Nintex DocGen gets it done, after some heavy lifting.
July 24, 2020
Nintex DocGen gets it done, after some heavy lifting.
Score 5 out of 10
Vetted Review
Verified User
Software Version
Nintex Document Generation for Salesforce
Overall Satisfaction with Nintex Process Platform
The Nintex Platform is used primarily as our "Thank You" letter generator for gift acknowledgements by a single user. I have found its integration with Salesforce cumbersome and the ramp-up time to support it overly complicated. For the Salesforce NPSP, a reduced package streamlining an easy step-by-step letter upload/generator process would be greatly beneficial. Certain aspects are still not compatible with Lightning and cost significant time debugging.
Once up, it works fine. But going back in for modifications makes me take a deep breath. Upgrading to the latest version took days.
Once up, it works fine. But going back in for modifications makes me take a deep breath. Upgrading to the latest version took days.
- Generates Documents in Bulk
- Incorporates Salesforce Fields
- Support is responsive
- Integration with Salesforce NPSP is overly complicated. Simple interface would be beneficial.
- Upgrade procedure involves way too many intricate steps.
- Interface is archaic as Lightning integration is incomplete.
- Allows us to generate letters fairly easily.
- Maintenance is extremely difficult.
- Steep learning curve.
We use DocGen exclusively. Its licensing is restrictive as only one user may access it.
No.