. When a BoldSign document finishes routing for signatures, ApproveThis automatically triggers internal compliance reviews before the final sign-off. No more discovering last-minute issues after everyone's already signed.

ApproveThis features like calculated fields automatically flag contracts exceeding standard liability caps, while BoldSign's template system ensures the final doc matches what was approved. Legal gets audit trails for both decision-making and execution.

Procurement Teams: Purchase Orders That Actually Stay Approved

Here's the classic fail scenario: A vendor signs a PO, then someone realizes the approver forgot to check budget codes. Our integration prevents this by using ApproveThis' approval thresholds – any PO over $10k auto-routes to the CFO before the BoldSign doc even gets generated. Procurement teams at manufacturing companies have cut approval-to-signature time by 40% using this exact setup.

HR Teams: Onboarding That Doesn't Require Babysitting

When new hire paperwork hits BoldSign, ApproveThis automatically verifies that compensation approvals are locked in first. HR managers at tech companies use approval groups to ensure both department heads and finance sign off on offers before candidates ever see the employment contract. Vacation delegation means approvals never get stuck if someone's OOO during critical hiring periods.

Setting Up Without the Headache

We'll skip the technical jargon – here's what actually matters:

1. Connect both apps through Zapier (takes 3 minutes)
2. Map your existing BoldSign templates to ApproveThis workflows
3. Set conditional rules (e.g., "Route all NDAs over 10 pages to legal head first")

Pro tip: Use ApproveThis' calculated fields to auto-populate BoldSign template tags. No more manually transferring data between systems.

The Hidden Perks You'll Actually Care About

Beyond the obvious time saves, this integration solves sneaky problems:

• External Approvals That Don't Blow Your Budget: Clients can approve via email without needing BoldSign licenses. Their signature is still legally binding, but you're not paying for seat licenses for occasional users.
• Auto-Escalation That Actually Works: ApproveThis thresholds automatically bump stalled approvals to higher-ups after 48 hours. No more passive-aggressive "just checking in" emails.
• Compliance Without the Paperwork: Every approval comment syncs with BoldSign's audit trail. Perfect for industries where you need to prove who approved what and who signed it.

When to Use Which Integration

Not all workflows are created equal. Here's how to pick the right automation:

"Completed Doc Needs Approval" Workflow

Best for: Marketing agencies client contracts, healthcare compliance forms
Triggers when: BoldSign document gets all signatures
Does: Routes signed doc through internal approval chain in ApproveThis
Prevents: "The client signed it, but we never actually approved this!" disasters

"Approval Triggers Doc Creation" Workflow

Best for: Sales proposals, vendor agreements
Triggers when: ApproveThis request gets initial approval
Does: Auto-generates BoldSign doc from approved template
Prevents: Version mismatches between what was approved and what gets signed

"Doc Sent = Start Approving" Workflow

Best for: High-volume agreements like NDAs, service contracts
Triggers when: BoldSign sends document to first signer
Does: Starts parallel approval process in ApproveThis
Prevents: Approval delays while waiting for signatures to complete

Why This Isn't Just Another Integration

Most app pairings just shuffle data between systems. This combo fundamentally changes how teams operate:

For CFOs: Approval thresholds in ApproveThis lock down spending before BoldSign docs ever reach vendors. Real-time budget calculations prevent overspending.

For Operations: Vacation delegation ensures document signing continues even when approvers are unavailable. No single point of failure.

For IT: Zapier integration means no custom API work. Role-based access in ApproveThis maintains security without complicating signatures.

Getting Started Without the Overwhelm

Pick one high-volume process (like NDAs or POs) to automate first. Connect your existing BoldSign templates to ApproveThis via Zapier. Set up one approval group with escalation rules. Boom – you've just created your first bulletproof workflow.

Most teams see ROI within 30 days just from reduced status update meetings. The compliance benefits? Those show up during your next audit.

Time to Stop Being a Human Router

Let's be real – you didn't get into your job to chase signatures and approvals. With ApproveThis and BoldSign talking through Zapier, you can finally focus on the work that actually matters instead of herding paperwork.

Get started with ApproveThis today or schedule a demo to see exactly how this integration kills approval bottlenecks. Your future self (with 6 extra hours per week) will thank you.

P.S. For those already using BoldSign: Your existing templates and workflows stay intact. This is about adding approval guardrails, not reinventing your process.