Saves me paperwork time!
September 16, 2020

Saves me paperwork time!

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Software Version

Nintex Document Generation for Salesforce

Overall Satisfaction with Nintex Process Platform

We use Nintex to generate our proposals and contracts or agreements across a few functions within the organisation, namely sales, client management and marketing.
It helps alleviate manual work, inconsistencies or discrepancies in documentation and meets our objective of meeting audit requirements.
  • Flexibility to customise different sets of documents and formats.
  • Allows users options to generate the type of document they want.
  • Fewer steps to generate one document - we have to click 'download' and 'run document' in order to achieve the same thing.
  • Positive: time-saving.
  • Positive: standardization in process.
  • Negative: still need to edit formatting.
Proposal/quotation to clients/partners.
Contracts and agreements upon confirmation of sale or negotiations.
Sales - to generate proposals & contracts.
Marketing - to generate proposals & agreements.
Finance/Operations - to download documents for checking & audit purposes (optional).
Suited for fixed standard procedures and templates for documentations. Not so suited for more organic methods of presenting details to prospects or clients.

Nintex Process Platform Feature Ratings

Standard reports
Custom reports