Nintex DocGen for Salesforce vs. RFP360

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

In my opinion, RFP360 is well suited for any mid-to-large-scale RFP/Search project. It is probably overkill for smaller, less extensive projects, and time required for setup might outweigh any potential efficiencies.

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

• Sleek, modern design
• Fast to use
• Efficient
• CSM team walking you through steps
• Upload past RFPs to pick and pull

Incentivized

• Easier set up.
• Easier field mappings.

Incentivized

• Handle PowerPoint Templates
• Detect duplicates before saved
• Nothing else

Incentivized

This tool has been fantastic as we have revamped our RFP process. We are much faster and far more efficient.Our win rate is up, but I am not 100% sure this is the cause, but I love to see it. The customer support and training are also fantastic. Thumbs up!

Incentivized

Very easy to navigate and use. Very intuitive user interface

Incentivized

Excellent support during the training process. Since we were onboarded, we have not had too many questions, but when we did, they were answered promptly and thoroughly. We have been very satisfied.

Incentivized

onboarding and training were great

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

I was not involved in the process of selecting RFP360 for our firm, so I am largely unfamiliar with competitors. I am, however, quite pleased with RFP360 as a user, and am confident that my colleagues who were responsible for making the decision were thorough and discerning.

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

• Quicker RFP turnaround time leads to money saved.
• Better RFP responses lead to more closed business.
• Better team alignment lead leads to high efficiency.

Incentivized