Skip to content
FlexiSign Integration

ApproveThis manages your FlexiSign Integration approvals.

April 17, 2025

Integration Category: Signatures

Why ApproveThis and FlexiSign Work Better Together

Approval processes and document signing often exist in separate silos, creating bottlenecks that delay contracts, purchases, and project kickoffs. ApproveThis bridges this gap by connecting its automated approval workflows directly to FlexiSign’s secure e-signature capabilities through Zapier. Together, they create an end-to-end system for managing decisions and execution without manual handoffs.

FlexiSign users gain structured governance over document workflows, while ApproveThis customers unlock seamless integration with legally binding signatures. For businesses juggling compliance requirements and cross-team collaboration, this integration eliminates two major friction points: waiting for stakeholder approvals and chasing signatures.

How These Platforms Complement Each Other

ApproveThis specializes in conditional approval logic – think multi-step sign-offs for budgets, vendor contracts, or policy changes. FlexiSign focuses on document security and signing efficiency. When combined via Zapier, they enable scenarios like:

  • Automatically routing signed NDAs to legal teams for final approval
  • Triggering contract signature requests only after deal terms are greenlit

Approvers in ApproveThis don’t need FlexiSign licenses to review documents, making it ideal for external partners. A procurement team could send a vendor contract for internal legal review first, then route the approved version to the vendor’s team for signing – all without switching platforms.

Real-World Use Cases Across Industries

1. Legal Teams: Accelerate Contract Lifecycles

Law firms and corporate legal departments often face version control issues when revised contracts require fresh approvals. With this integration:

When FlexiSign detects a new contract version (e.g., a redlined SaaS agreement), ApproveThis automatically routes it to designated reviewers. Once approved, FlexiSign sends the finalized doc to all signatories. Clifford & Stone Legal reduced contract turnaround by 40% using this method, ensuring clients never sign outdated terms.

2. HR Departments: Simplify Onboarding Paperwork

New hire forms often require sequential approvals (compensation, NDAs) followed by signatures. A connected workflow:

ApproveThis triggers when HR uploads an offer letter, routing it to department heads for salary approval. Once approved, FlexiSign automatically sends the letter to the candidate. Tech startup NexaFlow cut onboarding admin time by 6 hours per hire using this approach.

3. Procurement: Govern Vendor Agreements

Purchasing teams manage risk by requiring approvals before engaging vendors. Combined with signatures:

When a vendor submits a FlexiSign proposal, ApproveThis routes it to budget owners. Approved proposals auto-send as executable contracts. Manufacturing company Brenthill Corp reduced procurement delays from 14 days to 72 hours using threshold-based approvals for sub-$50k purchases.

Key Integration Features

Beyond basic automation, these platforms unlock advanced capabilities:

Conditional Document Routing

Use ApproveThis’ calculated fields to determine which FlexiSign template gets sent. Example: If an approval request’s "Contract Value" field exceeds $100K, route the document to executive leadership templates automatically.

Parallel Processing

While approvers review terms in ApproveThis, FlexiSign can collect non-controversial signatures (e.g., appendix exhibits) simultaneously. Legal teams at FinServe Inc. use this to shave 8 days off merger paperwork.

Compliance Auditing

ApproveThis maintains an approval chain audit trail, while FlexiSign provides signature certificates. Together, they create a unified compliance record for regulators.

Setting Up Your Integration

Connect ApproveThis and FlexiSign in under 15 minutes using Zapier:

Basic Configuration Steps

1. In Zapier, create a new Zap
2. Choose FlexiSign as the trigger app ("New Document" event)
3. Select ApproveThis as the action app ("Create Request")
4. Map FlexiSign document fields to ApproveThis’ approval form
5. Test with a sample document

For bidirectional sync, create a second Zap triggering ApproveThis approvals to send FlexiSign docs. Use Zapier’s built-in filters to prevent infinite loops.

Team-Specific Benefits

For Executives

Gain real-time visibility into approval bottlenecks and signature statuses via ApproveThis’ dashboard. Escalate high-priority items using predefined thresholds without micromanaging teams.

For Operations Managers

Standardize processes across locations by deploying uniform approval-signature workflows. Vacation delegation ensures continuity when approvers are OOO.

For External Partners

Clients and vendors approve requests via email (no app logins) while signing in FlexiSign’s secure portal. No more “I didn’t get the PDF” emails.

When to Consider This Integration

This pairing delivers the most value for businesses that:

- Require 3+ approvals per document
- Manage agreements with external parties
- Have compliance-driven review processes
- Use conditional terms (e.g., tiered pricing)

For simple internal docs requiring one signature, native FlexiSign approvals may suffice. But as complexity grows, connected workflows prevent chaos.

Getting Started

ApproveThis offers a free tier for basic workflows, while FlexiSign provides pay-as-you-go signature pricing. To test the integration:

1. Register for ApproveThis
2. Create a FlexiSign account
3. Connect both to Zapier using pre-built templates

For complex use cases like multi-jurisdiction contracts or SOX compliance, schedule a demo to explore enterprise features like custom SLAs and audit exports.

The Bottom Line

ApproveThis and FlexiSign solve different but interconnected problems. By automating the handoff between approvals and signatures, businesses eliminate wait states that delay revenue cycles and project launches. The integration works particularly well for organizations that view signed documents not as endpoints, but as checkpoints in larger operational processes.

With no per-approver licensing costs in ApproveThis and FlexiSign’s scalable e-signature pricing, teams can start small and expand workflows as needed. The real win? Making governance feel less like red tape and more like a competitive advantage.

🥳

Integrate with FlexiSign Integration and get 90 days of ApproveThis for free.

After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.

Learn More

Best Approval Workflows for FlexiSign

Suggested workflows (and their Zapier components) for FlexiSign

Create approval requests for new documents

When a new document is created in FlexiSign, this integration sends an approval request via ApproveThis. It streamlines decision-making by routing new signature requests for timely approval. *Note: Adjust field mapping as needed to match your workflow requirements.*

Zapier Components

FlexiSign Logo

Trigger

New Document

Triggers when a new document is created.

Action

Create Request

Creates a new request, probably with input from previous steps.

Send document signature requests for new approval requests

When a new approval request is initiated in ApproveThis, this integration automatically sends a document signature request using a FlexiSign template. It enhances workflow efficiency by linking approval events to digital document signing. *Note: Verify your document template settings in FlexiSign for optimal performance.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

FlexiSign Logo

Action

Send Document Using Template

Sends a document signature request using template.