Automated Routing
Define approval hierarchies and conditional branches so documents route automatically based on project attributes and budget thresholds, reducing manual intervention.
A dedicated logic app reduces manual handoffs, creates a consistent audit trail, and supports ESIGN/UETA-compliant electronic signatures (15 U.S.C. §7001; UETA). It lowers administrative risk, speeds approvals, and preserves a reproducible record for disputes or audits.
Project managers, PMO staff, procurement teams, and legal or compliance reviewers commonly run the app to standardize approvals and signature collection.
The app centralizes routine workflows so stakeholders have a consistent, defensible record of approvals and signed artifacts.
| Field | Configuration |
|---|---|
| Signer Order | Sequential | Enforce approval order |
| Authentication | Email + SMS code | Default two-factor |
| Conditional Fields | Yes | Show fields when thresholds exceeded |
| Retention Rule | 7 years | Archive on project close |
Confirm integrations and supported formats before enabling automated exports or API-driven triggers.
Ensure destination systems accept the signed PDF/A or original document type to avoid conversion errors during integration.
Define approval hierarchies and conditional branches so documents route automatically based on project attributes and budget thresholds, reducing manual intervention.
Show or hide fields and change approver paths depending on budget or project type, ensuring only required reviewers engage with the document.
Capture IP address, timestamp, and signer actions for every step so the record supports dispute resolution and regulatory requests.
Store approved templates for common project types to speed setup and maintain consistent language across agreements and approvals.
Push signed documents and metadata to ERP, CRM, or document management systems to keep project records in a single source of truth.
Prepare signature fields and signer authentication so executed documents meet ESIGN/UETA requirements for intent, attribution, and retention.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |
3 business days for first approver
Notify manager after 5 business days
Links expire after 30 days by default
Archive executed records within 48 hours
Annual audit of retained records
Optica deployed the logic app to centralize approvals across deals and partners.
Xerox integrated the app with ERP to auto-attach signed documents to records.