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).

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.

Approve in parallel, re-approve only what changed

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.

See a demo Take the approvals assessment

Q-1042 · Acme renewal

Rep changed one line: Discount 18% → 20%

Deal DeskDiscount over 15%Re-approving
FinanceMulti-year price lockApproved
LegalNon-standard termsApproved, stands
ChannelPartner pricingPending

One chain: waits on the sum of every path
Matrix: waits on the longest single path

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 personEvery path, every step and every approver: what’s approved, what’s waiting, who decided and when.
The same rules for agent-made changesA 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 ServerStatus reaches the chat, the CRM and the agent from one source, with the deal’s justification attached.

A rep asks: Where’s the approval on the Acme renewal?

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.

approval scenarios: 100
beyond classic Salesforce approvals: 64
need a capability CPQ Advanced Approvals lacks: 11

CapabilityOnly what classic Salesforce approvals can’t do

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 classic approvals
Sales#003
New business over $250K ARR
1. CRO + CFO · in parallel
- Parallel approval paths
Beyond classic 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 classic approvals
Sales#005
Ramp deal with a deeper discount in year one
1. Deal desk
- Triggers on related data
Beyond classic 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
Beyond Advanced Approvals
Sales#010
A bundle broken apart on the quote
1. Product manager
- Triggers on related data
Beyond classic 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

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

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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

Configure and track

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

Approved 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

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.

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 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. [Approved] 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

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.

Take the approvals assessmentAbout a minute

FAQ

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.