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Nintex DocGen for Salesforce

Nintex DocGen for Salesforce
Formerly Drawloop

Overview

What is Nintex DocGen for Salesforce?

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.

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Recent Reviews
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Awards

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Reviewer Pros & Cons

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ME
Momen Eldyrani
SF Admin
IRUSA (Non-profit Organization Management, 51-200 employees)
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Pricing

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User-based Premium

starting at $2400

Cloud
per year 10 users ($20 per user, per month)

Consumption based pricing

Custom

Cloud

Entry-level set up fee?

  • Setup fee optional
For the latest information on pricing, visithttps://www.nintex.com/pricing/#docgen

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $2,400 per year for 10 users
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Product Demos

Nintex DocGen for Salesforce | Product Demo | Process Automation Software

YouTube
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Product Details

What is Nintex DocGen for Salesforce?

Nintex DocGen for Salesforce helps users automate document creation, signing, and storage and ensures documents are on brand and compliant.

Nintex DocGen for Salesforce Features

  • Supported: Integrate any data source
  • Supported: Generate any document type
  • Supported: Automate any delivery route

Nintex DocGen for Salesforce Integrations

Nintex DocGen for Salesforce Competitors

Nintex DocGen for Salesforce Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo

Frequently Asked Questions

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.

Nintex DocGen for Salesforce starts at $2400.

Conga CLM, S-Docs, and DocuSign are common alternatives for Nintex DocGen for Salesforce.

The most common users of Nintex DocGen for Salesforce are from Mid-sized Companies (51-1,000 employees).
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Comparisons

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Reviews and Ratings

(17)

Reviews

(1-3 of 3)
Companies can't remove reviews or game the system. Here's why
June 05, 2023

Templates, Bundles, All in One Solution.

ME
Momen Eldyrani
SF Admin
IRUSA (Non-profit Organization Management, 51-200 employees)
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Use Cases and Deployment Scope
We are extremely satisfied with what Nintex DocGen is able to do for our organization. Our primary functions include generating mass receipts that are run on a daily basis, and it is used by our programs department to generate several different document bundles. This has increased our efficiency as an organization.
Pros and Cons
  • Document Generation.
  • Bundling
  • Field Inserts.
  • Signature feature (maybe they already have it, just not utilizing it).
  • Approval Process.
Likelihood to Recommend
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.
Most Important Features
  • Adding multiple templates.
  • Inserting fields from different objects into the same template.
  • Very user-friendly UI in Salesforce.
Return on Investment
  • Manually filling in templates.
  • Manually bundling documents.
  • Mass send-offs.
Alternatives Considered
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.
Other Software Used
June 07, 2022

Highly Recommended Platform!

Verified User
Account Manager in Customer Service
Computer Software Company, 201-500 employees
Score 9 out of 10
Vetted Review
Verified User
Use Cases and Deployment Scope
At our company, we use Nintex Drawloop DocGen for Salesforce. Salesforce is our CRM system and we utilize Nintex to automatically populate forms and templates to be sent out to our clients. Using this has really helped automate a lot of things and makes it a lot easier to send out the documentation for our clients to sign electronically right through Salesforce.
Pros and Cons
  • 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
  • Occasionally there will be a glitch in our documents if we try and save changes over a document. Might be user error on our side though
Likelihood to Recommend
Building documents is super easy. I work alongside our Salesforce Team to build these documents, and have always have a very great user experience with them. We build a lot of quoting templates, so adding in multiple line items with pricing and discount items that get sent to our clients to electronically sign. The document tagger is a great feature to have.
Nintex DocGen for Salesforce Feature Ratings
Return on Investment
  • 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
Alternatives Considered
I would rate both platforms as high. I have had great experiences on both ends!
Other Software Used
November 29, 2021

Drawloop ease of use

Verified User
Administrator in Other
Non-Profit Organization Management Company, 51-200 employees
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Use Cases and Deployment Scope
We use it to generate receipts and year end tax statements.
Pros and Cons
  • Generate receipts.
  • Generate tax year end statements.
  • Easier set up.
  • Easier field mappings.
Likelihood to Recommend
Once you set it up it is easy to use. The setup is a pain. Definitely need support to set up otherwise it's confusing. Even updating the document is not straightforward.
Most Important Features
  • Mail merge.
  • Generate documents.
Return on Investment
  • Users are able to generate receipts directly.
  • Users are able to generate year end tax statements.
Alternatives Considered
5 years ago it was more affordable.
Other Software Used
Pardot, Click & Pledge, OneCause
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