ApproveThis manages your Vinesign by Filevine Integration approvals.

Let’s be real – nobody wakes up excited to chase down document approvals. Legal teams drown in contract redlines. HR gets stuck waiting weeks for leadership to sign off on updated policies. Operations managers play phone tag with vendors about purchase orders. It’s all friction, delays, and that one approver who still prints PDFs to sign with a pen.

That’s why pairing ApproveThis (your approval automation sidekick) with Vinesign by Filevine (the e-signature workhorse) isn’t just nice-to-have – it’s a straight-up productivity hack for companies tired of playing approval whack-a-mole.

Why This Combo Works Like Caffeine for Your Workflows

ApproveThis isn’t another tool that creates busywork. It’s the traffic cop for your decision-making processes. Vinesign handles the document heavy lifting. Together through Zapier, they turn “Hey, can you sign this?” into a closed-loop system where:

• Documents get reviewed before they hit someone’s inbox for a signature
• Approval bottlenecks surface immediately (instead of at 4:45 PM on Friday)
• External clients or contractors can approve without logins or app downloads

For companies between 50-5,000 employees, this means scaling processes without adding layers of bureaucracy. Finance approves vendor contracts faster. Legal keeps compliance tight without manual checklists. Even your most old-school approvers can click “Approve” from their email.

Real-World Use Cases That Actually Move the Needle

1. Contracts That Don’t Get Lost in Legal Limbo

Law firms and in-house legal teams waste hours tracking down signature chains. Here’s the fix:

The Zap: New contract uploaded to Vinesign → Auto-create approval request in ApproveThis with due dates → Legal team reviews terms → Once approved, Vinesign sends for signatures.

Why it rules: Approval thresholds in ApproveThis mean standard NDAs auto-approve, while high-value contracts escalate to the right attorney. Vacation delegation stops deals from stalling because someone’s at a conference.

2. HR Onboarding That Doesn’t Make New Hates Quit

Nothing says “welcome to the team” like making someone sign 12 documents across 3 systems. Streamline it:

The Zap: New hire offer letter in Vinesign → ApproveThis pings HR, hiring manager, and comp team → Once all approve, Vinesign sends signable packet to candidate.

Why it rules: Calculated fields in ApproveThis auto-flag if salary exceeds band. Approval groups ensure comp committee signs off before the candidate sees numbers. No more “Oops, wrong version” emails.

3. Procurement That Doesn’t Require 17 Sticky Notes

Operations teams fielding urgent vendor requests will love this:

The Zap: New vendor agreement in Vinesign → ApproveThis checks budget thresholds → If under $5K, auto-approve and send for signatures. If over, route to CFO.

Why it rules: Real-time tracking shows exactly where a request is stuck. Conditional logic skips unnecessary approvers. Integrate with your accounting software later? Easy.

4. Killing Zombie Documents (Before They Bite You)

Ever had someone sign an old version of a policy? Yeah, that’s a compliance nightmare waiting to happen.

The Zap: When ApproveThis finalizes a new document approval → Vinesign expires old versions → New doc goes out for signatures automatically.

Why it rules: No more manual doc cleanup. Clients always sign the latest version. Audit trails in both systems prove you’re not winging it.

Setting This Up Without an IT Degree

If you can order DoorDash, you can connect ApproveThis and Vinesign:

1. Grab your ApproveThis and Vinesign accounts (obviously)
2. Open Zapier, make a sandwich while it loads
3. Pick a trigger (like “New Document in Vinesign”)
4. Add action (“Create Approval Request in ApproveThis”)
5. Map document fields to approval criteria
6. Test it with a real doc – champagne optional

Pro tip: Start with one critical workflow (like contract approvals). Once that hums, clone the Zap for other processes.

Why Your Teams Will Actually Use This (No Training Required)

Legal & Compliance:

They care about audit trails, version control, and not being cc’d on 200 emails. ApproveThis gives them a central dashboard to monitor all document approvals. Vinesign’s tracking ensures signatures are binding. Together, it’s malpractice insurance they’ll love.

HR & People Ops:

Their nightmare is onboarding delays causing new hires to ghost. Approval groups in ApproveThis mean the right people sign offer letters fast. Vacation delegation covers for approvers on parental leave. And nobody has to explain DocuSign for the 100th time.

Finance & Procurement:

They live by thresholds. ApproveThis auto-approves small purchases but escalates big spends. Calculated fields validate budgets in real time. Vinesign captures vendor signatures without back-and-forth. CFOs get warm fuzzies from compliance without micromanaging.

Operations & IT:

They’re tired of being workflow janitors. Zapier handles the plumbing between systems. ApproveThis’s API plays nice with your existing stack. And since approvers don’t need Vinesign licenses, there’s no license sprawl.

The Cool Features You’ll Flex On Competitors

Beyond the basics, this combo does the little things that make you look smart:

Email approvals: External clients approve from their inbox – no app installs, no passwords. Just click, review, approve. Feels like 2024, not 1994.

Dynamic due dates: Set approval deadlines per document type. Contracts get 24-hour turnaround. Policy updates give a week. No more guessing.

Auto-expire old docs: When new versions get approved, Vinesign archives the old ones. Perfect for industries where using outdated forms could mean fines.

Approval analytics: Find out which departments cause delays. Spoiler: It’s probably not who you think.

Bottom Line: Approval Sucks Less This Way

Companies between 50-5,000 employees hit a point where “just winging it” on approvals starts costing real money. Missed deadlines. Compliance gaps. Employees wasting half their day herding cats.

ApproveThis and Vinesign fix this by making approvals:

• Faster: No more waiting for someone to check their “other” inbox
• Trackable: Know exactly who’s sitting on a request
• Less Annoying: Approvers can do everything from email

And since it’s all Zapier-based, you’re not locked into some janky ecosystem. Connect your CRM, project tools, or whatever else you use down the line.

Ready to Stop Being a Approval Babysitter?

If your company’s growing faster than your processes, it’s time. Book a live demo to see how ApproveThis and Vinesign turn document chaos into a well-oiled machine. Or just sign up free and connect your Vinesign account in 10 minutes.

P.S. If you’re still manually routing approvals, your competitors already think you’re cute.