ApproveThis manages your pdfFiller approvals.

Why Pair Approval Management with PDF Editing?

Let’s be real: chasing signatures on PDFs is the corporate equivalent of herding cats. Between misplaced forms, approval bottlenecks, and the endless “I thought you were handling this” emails, manual document workflows cost time and sanity. That’s where pairing ApproveThis (approval automation) with pdfFiller (PDF editing/eSignatures) turns chaos into calm. Together, they let you automate the entire lifecycle of document reviews, edits, and approvals – no cat-herding required.

What Happens When You Connect These Two?

ApproveThis handles the decision-making logistics: routing documents to the right people, escalating urgent requests, and tracking every step. pdfFiller manages the document itself: editing contracts, collecting eSignatures, or generating fillable forms. Zapier acts as the glue between them. The result? A closed-loop system where documents move forward the second approvals happen – no manual handoffs.

Business Benefits That Don’t Sound Like Corporate Jargon

This isn’t about “synergistic paradigm shifts.” It’s practical stuff:

• Stop playing middleman: Approvers get notified automatically. No more forwarding emails or begging for updates.
• Cut approval time by 60-80%: Real estate agencies, for example, get leases signed 3x faster by auto-routing to landlords, tenants, and lawyers.
• Zero license sprawl: External clients (vendors, contractors) can approve docs via email without needing a pdfFiller account.

Use Cases for Teams Who Hate Paperwork

Every department deals with documents. Here’s how this integration solves specific headaches:

HR Teams: Onboarding Without the Onslaught

Problem: New hire packets get stuck waiting for department heads to sign off on role changes or equipment requests.
Fix: When HR uploads an offer letter to pdfFiller, ApproveThis automatically routes it to Finance (budget approval), IT (laptop specs), and the hiring manager. Approvers click “yes” in email, and the signed doc generates instantly.

Finance Teams: Contracts That Don’t Ghost You

Problem: Vendor contracts get “lost” after verbal approvals, delaying payments.
Fix: Set a rule in ApproveThis: Any pdfFiller contract over $10K needs CFO approval. The system escalates unopened requests after 24 hours. Once signed, the contract auto-saves to your accounting software.

Legal Teams: Redlines That Actually Move Forward

Problem: Clients take weeks to review revised NDAs, leaving deals in limbo.
Fix: When a client fills out a pdfFiller form requesting changes, ApproveThis pings your legal team. Approved edits trigger a new draft in pdfFiller, sent back via automated email. Bonus: Use calculated fields to auto-flag non-negotiable terms.

Operations: Purchase Orders That Don’t Require Babysitting

Problem: Field managers fax (!) POs to HQ, where they sit on someone’s desk.
Fix: Managers fill a pdfFiller form on their phone. ApproveThis routes it based on amount: $500-$5K to department heads, $5K+ to VP. Approved? PDF converts to an order in your ERP. Denied? Auto-email explains why.

How to Set This Up Without Calling IT

If you can set a Netflix profile, you can do this:

1. Connect via Zapier: Create a Zapier account (it’s the duct tape here).
2. Pick your triggers: Most teams start with “New Filled Form” in pdfFiller or “New Request” in ApproveThis.
3. Add actions: Like “Create Request” in ApproveThis or “Generate Shareable Link” in pdfFiller.
4. Test with a low-stakes doc: Try a office supply request form before touching contracts.

Pro Tips for Non-Robot Users

Do: Use ApproveThis’ approval thresholds. Example: Auto-approve office supplies under $200, but require CEO sign-off for anything with “consulting” in the title.
Don’t: Overcomplicate steps. If your workflow has more layers than an onion, split it into separate Zaps.

Why This Isn’t Just Another Integration

Most tools promise automation. Here’s what makes this combo different:

• Approval isn’t a black hole: Track who’s sitting on a doc in real-time. No more “I never got that email” excuses.
• External users don’t slow you down: Clients approve via email (no login), but their actions still follow your rules.
• Documents adapt on the fly: If a budget gets denied, pdfFiller auto-generates a revised version using ApproveThis’ feedback.

Real Results (Without the Fluff)

A healthcare company used this setup to process patient consent forms. Before: 14-day average approval (doctors, admins, legal). After: 48 hours. How? ApproveThis escalated overdue requests to backup approvers, and pdfFiller auto-filled patient data into templates.

Bottom Line: This Isn’t Just About PDFs

It’s about fixing the approval bottlenecks that make simple docs feel like a scavenger hunt. ApproveThis handles the who, when, and why of decisions. pdfFiller handles the what (the document itself). Zapier makes them talk. You get to stop chasing people and focus on work that matters.

Ready to Stop Being a Document Janitor?

Register for ApproveThis (free 14-day trial), grab a pdfFiller account, and build your first Zap in 20 minutes. Or, schedule a demo to see how approval thresholds and calculated fields can turn your worst workflows into quiet background processes.