Save Sales Users Time, with Automated SOA and Proposals
February 19, 2021

Save Sales Users Time, with Automated SOA and Proposals

Nitin Maheshwari | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Nintex Document Generation for Salesforce

Overall Satisfaction with Nintex Process Platform

We use Nintex [Process Platform] for auto generation of Proposal and Study KickOff Materials and Automated Email Templates. This assists and saves our user effort to setup SOA, Proposal, Kick Off documentation and also for Approval Notifications Email templates and also helps pull information specific to the project and insert in the document. Its UI and setting up on salesforce is quite a breeze and allows lot of different options for output of document generation as well as logic to provide template based on product being sold by which region etc.
  • Generate PDF,PPTX,XLS,WORD DOC,EMAIL automation
  • Easy to setup and manage the Templates
  • User permissions logic which allows us to place approval process
  • Can make UI and Templates more Admin Friendly
  • Can allow multiple output options PDF,WORD,PPTX
  • Allow more collaboration and testing for templates.
  • Save time better ROI for Sales Commercial User
  • Save Manual Errors and mistakes from User related to updated information on project
  • Regulate uniform content which helps in better and consistent customer experience.
Full Sandbox and Production. Its important as we need to constantly update our templates based on marketing and sales strategy. Thus constant testing for QA before deployment is necessary as all the documents are client facing. Deployment process can be made easier i think if there is a better UI to do so.
Yes. Sales and Marketing use [Nintex Process Platform] for their content generation and to send out to clients. Marketing uses to make sure consistent messaging and customer experience and sales for quick Proposal and SOA generation. We also use it for internal operations email alert notifications which help us notify multiple stakeholders with relevant and updated information on the project.
DocuSign doesnt allow us multiple output methods for content and also updating the content is a bit more challenging it seems. Nintex has been easier, better priced and makes it a more compelling app platform with its setting up with salesforce. Logic and approval also is a great addition which docgen provides.
Sales and Commercial teams find [Nintex Process Platform] really helpful for the proposal and SOA etc for generating client facing documents quickly, saving time to focus on making the sale, get the most updated data from the project on if there is need for multiple iterations of the Proposal/SOA. Logic to program template to pull in based on product within a template which allows easier management and deployment.

Nintex Process Platform Feature Ratings

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