ApproveThis manages your Zefort Integration approvals.

Why Approval Automation Matters for Contracts

Contracts drive business relationships - but getting them signed often means chasing stakeholders through endless email threads. Delays cost money. Mistakes create risk. This is where combining Zefort's contract management with ApproveThis' approval automation creates real impact.

Zefort organizes contracts in a searchable repository, while ApproveThis turns approval processes into structured workflows. Together, they ensure contracts move from draft to execution without bottlenecks. Legal teams maintain control, while other departments get faster turnaround on agreements.

How the Integration Works

Through Zapier, these platforms exchange data in three key ways:

• Contract Creation → Approval: New Zefort contracts automatically trigger approval requests
• Approval Tracking → Documentation: Approval decisions update contract records with timestamps and terms

Approvers interact entirely through ApproveThis - no Zefort logins required. This makes it ideal for external counsel or client reviews. Legal teams keep full visibility without sharing system access.

Real-World Use Cases

1. Procurement Contracts

A manufacturing company uses Zefort to store vendor agreements. When purchasing creates a new contract, ApproveThis:

• Routes to legal for compliance check
• Escalates to CFO if value exceeds $50K
• Stores approved version with digital signature

Result: 62% faster vendor onboarding compared to manual email approvals.

2. Client Service Agreements

A marketing agency handles 100+ client contracts monthly. Their workflow:

1. Sales drafts SOW in Zefort
2. ApproveThis routes to client's legal team via email
3. Approved contract auto-updates in Zefort

Benefit: Clients approve 3 days faster on average with clear audit trails.

3. Compliance Documentation

Healthcare providers use calculated fields to:

• Flag contracts requiring ethics committee review
• Attach compliance checklists during approval
• Auto-archive fully executed agreements

Outcome: 100% audit readiness for HIPAA and Joint Commission reviews.

Implementation Guide

Step 1: Connect via Zapier

Create a Zapier account and connect both apps. ApproveThis offers pre-built templates for Zefort integrations - no coding required.

Step 2: Map Your Process

Decide which Zefort events should trigger approvals:

• New contract uploads
• Contract amendments
• Renewal date triggers

Step 3: Configure Approvers

Use ApproveThis' role-based access to assign:

• Legal reviewers
• Department heads
• External partners

Set vacation rules so approvals never stall.

Team-Specific Benefits

Legal Teams

Centralize contract versions with automatic metadata tagging. Use approval thresholds to focus only on high-risk agreements.

Finance Departments

Auto-approve recurring contracts under $10K. Require dual signatures for major expenditures. Integrate with QuickBooks for payment triggers.

Operations Managers

Track SLA compliance through approval timelines. Use conditional logic to route NDAs vs. master agreements differently.

Advanced Features

Combine both platforms' capabilities for maximum impact:

Dynamic Contract Generation

When ApproveThis calculates commission amounts during approval, Zefort auto-populates the corresponding contract clauses.

Risk Mitigation

If three team members reject a contract clause, ApproveThis automatically:

1. Creates a Zefort comment thread
2. Tags the original drafter
3. Starts a revised approval cycle

Getting Started

Begin with simple workflows:

1. Auto-approve contract renewals under $5K
2. Route all NDAs to junior counsel first
3. Notify sales when client signatures complete

As teams adapt, introduce:

• Multi-language approval paths
• Integration with e-signature tools
• Custom reporting dashboards

Why This Combination Works

Zefort excels at contract storage and search. ApproveThis adds structure to decision-making. Together, they solve the "last mile" problem in contract management - turning drafts into executed agreements without chaos.

The email-based approval feature is particularly powerful for external stakeholders. Clients and partners can review terms without learning new software, while legal teams maintain version control through Zefort.

Next Steps

Ready to eliminate contract approval delays?

1. Register for ApproveThis
2. Explore Zefort's Features
3. Connect both via Zapier in under 15 minutes

For complex implementations, schedule a demo to see custom approval logic and enterprise-scale workflows.

Final Tip: Start Small, Scale Smart

Begin with one department's contracts. Measure time savings and error reduction. Use those metrics to drive organization-wide adoption. Most teams see ROI within 90 days through faster cycle times and reduced compliance risk.