Item: Nintex
Rating: 7
Author: Verified User

Overall Satisfaction with Nintex

Use Cases and Deployment Scope

We use Nintex for Document Generation and eSignature use cases from Salesforce. We have done a lot of customizations on top of Nintex DocGen and Assuresign for dynamic template selection, dynamic template data, custom emails, dynamic no.of signers, recipients, Nintex APIs for resending and cancelling signature emails, and many more use cases

Pros and Cons

Pros

Document Generation, particularly the merge fields i.e. Salesforce data population on document, user access for docgen tool
Ability to use Nintex from Flows where we can implement all the custom logic
Excel as a middleware to implement dynamic signers

Cons

Nintex DocGen Deployment methods can be improved. Currently it creates a new package every time I want to deploy a change
More type of jot blocks and feature like making jot blocks read only
Customization for email templates on Assuresign. We can't use sender input on email templates. Only custom message is supported
Can't do calculations like some of jot block values in assuresign, This can be implemented
New fields are not synced to docgen automatically. Need to run the package again manually
Nintex Assuresign API's documentation is not clear and not upto date
Nintex Support Team can be improved

Return on Investment

We had a positive impact and improved customer experience
Since Nintex supports flows in Salesforce, we were able to implement complex business logic

Usability

Because Nintex still have a lot of areas of improvement. But the current system is good and reliable

Integrations

We use nintex in Salesforce and assuresign APIs

A lot. Nintex made our document generation and e-signature functionalities easier to build and maintain

Alternatives Considered

DocuSign, Conga Sign and Salesforce Lightning Platform

Ability to integrate with Salesforce, Ability to use in flows, apex, API support. Allows multiple signers and dynamic signers.

Key Insights

Do you think Nintex delivers good value for the price?

Yes

Are you happy with Nintex's feature set?

Yes

Did Nintex live up to sales and marketing promises?

Yes

Did implementation of Nintex go as expected?

Yes

Would you buy Nintex again?

Yes

Other Software Used

Salesforce Lightning Platform, MuleSoft Anypoint Platform

Likelihood to Recommend

Nintex for Salesforce covers all the basic use-cases of document generation and esignature also have the ability to use them from flows.

But lacks in customization and bit hard to implement complex use cases.

Nintex Feature Ratings

Comments

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Nintex for Salesforce A Developer's Experience

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