ApproveThis manages your CloudPDF Integration approvals.

Why Combine Approval Management with Document Workflows?

Businesses lose an average of 11 hours per employee weekly chasing approvals. When document reviews get stuck in email threads or Slack channels, contracts stall, invoices pile up, and deals slip through the cracks. This is where connecting ApproveThis (approval automation) and CloudPDF (document processing) through Zapier creates a strategic advantage.

ApproveThis brings structure to decision-making with features like multi-step approvals, conditional logic, and automatic escalation rules. CloudPDF delivers frictionless document access with its embeddable viewer and lead capture tools. Together, they create closed-loop workflows where document actions automatically trigger approval processes – and vice versa.

The Hidden Cost of Manual Document Approvals

Consider a marketing agency reviewing client contracts:

• Account managers email PDF drafts to 3 stakeholders
• Version confusion causes legal to reject outdated terms
• Finance can't locate the final SOW for billing setup

By connecting CloudPDF document views with ApproveThis' approval chains, teams eliminate these handoff gaps. Every action – from lead form submission to contract signature – becomes a tracked step in an auditable process.

Real-World Workflows: Beyond Basic Automation

Let's examine how different industries leverage this integration:

Use Case 1: Accelerating Client Onboarding

Scenario: A financial advisory firm uses CloudPDF to collect KYC documents via embedded forms. Each submission triggers:

1. ApproveThis routes documents to compliance officers
2. Automatic validation using calculated fields (e.g., ID expiration dates)
3. Parallel approvals from legal and risk teams

Result: New account setup time drops from 5 days to 8 hours. Approvers comment directly in ApproveThis, maintaining a single audit trail.

Use Case 2: Streamlining Procurement

A manufacturing company receives equipment quotes as CloudPDF lead forms. Their Zapier integration:

1. Routes quotes over $10k to department heads via approval thresholds
2. Attaches vendor risk assessments using calculated fields
3. Auto-updates their ERP system upon final approval

Outcome: 23% faster PO approvals with full visibility into decision rationale.

Technical Setup: Bridging Platforms in 15 Minutes

Connecting ApproveThis and CloudPDF requires no coding:

Step 1: Configure Your CloudPDF Trigger

In Zapier, select CloudPDF's "New Lead" trigger. Map critical data points like:

• Client email
• Document type (contract, invoice, etc.)
• Custom form fields

Step 2: Build Approval Logic in ApproveThis

Create an approval template that:

• Assigns approvers based on document type (legal vs. finance)
• Sets escalation rules if no response within 24hrs
• Pulls dynamic data from CloudPDF submissions

Step 3: Enable Two-Way Status Updates

Use ApproveThis' "Request Approved/Denied" trigger to:

• Update CRM records
• Send signed docs via CloudPDF
• Notify requestors in Slack/Teams

See detailed setup guide at Zapier's integration hub.

Department-Specific Benefits

Sales Teams: Close Deals Faster

When CloudPDF captures a signed proposal, ApproveThis can:

• Auto-approve discounts under 15%
• Route enterprise deals to revenue leadership
• Update Salesforce opportunities upon approval

Example: A SaaS company reduced sales cycle time by 19% using approval thresholds for tiered pricing.

Operations: Eliminate Bottlenecks

Manufacturing teams use device calibration reports (uploaded via CloudPDF) to:

• Trigger maintenance approvals
• Escalate urgent requests during approver PTO
• Archive completed approvals with document versions

Finance: Enforce Controls at Scale

AP departments leverage calculated fields to:

• Flag invoices exceeding budget
• Require dual approvals for vendor changes
• Auto-match POs to CloudPDF delivery receipts

Key Differentiators You Can't Ignore

1. External Collaborations Made Simple

ApproveThis doesn't require external partners to have CloudPDF logins. Clients review documents directly via email – critical for:

• Legal firms sharing case files
• Healthcare providers coordinating patient releases
• Construction companies approving change orders

2. Smart Escalation Protocols

If a CloudPDF lead form indicates "High Priority", ApproveThis can:

• Bypass junior approvers
• Notify directors via SMS
• Auto-approve if no response in 2hrs

3. Unified Audit Trails

Every ApproveThis decision links back to the original CloudPDF document version, creating immutable records for:

• SOX compliance
• Client disputes
• Process optimization analytics

Future-Proofing Your Workflow Strategy

As teams scale, disconnected tools create operational debt. The ApproveThis-CloudPDF integration lays a foundation for:

AI-Driven Decision Support

Coming later this year: ApproveThis will analyze CloudPDF content to:

• Suggest approval paths based on historical patterns
• Flag non-standard contract clauses
• Predict approval timeline risks

Global Workforce Enablement

With 85% of ApproveThis users accessing approvals via mobile, field teams can:

• Review blueprints in CloudPDF
• Approve change orders onsite
• Capture client signatures immediately

Getting Started: First Steps

1. Audit Current Pain Points
Identify where document handoffs delay decisions – contract sign-offs, expense reports, etc.

2. Map Approval Stakeholders
List who needs to review what, under which conditions.

3. Build Your First Zap
Start with a high-impact workflow like sales contracts or procurement requests.

Ready to transform document approvals? Start your free ApproveThis trial or explore CloudPDF's document solutions.