ApproveThis manages your Signify Integration approvals.

Why Combine Approval Management With Contract Workflows?

Let’s cut to the chase: approvals suck. Chasing signatures, waiting on legal, losing track of version 12b of the same contract – it’s why coffee machines exist. But here’s the good news: when you connect ApproveThis (your approval quarterback) with Signify (your document powerhouse) through Zapier, you turn bureaucratic gridlock into a well-oiled machine.

ApproveThis handles the decision-making circus – multi-step approvals, escalation rules, automatic reminders. Signify organizes your documents like a librarian on espresso shots – templates, version control, audit trails. Together? You get contracts moving faster than a sales rep avoiding a status meeting.

What Each Platform Brings to the Table

ApproveThis Superpowers

Approval workflows that actually make sense: Conditional logic that routes requests based on dollar amounts or project types. Approval groups that can either fight it out (consensus) or play hot potato (sequential). Calculated fields that auto-approve small expenses so your managers don’t waste time on $5 staplers.

Best part? Approvers don’t need a Signify license. External clients, contractors, or that one VP who still prints emails – they can approve via email while waiting for their latte.

Signify’s Muscle

Signify isn’t just e-signatures. It’s your document control center: Create from templates, track changes, store finalized contracts. Think of it as Google Docs with a law degree and organizational skills.

Real-World Use Cases That Don’t Put People to Sleep

1. From Signed Contract to Approved Project in 60 Seconds

Here’s how it works: Signify finishes a document → Zapier pings ApproveThis → Approval request auto-creates with the contract attached.

Who cares? Marketing agencies drowning in client contracts. Instead of CC’ing half the company, approvals route to legal (check compliance), finance (verify payment terms), and the project lead (confirm timelines). Bonus: Set approval thresholds so small contracts skip straight to execution.

2. Turn Approval Decisions Into Instant Documents

Flip the script: Someone starts an approval in ApproveThis → Zapier triggers Signify to generate a document from templates.

Who wins? Procurement teams drowning in purchase orders. Approval for a $50k server upgrade? Once approved, Signify auto-generates the PO with all specs, sends it to the vendor, and files it without human intervention. Finance teams get warm fuzzies from audit trails.

Setting This Up Without an IT Degree

Zapier does the heavy lifting. Two main automations to build:

Automation 1: Signify → ApproveThis
1. Zapier trigger: “Document Completed” in Signify
2. Action: “Create Request” in ApproveThis
3. Map document metadata to approval fields (amount, department, requester)
4. Activate – now every contract kicks off an approval chain

Automation 2: ApproveThis → Signify
1. Zapier trigger: “New Request” in ApproveThis
2. Action: “Create Document From Template” in Signify
3. Pull approval details into document fields (vendor name, budget codes)
4. Watch approval decisions magically become executed contracts

Which Teams Stop Wanting to Strangle Each Other

Legal & Compliance

No more playing document detective. Every NDAs, vendor agreement, or compliance doc gets auto-approved with proper oversight. Vacation delegation means legal doesn’t become the bottleneck when someone’s climbing Machu Picchu.

Sales & Partnerships

Deals close faster when contracts don’t get stuck in approval purgatory. Custom workflows ensure discounts over 15% get CFO eyes, standard deals auto-approve, and all terms sync to Signify for instant client signing.

Operations & Procurement

Purchase orders that actually match what was approved. Approval thresholds let junior staff handle routine orders while big spends escalate. Calculated fields auto-add tax/shipping to keep budgets accurate.

The Unspoken Benefits (That You’ll Actually Care About)

Audit Trails That Don’t Lie: Every approval decision in ApproveThis timestamps who approved what. Every document version in Signify shows edits. Combine them? You’ve got a paper trail even regulators would high-five.

External Users Who Don’t Annoy You: Clients can approve contracts via email without getting access to your Signify account. Partners submit docs through your portal that auto-trigger internal approvals. No more “I can’t log in” support tickets.

Escalations That Actually Work: Set rules so if a contract approval sits for 48 hours, it pings the approver’s manager. If it hits 72 hours, routes to their director. Suddenly, people start hitting deadlines.

Common Objections (And Why They’re Dumb)

“We already have email approvals.”
Cool. How’s that working for tracking 30 approval threads across 5 departments? Exactly. This gives you one dashboard instead of an inbox full of anxiety.

“Our contracts are too complex.”
Good. ApprovalThis handles 10-step workflows with conditional branches. Signify manages 50-page docs with exhibits. Your complexity is why this exists.

“We’ll lose control.”
You’re literally adding more control. Approval rules get enforced, documents stay versioned, and nothing happens without proper sign-off. It’s like giving your process a spine.

How to Not Screw This Up

→ Start Small: Automate one process first – maybe vendor contracts under $10k. Get comfy, then expand.
→ Use Templates Wisely: Build Signify templates with placeholder fields that match ApproveThis data points.
→ Set Escalation Rules Early: Nothing kills momentum like an approval stuck in someone’s vacation inbox.

Bottom Line

ApproveThis + Signify via Zapier isn’t about flashy tech. It’s about getting contracts approved faster without herding cats. Marketing gets campaigns live quicker. Legal avoids becoming the villain. Finance keeps budgets intact. And you? You get to stop being the approval janitor.

Ready to turn document chaos into process karma? Register for ApproveThis or grab a demo. Your future self (and your annoyed colleagues) will thank you.