Item: Nintex Process Platform
Rating: 6
Author: Chris Boxall

Use Cases and Deployment Scope

We're using Nintex Document Generation to generate documents related to fundraising activities in the organization. For example, we'll send a letter when someone signs up to give regularly or signs up on the website to get a copy of our book. We'll also use the filters to decide what kinds of letters are sent based on multiple different factors so that the content is relevant for our supporters.

Pros and Cons

Multi-level merge fields that can get information from several child records.
Keeps the formatting of letters from the Word doc.
Lots of automation possibilities.

Bad compatibility with Salesforce Lightning. Still relies on workflow rules and older layouts; the Lightning layout doesn't have all the tools needed and still relies on flash.
Not user-friendly for the everyday user and often requires a deep level of architectural understanding or SOQL to build things well.
Can be temperamental, a slight change can break everything.

Return on Investment

Nothing tangible, but it's helped us communicate with our supporters.

Nintex Deployment Flexibility

Salesforce, but we only use the document generation side of the platform, not the full process side so we rely on the Salesforce platform for the automation and Nintex for the document generation.

Nintex Users

They are using it to clone existing documents and adapt but they're still not able to make them from scratch. They also use the app to send letters to a queue and generate PDFs to send out.

Likelihood to Recommend

It does everything you need it to do but doesn't do it in a user-friendly and quick way, so it's difficult to really recommend, however, based on the options out there it's the most cost-effective platform to offer the number of features it does offer. For example, it doesn't work with the Salesforce Process Builder and uses workflows and alerts to handle automations. But letter generation works, however, this side of things can break if the relationships aren't set up properly, which again, takes someone with a good understanding of the platform, so not user-friendly for the everyday user.

Nintex Document Generation review

Software Version

Overall Satisfaction with Nintex Process Platform