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Approvals in Salesforce - Supercharged

  • Complexity simplified - Smart, parallel, matrix, and multi-step approvals on any object
  • No delays, no confusion – Live status visibility and automatic re-approvals
  • Always compliant – Full audit trails and SOX-ready approval tracking
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Accelerate Your Pipeline with Frictionless Approvals

No custom-coding. No bottlenecks. Real-time visibility.

Shorter Sales Cycles

Reduce deal closure times with automated approvals. Eliminate approval-related bottlenecks and gain control over stalled approvals.

100% Salesforce-Native

Works within your Salesforce ecosystem. Streamline approval workflows with real-time visibility and automated routing, ensuring faster deal cycles and compliance. 

No-Code Configuration

Easily configure and customize approval workflows. Empower your team to adapt and scale approvals effortlessly with a user-friendly, drag-and-drop interface. 

Salesforce vs Approvals Pro

Capabilities 

Salesforce Standard Approvals

Salesforce CPQ Advanced Approvals

Nue Approvals Pro
Multiple approval steps
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Lock records
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Multi-line approval criteria logic
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Additional workflow actions
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Final approval / rejection / recall actions
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Reassign approvals to other users
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Group approval policies (eg. unanimous, or 1 person out of a group)
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Approval triggers and logic on related data (multi-level child & parent relationships)
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Matrix-based approvals
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Graphical preview of approval paths
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Graphical approval status page
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Approve multiple approval steps for 1 record by the same person at once
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Parallel approval paths
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Reusable approval paths
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Approvals on any object
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Resubmit after editing, without triggering already approved approvals
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Scheduled delegation
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Rule-based delegation to multiple delegates
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Archived approvals (eg. capture someone's reason for not approving in 1st round)
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Full reportability (everything logged in custom objects)
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Struggling with Approvals in Salesforce? Let's Fix It in 30 Minutes

Get a free 1:1 consultation with a Salesforce approvals expert. 

What You’ll Walk Away With:
  • A quick audit of your current approval process
  • Recommendations tailored to your Salesforce environment
  • How to reduce deal friction—without building custom flows
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Faster and Seamless Approvals

Automated workflows and real-time tracking for complete deal visibility

Faster Approvals with Parallel Processing

Unlike traditional sequential approvals, Approvals Pro allows multiple approvals to run at the same time, reducing delays and speeding up decision-making.

Complete Visibility into Approval Status

Track approvals in real-time and take action to ensure a smooth and accelerated sales process happens. With reports and dashboards, get full visibility into approval and rejection history.

Automated Workflows

Eliminate manual tasks with automated matrix approvals and smart triggers. Ensure accuracy and compliance while accelerating approval cycles.

Improved Compliance and Risk Management

Automate legal approvals and compliance checks to ensure all necessary sign-offs are secured before finalizing deals.

Standalone or Integrated into Nue

Approvals Pro can be deployed as a fully standalone solution or seamlessly integrated with Nue’s CPQ and billing offerings for enhanced efficiency.

Hear From Our Users

Benefits For Your Entire Team

For RevOps

Automate the entire approvals process while ensuring deals keep moving. Provide your team with full visibility into approval and rejection history along with reports and dashboards

For Sales

Get full visibility into the approval process for any deal. Get pricing approved without slowing deal velocity.

For Finance

Ensure that necessary approvals get done on time every time. A complete audit trail displays your entire approval and rejection history.

For Admins

Build approval workflows on any object without writing code. A user-friendly configurator handles complex approval workflows with ease.

Frequently asked questions

What is Approvals Pro, and how does it work?

Approvals Pro is an advanced workflow automation tool that streamlines and accelerates approval processes. It can be used as a standalone with your existing systems or an integrated part of Nue’s revenue lifecycle management platform.

How does Approvals Pro integrate with my existing tools?

Approvals Pro offers seamless integrations with leading business platforms such as Salesforce, Microsoft Teams, Slack, and various ERP and finance systems. Our API also allows for custom integrations, ensuring that Approvals Pro fits perfectly within your existing workflow without disrupting operations.

Can Approvals Pro be customized for different approval workflows?

Yes. Approvals Pro is fully customizable to match your specific business needs. You can set up multi-step approval processes, define user roles and permissions, and create conditional logic to automate decision-making. 

With Approvals Pro, you can configure parallel and matrix approvals, along with running multiple approval processes simultaneously on the same record. Whether you need simple one-step approvals or complex, multi-tiered workflows, Approvals Pro adapts to your requirements.

How does Approvals Pro enhance compliance and security?

Approvals Pro ensures compliance by maintaining a transparent audit trail of all approvals, including timestamps, decision-makers, and supporting documents. It also enforces role-based access control (RBAC) to protect sensitive information and integrates with single sign-on (SSO) and multi-factor authentication (MFA) systems for enhanced security.

What is Nue?

Nue is transforming the way B2B SaaS companies manage their revenue lifecycle. 

Designed to replace legacy CPQ and billing systems, Nue is a seamless, end-to-end Revenue Lifecycle Platform that enables businesses to price, quote, sell, bill, and recognize revenue for all revenue channels, with greater speed, flexibility, and accuracy.

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Take Control of Your Approvals Today!

Streamline your workflow, eliminate delays, and empower your team with seamless approvals.

Get started with Approvals Pro!

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