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Nintex DocGen™ | No.1 No-Code Document Generation Tool within Salesforce

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

8/9/2018

No-code automated document generation within Salesforce

Empowering your users to continuously generate precise and accurate documents for sophisticated business functions like contracts and quotes, all without leaving your Salesforce environment or the need for code.####To learn more, watch our demo video.

  • DATA-DRIVEN##Turn your documents into data-driven processes. DocGen™ pulls data from any custom or standard object within Salesforce or external sources, compiling it automatically into dynamic document templates and delivers to a variety of endpoints.
  • FAMILIAR ##Create, manage and generate document packages in Lightning or Classic, without losing the benefits of an easy-to-use and familiar user experience within Salesforce. Also, create documents on the go with seamless Salesforce1 compatibility.
  • COMPLIANT##Manage access to documents based on stage or user permissions and eliminate human errors through intelligent process automation, ensuring legal and policy compliance. Take control of your data-rich documents from creation to delivery.
Nintex DocGen™ for Salesforce is the number 1 no-code document generation solution on the AppExchange. Its drag-and-drop designer interface makes it easy for Salesforce admin with no coding experience to build complex automated solutions for your existing manual document creation tasks.####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 resolutions##- Streamline complex processes in Salesforce, across orgs and business systems##- Eliminate workplace headaches and inconsistencies####Industries Supported: Communications, Education, Financial Services, Government (FedRAMP certified), Healthcare & Life Sciences, Manufacturing, Media, Non-profits, Professional Services, Real Estate, Retail####Use DocGen to produce any document:##- Quotes##- Contracts##- Proposals##- Service Agreements##- Portfolio reviews##- Tax Documents##- And many more####Automate and control the whole lifecycle of your document, beyond just its generation, with Nintex for Salesforce' advanced workflow, modern forms and machine intelligence capabilities.

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
14.9.1 / 14.9.1
First Release
3/12/2007
Latest Release
8/9/2018
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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