ApproveThis manages your Tilkee Integration approvals.

When Tracking Meets Approvals, Magic Happens

Let’s be real: approvals suck. They’re the traffic jams of business processes. Someone sends a contract, it disappears into a black hole of “I’ll review it later,” and suddenly your project’s a week behind. Tilkee tracks documents like a bloodhound, but it doesn’t do anything with that intel. ApproveThis? It’s the muscle that turns tracked data into decisions. Together? They’re the tag team that automates the boring stuff so your team can focus on work that matters.

Why This Combo Works for Mid-Sized Companies

Companies between 50-5k employees aren’t startups anymore, but they’re not enterprise-level bureaucracies either. You need process without the red tape. Tilkee shows you exactly when clients open proposals or sign contracts. ApproveThis takes that data and routes it to the right person, with reminders, escalations, and a big red “APPROVE THIS” button (metaphorically speaking). No more guessing games.

The Killer Feature Nobody Talks About

Here’s the secret sauce: ApproveThis approvers don’t need a Tilkee license. Your client signs an NDA in Tilkee? Their legal team can approve revisions in ApproveThis via email. No new logins, no extra seats. Just clean handoffs between teams who live in different tools.

Real Use Cases (Not Just Theory)

1. Contracts That Don’t Ghost You

The Problem: Sales sends a proposal, Tilkee shows the client opened it 12 times… but nobody knows if legal approved the final version. Crickets.

The Fix: When Tilkee detects a signature, ApproveThis auto-creates a compliance review task for your legal team. If they don’t approve/deny within 24hrs, it escalates to the CFO. Result? Signed deals don’t gather dust waiting for internal sign-off.

Who Cares: Legal teams drowning in “urgent” reviews, sales ops tired of herding cats.

2. Projects That Update Themselves

The Problem: Your PM updates a Tilkee project timeline, but the approval request gets lost in Slack. Team’s using outdated specs.

The Fix: Start an approval in ApproveThis for a budget change, and it auto-updates the Tilkee project when approved. No more “I thought you did it!” meltdowns.

Who Cares: Project managers, consultants, anyone billing by the hour.

3. Stop Leaving Money on the Table

The Problem: A client views your proposal 20 times but hasn’t approved. Sales doesn’t know when to follow up.

The Fix: Tilkee detects hyper-engagement (multiple views/downloads). ApproveThis pings sales to send a “Hey, saw you were reviewing X” email. Not creepy, just strategic.

Who Cares: Sales teams who hate cold calls, account managers juggling 50 clients.

How to Set This Up Without Losing Your Mind

Zapier’s the glue here. No coding, just connect dots:

• Pick a trigger in Tilkee (e.g., “Document Signed”)
• Choose an action in ApproveThis (“Create Request”)
• Add filters if needed (e.g., “Only if deal > $50k”)

Test it with a low-stakes document first. Tweak. Then scale. Done. Zapier’s tutorial library covers the basics if you’re new.

Which Teams Get the Biggest Win?

Legal & Compliance

No more “I never saw the final version!” Use Tilkee’s audit trail + ApproveThis’s forced approvals. Automate NDAs, contract amendments, or compliance checklists. Set thresholds so only high-risk deals need human review.

Sales & Account Management

Turn Tilkee’s engagement data into actionable approvals. Automate discount requests, proposal tweaks, or contract extensions when clients are hot. Approvers get all context (who viewed what, when) inside ApproveThis.

Operations & Finance

Auto-route invoices the second they’re signed in Tilkee. Set approval chains based on amount: $1k goes to a manager, $10k needs VP review. Use calculated fields to auto-flag discrepancies.

But Wait, There’s More (Without the Infomercial Hype)

ApproveThis isn’t just a Zapier bot. Features that make this integration actually useful:

• Vacation Delegation: Legal director out? Requests auto-reassign instead of stalling.
• Approval Thresholds: Auto-approve small expenses, escalate big ones. Tilkee data (e.g., deal size) can trigger these rules.
• Calculated Fields: Auto-add margins, taxes, or discounts to requests based on Tilkee docs. No manual math.

The Bottom Line

This isn’t about “streamlining workflows” (gag). It’s about fixing the crap that wastes your team’s time. Tilkee tells you what’s happening. ApproveThis forces someone to act on it. Together, they’re the system you’ll wish you had last quarter.

Do This Next

If your approval process involves more than one “Per my last email…”, get a demo. Or register free, connect Tilkee via Zapier, and automate one process this week. Start small. Thank yourself later.