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Nintex Document Generation (formerly Drawloop)

Starting at $12 USD per user per month Standard: $12 per user/month (paid annually); Enterprise: $18 per user/month (paid annually); Discounted for nonprofits; 30-day free trial for all services. $1440 minimum purchase

Discounts available for nonprofits

Rating

(274)

Listed On

3/12/2007

Latest Release

6/14/2018

Get Dynamic, Data-driven and Intuitive Document Generation

Accelerate sales and business results by automatically creating consistent, compliant and up-to-date documents. Generate all your business-critical content, with a push of a button, using your Salesforce data.####To learn more, watch our demo video.

  • DYNAMIC DOCUMENTS##Insert data and content into your documents, from any standard or custom object in Salesforce. Simplify contract management by customizing terms, legal agreements and pricing based on customer details and related products and services.
  • ACTIONABLE and COMPLIANT##Set up workflows that advance with the sales process, trigger approval routing, schedule tasks, and more. Manage access to documents based on stage or user permissions, to ensure legal, regulatory and policy compliance.
  • INTEGRATED EXPERIENCE##Create, manage, and generate document packages in Lightning or Classic, without leaving the familiarity of Salesforce. Create documents on the go using the same intuitive user experience in the Salesforce1 mobile app.
Nintex Document Generation (formerly Drawloop) lets you tap into content from Salesforce data, Apex or external sources. Use predefined templates to generate high impact document packages using any combination of Word, Excel, PowerPoint, PDF or Visualforce pages. Route generated documents to virtually anywhere via email, e-Signature or Nintex Workflow.####With Nintex, leading organizations have fundamentally changed how work gets done, by automating and optimizing their sales and services processes to:##- Accelerate sales-to-cash timelines and deliver faster time-to-service resolution##- Streamline complex processes in Salesforce, across orgs and business systems##- Eliminate workplace headaches and inconsistencies####Industries Supported: Communications, Education, Financial Services, Government (we are FedRAMP certified), Healthcare & Life Sciences, Manufacturing, Media, Nonprofits, Professional Services, Real Estate, Retail####Salesforce Support: Sales Cloud, Service Cloud, Force.com, Lightning, Salesforce1, Communities, Chatter, Salesforce Files####Integrations: DocuSign, Adobe Sign, eSignLive, Sertifi, Box, SpringCM, Gridbuddy, Office 365, Nintex Workflow

Designed to Work With

  • Government Cloud

Highlights

  • Optimized for Lightning ExperienceLightning Ready
  • Compatible with Enterprise, Unlimited, Force.com, Developer, and Performance EditionsEnterprise & Up
  • Optimized for the Salesforce1 mobile appSalesforce1 Mobile
  • Apps, tabs, and objects in this package don't count against org limitsNo Limits
  • Provider is authorized by the Federal Risk and Authorization Management Program (FedRAMP)FedRAMP Authorized

Contents of managed packages don't count against your org's app, tab, and object limits. Contents of unmanaged packages count against these limits, so check your org before installing.Package Contents

  • Custom Objects: 19
  • Custom Applications: 1
  • Custom Tabs: 7

Lightning components are building blocks for Salesforce apps. Use global components to build custom apps with tools like Lightning App Builder and Community Builder.Lightning Components

  • Global: 1
  • App Builder: 0
  • Community Builder: 1

Requirements

Other System Requirements
Works with Chrome, Firefox, Internet Explorer, and Safari.

Support U.S. and Canada +1 (425) 533-2827 APAC +6 138 820 5139 EMEA +44 203 695 5056 *Press 2 for Support then 4 for Drawloop

(425) 533-2827, option 2 then 4

Additional Information

Package Name
Nintex DocGen
Version
14.8.1 / 14.8.1
First Release
3/12/2007
Latest Release
6/14/2018
Nintex
Bellevue, WA, USA
Founded
2006
Phone
(425) 533-2827, opt. 1

Nintex—the recognized global leader in workflow and content automation—makes it easy for you to empower your line of business workers to automate, analyze, and optimize their own business processes. No matter how sophisticated. All without leaving the familiarity of Salesforce, having to write a single line of code, or relying on IT. From contract lifecycle management to empowering customer service, thousands of the world’s leading businesses have turned to Nintex to be the workflow and content automation platform that powers their businesses across a wide range of use cases on the Salesforce platform. The result? Nintex workflows and document runs have executed billions of times, saving organizations hundreds of years of productivity, enabling their employees to be more strategic, creative, and innovative. Learn more at nintex.com/salesforce.

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