Nintex Platform Review
Andrew Dean | TrustRadius Reviewer
June 02, 2020

Nintex Platform Review

Score 8 out of 10
Vetted Review
Verified User
Review Source

Software Version

Nintex Document Generation for Salesforce

Overall Satisfaction with Nintex Process Platform

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.
  • Integration with Salesforce
  • Customizability
  • Robust function
  • Larger Community
  • Ease of Use
  • UX Aesthetics
  • Increased efficiency
  • Decreased sales falloff
  • Increased reputation
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.
Currently, it is almost exclusively used by the operations team, but in the future, it may be used by others.
We evaluated DocuSign's document generation platform but it did not offer the robust functionality or customizability that Nintex DocGen offers.
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 Process Platform Feature Ratings