5
5 (14 ratings)

Approval for Creatio

Approval workflow for any section of Creatio that allows for parallel and sequential approvals of cases of any complexity.

Add-on
Application type
On-site
On-site deployment
Cloud
Cloud deployment
    Product description
    Product description

    Approval for Creatio

    Approval workflow for any section of Creatio that allows for parallel and sequential approvals of cases of any complexity.

    Detailed description

    Approval for Creatio  is a product that allows you to create a parallel, sequential, and mixed approval processes of any complexity.

    Use cases:

    • Setting up a new approving pattern is conveniently implemented in a separate section in Creatio. With this application you can create both simple and branched approval processes. You can also include different rules for the transition from one approval stage to another.

    Key features:

    • Customize the approval sequence within your company considering both job roles and specific employees for the process.
    • Set serial, parallel, and mixed approvals within the same approval workflow.
    • Set up an automatic launch of the approval process for any conditions using advanced filter functionality
    • Set up the rules for changing any fields of a record that has been approved. For example there is no need to manually change the agreement status to the “Agreed” after visa approval. The system will do it automatically.
    • If the approval is rejected, the system will automatically send a notification to a user with a comment from a person who rejected it.
    • Multilingual email templates are supported. Users will receive notifications in the language indicated on the Contact section card in the "Preferred language" column.
    Languages
    Support conditions

    Support is provided by a developer within the “Basic”, “Business” packages. Detailed information about the support packages and the support terms can be found on the Creatio website.

    The company-developer provides migration packages for new versions for free for On-Site solutions. The migration is performed by the customer independently or with the involvement of the developer on a paid basis.

    Price
    Approval for Creatio cloud / on-site subscription
    $ 2.500
    / year
    Pricing does not include taxes and fees (such as VAT) regulated by law.
    Product compatibility
    Product
    Sales
    Version
    7.14.1 and up
    DBMS
    MS SQL
    PostgreSQL
    Platform
    .Net Framework
    Guides and manuals

    There are two ways to install the application:

    1. Automatically - by specifying the site address and clicking the "Install" button
    2. Manually - by downloading the archive with packages and installing by the applications installation wizard.

     
    To activate the trial period for 14 days, send the following information to care@salesup-it.com:

    • The name of the company
    • Customer ID
    • Website address

    Leave your feedback about the solution to its developer and Marketplace team