Nue streamlines quote approvals by integrating with Salesforce's approval workflows, automatically flagging discounts that exceed your defined thresholds while keeping standard deals moving fast. Every approval creates an audit trail, so you maintain pricing discipline without becoming a bottleneck.
Note: Quote approvals require installing the Nue Approval Package and configuring Salesforce approval processes.
We've all seen it: A hot deal needs a 15% discount to close. The sales rep submits for approval. Then waits. And waits. Three days later, the approval comes through, but the customer has already gone with a competitor who could move faster.
- Deals die while waiting for someone to click "approve"
- Discount policies get ignored when reps need to move fast
- Sales spends more time in email than selling
- Customers question your ability to make decisions
- People find workarounds that bypass controls entirely
Traditional approval systems work in black and white: either everything needs approval or nothing does. Real business needs something smarter.
Nue leverages Salesforce's proven approval workflows while adding pricing-specific controls. The system automatically flags quotes that need review while allowing standard deals to move forward immediately.
Nue monitors line items for discount percentages that exceed your defined limits. When thresholds are crossed, the system flags those specific line items with an "Approval Required" status. A quote might contain standard discounts on most items but trigger approval for one aggressive discount.
Standard discounts process immediately. Only exceptions require approval. Approvers see exactly which line items need review through Salesforce's approval interface.
When approvals trigger, Nue works with your existing Salesforce approval processes to route requests based on your organizational structure. You configure the routing rules in Salesforce - regional managers for moderate discounts, directors for larger exceptions, executives for strategic deals.
The system considers discount percentages, deal values, and any other criteria you've configured in your Salesforce approval processes.
Approvers receive email notifications with quote details through configurable templates. The notifications include line item information, discount amounts, and any additional context you've built into your Salesforce approval workflow.
You can customize the approval emails to include relevant deal information, customer details, and justification fields to help approvers make informed decisions quickly.
Every approval flows through Salesforce's standard audit system, creating permanent records for compliance. Who approved what, when, and why becomes transparent through Salesforce's approval history tracking.
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Automatic flagging of line items exceeding discount thresholds
- Integration with your existing Salesforce approval workflows
- Configurable email notifications with quote context
- Standard Salesforce audit trails for compliance
- Flexible threshold settings per product or customer segment
- No disruption to deals within approved discount ranges
A software company sets standard discount limits of 10% for most products but needs flexibility for strategic deals. They configure Nue to flag line items with discounts above 10% for manager approval, and above 20% for director approval.
With this setup:
- Quotes within standard limits process automatically
- Managers handle moderate discount requests quickly
- Directors review only the highest-discount deals
- All approvals flow through familiar Salesforce processes
When a strategic enterprise deal needs a 25% discount on one product line, the system flags just that line item for director approval while allowing the rest of the quote to process normally.
Sales reps get faster processing on standard deals and clear visibility into approval status through Salesforce. They spend more time selling and less time waiting for responses.
Sales managers review only the deals that exceed thresholds, with approval requests flowing through familiar Salesforce workflows. Approval workload becomes manageable and focused.
Finance teams maintain pricing discipline through automated threshold enforcement and get standard Salesforce audit trails for compliance. Discount patterns become visible through Salesforce reporting.
If your business has:
- Pricing structures with defined discount levels
- Multiple approval authorities based on deal parameters
- Compliance requirements for discount documentation
- Existing Salesforce approval processes
Nue's approval integration becomes valuable for maintaining speed without sacrificing control.
Companies with distributed sales teams, businesses balancing growth with margin protection, and organizations already using Salesforce approval workflows see immediate benefits.
See how Nue integrates with Salesforce approval workflows to automatically flag discount exceptions while keeping standard deals moving at full speed.
Stop losing deals to slow approvals and start leveraging the approval infrastructure you already have.