What is Approvals Pro?
6 min
approvals pro is nue's enterprise grade approval management solution for salesforce it enables organizations to build sophisticated, multi path approval workflows for quotes, opportunities, and any custom object in your salesforce org why approvals pro? standard salesforce approvals are limited to simple, linear workflows as organizations grow, approval requirements become more complex—requiring parallel approvals, conditional routing, dynamic approvers, and approval matrices approvals pro addresses these challenges without custom development key differentiators capability approvals pro feature approval paths approval paths multiple parallel & serial paths dynamic approvers dynamic approvers user, group, role, lookup based conditional logic conditional logic advanced conditions with aggregations approval matrices approval matrices full matrix based routing path visualization path visualization yes smart approvals smart approvals remember decision on resubmit mobile approvals mobile approvals full mobile support email approvals email approvals approve/reject via email reply delegation management delegation management advanced with planned delegations audit trail audit trail comprehensive versioned history who uses approvals pro? persona use case sales operations sales operations configure and maintain approval processes that match your organization's deal desk and pricing authority requirements sales sales representatives submit quotes and orders for approval with full visibility into approval status and required approvers sales managers & executives sales managers & executives approve deals from the home page component, email, or mobile device with full context deal desk teams deal desk teams manage complex deal reviews with parallel approval paths and ad hoc approver additions finance & legal finance & legal participate in approval workflows for payment terms, contract language, and compliance requirements how it works approvals pro uses a hierarchical structure graph td ap\["approval process"] ap > patha\["approval path a\<br/>discount approval"] ap > pathb\["approval path b\<br/>legal review"] ap > pathc\["approval path c\<br/>finance review"] patha > a1\["step 1 manager"] a1 > a2\["step 2 director"] pathb > b1\["step 1 legal team"] pathc > c1\["step 1 finance team"] style ap fill #2a2d64,stroke #151515,color #fff style patha fill #6239eb,stroke #5429e1,color #fff style pathb fill #6239eb,stroke #5429e1,color #fff style pathc fill #6239eb,stroke #5429e1,color #fff style a1 fill #b49dff,stroke #6239eb,color #151515 style a2 fill #b49dff,stroke #6239eb,color #151515 style b1 fill #b49dff,stroke #6239eb,color #151515 style c1 fill #b49dff,stroke #6239eb,color #151515 approval process the container for all approval logic for an object only one process runs at a time per record approval paths groups of steps that can run in parallel or serial paths are reusable across processes approval steps individual approval actions with specific approvers and conditions approvers users, groups, roles, or dynamically determined via lookup fields getting started ready to set up your first approval workflow? quick start guide docid\ bwvkcrf7ysnsu7dvyjd8c get your first approval running in 5 minutes key capabilities docid 6yxexmntcgyie7ezbtmat explore all features use cases find the scenario that matches your needs prerequisites salesforce enterprise edition or higher system administrator access for initial setup approvals pro managed package installed from appexchange next key capabilities → docid 6yxexmntcgyie7ezbtmat