Templates, Bundles, All in One Solution.
June 05, 2023
Templates, Bundles, All in One Solution.
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with Nintex DocGen for Salesforce
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.
- Document Generation.
- Bundling
- Field Inserts.
- Signature feature (maybe they already have it, just not utilizing it).
- Approval Process.
- Adding multiple templates.
- Inserting fields from different objects into the same template.
- Very user-friendly UI in Salesforce.
- Manually filling in templates.
- Manually bundling documents.
- Mass send-offs.
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.
Do you think Nintex DocGen for Salesforce delivers good value for the price?
Yes
Are you happy with Nintex DocGen for Salesforce's feature set?
Yes
Did Nintex DocGen for Salesforce live up to sales and marketing promises?
Yes
Did implementation of Nintex DocGen for Salesforce go as expected?
Yes
Would you buy Nintex DocGen for Salesforce again?
Yes