ApproveThis manages your Windward Hub Integration approvals.

Why Approval Automation Matters for Document-Driven Workflows

Modern businesses generate contracts, reports, and compliance documents at unprecedented speeds. Windward Hub accelerates this process through template-driven automation, but fast document creation means nothing without equally efficient approval processes. ApproveThis adds critical governance to automated document workflows, ensuring speed doesn't compromise accuracy or compliance.

Strategic Synergy: Precision Meets Velocity

Windward Hub excels at turning data into polished documents - sales contracts updated with real-time pricing, inventory reports reflecting current stock levels, or compliance certificates populated from CRM records. ApproveThis brings structure to what happens next:

• Legal teams can validate contract clauses before distribution
• Finance departments verify accuracy in automated financial reports
• Operations managers confirm inventory adjustments match warehouse reality

Through Zapier integration, these platforms create a closed-loop system where documents trigger approvals and approvals trigger document revisions. A manufacturing company reduced contract cycle times by 40% by automatically routing Windward-generated MSAs to ApproveThis, where legal and sales directors review parallelly rather than sequentially.

Key Integration Benefits

This integration delivers concrete advantages for specific roles:

For Compliance Officers

Automatically flag documents containing regulated terms for mandatory legal review using ApproveThis' conditional thresholds. If Windward generates a contract with "international shipment" clauses, ApproveThis can require export compliance officer sign-off before release.

For Sales Operations

Sync approved discount thresholds from your CRM into Windward templates, then use ApproveThis' calculated fields to automatically escalate deals exceeding 15% discount for VP approval. Reduces quote errors by validating math across systems.

Real-World Workflow Accelerators

Consider these implemented solutions across industries:

1. Automated Contract Lifecycle Management

A logistics provider processes 300+ carrier contracts monthly. Windward Hub auto-generates agreements using current DOT regulations, then via Zapier:

1. Completed contract PDF triggers ApproveThis workflow
2. Legal team receives email/Slack approval request
3. Approval automatically updates contract status in their TMS

Result: Reduced contract errors by 62% year-over-year while handling 40% more volume.

2. Procurement Invoice Validation

A construction firm auto-generates equipment rental invoices through Windward. The integration:

• Routes invoices over $25k to project managers first
• Requires CFO approval if total monthly rentals exceed budget
• Auto-archives approved invoices with calculated fields validating against SAP data

Outcome: Cut payment delays from 14 days to 48 hours through parallel approvals.

Implementation Essentials

Setting up the integration requires:

Step 1: Create a Zapier account with access to both platforms

Step 2: In Windward Hub, enable webhook triggers for document generation events

Step 3: Map Windward output fields to ApproveThis' dynamic fields (e.g., contract value → approval threshold)

Step 4: Configure ApproveThis escalation rules based on document type/criticality

Critical Configuration Tips

- Use ApproveThis' calculated fields to auto-populate Windward template variables
- Set up vacation delegates in ApproveThis to prevent document approval bottlenecks
- Apply Windward's version control to maintain audit trails of approved revisions

Cross-Functional Advantages

This integration impacts multiple departments:

Legal Teams

Automate redline reviews by routing Windward-generated NDAs through ApproveThis with:

- Conditional logic requiring partner counsel review for international agreements
- Automatic deadline reminders tied to contract effective dates

Finance Departments

Combine Windward's financial reporting with ApproveThis' thresholds to:

- Require CFO approval for budget variance over 5%
- Auto-approve routine expense reports under $1k

External Collaboration

ApproveThis allows external partners to review documents without Windward Hub access. Clients receive email approval requests containing Windward-generated specs, providing feedback directly in ApproveThis. All interactions sync back to Windward for version tracking.

Beyond Basic Approvals

Advanced users leverage these combined capabilities:

Bidirectional Validation: Approval comments in ApproveThis trigger Windward template adjustments. A denied marketing contract auto-generates revised copy with updated compliance language.

Audit Preparation: ApproveThis logs tie directly to Windward document versions, creating immutable records of who approved specific terms.

Getting Started

To implement this integration:

1. Register for ApproveThis and configure your approval templates
2. Connect both platforms through Zapier using the triggers/actions outlined above
3. Test with non-critical documents before full deployment

Most teams see ROI within 30 days through reduced approval cycle times and error rates. Schedule a custom demo to map your existing Windward workflows to approval automations.