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Nintex DocGen for Salesforce
Cos'è Nintex DocGen for Salesforce?
Nintex Drawloop DocGen per Salesforce semplifica la creazione di documenti, utilizzando gli stessi dati e documenti che usi attualmente, trasformando i documenti in processi aziendali automatizzati che accelerano le vendite e i risultati. I processi di generazione dei documenti possono essere attivati con il semplice clic di un pulsante, per batch o flusso di lavoro, con gli utenti che non devono mai abbandonare la familiarità con Salesforce. Nintex Drawloop ti aiuta ad accelerare le vendite e l'assistenza, consentendo preventivi di vendita, proposte, contratti rapidi e altro ancora.
Chi utilizza Nintex DocGen for Salesforce?
Comunicazioni, istruzione, servizi finanziari, governo (certificato FedRAMP), sanità e scienze naturali, produzione, media, organizzazioni non profit, servizi professionali, settore immobiliare, vendita al dettaglio.
Hai dubbi su Nintex DocGen for Salesforce?
Confrontalo con un'alternativa popolare

Nintex DocGen for Salesforce
Recensioni su Nintex DocGen for Salesforce

Alternative considerate:
Docgen is one of the best in market and the process simple to deploy
Commenti: Document generation for Proposals, Contracts and Reports is simple easy to deploy
Aspetti positivi:
Easy deployment and easy of use. Clean interface
Aspetti negativi:
lack of support for soql query and asked to buy support package when previously it was supported. Support case timeline is long and not fast
Alternative considerate:
Nintex DocGen with Salesforce
Commenti: We are trying to solve filling out documents and this does get the job done. We aren't using it to it's full capacity though. I've reached out a few times for help and haven't gotten much back, and not even on help but also to see if Nintex offers additional products or solutions. Nothing. You would think they would want to sell to us, we are willing!
Aspetti positivi:
I like that it works. We don't run into many problems or errors with the platform and it's pretty straight forward as long as you are comfortable with advanced PDF functionality.
Aspetti negativi:
It's a bit choppy. I wish the set up of documentation and packages were just a little bit more straightforward. I also didn't have that much knowledge of PDF and that's how a lot of the items are mapped, so instead of learning about Xplenty I had to learn about Adobe. I wish Xplenty provided more resources on that, they may exist but I couldn't find much. The support is not good. There's a million resources but it's all self taught. If you have questions expect to spend hours finding out solutions on your own.
Get what you pay for
Aspetti positivi:
It's very simple to integrate with salesforce and it uses word which makes it easy to create, edit, and change templates.
Aspetti negativi:
Its always down or experiencing an outage, it happens multiple times a month.
Amazing tool for Document Generations
Commenti: Great tool which integrates with Salesforce and met the expectations
Aspetti positivi:
Ease of use, anyone can adapt and work easily and easy integration with Salesforce.
Aspetti negativi:
All good for now, may be the pricing can be reduced a bit. But all looks cool.
Great Functionality, Average Reliability
Aspetti positivi:
The ability to automate all of our document generation processes has saved hours of time for our users. We use it on a daily basis. It's great that you can add custom logic for different documents to pull, and there's a good amount of flexibility in the document templates themselves.
Aspetti negativi:
There are always some weird formatting issues that probably just stem from how Word formatting can be tricky. It will look a certain way in the Word template, but when you generate the document from DocGen it will have a different format. It can be difficult to fix it sometimes. One of the major issues we've been having lately are regular outages with DocGen. For the past year, they've had outages at least once a month, usually more often, and we have several business critical processes on DocGen so these outages have caused us to research other options. It's unfortunate because they previously did not have all these outages and we otherwise love the product.
An exceptional tool!
Commenti: Overall, my experience with Drawloop has been excellent. From initial training and set up, to excellent support when needed. The tool does everything we need and makes my job so much easier!
Aspetti positivi:
There are so many great features to Drawloop, but I really appreciate the ability to set up the tool without technical skills, and the broad range of options make it the best tool for us.
Aspetti negativi:
I don't know that I can think of a con ... maybe it wasn't on the market early enough and I was having to use a non-friendly tool to accomplish less than what I can with Drawloop.
Christa's review
Commenti: good once implemented, making any changes is very difficult and wish it was more user friendly (drag/drop or a better UI)
Aspetti positivi:
It does not fail or have issues often if ever. Once set up it is easy to use
Aspetti negativi:
Setting up what we need, we used a consultant, but every time I need to try to make a change it is really confusing and takes me forever. I do not understand the excel template files used and why certain data appears as it does.
Alternative considerate:
Nintex DocGen saves us so much time
Commenti: We've been a customer for over 5 years and overall it's been great to work with Nintex
Aspetti positivi:
DocGen allows our users to generate their own proposals, agreements, etc. which eliminates a bottleneck in the process. The support team is great when we run into issues or advanced templates.
Aspetti negativi:
Not all features are available in classic or lightning, so I have to switch between the 2 to work on document packages.
DocGen Review
Commenti: Document generation is a top tier feature that any organization must have. It is so simple to set up, from the templates to the field mappings to the preview of the document. I love it.
Aspetti positivi:
We have been using Nintex now for over 5 years. We have apretty solid relationship with the team and they always reach out to check in or to keep us up to date with the latest version. The best thing I like about Nintex is the ease of use to generate a document with the click of a button.
Aspetti negativi:
There are not much things I do not like about Nintex. One thing I must say is that you need certain permissions if you have a license. With the permissions, it does give the user access to the Setup Menu, which our users do not need. This runs the risk of a user going in there and possibly altering a system setting if they are in the back snooping around, it was hard to find a solution to this.

Nintex Drawloop DocGen offering great business transformation benefits.
Commenti: Nintex Drawloop DocGen can enhance the business processes where users pull the data from Salesforce CRM manually into Word documents. It can be also integrated with Nintex Sign feature or AdobeSign to collect signatures on the generated documents.
Aspetti positivi:
Drawloop DocGen offers an easy way of connecting Salesforce CRM with lightweight automation tool - Nintex Workflow Cloud (NWC). Business teams can populate different document templates with Salesforce data and send those for approvals or signatures automatically. Not only it reduces the manual steps in the process, it also improves the company's business transformation.
Aspetti negativi:
Despite the fact Drawloop DocGen is easy to set up and use, it is also quite expensive feature comparing it to other solutions on the market.
Simplified Daily Tasks
Commenti: 100% hands down my favorite add on in salesforce.
Aspetti positivi:
Just simplifying doc generation is most important. we generate hundreds of documents to complete day to day work and doc gen has saved hours of work.
Aspetti negativi:
not one - everything can be done if you can dream it they have a way to do it.

Break through the document limit in salesforce
Commenti: It was very simple. I contacted my account manager, got a demo. signed up. Configured it in my salesforce tennant and simply started to create more powerful and useful documents.
Aspetti positivi:
It was easy to setup and configure. It really has so many more features for rich documents than what you get in salesforce. If like us you have multiple departments/countries/comapnies they all need theri own slighly different reports/quotes/proposals etc. This is a critical piece of software.
Aspetti negativi:
Nothing. This software does exactly what i need. Sure i'm dissapointed that i need it but if salesforce wiull not give me what i need at least i have this option to use.
Alternative considerate:
Chevy's Review
Commenti: Overall, I like the tool and would recommend to friends as it does a lot and requires very little training.
Aspetti positivi:
I find it easy to create formatted outputs for multiple occasions. Easy joins make pulling all of the right data together very simple.
Aspetti negativi:
Error handling isn't great and the help documentation is lacking. Hard to troubleshoot error codes without reaching out to support.
Nintex Doc Gen esign integration sup par.
Commenti: Nintex does not have the ability to support design to meet our needs.
Aspetti positivi:
Being able to create templates and generate custom documents that can be emailed to contacts.
Aspetti negativi:
Nintex Doc Gen esign integration sup par.
Drawloop Review-Document Generation
Commenti: Once set up is done correctly then the tool works as expected
Aspetti positivi:
Ability to merge fields and generate documents
Aspetti negativi:
Set up is confusing. Too many steps. Need better explanation

i like this platform
Commenti: it is a work tool
Aspetti positivi:
I like this platform because it helps me accelerate my sales
Aspetti negativi:
everything is fine i'm not complaining..
Super System to Implement!
Commenti: It has been extremely wonderful!
Aspetti positivi:
It has added features that have helped our business achieve success more efficiently. The customer service is also out of this world.
Aspetti negativi:
Having to switch between classic and lightning to set up the flows quickly.
Nintex usage
Commenti: Pleased we have it and when it works it works well. However it may be my lack of experience, but trying to set up new usage or update existing applications isn't always easy.
Aspetti positivi:
Once the templates are set up, they are very great. During different times of the year they are used daily.
Aspetti negativi:
Not always easy to set up or update. Often have to start from the beginning to update a template. Can be costly as you are paying for every time you use the product so when testing a new template or usage, it is costing us to do so.
Great tool for document generation
Aspetti positivi:
i liked the flexibility for document generation which provided from drawloop against the other products in salesforce app exchange it is very good.
Aspetti negativi:
I wished that nintex have a separated part for e signing without need to integrate with adobe e-sign.