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My Items to Approve - Advanced Approvals for Salesforce CPQ

By DoubleTrack

Consolidated Advanced Approvals List View for Salesforce CPQ

Free  

Never requires payment

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Business Need
Productivity
Requires
Revenue Cloud CPQ
Compatible With
Sales Cloud
Revenue Cloud CPQ
Revenue Cloud Billing

Enhances Advanced Approvals for Salesforce CPQ to bring user- & group-based approval requests into a single, actionable list view. DoubleTrack is a registered Salesforce consulting partner. Contact us for CPQ implementation, support, & managed services.

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MVP
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Ranger
Lifelong learners who have earned the Ranger rank or higher on Trailhead
5
Lifetime average
Showing 5 of 5 Reviews
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Brent Wineland
12/10/2020

Perfect for what we needed, easy implementation

This is exactly what we needed when we moved from standard Salesforce Approvals to CPQ Smart Approvals. My approvers were missing the Home Page component to track their outstanding requests, and it was holding up the sales process. Implementation was very easy. I ran into a little issue because I did not read the instructions close enough, but Colby Kamin was very quick to lend assistance.

Josh Ivri
07/30/2020

Awesome Component

Nice homepage addition. A cool feature is that it will display approvals for a group you are a member of, even if you haven't assigned it to yourself yet. Now that is also addresses the "Archived" approvals, it works awesome!

Colby Kamin
Ranger
07/30/2020

Josh-- Thanks for your review. The Archived Approvals functionality changed in a recent release, and we've been working to get the update security reviewed and approved for a while now. We expect to have a new version available as soon as today with Archived Approvals filtered out. If it doesn't happen today, reach out to us at info@axiacpq.com and I can get you an install link for the new version. Best, Colby Kamin Co-founder, Axia CPQ

Todd Housel
Double Star Ranger
06/16/2020

Axia team was great and the new Installed Version 1.4 works great

I had some initial challenges with my instance of SF not refreshing or clearing a few old quotes from the Quotes pending queue. I contacted Axia and Colby helped me work through the issues. Had some challenges but it was a great learning experience from the nice team at Axia. Thanks

Christopher Hickman
Four Star Ranger
06/08/2020

Great missing functionality, easy to set up

As easy as creating a field set, adding your fields, and putting the component on your home page! Much needed functionality as compared to native approvals.

Thomas Legrand
03/12/2020

App does what exactly what it's supposed to

The app was good and easy to install. My only little negative is that I reached out to get a little more details but was never contacted back. Overall satisfied with the app.