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SpotDraft Integration

ApproveThis manages your SpotDraft Integration approvals.

April 17, 2025

Integration Category: Documents

When Contracts Meet Approvals: A Match Made for Grown-Ups

Let’s be real – contract management is where good ideas go to die in PDF purgatory. SpotDraft keeps your legal docs from getting lost in the shuffle, but what happens when you need seven signatures from people who still think "reply all" is a personality trait? That’s where ApproveThis comes in. Together, they’re like that rare combo of coffee and deadlines – suddenly things happen.

What SpotDraft Does Best (And Where It Needs Backup)

SpotDraft’s killer at whipping up contracts faster than a lawyer can say “boilerplate.” But when you need Finance, Legal, and Karen from Procurement to actually decide on terms? That’s when the wheels fall off. ApproveThis doesn’t just pass docs around – it hunts down decisions like a bloodhound with an NDA.

The Nuts and Bolts of Not Sucking at Approvals

Here’s the dirty secret: Contracts aren’t about paper. They’re about getting six busy people to say “yes” before the quarter ends. SpotDraft builds the car – ApproveThis clears the roadblocks:

  • Auto-Routing: New vendor contract? It goes straight to Legal → Finance → CTO → done. No CC’ing the whole company.
  • Approval Thresholds: Under $50K? Auto-approve. Over? Escalate without lifting a finger.

Real Companies Actually Using This Stuff

Use Case 1: The Contract That Approves Itself (Almost)

Picture this: Your sales team closes a deal in SpotDraft. Instead of Slack-bombing VPs, ApproveThis triggers a Zapier workflow that:

  1. Checks deal size against approval rules
  2. Pings Legal if there’s non-standard clauses
  3. Auto-OKs renewals under $25K

Who this helps: SaaS companies drowning in renewal paperwork. Cut approval cycles from days to hours.

Use Case 2: Post-Signature Compliance Made Less Soul-Crushing

When a SpotDraft contract gets signed, ApproveThis automatically:

  • Flags Finance to set up vendor payments
  • Reminds Legal to schedule renewal reviews
  • Tags IT for system access provisioning

Who this saves: Healthcare providers needing audit trails tighter than HIPAA compliance.

Department-Specific Wins (Because Silos Suck)

Legal Teams: From Bottleneck to Badass

ApproveThis’ calculated fields auto-flag contracts needing Legal review based on:

→ Liability clauses over $X
→ Non-standard indemnification
→ Weird termination terms

Result? Your lawyers only see the 20% that matter. No more approving office supply orders.

Procurement: Stop Being the Office Nag

New vendor request in SpotDraft? Approval groups ensure:

1. Requester’s manager OKs the need
2. Finance confirms budget
3. Legal vets the terms

All while approvers get email links – no logins required. Even that old-school VP who prints emails can click “Approve.”

Setting This Up Without Losing Your Mind

Here’s the TL;DR:

1. Zapier connects SpotDraft → ApproveThis
2. Pick triggers: New contract? Approval completed?
3. Map fields once
4. Never manually route another doc

Pro tip: Use ApproveThis’ vacation delegation so contracts don’t die when Karen’s in Bali.

Why This Isn’t Just Another “Integration”

Most tools just shuffle data. This combo actually forces decisions:

→ SpotDraft’s AI suggests contract terms
→ ApproveThis routes based on dollar amounts
→ Escalation paths kick in after 24hrs
→ All approvals sync back to SpotDraft automatically

It’s like having a contract coordinator who doesn’t take lunch breaks.

The Bottom Line for People Who Hate Buzzwords

Companies between 50-5,000 employees use this to:

→ Slash contract approval time by 60-80%
→ Eliminate “Who’s got the latest version?” emails
→ Prove compliance without spreadsheets
→ Let external partners approve without SpotDraft logins

And yes, it works even if half your team thinks Slack is a noise-making app.

Cool Features You’ll Actually Use

Beyond the basics:

Approval Thresholds: Auto-approve NDAs under $10K. Escalate anything over $250K to the CFO.
Calculated Fields: “Total contract value = license fees + implementation” auto-calculates for approval rules.
Audit Trails: Every comment/revision timestamped. Perfect for when regulators come knocking.

How to Not Screw This Up

Do:
- Start with high-volume contracts (NDAs, renewals)
- Use approval groups for cross-functional deals
- Set escalation rules from day one

Don’t:
- Try to automate complex M&A docs initially
- Forget to notify requesters when contracts stall
- Let HR use this for pizza party approvals

Time to Stop Being a Document Janitor

If you’re manually herding contracts through approvals, you’re basically using email as a database. Which is like using a hamster wheel to power your office.

ApproveThis + SpotDraft via Zapier gives you:

→ Fewer status meetings
→ Less risk of missed approvals
→ Actual visibility into bottlenecks

Translation: You look good, legal stays off your back, and deals close faster.

Do Something Your Future Self Will Thank You For

Either keep playing approval whack-a-mole, or:

Register for ApproveThis and connect your SpotDraft account in 15 minutes.
Or book a demo to see how procurement teams cut approval loops by 75%.

Pro tip: The demo’s shorter than most contract review meetings.

🥳

Integrate with SpotDraft Integration and get 90 days of ApproveThis for free.

After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.

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Best Approval Workflows for SpotDraft

Suggested workflows (and their Zapier components) for SpotDraft

Create approval requests for new contracts

When a new contract is created in SpotDraft, this automation initiates an approval request in ApproveThis to expedite contract review. It helps streamline the post-creation approval process for faster decision making.

Zapier Components

SpotDraft Logo

Trigger

Contract Created

Triggers when a new contract is created.

Action

Create Request

Creates a new request, probably with input from previous steps.

Create contracts upon completed approvals

When an approval workflow is completed in ApproveThis, this integration creates a new contract in SpotDraft. It ensures that approved decisions automatically trigger contract creation, reducing manual work.

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

SpotDraft Logo

Action

Create Contract

Creates a new contract in SpotDraft.

Get contract links for new approval requests

When a new approval request is received in ApproveThis, this automation generates a contract download link in SpotDraft. It centralizes access to contract files following approval initiation.

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

SpotDraft Logo

Action

Get Contract Link

Generates a link to download the contract.

Create approval requests for executed contracts

When a contract is executed in SpotDraft, this automation initiates an approval request in ApproveThis to facilitate post-execution review. It helps ensure compliance and oversight after contract signing.

Zapier Components

SpotDraft Logo

Trigger

Contract Executed

Triggers when a contract is executed.

Action

Create Request

Creates a new request, probably with input from previous steps.