
ApproveThis manages your E-Sign Integration approvals.
April 17, 2025
Integration Category: Signatures
When Paperwork Meets Progress
Let's be real - document approvals suck. You've got contracts stuck in email chains, purchase orders waiting on three different VPs, and client agreements held hostage by someone's vacation auto-reply. This isn't just annoying; it's costing your team actual money. Enter the tag team you didn't know you needed: ApproveThis and E-Sign, connected through Zapier.
ApproveThis handles the decision-making gymnastics. E-Sign slaps legally binding signatures on documents. Together? They turn what used to be a 5-day approval marathon into a 15-minute process. And before you ask - no, your approvers don't need E-Sign licenses to greenlight stuff. That's like requiring a drivers license to approve a car wash.
Why This Combo Hits Different
Most companies use e-signatures as a digital Band-Aid - it's still the same broken process, just without printers. The magic happens when you connect signature collection to actual approval logic. Here's the breakdown:
For the Speed Demons
ApproveThis' calculated fields automatically route high-value contracts to your legal team while letting managers handle small potatoes. Pair that with E-Sign's template library, and you've got a system where a $5K vendor agreement gets signed before the sales team finishes their morning coffee.
For the Control Freaks
Finance teams love approval thresholds. Set it so any invoice over $50K needs CFO eyes, but under that? Automatic greenlight. Now connect that to E-Sign - approved PO numbers get stamped on documents automatically, no manual copy-paste errors.
For the Chronically Understaffed
Vacation delegation isn't just nice-to-have - it's the difference between a closed deal and a missed quarter. When your CMO's surfing in Bali, ApproveThis automatically reroutes their marketing contracts to the VP. No app switching, no permission changes - just business moving forward.
Real Workflows for Real Teams
Enough theory. Let's talk about how this actually plays out in departments that keep your lights on:
Legal Team's New Best Friend
Picture this: Your sales team closes a deal. E-Sign automatically generates the contract from a template. Before it even goes out for signatures, ApproveThis checks the terms - if there's an NDA involved, it routes to legal. If it's standard T&Cs, straight to the client. Legal only sees what actually needs their eyes, clients get docs faster, and sales doesn't have to play messenger.
HR Onboarding Without the Headache
New hire paperwork is the Bermuda Triangle of productivity. Connect your HRIS to ApproveThis so when offer letters get signed in E-Sign, it automatically triggers equipment approvals. IT gets a ticket for the laptop, facilities approves the desk setup, and the new hire gets their welcome kit - all before day one.
Procurement That Doesn't Procrastinate
Vendor contracts used to collect dust while accounting checked budgets and legal nitpicked terms. Now, when a completed vendor agreement hits E-Sign, ApproveThis immediately routes it based on dollar amounts and contract types. Under $10K? Auto-approved with the department head CC'd. Over that? Finance gets it with all the PO details baked in. Suppliers get paid faster, you get early payment discounts - everybody wins.
Setting Up Without Screwing Up
If you can make toast, you can set this up. Here's the cheat code:
- Hook up ApproveThis and E-Sign to Zapier (takes 2 minutes)
- Pick your trigger: "New Completed Envelope" in E-Sign or "New Request" in ApproveThis
- Map your document fields to approval criteria (vendor amount, contract type, department)
- Test with a low-stakes document like office supply orders
Pro tip: Use ApproveThis' calculated fields to auto-flag contracts with non-standard clauses. No more Control+F through 50-page PDFs.
Department-Specific Wins
Finance Team Flex
Auto-attach approved budget codes to signed contracts. When E-Sign marks a document complete, ApproveThis slaps on the GL code and fires it straight to NetSuite. Month-end close just got 23% less hellish.
Sales Ops Speed Boost
Deal desk approvals used to take days. Now when a sales contract gets all signatures in E-Sign, ApproveThis automatically checks against forecast quotas and existing discounts. Within limits? Deal closes. Outside parameters? Routes to rev ops with all the context baked in.
IT Security Smiles
Every new software contract requires infosec review... until now. Set ApproveThis to auto-approve vendors with existing security questionnaires on file. Everything else gets routed with priority tags based on data sensitivity.
The Cool Kids' Club Features
While we're here, let's highlight some ApproveThis perks that play nice with E-Sign:
- Approval Groups: Need marketing, legal, and finance to all sign off? Set them as a group and watch the domino effect.
- Conditional Routing: Contracts over $X go straight to the C-suite, others stop at department heads.
And remember - external partners only need ApproveThis access for approvals, not another E-Sign license. Your clients will think you're a wizard.
No More "Per My Last Email"
At the end of the day, this integration isn't about fancy tech - it's about removing friction from decisions that matter. The kind where:
- Legal isn't bottle-necking standard contracts
- Sales isn't babysitting signed docs
- Finance isn't playing detective with invoice approvals
It's your processes actually keeping up with your business speed. No more herding cats. No more "I thought you signed it." Just clean, trackable approvals that match how work actually gets done.
Ready to Ditch the Paper Chase?
If you're still manually routing signed documents, you're leaving time and money on the table. ApproveThis + E-Sign through Zapier is your exit ramp from approval purgatory.
👉 Book a 15-minute demo and we'll show exactly how to shave 8 hours off your weekly approval grind. Or start a free trial and connect your first workflow before your next coffee break.
Either way - your future self (and your annoyed approvers) will thank you.
Integrate with E-Sign 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 E-Sign
Suggested workflows (and their Zapier components) for E-Sign
Create approval requests for new completed envelopes
Automatically create an approval request when a new envelope is fully signed in E-Sign. This integration streamlines your workflow by leveraging ApproveThis to manage document sign-offs.
Zapier Components

Trigger
New Completed Envelope
Triggers when an envelope has been signed by all signers and is complete.
Action
Create Request
Creates a new request, probably with input from previous steps.
Create envelopes for new approval requests
Automatically generate an envelope in E-Sign when a new approval request is received in ApproveThis. This integration triggers a document signing process that simplifies your workflow and accelerates decisions.
Zapier Components
Trigger
New Request
Triggers when a new approval request workflow is initiated.

Action
Create Envelope From Template
Creates and sends an envelope from a template.
Create approval requests for new signers
Automatically trigger an approval request when a new signer is added in E-Sign. This integration helps validate signing parties by initiating a review process in ApproveThis.
Zapier Components

Trigger
New Signer
Triggers when a document has a new signer.
Action
Create Request
Creates a new request, probably with input from previous steps.
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