ApproveThis manages your eSign Genie Integration approvals.

Let’s cut to the chase: approvals suck. Chasing signatures, lost documents, and endless “per my last email” threads aren’t just annoying – they’re expensive. For companies juggling contracts, purchase orders, or compliance docs, every stalled approval costs time, money, and sanity. Here’s where pairing ApproveThis with eSign Genie via Zapier turns that mess into a well-oiled machine.

Why This Combo Works Like a Double Shot of Espresso

ApproveThis handles the decision-making. eSign Genie handles the signing. Together, they cover the full lifecycle of any document needing eyes and signatures. No more “I thought Legal had it” or “Finance never got the PO.” This integration closes loopholes where things fall through the cracks.

Key Perks You Won’t Ignore

For ApproveThis users: Get docs signed faster without switching apps. Auto-create approval tasks when eSign Genie documents hit milestones (signed, cancelled, etc.). Bonus: approvers don’t need eSign Genie logins – perfect for external partners.

For eSign Genie users: Add structured approvals before or after signatures. Example: Require budget sign-off in ApproveThis before a contract even reaches eSign Genie for client signatures.

Real-World Fixes for Real Pissing-Off Problems

Use Case 1: “Why Is This Contract Still in Legal?!”

The Zap: When all parties sign in eSign Genie → Auto-create an approval task in ApproveThis for final exec sign-off or billing setup.

Who Cares: Legal teams at scaling SaaS companies. After closing a deal, contracts often get stuck waiting for finance to setup accounts. This automation kicks off the next step the second signatures are done.

Use Case 2: “Who Cancelled the NDA?!”

The Zap: Doc cancelled in eSign Genie → Flag it in ApproveThis for manager review + automatic reason logging.

Who Cares: HR teams hiring contractors. If a candidate refuses to sign an NDA, you need to know why – fast. This stops “ghosted” cancellations from derailing hiring timelines.

Use Case 3: “Where’s the Vendor PO Folder?!”

The Zap: New procurement request in ApproveThis → Auto-generate an eSign Genie folder with template docs.

Who Cares: Manufacturing procurement teams. New vendor setup requires 5+ forms. This auto-bundles W9s, insurance certs, and MSAs so nothing’s missing when approvals start.

How to Set This Up Without Losing Your Mind

1. Grab a Zapier account (free tier works).
2. Connect ApproveThis and eSign Genie as apps in Zapier.
3. Pick your trigger (e.g., “Document Executed” in eSign Genie).
4. Choose the action (“Create Request” in ApproveThis).
5. Map key data points (doc ID, signer emails, etc.).
6. Test with a low-stakes document first.

Teams That Get Superpowers

Finance & Procurement

Auto-route invoices over $50K after signatures. ApproveThis’ thresholds mean small invoices auto-approve, big ones get VP eyes. eSign Genie stores the signed copy, ApproveThis logs the payment approval – audit trail done.

Legal & Compliance

NDAs require CMO + CFO signatures? Set sequential approvals in ApproveThis that trigger only after eSign Genie confirms the client signed. No more overeager sales reps pinging execs early.

HR & Ops

New hire docs signed? Use ApproveThis’ calculated fields to auto-start IT setup tasks if engineering hires hit a salary threshold. Budget compliance + faster onboarding.

The Nuts and Bolts You’ll Actually Use

ApproveThis Features That Matter Here:
- Approval Groups: Require 3/5 department heads to OK high-risk contracts.
- Vacation Delegation: Legal lead out? Requests auto-reassign without doc access hiccups.
- Email Approvals: Let external partners approve via email without eSign Genie seats.

eSign Genie Features That Shine:
- Bulk Send: Send 100 vendor agreements, then let ApproveThis handle individual approval tracking.
- Templates: Preload common docs (NDAs, SOWs) to auto-generate when ApproveThis starts a process.

Why This Isn’t Just Another “Integration”

Most combos just move data. This one closes gaps in processes where things get political. Example: Sales can’t pressure Legal to skip steps if ApproveThis auto-blocks requests until eSign Genie confirms all internal signers approved. Audit trails in both apps mean nobody can play the “I didn’t know” card.

Bottom Line: Approval Chaos Isn’t Inevitable

Companies between 50–5k employees hit a wall where email approvals and manual tracking explode. This combo fixes that without complex IT projects. ApproveThis handles the who approves what, eSign Genie nails the signing, and Zapier makes them talk. You get structure without rigidity.

Next Step: Grab a free ApproveThis trial and explore eSign Genie’s templates. Or book a 15-minute demo to see how this works for your specific approval headaches.