Nintex DocGen gets it done, after some heavy lifting.
July 24, 2020

Nintex DocGen gets it done, after some heavy lifting.

Anonymous | TrustRadius Reviewer
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.
  • 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.
If you want a simple document generation for your Salesforce platform, a word merge is much simpler. Once up and going, through much pain, Nintex performs fairly well unless you have to look under the hood.

Nintex Process Platform Feature Ratings

Process designer
Not Rated
Business rules engine
Not Rated
SOA support
Not Rated
Form builder
Not Rated
Model execution
Not Rated
Not Rated
Standard reports
Not Rated
Custom reports
Not Rated