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Nintex DocGen for Salesforce | Document Automation & Contract Generator

Effortlessly create contracts, proposals, invoices, reports—and more

Overview

Automate your document generation within Salesforce—no coding required. Nintex DocGen empowers admins and business users to generate on-brand, accurate documents such as contracts, proposals, reports, invoices, and more—all from one native platform.

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See How Nintex DocGen for Salesforce | Document Automation & Contract Generator Works

  • TRANSFORM SALESFORCE DATA INTO COMPLIANT DOCUMENTS Automate document generation from Salesforce records, forms, or external systems. Produce company-approved contracts, proposals, invoices, and reports in just a few clicks—accelerating efficiency.

  • NO-CODE DOCUMENT AUTOMATION FOR EVERY USER Empower business users—no coding required—to create documents on demand. From sales contracts to service reports, our document generation tools work directly inside Salesforce Lightning, Classic, and Mobile.

  • CREATE ANY DOCUMENT WITH PRE-BUILT OR CUSTOM TEMPLATES Leverage ready-to-use templates or design your own in Word, Excel, PowerPoint, or PDF. Our document creator ensures brand consistency, accuracy, and secure data merges every time.

  • ACCELERATE CONTRACT GENERATION WITH DRAG-AND-DROP SNIPPETS Reduce legal review time by using pre-approved text snippets. Quickly generate compliant contracts, quotes, and agreements with our Salesforce-native contract generator.

  • PERSONALIZE DOCUMENTS WITH CONDITIONAL LOGIC Insert dynamic content automatically based on Salesforce data—such as location, industry, deal stage, or region—ensuring every recipient gets a tailored, relevant document.

  • DELIVER DOCUMENTS TO ANYONE, ANYWHERE Send instantly via eSign, email, or secure file transfer. Batch distribute to one or multiple recipients, or download for archiving, with a single click.

  • GENERATE AT SCALE WITH BULK DOCUMENT AUTOMATION Produce thousands of personalized documents—contracts, invoices, proposals—in one batch. Ideal for high-volume document automation needs across departments.

  • MULTI-LANGUAGE DOCUMENT CREATION Available in English, German, French, and Spanish to support global business requirements.

  • SEAMLESS SALESFORCE INTEGRATION Embedded in Salesforce and compatible with Nintex Workflow. Works across Lightning, Classic, Mobile, and Experience Cloud for a consistent user experience. Use Nintex Agentforce Connector for faster document processing.

No-Code Document Creator & Template Builder Design and deploy advanced document templates via intuitive drag-and-drop. Instantly merge Salesforce data into Word, Excel, PowerPoint, or PDF. Fast Contract Generator Produce compliant, on-brand contracts and agreements using pre-approved text snippets. Cut days off negotiation cycles and reduce legal overhead. Dynamic & Personalized Content Apply conditional logic to include or exclude content depending on record values—like industry, region, or customer type-for highly targeted documents. Bulk Document Automation Batch-generate hundreds or thousands of documents—contracts, quotes, statements—or send them in a single workflow, saving time and reducing errors. Seamless Workflow & eSignature Integration Automate entire document lifecycles: from generation to approval to eSignature capture. Integrates naturally with Nintex Workflow Cloud and Salesforce process automation. Multi-Format Output & Delivery Output documents as PDF, Word, Excel, PowerPoint, or HTML. Deliver them instantly via email, eSign, secure link, or download for archiving. Effortless Sandbox-to-Production Migration No template rebuilding required.

Categories

Business Needs
Contract Management
Document Generation
Document Management
Industries
Horizontal Product
Financial Services
Government
Personas
Administrator
Business Operations Manager
Sales Representative / Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
FedRAMP Offering
This company indicates that they're a FedRAMP offering. This status doesn't mean that the solution is included in Salesforce's FedRAMP authorization. You're responsible for evaluating the solution's security. To learn more, visit the FedRAMP Marketplace.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
FedRAMP Offering
Salesforce Shield
Community Builder
Managed Package
Salesforce Mobile

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