Approvals Pro

Approvals in Salesforce, supercharged.

Advanced approval management for companies on Salesforce. Approvals that keep deals moving, for sales, finance, legal, admins and RevOps.

  • 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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100% Salesforce-native · Standalone or integrated with Nue CPQ and Billing

Approvals Pro in Salesforce: a quote’s billing period, general discount and product line approval paths, with RevOps, manager and CRO steps

Frictionless approvals

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 bottlenecks and gain control over stalled approvals.

  • 100% Salesforce-native

    Works within your Salesforce ecosystem, with real-time visibility and automated routing for faster deal cycles and compliance.

  • No-code configuration

    Configure and customize approval workflows with a user-friendly, drag-and-drop interface, and scale them as the business changes.

One hundred ways to approve

Every approval your business runs, on one engine

One hundred approvals real revenue teams run, from a discount threshold to a credit memo. Filter by team or by capability. 64 of them can’t be built with standard Salesforce approvals, and 28 need a capability only Approvals Pro has.

approval scenarios
100
beyond standard Salesforce approvals
64
need a capability only Approvals Pro has
28

Showing 12 of 100

  • Sales#001

    Any line discounted more than 15%

    1. Sales manager
    2. RevOps
    • Multiple approval steps
    • Multi-line approval criteria logic
  • Sales#002

    Total discount above 30%

    1. Sales manager + RevOps + CRO · in parallel
    • Parallel approval paths
    • Multi-line approval criteria logic

    Beyond standard approvals

  • Sales#003

    New business over $250K ARR

    1. CRO + CFO · in parallel
    • Parallel approval paths

    Beyond standard approvals

  • Sales#004

    Multi-year deal with a price lock on every line

    1. Deal desk
    2. Finance
    • Multiple approval steps
    • Triggers on related data

    Beyond standard approvals

  • Sales#005

    Ramp deal with a deeper discount in year one

    1. Deal desk
    • Triggers on related data

    Beyond standard approvals

  • Sales#006

    Free months added to the subscription term

    1. Sales manager
    2. Finance
    • Multiple approval steps
  • Sales#007

    Payment terms longer than net 30

    1. Finance
    • Multi-line approval criteria logic
  • Sales#008

    Monthly or quarterly billing instead of annual upfront

    1. Billing
    • Multi-line approval criteria logic
  • Sales#009

    A product line priced below its floor

    1. Product line owner
    • Matrix-based approvals
    • Triggers on related data

    Only in Approvals Pro

  • Sales#010

    A bundle broken apart on the quote

    1. Product manager
    • Triggers on related data

    Beyond standard approvals

  • Sales#011

    Competitive takeout pricing

    1. Sales VP
    2. CRO
    • Multiple approval steps
  • Sales#012

    Early renewal with a price hold

    1. CS lead
    2. Finance
    • Multiple approval steps

Features

Approvals Pro vs Salesforce approvals

CapabilitySalesforce Standard ApprovalsSalesforce CPQ Advanced ApprovalsNue Approvals Pro
Multiple approval stepsSalesforce Standard Approvals: yesSalesforce CPQ Advanced Approvals: yesNue Approvals Pro: yes
Lock recordsSalesforce Standard Approvals: yesSalesforce CPQ Advanced Approvals: yesNue Approvals Pro: yes
Multi-line approval criteria logicSalesforce Standard Approvals: yesSalesforce CPQ Advanced Approvals: yesNue Approvals Pro: yes
Additional workflow actionsSalesforce Standard Approvals: yesSalesforce CPQ Advanced Approvals: yesNue Approvals Pro: yes
Final approval / rejection / recall actionsSalesforce Standard Approvals: yesSalesforce CPQ Advanced Approvals: yesNue Approvals Pro: yes
Reassign approvals to other usersSalesforce Standard Approvals: yesSalesforce CPQ Advanced Approvals: yesNue Approvals Pro: yes
Group approval policies (e.g. unanimous, or 1 person out of a group)Salesforce Standard Approvals: yesSalesforce CPQ Advanced Approvals: yesNue Approvals Pro: yes
Approval triggers and logic on related data (multi-level child and parent relationships)Salesforce Standard Approvals: noSalesforce CPQ Advanced Approvals: yesNue Approvals Pro: yes
Matrix-based approvalsSalesforce Standard Approvals: noSalesforce CPQ Advanced Approvals: noNue Approvals Pro: yes
Graphical preview of approval pathsSalesforce Standard Approvals: noSalesforce CPQ Advanced Approvals: yesNue Approvals Pro: yes
Graphical approval status pageSalesforce Standard Approvals: noSalesforce CPQ Advanced Approvals: noNue Approvals Pro: yes
Approve multiple approval steps for 1 record by the same person at onceSalesforce Standard Approvals: noSalesforce CPQ Advanced Approvals: yesNue Approvals Pro: yes
Parallel approval pathsSalesforce Standard Approvals: noSalesforce CPQ Advanced Approvals: yesNue Approvals Pro: yes
Reusable approval pathsSalesforce Standard Approvals: noSalesforce CPQ Advanced Approvals: noNue Approvals Pro: yes
Approvals on any objectSalesforce Standard Approvals: noSalesforce CPQ Advanced Approvals: noNue Approvals Pro: yes
Resubmit after editing, without triggering already approved approvalsSalesforce Standard Approvals: noSalesforce CPQ Advanced Approvals: yesNue Approvals Pro: yes
Scheduled delegationSalesforce Standard Approvals: noSalesforce CPQ Advanced Approvals: yesNue Approvals Pro: yes
Rule-based delegation to multiple delegatesSalesforce Standard Approvals: noSalesforce CPQ Advanced Approvals: noNue Approvals Pro: yes
Archived approvals (e.g. capture someone's reason for not approving in 1st round)Salesforce Standard Approvals: noSalesforce CPQ Advanced Approvals: yesNue Approvals Pro: yes
Full reportability (everything logged in custom objects)Salesforce Standard Approvals: noSalesforce CPQ Advanced Approvals: yesNue Approvals Pro: yes

Free consultation

Struggling with approvals in Salesforce? Let’s fix it in 30 minutes.

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

Schedule a meeting

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

Faster and seamless approvals

Automated workflows and real-time tracking for complete deal visibility

Approvals Pro configuration: a general discount path with RevOps, manager and CRO approvals, a product line path with a matrix line, and a new approval process available on any Salesforce object

  • Faster approvals with parallel processing

    Unlike traditional sequential approvals, Approvals Pro runs multiple approvals at the same time, reducing delays and speeding up decisions.

  • Complete visibility into approval status

    Track approvals in real time, identify bottlenecks, and see the full approval and rejection history in reports and dashboards.

  • Automated workflows

    Eliminate manual tasks with automated matrix approvals and smart triggers, for accuracy and compliance at speed.

  • Improved compliance and risk management

    Automate legal approvals and compliance checks so every sign-off is secured before a deal is finalized.

  • Seamless integration with Salesforce

    Works natively with any Salesforce-based object model, keeping data consistent and minimizing disruption.

  • Standalone or integrated into Nue

    Deploy Approvals Pro on its own, or integrated with Nue’s CPQ and billing for enhanced efficiency.

Approval status

Every approver, every step, in one place

Submit, track, approve, reassign and recall from the record. Approvers clear their queue in bulk, and every decision is logged.

Approvals Pro on a Salesforce quote: approval progress, approve, unlock and recall actions, and a pending approvals queue with reassign, add approver, approve and reject for each step

Agentic approvals

Approvals that keep up with AI agents

When Nue AI creates or changes a deal, the deal still goes through your approval paths. Ask where it stands and the agent answers from Approvals Pro itself: every path, every step, every approver.

  • Same rules for every changeRenewals, amendments and discounts an agent creates run through the same parallel paths, matrix rules and delegation as a rep’s.
  • Live status in the conversationSee which steps are approved, reassigned or revoked, who decided and when, without leaving the chat.
  • Justification travels with the requestThe reason for the deal is on the approval itself, so approvers and auditors see the same story.
Nue AI reporting a quote’s approval status: four of four steps decided across parallel path A (commercial and legal) and parallel path B (revenue and security), with approvers, reassignments, the deal justification, and a Send for e-Signature button

Hear from our users

  • “Our approval strategy is complex and historically solutioned with heavy code and configuration. We implemented Approvals Pro in a few months and took all of the custom code out of our CRM and built it through declarative tools in Approvals Pro.”
    Drew HolmanExecutive Director of Enterprise Applications, Black Duck
  • “The standard Salesforce approvals were not sufficient for our complex B2B approval processes, so we looked for an affordable alternative. Approvals Pro improved the transparency of our process: approvers have an extra level of insight during the approval process.”
    Laurens UbertVodafone
  • “Throughout the whole setup process, we had excellent customer service. The response times have been excellent. The product, once integrated, has sped up our approval process greatly, and has saved a lot of time and headaches.”
    Theresa RequateFinancial Analyst, TELUS Business

Who benefits

Benefits for your entire team

  • Sales

    Reduce approval delays and close deals faster. See where every approval stands, and get pricing approved without slowing deal velocity.

  • RevOps

    Streamline complex approval hierarchies and automate the whole process, with approval and rejection history in reports and dashboards.

  • Finance and compliance

    Ensure pricing, discounts and legal approvals are properly managed, on time every time, with a complete audit trail.

  • Salesforce admins and architects

    Build complex approval workflows on any object without writing code, in a configurator that handles complexity with ease.

  • C-level executives

    Gain insight into approval bottlenecks and optimize how decisions get made.

Approvals assessment

Where are your approvals slowing deals down?

Eleven quick questions about how deals get approved today. See your approval friction score, how long deals wait, and which capabilities your process needs that your current tool lacks.

Take the approvals assessmentAbout a minute

FAQ

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 in Salesforce. It can be used standalone with your existing systems, or as an integrated part of Nue’s revenue lifecycle management platform.

How does Approvals Pro integrate with my existing tools?

Approvals Pro is 100% Salesforce-native and works with any Salesforce-based object model. It integrates with ERP and finance systems, and an API allows custom integrations, so it fits your existing workflow without disrupting operations.

Which Salesforce objects can Approvals Pro approve?

Any of them. Approvals Pro runs on any standard or custom object in Salesforce, not only quotes and opportunities: contracts, orders, credit memos, refunds, price book changes and objects your org built, all on the same approval engine, rules and audit trail.

Can Approvals Pro approve changes made by AI agents or other applications?

Yes. Approvals Pro governs the record, not the screen it was edited in, so the same approval rules apply whether a change comes from a rep, from an agentic transaction such as a renewal or amendment created by Nue AI, from Nue itself, or from another application or integration writing to Salesforce. Automated changes get the same approvals, delegation and audit trail as manual ones.

Can Approvals Pro be customized for different approval workflows?

Yes. Set up multi-step approval processes, define user roles and permissions, and create conditional logic to automate decisions. Configure parallel and matrix approvals, and run multiple approval processes on the same record at once, from one-step approvals to complex, multi-tiered workflows.

How does Approvals Pro enhance compliance and security?

Approvals Pro keeps a transparent audit trail of every approval, including timestamps, decision-makers and supporting documents. It enforces role-based access control (RBAC) and works with single sign-on (SSO) and multi-factor authentication (MFA).

What is Nue?

Nue is an end-to-end revenue lifecycle platform that replaces legacy CPQ and billing systems, so B2B companies can price, quote, sell, bill and recognize revenue across every channel with greater speed, flexibility and accuracy.
Approvals Proby nue ai

Take control of your approvals today.

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

Take the approvals assessmentBook a demo