Document approval and signature requests

Purpose

1. Streamline internal and external approval cycles for purchase orders, contracts, and supplier agreements.

2. Ensure compliance by collecting legally binding digital signatures on documents.

3. Accelerate financial and administrative workflows by automating document review, rejection, or approval.

4. Centralize document tracking and audit logs for transparency and record-keeping.

5. Minimize manual chasing and delays in multi-party approvals.

Trigger Conditions

1. Submission of a new purchase order exceeding a threshold amount.

2. Uploading a contract or agreement requiring executive or supplier approval.

3. Manual request by finance/admin staff for approval on invoices or credit applications.

4. Scheduled reminders for pending document signatures.

5. Change in document status from "draft" to "pending approval" in ERP/CRM.

6. Receipt of email with attachment containing keywords like “contract,” “agreement,” or “approval.”

Platform Variants

1. DocuSign

• API: Envelopes:create, Envelopes:status callback; Config: recipient email, template mapping, event notifications
  

2. Adobe Sign

• API: /agreements, /signingUrls; Config: agreement workflow, signer roles, automated reminders
  

3. HelloSign

• Endpoint: /signature_request/send; Config: document file, signer info, signature type
  

4. PandaDoc

• API: /documents/send, /documents/status; Config: template ID, recipients, webhook for status
  

5. SignNow

• API: /document, /invite; Config: document upload, email invite, signing sequence
  

6. Approve.com

• Endpoint: /approvals, /workflows; Config: PO/contract trigger, approval path, API callback
  

7. Google Drive

• Feature: Google Apps Script & Approval add-on; Config: script for approval routing, email triggers
  

8. OneDrive

• Feature: Power Automate Flow; Config: file upload triggers, approval request actions
  

9. Microsoft Teams

• Feature: Approvals app, Power Automate connector; Config: adaptive card, custom approval channels
  

10. Slack

• API: /chat.postMessage, Workflow Builder with Approvals; Config: channel, approver tag, notification
  

11. Salesforce

• API: Process Builder/Flow, Apex Trigger; Config: record update triggers, automated approval tasks
  

12. Zoho Sign

• API: /requests, /templates; Config: document fetch, signer assignment, callback URL
  

13. Ironclad

• API: /workflow, /signature; Config: contract type, approver list, e-signature field mapping
  

14. Concord

• API: /contracts, /signing; Config: workflow ID, required signers, expiration alert
  

15. Dropbox Sign

• Endpoint: /signature_request/send; Config: PDF upload, signer fields, notification on status
  

16. JotForm

• Feature: Approval Flows; Config: form submission trigger, conditional routing, email reminders
  

17. Airtable

• Feature: Automations; Config: record status change triggers, email/send for approval
  

18. SAP SuccessFactors

• API: WorkflowRequest; Config: template, document context, multi-level approval
  

19. Coupa

• API: /approvals, /documents; Config: supplier document triggers, approval group setup
  

20. Oracle NetSuite

• API: SuiteFlow, SuiteScript triggers; Config: record approval routing, status update webhooks
  

21. Freshservice

• API: /approvals, /workflow automator; Config: request type, multi-step approvals
  

22. Monday.com

• API: /items, /updates, Automations; Config: item status trigger, board approval columns
  

Benefits

1. Reduces approval turnaround time and manual follow-up.

2. Enhances compliance through audit trails and legally binding signatures.

3. Allows real-time tracking of document status for all stakeholders.

4. Integrates seamlessly with existing CRMs, ERPs, email, and file storage.

5. Minimizes administrative burden and risk of incomplete or lost documents.