ApproveThis manages your SpotDraft Integration approvals.
April 17, 2025
Integration Category: Documents
When Contracts Meet Approvals: A Match Made for Grown-Ups
Letâs be real â 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? Thatâs where ApproveThis comes in. Together, theyâre like that rare combo of coffee and deadlines â suddenly things happen.
What SpotDraft Does Best (And Where It Needs Backup)
SpotDraftâs killer at whipping up contracts faster than a lawyer can say âboilerplate.â But when you need Finance, Legal, and Karen from Procurement to actually decide on terms? Thatâs when the wheels fall off. ApproveThis doesnât just pass docs around â it hunts down decisions like a bloodhound with an NDA.
The Nuts and Bolts of Not Sucking at Approvals
Hereâs the dirty secret: Contracts arenât about paper. Theyâre about getting six busy people to say âyesâ before the quarter ends. SpotDraft builds the car â ApproveThis clears the roadblocks:
- Auto-Routing: New vendor contract? It goes straight to Legal â Finance â CTO â done. No CCâing 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:
- Checks deal size against approval rules
- Pings Legal if thereâs non-standard clauses
- 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
ApproveThisâ calculated fields auto-flag contracts needing Legal review based on:
â Liability clauses over $X
â Non-standard indemnification
â 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. Requesterâs manager OKs the need
2. Finance confirms budget
3. Legal vets the terms
All while approvers get email links â no logins required. Even that old-school VP who prints emails can click âApprove.â
Setting This Up Without Losing Your Mind
Hereâs the TL;DR:
1. Zapier connects SpotDraft â ApproveThis
2. Pick triggers: New contract? Approval completed?
3. Map fields once
4. Never manually route another doc
Pro tip: Use ApproveThisâ vacation delegation so contracts donât die when Karenâs in Bali.
Why This Isnât Just Another âIntegrationâ
Most tools just shuffle data. This combo actually forces decisions:
â SpotDraftâs AI suggests contract terms
â ApproveThis routes based on dollar amounts
â Escalation paths kick in after 24hrs
â All approvals sync back to SpotDraft automatically
Itâs like having a contract coordinator who doesnât take lunch breaks.
The Bottom Line for People Who Hate Buzzwords
Companies between 50-5,000 employees use this to:
â Slash contract approval time by 60-80%
â Eliminate âWhoâs got the latest version?â emails
â Prove compliance without spreadsheets
â 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 Youâll Actually Use
Beyond the basics:
Approval Thresholds: Auto-approve NDAs under $10K. Escalate anything over $250K to the CFO.
Calculated Fields: âTotal contract value = license fees + implementationâ 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
Donât:
- 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 youâre manually herding contracts through approvals, youâre basically using email as a database. Which is like using a hamster wheel to power your office.
ApproveThis + SpotDraft via Zapier gives you:
â Fewer status meetings
â Less risk of missed approvals
â 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 demoâs 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.
Learn More
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
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.
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.
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
Trigger
Contract Executed
Triggers when a contract is executed.
Action
Create Request
Creates a new request, probably with input from previous steps.
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