FormSwift vs. Nintex DocGen for Salesforce

FormSwift is well suited for legal and accounting firms that need to quickly create form documents. It is easier to navigate than Nolo.

Incentivized

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 "Document Creator" is an excellent tool. Very easy to work with.
• The "My Documents " area is a helpful storage area for completed docs.
• The "Document Library" is an extremely valuable resource.

Incentivized

• 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

• The "Fillable Fields" area could use some additional customizable fields.

Incentivized

• Easier set up.
• Easier field mappings.

Incentivized

Much better than Rocket Lawyer.

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

• FormSwift has enabled us to work faster and smarter.
• FormSwift saves time and money.

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