Nintex DocGen for Salesforce vs. Privia

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Nintex DocGen for Salesforce
Score 8.1 out of 10
N/A
Nintex DocGen for Salesforce (formerly Drawloop) helps users generate, download and send company-approved documents to customers to ensure documents are on brand and accurate.
$2,400
per year for 10 users
Privia
Score 9.7 out of 10
N/A
Privia's bid capture and proposal management tools are designed for companies handling RFPs / RFIs in the public sector. Privia offers both SMB and Enterprise products and pricing starts at $29 / month / user.
$29
per month
Pricing
Nintex DocGen for SalesforcePrivia
Editions & Modules
User-based Premium
starting at $2400
per year 10 users ($20 per user, per month)
Consumption based pricing
Custom
Subscription
$29.00
per month
Offerings
Pricing Offerings
Nintex DocGen for SalesforcePrivia
Free Trial
YesNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesNo
Entry-level Setup FeeOptionalNo setup fee
Additional Details
More Pricing Information
Community Pulse
Nintex DocGen for SalesforcePrivia
Top Pros
Top Cons
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Nintex DocGen for SalesforcePrivia
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User Ratings
Nintex DocGen for SalesforcePrivia
Likelihood to Recommend
9.0
(3 ratings)
9.7
(9 ratings)
Likelihood to Renew
-
(0 ratings)
8.8
(9 ratings)
Usability
-
(0 ratings)
9.5
(2 ratings)
Availability
-
(0 ratings)
10.0
(1 ratings)
Support Rating
-
(0 ratings)
10.0
(4 ratings)
Implementation Rating
-
(0 ratings)
10.0
(2 ratings)
User Testimonials
Nintex DocGen for SalesforcePrivia
Likelihood to Recommend
Nintex
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.
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Privia
It is VERY important to make sure you think through the map for how your system should be configured. Time spent carefully determining exactly how you want it laid out and how you will use the system will make your implementation and roll out much more successful. You should understand how your process currently works and determine any preferred process changes before your implementation.
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Pros
Nintex
  • 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
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Privia
  • Document Repository with standardized Folder Structures: Privia has the ability to create customized & standardized Privia workspaces with set training documents and folder structures as a foundation for each project. This helps assure that the process remains intact without jeopardizing quality throughout the lifecycle of each project / proposal.
  • Customized Workspace Permissions: Privia allows the Workspace owner to maintain control over who is able to view, edit, add / remove documents, add / remove additional users, etc. This is particularly helpful when dealing with classified information such as financial data, as well as ensuring that corporate strategies are protected when it comes to subcontractors. There are many instances where subcontractors would like to share certain information with the prime, but would like to keep their data separate from other subcontractors also working on the same project / proposal.
  • Commenting / Editing and Lock Feature Tools: Privia has the ability to allow multiple users to comment and edit upon the same document simultaneously. This is highly useful when it comes to proposal review teams. At the end of each review team, the comments are consolidated and the document lead can lock the document for editing so that no changes may be made while the comments are taken into consideration, accepted, or rejected.
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Cons
Nintex
  • Easier set up.
  • Easier field mappings.
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Privia
  • When using the pure web version of Privia (that is, without installing the thick client on a PC), the comment feature is null and void. This is because without the thick client installed, the pure web platform cannot interact with MS Office products. This creates hassles during reviews when users show up with a laptop and don't have permissions to install software.
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Likelihood to Renew
Nintex
No answers on this topic
Privia
Privia has proved, uniformly, to be an asset. I look forward to my next experience with it. While, as I stated, users can feel advance trepidation when using Privia, those problems evaporate immediately when Privia is activated.
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Usability
Nintex
No answers on this topic
Privia
It is very intuitive and I found it very easy for my decidedly non-technical users to work with. Training was quite easy even for technophobes or complete newbies. I have a team of about 500 users on this system who are primarily writers and project managers, frequently not computer savvy at all.
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Reliability and Availability
Nintex
No answers on this topic
Privia
We rarely, if ever, had unplanned outages when we were using Privia. When we did, our support staff were attentive and quick to resolve the problem no matter the hour.
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Support Rating
Nintex
No answers on this topic
Privia
Each company is assigned an account manager whom you can contact directly with any questions, comments, and/or concerns. You may contact them directly via email and they will submit a ticket via their system for you or you can submit a ticket through their system and they will contact you immediately. All issues are resolved in a highly timely manner, and the customer service is impeccable. All accounts folks are well-trained from a customer service and technical standpoint and will escalate the issue as necessary depending on their expertise - though, that is rarely a necessity. Should they be unavailable, you will be notified prior to their leave / departure and assigned a secondary contact in the meantime. Overall, I was beyond impressed with Privia's customer support services.
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Implementation Rating
Nintex
No answers on this topic
Privia
It is critical to plan your implementation carefully and take the time to understand the product. You have to make sure you get the initial set up and design correct so that the tool supports your business practices. If you do this up front, you can have a very successful and easy implementation.
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Alternatives Considered
Nintex
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.
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Privia
Its been too long since we did our due diligence, I don't even remember the names of the competitive products. Privia stood out at the time and meeting users at their annual conference was a strong reference for the product.
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Return on Investment
Nintex
  • 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
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Privia
  • Increased employee efficiency is #1. For example, without having to manage cumbersome piles of separate, track changes comments and revisions, Privia saves time and money in the review process.
  • Improved reporting. Privia's web interface and pipeline management capabilities allow for generation of customizable reports to garner greater visibility and insight into business development activities.
  • Overall the product is a bit expensive and robust for some smaller businesses, though the functionality is definitely worth the cost.
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ScreenShots