Nintex DocGen for Salesforce vs. Templafy

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Nintex DocGen for Salesforce
Score 7.9 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
Templafy
Score 8.9 out of 10
N/A
Templafy is a document management solution from the company of the same name in Copenhagen, featuring templates with dynamic personalization, automated population of templates with brand content, email signature management, document assembly workflow, and other features.N/A
Pricing
Nintex DocGen for SalesforceTemplafy
Editions & Modules
User-based Premium
starting at $2400
per year 10 users ($20 per user, per month)
Consumption based pricing
Custom
No answers on this topic
Offerings
Pricing Offerings
Nintex DocGen for SalesforceTemplafy
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 SalesforceTemplafy
Considered Both Products
Nintex DocGen for Salesforce

No answer on this topic

Templafy
Chose Templafy
We went went templafy for the ease of set up, still in our first year but looking to see how it stacks up once we want to integrate with Salesforce. We wanted the ability to customize and templafy offered more options than others.
Top Pros
Top Cons
Best Alternatives
Nintex DocGen for SalesforceTemplafy
Small Businesses
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Medium-sized Companies
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All AlternativesView all alternativesView all alternatives
User Ratings
Nintex DocGen for SalesforceTemplafy
Likelihood to Recommend
9.0
(3 ratings)
8.0
(1 ratings)
Likelihood to Renew
-
(0 ratings)
8.0
(1 ratings)
User Testimonials
Nintex DocGen for SalesforceTemplafy
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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Templafy
Great use case for TEmplafy is when you have a lot of assets in a system, that you want to be able to slice and dice and export a custom report of what is meaningful to you. They are set up so you can make selections to only surface what you need and feel very well served. It is not ideal, at this time, if you want to look at many separate systems and merge them all. It requires a lot of work to customize and tailor to fit this more curated need
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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
Read full review
Templafy
  • Simple user interface to make choices and see results
  • Puts the power of customization in the users hand
  • Quick set up and powerful
Read full review
Cons
Nintex
  • Easier set up.
  • Easier field mappings.
Read full review
Templafy
  • Customized interface to fit more with a brand or style
  • Web interface and not being dependent on microsoft software
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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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Templafy
We went went templafy for the ease of set up, still in our first year but looking to see how it stacks up once we want to integrate with Salesforce. We wanted the ability to customize and templafy offered more options than others
Read full review
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
Read full review
Templafy
  • Reduces search hours by half
Read full review
ScreenShots