Nintex DocGen for Salesforce vs. Xpertdoc

It is best suited for scenarios that apply to generating documents based on information gathered in your Salesforce. By using the field inserter and uploading a template for generation, you are able to take that Salesforce information and create a digestible document for your intended audience. You are able to generate multiple documents by creating different templates for use.

Incentivized

The best part I found about Xpertdoc is its completely automated process, and it saves our valuable time. Our staff deal with documents and can create documents using premade templates that we need for more than 2 months if we are going to build from scratch. And another positive aspect of Xpertdoc is its friendly and helpful experts on their support and setup team.

• Building documentation is super easy
• Sending out that documentation after it is built is most of the time seamless
• Customer service at Nintex is awesome if we ever need anything

• As we have our own CRM it easily gets integrated to our CRM, so its very easy for data handling and send dynamic data, charts, and analytics.
• As its help our company documentation completely automatic

Incentivized

• Easier set up.
• Easier field mappings.

Incentivized

• As I use it I find it a very good software for small scale industry.

Incentivized

I believe that Conga is a great tool that is very similar to Nintex. However, I do believe Nintex is constantly updating its features. I also like the fact that their knowledge base on the website is wonderful and not convoluted. In addition to that, the customer service is amazing. I don't think I remember having any issues with Nintex, but I do remember one instance where they got back to me within 2 hours, and I appreciated that.

Incentivized

• A LOT of saved time on workflow automation
• Provides an easier solution for our clients to sign documents
• Customer Experience overall is great using this tool