When Paperwork Meets Process
Let's be real: documents are the necessary evil of business. Contracts get lost in inboxes, signatures go missing, and approval delays cost real money. That's why pairing Fill's document superpowers with ApproveThis' approval automation isn't just nice-to-have – it's how mid-sized companies stop drowning in PDFs and start moving deals forward.
Why This Combo Works (No Corporate Jargon)
Fill handles the messy part – getting forms filled, signed, and sent without chasing people down. ApproveThis does the unsexy but critical job of routing those documents to the right decision-makers at the right time. Together through Zapier, they create a closed-loop system where nothing falls through the cracks. Think of it like putting your document workflow on autopilot, but with guardrails.
Real Teams Getting Real Results
Legal Teams: Contract Hell → Controlled Process
Picture this: Your legal team uses Fill to collect signatures on a vendor contract. The second it's signed, Zapier pings ApproveThis to route it through finance (for budget check) and the department head (for final approval). No more "I thought you had it!" emails. Approval groups ensure both sign-offs happen in order, and calculated fields auto-flag contracts over $50k for extra scrutiny.
HR: Onboarding Without the Paper Avalanche
New hire paperwork signed in Fill? Great. Now ApproveThis automatically sends the completed packet to HR for verification, then payroll for setup – with vacation delegation covering for approvers out on PTO. New employees start faster, HR doesn't play detective, and payroll avoids duplicate data entry.
Finance: Invoice Approval That Doesn't Suck
Vendor submits invoice via Fill. ApproveThis routes it based on amount: under $1k auto-approved, $1k-$5k needs manager sign-off, over $5k escalates to CFO. Approval thresholds cut approval time by 60% for small bills, while keeping big spends under control. Real-time tracking means AP always knows where things stand.
The Nerd Stuff (Made Painless)
Setting this up takes 15 minutes in Zapier. Seriously. Here's the play-by-play:
- Connect Fill and ApproveThis to your Zapier account
- Pick your trigger: "Document Completed" or "Document Sent" in Fill
- Map key fields (doc type, amount, client name) to ApproveThis
- Set approval rules: who approves what, in which order, with what thresholds
Pro tip: Use calculated fields in ApproveThis to auto-calculate totals from Fill form data. No more manual entry errors.
What You’re Really Solving
For External Clients
Clients only interact with Fill – they never need ApproveThis logins. Send an NDA for signature, get it approved internally, and notify them when it's fully executed. Cleaner experience, zero license costs for outsiders.
Between Departments
Sales signs a proposal in Fill. ApproveThis routes it to legal (compliance check), then finance (pricing approval), with SLA reminders if any step lags. No more territorial battles over whose inbox it's stuck in.
For Compliance Nerds
Every approval step is logged with timestamps and comments. Audit trail shows who approved what, when, and why. Combine that with Fill's document history, and you've got airtight records without the spreadsheets.
Why This Isn't Just Another Integration
Most doc tools stop at "it's signed – good luck!" ApproveThis + Fill actually handles what happens next. Conditional logic means a $500k contract follows a different path than a $5k one. Email approvals let execs sign off from their phones without logging into yet another system. Vacation coverage ensures the CFO's vacation doesn't bottleneck everything.
No-BS Benefits by Team
Operations Teams
Cut document processing time from days to hours. Track every file in one dashboard instead of 12 spreadsheets. Automatically archive approved docs to your CRM or ERP.
Department Heads
Get visibility into approval bottlenecks. Set thresholds so you only review what actually needs your attention. Delegate approvals without losing control.
IT Teams
Zero custom code. Manage permissions through ApproveThis instead of messing with Fill's settings. Zapier handles the heavy lifting so your team isn't on the hook.
Getting Started Without the Overwhelm
Pick one process to automate first – usually the most painful or frequent. For most companies, that's:
- Vendor contracts over $X amount
- Employee onboarding packets
- Client project change orders
Run a test with a dummy document in Fill. Time how long it takes to route through ApproveThis versus your old process. Spoiler: You'll be annoyed you didn't do this sooner.
The Bottom Line
ApproveThis + Fill isn't about fancy features – it's about fixing the approval black holes that cost you deals, employees, and sanity. When documents flow through automated checks and balances, you spend less time chasing signatures and more time on work that matters.
Ready to stop being a document janitor? Get started with ApproveThis or book a demo to see how it plays with your Fill account. No sales jargon, just a 15-minute walkthrough of how your team could approve documents 74% faster (yes, that's a real customer number).
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