Nintex Document Generation for Salesforce

Nintex Document Generation for Salesforce

(219)
4.2 out of 5 stars

Nintex Document Generation 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 Document Generation for Salesforce Reviews

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Showing 219 Nintex Document reviews
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Nintex Document review by <span>Sarah C.</span>
Sarah C.
Validated Reviewer
Review Source

"Drawloop takes the hassle out of document generation"

What do you like best?

The ease of setup and use for users. It takes seconds to onboard someone with Drawloop and the same amount of time to generate a doc!

The amount of things you can customize is also amazing. You can use just about any type of field or system you'd like in your documents. They can be various kinds of docs- excel doc, word doc, word doc with tables, etc. You can even get into more advanced features like PDF stamps!

What do you dislike?

Setting up the templates can be confusing. But support is always there to help!

The tags are easy to figure out once you get the hang of it, but sometimes choosing the right relationships to link your doc template to your data in SF can get confusing. I have several documents that I had to reach out to support on because my template was referencing the wrong "kind" of data and wouldn't pull it into my doc properly. But like I said, support is always there to help you out if you get into a pickle!

Recommendations to others considering the product

If you are unfamiliar with templates, please use a partner to set up your solution. It'll save you a giant headache!!! Also use their online support website. It was a HUGE help!

What business problems are you solving with the product? What benefits have you realized?

We are using Drawloop to simplify our proposal creation. What took us over an hour now takes seconds. It's made our team have more available time to work on other things.

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Nintex Document review by <span>Raeleen M.</span>
Raeleen M.
Validated Reviewer
Verified Current User
Review Source

"A major time saver for our team"

What do you like best?

We like that it streamlines our processes and makes filling in standard documents that we require a breeze. We also really like that it integrates with Adobe sign, so we can very quickly and easily create personalized agreements and have them send off for a client's signature within a few clicks.

What do you dislike?

Since we had been using the original Drawloop before Nintex took Drawloop over, we have had difficulty with the Accounts Receivable department when it comes to switching from a monthly payment to an annual plan. We've had a number of automated late payment invoices sent in error. I expect this is only a temporary problem due to the Drawloop take over.

Recommendations to others considering the product

Our team has been using this product for years, and have never thought to jump ship. It provides us with exactly what we require. Once you have your templates made it is simple to use and make changes down the road as well.

What business problems are you solving with the product? What benefits have you realized?

We save a ton of time with filling in common applications and forms we use. We can simply merge information from any Salesforce record type into our standard documents quickly and easily. Also, we can merge different documents together as a complete package to send out to a client which is also nice. This keeps things simplified and organized.

What Salesforce CRM Document Generation solution do you use?

Thanks for letting us know!
Nintex Document review by <span>Emily R.</span>
Emily R.
Validated Reviewer
Verified Current User
Review Source

"Nintex Document Generation is straightforward to use and a very helpful tool"

What do you like best?

It's great that I can just press a button from Salesforce record and instantly create the document I need. I especially appreciate that you can pull from different related objects (like information off an account and an opportunity) in the same document. Also, the support team is very responsive and helpful.

What do you dislike?

Setting up a letter/document can be time consuming (applying the right tags isn't always totally intuitive) and requires trial and error. I wish there were an easy interface for setting up your document that could be accessed within Salesforce.

What business problems are you solving with the product? What benefits have you realized?

We use Document Generation to generate standardized "grant announcements" that we circulate to program and finance staff to convey important compliance requirements, deadlines, etc related to our new grants. Before this function was available, we would have to manually assemble the grant announcements and then re-enter much of the same information into our donor management system. Now we only have to enter the information once and it's a huge time saver!

Nintex Document review by <span>Daniel F.</span>
Daniel F.
Validated Reviewer
Verified Current User
Review Source

"Great customer service and efficient product"

What do you like best?

The customer service is superb. The support team is able to address issues quickly and professionally. The product is highly malleable, making it easy for me and my team to implement what we need and remove what we don't. DocGen makes it easy for us to generate and store donor related documents, and helps keep our acknowledgment organized cross-division. Overall, the product is well worth the money and has revolutionized the way we work.

What do you dislike?

DocGen is constantly improving and listening to customer feedback. Most of the things I would want improved are happening before they become a big problem. While ease of use and the learning curve could be a bit better, there are no obvious glaring problems that I have noticed within DocGen. I would like to reiterate that their costumer service is so superb that they listen closely and intently to any issues you may have and do their best to address them right away. This makes it much easier for us to do our jobs.

Recommendations to others considering the product

This is an excellent product that has helped us to better acknowledge donors and report on grants.

What business problems are you solving with the product? What benefits have you realized?

We've been able to streamline grant reporting and individual donor acknowledgment. This has allowed us to spend more time on our programmatic work, and less worrying about acknowledgment. DocGen also allows us to acknowledge donors in myriad ways. This means being able to customize donor acknowledgment based on their giving history, which is extremely valuable to us.

Nintex Document review by <span>Nick S.</span>
Nick S.
Validated Reviewer
Review Source

"Power in the application"

What do you like best?

The ability to import fields into a form, and then theme the form to match our company's branding. The fact that the app llives inside of Salesforce, makes it easy to relate the fields.

What do you dislike?

Can't think of anything, but if you want advanced functions, you need to get your hands dirty.

The online documentation needs more information on how to do more with the app. Maybe more examples but using case studies is good, but visual examples would help in creating documents on our end. Some of the setting up of the template is cumbersome. Also, activating users is a pain, since we have to do a 2 step process. And then the user receives an error on their end where they have to click twice on the authorization.

Recommendations to others considering the product

You will need some skills in graphics or template layouts, to accomplish a professional looking form. The more work you put into it, the better the results will be.

What business problems are you solving with the product? What benefits have you realized?

Generating forms that would normally take a rep 45 to 60 minutes to complete, has been reduced to a click of a button. We have increased category share in one of our segments by 3%, which equates to $4MM a year. Also saved 600 man hours by creating an automated form that extracts data from 2 salesforce orgs. Users are liking the ease of accessing the form and automating it to increase their productivity is a huge plus. We are considering other areas where we can utilize this app and increase ROI and increase other users in the company to use the app.

Nintex Document review by <span>Brent C.</span>
Brent C.
Validated Reviewer
Verified Current User
Review Source

""Nintex Doc Gen"

What do you like best?

I like the flexibility of Nintex to add complex logic to determine the inclusion or exclusion of language.Ease of use is also a huge benefit of this software over others - it is very easy to templates quickly and to create Component groups that can be reused across multiple templates. So that when you need to update Component logic, you only have to do it once.

What do you dislike?

The formatting within generated documents is sometimes hard to control, especially when there are several DDPs.

Recommendations to others considering the product

Nintex provides a great solution to quickly implement document generation solutions, both complex and simplistic.It can incorporate logic that drives document generation. It can also pick up most formatting issues as well generate in both word, excel, powerpoint, pdf. It can generate workflows that can carry out actions after a document has been generated.

It also gives you several options as far as how to store documents once they have been generated.

What business problems are you solving with the product? What benefits have you realized?

The ability to collect data in Salesforce while also the efficiency gains of generating contractual documentation.

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