NiftyQuoter vs. Nintex DocGen for Salesforce

NiftyQuoter is so simple to use that when we have a new employee it is not difficult to train them ow to creat quotes. I also think that most customers appreciate the ease of navigating in NiftyQuoter. If you are pumping out between 25-50 quotes per week it is super easy to track them all as well.

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

• Is easy to create new proposals with templates, themes & modules based approach.
• It provides us data about what is happening on the client's side. When they reviewed our proposal, how many times, and who they shared it with.
• Provides good integration with many other apps, which help us save time.

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

• I personally wish there was a function to switch from a military time to a regular time like most people would use.
• I think that it could be more clear to the client as to where they need to go to accept the quote. Often times I will get calls saying they do not see an accept the quote option available.
• NiftyQuoter has a hard time for some reason remembering your password. It seems most of the time I have to manually type my email and password in and I wish it would just remember that for me.

Incentivized

• Easier set up.
• Easier field mappings.

Incentivized

This Software is so easy to use we can typically train people on how to use the basics within an hour or two. Some of the more unique features will take longer but all in all, it is super user-friendly and I have heard very little otherwise from our team. I will say for me personally it is a truly great software that makes my work way easier than it would be without it.

Incentivized

Anytime we have had any issues there team is very quick to respond and helo us through any issues that may arise. This is quite unique as much other software that we use if we end up needing assistance we either have to wait days/weeks for an answer or we outright get no answers from them.

Incentivized

We used QuoteRoller and PandaDoc for some time before moving to NiftyQuoter. The difference in results, interface intuitiveness, and time saved was what made NiftyQuoter stick.

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

• Our proposals approval ratio increased by 30% since we started using NiftyQuoter.
• It is slightly more time-consuming than I would have expected.

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