---
title: "Approved | Deal Approvals for Salesforce by Nue"
description: "Deal approvals for Salesforce: Deal Desk, Finance, Legal and Channel paths run at once, and a change re-routes only the approvers it affects."
url: https://www.nue.io/approved/
markdown_url: https://www.nue.io/approved.md
page_type: product
publisher: Nue (https://www.nue.io)
language: en
generated: 2026-10-14
---

# Approve in parallel, re-approve only what changed

## Summary

Deal approvals for Salesforce: Deal Desk, Finance, Legal and Channel paths run at once, and a change re-routes only the approvers it affects.

Deal approvals for Salesforce teams whose quotes need Deal Desk, Finance, Legal, and Channel sign-off. Every path runs at once, a changed line re-routes only the approvers it affects, and reps ask where it stands without leaving the conversation.

Q-1042 · Acme renewal

Rep changed one line : Discount 18% → 20%

- **Deal Desk Discount over 15%**: Re-approving
- **Finance Multi-year price lock**: Approved
- **Legal Non-standard terms**: Approved, stands
- **Channel Partner pricing**: Pending

Conversational status

> “Where’s my approval?”

Today the rep knows the deal is somewhere and asks Deal Desk where. With Approved, reps and AI agents ask in plain language and get the answer from the approval itself, without leaving the conversation or RevOps writing code.

- **Answered by the approval, not a person**: Every path, every step and every approver: what’s approved, what’s waiting, who decided and when.
- **The same rules for agent-made changes**: A renewal or amendment an AI agent creates runs through the same matrix as a rep’s quote, so Finance can let an agent touch it.
- **Through APIs and the Nue MCP Server**: Status reaches the chat, the CRM and the agent from one source, with the deal’s justification attached.

Where’s the approval on the Acme renewal?

Figure: Nue AI answering where a quote’s approval stands: 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

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 classic Salesforce approvals, and 11 need a capability Salesforce CPQ Advanced Approvals lacks.

- **Sales # 001**: Any line discounted more than 15% Sales manager RevOps Multiple approval steps Multi-line approval criteria logic
- **Sales # 002**: Total discount above 30% Sales manager + RevOps + CRO · in parallel Parallel approval paths Multi-line approval criteria logic Beyond classic approvals
- **Sales # 003**: New business over $250K ARR CRO + CFO · in parallel Parallel approval paths Beyond classic approvals
- **Sales # 004**: Multi-year deal with a price lock on every line Deal desk Finance Multiple approval steps Triggers on related data Beyond classic approvals
- **Sales # 005**: Ramp deal with a deeper discount in year one Deal desk Triggers on related data Beyond classic approvals
- **Sales # 006**: Free months added to the subscription term Sales manager Finance Multiple approval steps
- **Sales # 007**: Payment terms longer than net 30 Finance Multi-line approval criteria logic
- **Sales # 008**: Monthly or quarterly billing instead of annual upfront Billing Multi-line approval criteria logic
- **Sales # 009**: A product line priced below its floor Product line owner Matrix-based approvals Triggers on related data Beyond Advanced Approvals
- **Sales # 010**: A bundle broken apart on the quote Product manager Triggers on related data Beyond classic approvals
- **Sales # 011**: Competitive takeout pricing Sales VP CRO Multiple approval steps
- **Sales # 012**: Early renewal with a price hold CS lead Finance Multiple approval steps

Comparison

## How Approved compares with Salesforce’s approvals

Salesforce now runs approval paths in parallel. It does not run them as a matrix, and its classic and Flow approvals re-approve the whole chain when the deal changes.

| Capability | Classic Salesforce | Flow Approval Processes | CPQ Advanced Approvals | Approved |
| --- | --- | --- | --- | --- |
| Matrix-based paths across three to five dimensions | No | No | No | Yes |
| Change-aware re-approval per path | No | No | On resubmit, skips steps already approved | Yes |
| Reusable approval paths across objects | No | No | No | Yes |
| Rule-based delegation and a graphical status page | No | Approval Trace only | Scheduled delegation | Yes |
| Conversational status through APIs and MCP, with the same rules for agent-made changes | No | No | Preview APIs only | Yes |
| Parallel paths | No | Yes | Yes | Yes |
| Approvals on any object | Limited | Yes | Yes, with configuration | Yes |

Flow Approval Processes shipped in Salesforce’s Spring ’25 release. CPQ Advanced Approvals is part of Salesforce CPQ, which Salesforce stopped selling in March 2025; Revenue Cloud has its own Advanced Approvals.

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.

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

Configure and track

## Paths you set up with clicks. Status every approver can see.

- **Every path at once**: Discount, Finance, Legal and Channel approvals run as a matrix, so approval time is the longest single path, not the sum of all of them.
- **Re-approve only what changed**: A discount edit goes back to Deal Desk. Legal’s approval stands, and Legal doesn’t read the contract again.
- **Reusable paths, set up with clicks**: One path set, maintained in a configurator, replaces custom Apex and one approval process per object.
- **A status page on every record**: Every approver and every step in one view. Approve, reassign and recall from the record, and clear a queue in bulk.
- **An audit trail for every decision**: Who approved, rejected or delegated, and when, logged in Salesforce and ready for SOX review and reporting.
- **Native to Salesforce**: Runs on any standard or custom object your org uses, from quotes and contracts to credit memos.

Figure: Approved 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

## Hear from our users

- “Our approval strategy is complex and historically solutioned with heavy code and configuration. We implemented [Approved] in a few months and took all of the custom code out of our CRM and built it through declarative tools in [Approved].” Drew Holman Executive 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. [Approved] improved the transparency of our process: approvers have an extra level of insight during the approval process.” Laurens Ubert Vodafone
- “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 Requate Financial Analyst, TELUS Business

Value by function

## What changes, function by function

- **Sales and Deal Desk**: Approval time becomes the longest single path instead of the sum of all paths. Matrix and parallel paths
- **Legal and Finance**: A deal that changes mid-approval loses a step, never the whole cycle. Legal stops re-reading contracts because a discount moved. Change-aware re-approval
- **RevOps and Salesforce admins**: One path set maintained with clicks replaces custom code and one approval process per object. Reusable paths and rule-based delegation
- **Sales and Deal Desk**: The rep stops chasing, and Deal Desk stops answering status pings. Conversational status
- **Finance**: An AI agent can touch a renewal, because the matrix runs on it exactly as it runs on a rep’s quote. The same rules for agent-made changes

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.

FAQ

## Approve in parallel. Re-approve only what changed.

Run every approval path at once, re-approve only what changed, and see where every deal stands.

Standalone or integrated with Nue CPQ and Billing.

## Frequently asked questions

### What is Approved, and how does it work?

Approved is deal approvals for Salesforce teams whose quotes need sign-off from more than one function. Discount, Finance, Legal, and Channel approvals run as a matrix, every path at once, and when the deal changes only the approvers that change affects see it again. Reps and AI agents ask where an approval stands in plain language and get the answer from the approval itself, without the rep leaving the conversation or RevOps writing code. It is available standalone or integrated with Nue CPQ and Billing.

### How does Approved integrate with my existing tools?

Approved 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 Approved approve?

Any of them. Approved 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 Approved approve changes made by AI agents or other applications?

Yes. Approved 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 Approved 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 Approved enhance compliance and security?

Approved 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.

## Related pages

- [Take the approvals assessment](https://www.nue.io/approved/assessment/)

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