Likelihood to Recommend We used to manually process information which are available in
Salesforce to another system, right now we just click a button and these information is available in another system. This process eliminate human error and provide accurate information in our financial reporting. This process helps our accounting department provide efficiency and accuracy on providing data.
Read full review Nintex is best suited when processes are drawed by the business and then can be furter enhanced by IT professionals. When only used by business units we see that there are some lose ends in processes and some bagic process knowledge is needed. Therefore it is wise that the persons in the business who will use Nintex have some basic knowledge on how to set up business processes
Read full review Pros It is positive that Conga integrates with and is operated within SFDC Conga allows users to tag any document with dynamic fields that map to SFDC and send it out for signature Conga allows us to consistently produce quotes with the correct SKUs, Terms, & conditions at scale Read full review Easily build approval process using email and assign a task actions in Nintex Workflow Easily manage security at item level with O365 permission action in Nintex Workflow Easily use Rule in Nintex Form to build the Input Form and manage the events Read full review Cons It is challenging to go from solutions to templates and then to each account record to generate - is there a way to generate for all? the search for reports is unwieldy - can there be a "recents" to cut down on what reports we are searching through? or a way to view folders. i have tried saving time by having conga composer up on several records and you can't generate records. again, if there is a way to generate for all? Read full review Adding Machine learning features like the "Image and Text Automation" component, which allows bots to extract data from unstructured sources like scanned documents or PDFs. Natural language processing (NLP) features to understand and interpret human language, which can be useful for tasks like customer service or data entry. mostly for middle east countries where Arabic language is used. Integration with external systems where many industries uses their own legacy systems and they need RPA bot to interact with their systems as well. Adding More OCR tools for Document data extraction and dynamic content. Read full review Likelihood to Renew Though I love how easily Conga Composer ties into Salesforce and its given analytics, it takes a lot of data entry to get up and running. I don't love that sometimes queries can take a long time to pull. I like keeping our marketing templates consistent via templates in the system. Pulling multiple objects into one report is fantastic too.
Read full review We are currently investigating which collaboration platform best suits our needs. Chances are that we move to SharePoint Online and then we're going to also consider the microsoft power platform (power automate and power apps) to develop forms and workflows. Aspecially the pricing model for the cloud is currently a blocking factor to go for the Nintex solution in the Cloud.
Read full review Usability It's a fairly simple tool to integrate into your current business structure. When we've had issues, we were able to resolve them extremely quickly. The users click a button and it can bring in all the quote lines, and our credit application seamlessly into our tool. I'd definitely recommend it to other colleagues
Read full review Based on the on-prem experience with this tool, I believe that they have a lot of potential to help the online version catch up to where the on-prem left off. Nintex developed their online version and it is not as fully formed or capable compared to the on-prem version, and the licensing model scales back what we would have liked to be an expansion or at least continuous improvement of existing flows. It is also not near as user friendly specifically to non-developers and has an uncanny similarity to Microsoft Flow in the online instance. Consistent with my reviews of the tool - I believe they have some good approaches to design thinking that, if translated well from on-prem to online, could make this a clear winner again.
Chris Carpenter Staff Project Manager, Awesomizer, Fixer, Maker, Collaboration Enabler
Read full review Reliability and Availability The Nintex Process Platform has never crashed or had any availability issues during my usage. However there was an issue that was of my own making that caused a slowdown of the system. I had set up a process to run once a day and check for employees on a list that had certain parameters selected, and for some reason that I had to troubleshoot, the process instead ran constantly, which filled the cache quickly. I ended up having to dismantle that process so the system didn't crash.
Read full review Performance This product appears to work well. It was not a fit for us this time, but we would consider in future
Read full review Unlike any other process automation product out there. Not only is it a low-code, easy to use tool for building processes in environments like SharePoint or Salesforce, they have really started to expand their tool-set by offering tools to manage other things like process mapping, RPA, mobile,etc.
Read full review Support Rating It's been hit and miss depending on the issue. We use javascript to generate the urls which has confused many techs even though it generates a clean url - they are overwhelmed by the concept of code and can't understand that the url is all that matters.
Read full review The support team works as fast as they can and they are usually fast to solver the issues. Sometimes they need more time to solve one of them because our workflows and so on are more complex than usual clients.
Read full review In-Person Training The trainer addressed the smallest queries in a friendly and timely manner; He walked us through all the necessary products we were using
Read full review Online Training I used the Nintex training software, it was easy to watch and follow along. It didn't go too fast and was descriptive enough to understand what the steps needed were in order to produce efficient workflows and user friendly forms.
Read full review Implementation Rating It was painful internally to build out all of the templates, but the actual implementation of the product was okay.
Read full review test runs for key persons to insure the system is set up prior to rolling out I think the platform is good, I think the roll out and the local implantations is where we are failing as a company in using Nintex
Read full review Alternatives Considered I think
Nintex is the primary competitor for Conga Composer, but I have not personally used it. I was not present for the decision to purchase Conga but I would recommend it in future document automation vendor selection processes because I have seen how well it works! We are especially fond of complementary features in Conga Composer, including Conga Email Templates and Conga Global Merge.
Read full review It's much more reasonably priced and we were able to actually experience the platform for a bit before we made a decision. And by the time our demo was finished we had already started depending on it for some of our processes so it would've been very hard to separate from it
Read full review Scalability The scalability is really bottlenecked by the imagination of the user. I was able to make processes for my own personal usage, making my daily tasks easier. I was also able to make processes that affected hundreds of employees, making large standardization and efficiency gains. So either way, the system is used the same way, and I was the limiting factor.
Read full review Return on Investment Without Conga Composer we wouldn't be able to auto generate documents in Salesforce, the extra customisation is needed. The ROI is obvious when it comes to having customised documents As long as the data is available in Salesforce, it's available in Conga, and so we have no issues with it's efficiency Read full review We have saved our company thousands of dollars by creating our own customer support system rather than using a 3rd party tool. The ability to generate documents/PDFs in workflows has solved a great number of process issues for us and groups who had previously been using paper documents. Automating many permissions updates through workflows has been a huge time saver for repetitive processes. Read full review ScreenShots Conga Composer Screenshots Nintex Process Platform Screenshots