Item: Nintex Process Platform
Rating: 8
Author: Andrew Dean

Use Cases and Deployment Scope

Nintex Process Platform is being used across the organization as a document generation platform for sales contracts in conjunction with DocuSign. It addresses the need for a seamless system that allows us to automatically generate documents that can be sent to our customers upon completion of an order being placed.

Pros and Cons

Integration with Salesforce
Customizability
Robust function

Larger Community
Ease of Use
UX Aesthetics

Return on Investment

Increased efficiency
Decreased sales falloff
Increased reputation

Nintex Deployment Flexibility

We use it in Salesforce. The deployment flexibility is important to us because we are a Salesforce-centric business and the ability to implement within the environment easily is very important to our business goals.

Nintex Users

Currently, it is almost exclusively used by the operations team, but in the future, it may be used by others.

Alternatives Considered

DocuSign

We evaluated DocuSign's document generation platform but it did not offer the robust functionality or customizability that Nintex DocGen offers.

Other Software Used

Talkdesk, DocuSign, Paycor

Likelihood to Recommend

I believe that Nintex Process Platform is well suited to a use case where those who are implementing it are fairly tech and software savvy. The platform is fairly robust and can be customized to a significant degree, but it does take some time to familiarize oneself with it fully. I would say that where it is less appropriate is for users who are not power users and would struggle with customizing the system to adapt to their needs. Such users would likely struggle with the UX and become frustrated.

Nintex Platform Review

Software Version

Overall Satisfaction with Nintex Process Platform