SalesUp Approval for Creatio

SalesUp Approval for Creatio is a powerful application that simplifies the process of creating approval workflows. Whether you need to set up a simple or complex approval process, this tool allows you to easily create custom patterns.

The interface for creating approval processes is located in a separate section within Creatio, making it easy to access and use. You can define different rules and conditions for transitioning from one approval stage to another, allowing you to tailor the approval process to your specific needs.

With Approval for Creatio, you can create approval processes for a variety of scenarios, such as managing orders with receivables by accounts, approving vacation requests for department heads, or managing contract approval. The application's versatility makes it an essential tool for any organization that needs to manage approval workflows.

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.