Nintex DocGen for Salesforce | Document Automation & Contract Generator

These people have lost their minds.

Was a client for about 10 years and thought the product was solid. Last year they switched support to "out source" and they became impossible to deal with. They followed up with over a 100% rate increase. Product is half classic and half lighting....they made this very confusing to build or edit a document package.

Easy to Generate Documents

Nintex DocGen makes it quick and easy for us to generate letters directly from Salesforce. It saves loads of time by pulling in the right details automatically. It’s really handy for keeping our letters consistent, accurate and on-brand. The whole process fits smoothly into our business needs. Overall, it’s a practical tool that helps us work faster and communicate more professionally.

Document processes and identify deficiencies

Nintex is helping us document key processes, identify deficiencies, and in many areas automate to remove human error.

2 hrs

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Friendly and easy to use

I live the DocGen package to produce the policy documents. The conditional format needs to be improved. I want and or condition in the smae line. Currently you don't.

Highly versatile and customisable docgen tool

Nintex DocGen for Salesforce is a highly versatile and customisable docgen tool which can be molded to fit many business scenarios without needing to write any code. I also like the way it integrates seamlessly with the tools in the Nintex product suite in particular Nintex Sign and Nintex Automation Cloud. It's also robust and reliable. Highly recommended.

A great tool, but has a couple of quirks

Nintex DocGen is a great tool to have in your repertoire. It’s versatile, so it can be used in many different use cases, and it’s relatively easy to configure and use. That said, I’ve used it enough that I’ve discovered some anomalies. One issue I ran into was with Excel spreadsheet templates. Using multiple row tags on a single sheet would result in some odd behavior, namely the rows in the lower of the two lists will be pushed down on the page by the same number of rows in the upper list. This was a frustrating issue that support couldn’t really figure out. I actually made the discovery that the first list was what was causing the formatting issues myself, and the workaround was to give each separate row tag its own dedicated tab/sheet to live on then hide them. I do recommend Nintex to anyone in need of a good document generator. I believe the issue I faced was not a common one as I needed to display data from two different objects on the same sheet.

Great support and simple tools

My office in higher ed has utilized Nintex to generate award documents for students for several years now and the customer service support, when needed, has been superb and timely. The tool has been simple to integrate and has upgraded with the ever-changing needs of our industry. It is user-friendly even for someone with not much tech background and I would recommend for anyone looking for such a tool.

Nintex Products are user friendly, easy to implement and time saving

I am Nintex user for over 15 years, this speaks for itself. The products are very easy to implement and connects to various other systems. The new features, Automation Cloud and introduction of AI is huge beneficial in business processes. Support team are very professional and always responds in few hours. I find the teams at Nintex are very friendly and approachable from Support to Management. Nintex is a great tool, however, I would like to see comprehensive documents on new products and features.

Easy to use tool for document generation

Easy to use drag and drop tool, quite admin friendly