Easy To Use and a Better Price Than the Competition
June 27, 2020

Easy To Use and a Better Price Than the Competition

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Nintex Document Generation for Salesforce

Overall Satisfaction with Nintex Process Platform

Used by our Sales team to generate contracts and pre fill any available info via Salesforce.
  • Easy to train users
  • Easy document replacement/updates
  • Quick support team
  • Direct integration with Salesforce
  • UI issues
  • Hard to install updates.
  • Account security is complicated.
  • No double data entry.
  • Avoid state fines for mistyped information.
  • Applications are the same no matter who is selling it.
We use this in Salesforce. We have not attempted to integrate it into anything else. We really liked how it was in the official Salesforce app store and how quick it was to install and integrate it into our ecosystem.
Yes. Our whole Sales team uses this. When they are about to sell an account, they push the form fill button which generates the pre-filled application and they then upload it to DocuSign to get signed by the client.
Nintex was much easier to use and set up. This app also had a much better pricing model than the other ones we looked into.
This is great for pre-filling contracts for Salesforce. Once you build the template, it is very easy to make updates. In our case, the state will update the forms every few months so its very nice that I don't have to completely remake the document every time.

Nintex Process Platform Feature Ratings

Process designer
Business rules engine
SOA support
Form builder
Model execution
Standard reports