Nintex DocGen™ for Salesforce

Nintex DocGen™ for Salesforce

4.2
(220)

Nintex DocGen™ for Salesforce, formerly referred to as Nintex Drawloop, simplifies document creation in Salesforce using the same data and documents you use today. Quickly and easily merge data into any combination of Word, Excel, PowerPoint or PDF document templates.

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Nintex DocGen™ for Salesforce Features

Document Creation

Customizability: Variables and Fields

Define fields to pull in dynamic information.

88%
(Based on 82 reviews)

Template Creation and Flexibility

Easily assemble custom fields and variables into reusable templates to automate the proposal creation process.

86%
(Based on 84 reviews)

Rich Media

How well the platform supports images, audio, and video in proposals.

80%
(Based on 55 reviews)

Online Document Creation

Create adaptive online documents for view via browser or mobile device.

86%
(Based on 70 reviews)

PDF Creation

Create attractive PDF versions of proposals.

90%
(Based on 79 reviews)

Custom Branding

Brand proposals and the application's portal with your company's logos and branding.

89%
(Based on 66 reviews)

Workflow

Document Builder Interface

Easily search for and add elements to a proposal.

82%
(Based on 66 reviews)

Collaborative Creation

Multiple users can edit a single document.

80%
(Based on 48 reviews)

Assembly and Approval Workflows

Automate workflows by routing documents to the correct individuals for adding content and approval.

82%
(Based on 44 reviews)

Analytics

Engagement Tracking

Track who is looking at proposals and how often or for how long.

74%
(Based on 30 reviews)

Proposal Effectiveness Reporting

Find out which pieces of content are performing best.

82%
(Based on 35 reviews)

Reporting and Dashboards

Access pre-built and custom reports and dashboards on proposal volume and acceptance.

81%
(Based on 37 reviews)

Administration and Platform

User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

86%
(Based on 79 reviews)

Alerts and Notifications

Program in-app and email notifications for approval milestones or actions.

84%
(Based on 59 reviews)

CRM Integration

Push and pull data from CRM to build proposals and update statuses with clients.

92%
(Based on 74 reviews)

E-Signature Integration

Couple accepting proposals and signing contracts together in one workflow.

87%
(Based on 49 reviews)

API / Integrations

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

85%
(Based on 38 reviews)

CPQ Integration

Push and pull data from quote applications to build proposals.

84%
(Based on 31 reviews)