ApproveThis manages your Legalesign Integration approvals.

Why Approval Management Needs Electronic Signatures

Modern businesses face a critical challenge: maintaining control over legal processes while keeping pace with digital transformation. Legal teams juggle contract reviews, compliance checks, and signature collection, while operations managers struggle with visibility into approval bottlenecks. This disconnect often leads to delayed deals, compliance risks, and frustrated clients.

ApproveThis and Legalesign solve different halves of this problem. ApproveThis brings structure to decision-making through customizable approval workflows, while Legalesign provides legally-binding electronic signatures. When connected via Zapier, these platforms create closed-loop automation for legal processes – from initial review to final execution.

How These Platforms Complement Each Other

Legalesign excels at secure document handling with features like audit trails and GDPR-compliant signatures. However, many organizations need internal approvals before documents ever reach the signing stage. ApproveThis adds this missing layer with:

• Multi-department review chains
• Automatic escalations for overdue approvals
• Real-time progress tracking

The integration works bi-directionally. Signed Legalesign documents can trigger approval requests in ApproveThis for final verification, while approved contracts in ApproveThis automatically route to Legalesign for signature collection. This handshake eliminates manual hand-offs between legal, finance, and operations teams.

Real-World Workflow Accelerators

1. Contract Exception Handling

When a Legalesign document gets rejected (triggering the "New Signature Request Rejected" event), ApproveThis can automatically:

• Route amended contracts to legal reviewers
• Notify sales managers about deal delays
• Update CRM records with revised terms

Example: A commercial real estate firm uses this integration to handle lease amendments. When tenants reject standard terms via Legalesign, ApproveThis routes custom proposals to regional managers and legal counsel simultaneously – cutting negotiation cycles from 5 days to 12 hours.

2. Post-Signature Compliance Checks

The "New Signature Request Signed" trigger initiates automated follow-ups in ApproveThis:

Example: A healthcare provider automatically routes signed vendor contracts through ApproveThis for:

• Insurance certificate validation
• Budget owner confirmation
• Procurement system updates

This ensures compliance before activating vendor accounts, reducing onboarding errors by 62% for one medical group.

3. Pre-Signature Approvals

ApproveThis-initiated workflows can trigger Legalesign signature requests after completing internal reviews. For instance:

Example: A software company requires CFO approval for all custom SLA terms before sending contracts to clients. The integration ensures no Legalesign document gets sent until ApproveThis confirms financial approval – eliminating $120K/year in revenue leakage from unapproved discounts.

Technical Implementation Made Simple

Setting up the integration requires no coding expertise:

1. Create a Zapier account (free tier available)
2. Connect ApproveThis and Legalesign as Zapier apps
3. Choose trigger events (e.g., "Document Signed" in Legalesign)
4. Map data fields between platforms
5. Test with sample documents

Most teams configure basic workflows in under 45 minutes. Advanced users can layer in ApproveThis features like calculated fields (auto-approve contracts under $10K) or vacation delegation (route approvals to deputies during absences).

Cross-Functional Benefits

Legal Teams

Reduce repetitive contract reviews by setting approval thresholds. Junior counsel only sees exceptions beyond predefined risk parameters, while standard NDAs auto-approve after manager sign-off.

Sales Organizations

Accelerate deal velocity with parallel approvals. While clients review terms in Legalesign, ApproveThis simultaneously routes internal credit checks and legal reviews – often completing both processes concurrently.

Procurement Departments

Maintain control without bottlenecks. Configure multi-tiered approvals for high-value contracts while auto-escalating stalled requests. All while keeping suppliers in Legalesign's secure signing environment.

Key Differentiators

This integration solves three persistent workflow gaps:

1. External Collaboration: Approvers in ApproveThis don't need Legalesign licenses – critical when working with client legal teams or external counsel.

2. Version Control: Automatic document updates between systems prevent teams from working on outdated contract versions.

3. Audit Preparedness: Combined audit trails show full journey from initial request through final signature – simplifying compliance reporting.

Getting Started

To implement these workflows:

1. Register for ApproveThis (14-day free trial)
2. Review Legalesign's Zapier documentation
3. Bookmark the shared ApproveThis-Zapier guide

For complex use cases like multi-jurisdiction contracts or M&A due diligence, request a customized demo showing how to layer in approval thresholds and legal hold features.

Final Considerations

While the integration handles most approval-to-signature workflows out of the box, successful implementations share three traits:

1. Clear Ownership: Designate process champions in legal and operations to maintain workflow maps

2. Gradual Scaling: Start with high-volume/low-risk documents like NDAs before tackling complex contracts

3. Feedback Loops: Use ApproveThis' analytics to identify recurring approval delays or signature bottlenecks

When properly configured, businesses typically see 40-60% faster contract cycle times and 75% reduction in approval-related exceptions. The integration pays for itself within 90 days for most organizations through reduced legal overhead and accelerated revenue recognition.

Next Steps

Ready to transform your approval and signature processes? Start your ApproveThis trial or schedule a personalized demo showing how Legalesign integration works for your specific document types and approval hierarchy.