SalesUp Approval for Creatio
Not rated
Approval workflow for any section of Creatio that allows for parallel and sequential approvals of cases of any complexity.

Overview

Product overview

Product description

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 “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.

Categories

UI Framework

UI Framework
Classic UI

Type

Type
Application

Price

Price
Paid
Trial

Compatible with Creatio

Version
7.14.1 and up

Pricing

Monthly
Annual
Standard
$ 208.33 / month
billed annually

The cost of the product is indicated for the company without limitation on the number of users.

As you make the first purchase or extend the product license, our experts will lend you 4 hours of consultation and help with setting up the product.

Terms and Conditions

By installing this product you agree to terms and conditions outlined in the license agreement.

Pricing FAQ

How does pricing work?
What currencies are accepted for payment?
Do the listed prices include taxes or discounts?
Does the listed price include the cost of the Creatio Platform plan?

Support

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

Installation

Setup guide

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 request SalesUp demo licenses for 14 days:

  1. Go to the "SalesUp License Manager" in the system designer.
  2. Click the "Request licenses" button.
  3. In the modal window that appears, select the product, fill in the company name, email for communication and click the "submit" button.

A temporary license of Sales'Up for 14 days will be installed independently.

Product compatibility

UI Framework

Classic UI

Deployment Options

Cloud
On-site

DBMS

PostgreSQL
MS SQL

Platform

.NET Framework

Compatible with Creatio

7.14.1 and up

Versions

Versions history

Version
Compatibility
Release date
2.2.1
7.14.1 and up
07.01.2025
Release summary
  1. External approving
    The ability to specify a solution as a participant in the approving process outside of Creatio. An email is sent to the visitor with the buttons of the corresponding visa decision (Approve/Reject). The received response is returned to Creatio and recorded on behalf of the approving.
  2. Anonymous service for external approving
    The ability to configure an external service for approving outside of Creatio is available both for sites hosted on-cloud servers (Creatio servers) and on-site servers (native servers).
2.1.2
7.14.1 and up
22.01.2024
Release summary
  • Fixes for version 8.1.1
2.1
7.14.1 and up
01.09.2023
Release summary

.

2.0
29.03.2023
Release summary

Product packages conversion to assembly packages

2.0.4
13.10.2022
Release summary

The release allows configuring different records approval processes with more flexibility and putting less effort!

  • Approval owner’s filter

The ability to configure a filter not only for launch, but also for each approval owner  has been added, and only if the record falls under the filter, then an approval        created for this approval owner.

For example, we have 5 approval owners in the process:

   - 3 of them are the main approval owners

  - the 4th will approve only if the Total of the order is more than $100000

  - the 5th will approve only if among the products there are not enough in the stock

  • Filter with column comparison

The ability to set up filters that compare 2 object columns has been added.

For example:

  - Order with Payment total is less than the Order total

  - Order in which there is a Product with a sale price lower than the regular price

Manual app installation

  1. Open the needed app → the Packages tab - download the Markeplace app files.
  2. Click in the top right → Application Hub
  3. Click New application. This opens a window.
  4. Select Install from file and click Select in the window that opens.
  5. Click Select file on the page of the Marketplace App Installation Wizard and specify the app file path.

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