Item: Nintex
Rating: 9
Author: Verified User

Overall Satisfaction with Nintex DocGen for Salesforce

Use Cases and Deployment Scope

At our company, we use Nintex Drawloop DocGen for Salesforce. Salesforce is our CRM system and we utilize Nintex to automatically populate forms and templates to be sent out to our clients. Using this has really helped automate a lot of things and makes it a lot easier to send out the documentation for our clients to sign electronically right through Salesforce.

Pros and Cons

Pros

Building documentation is super easy
Sending out that documentation after it is built is most of the time seamless
Customer service at Nintex is awesome if we ever need anything

Cons

Occasionally there will be a glitch in our documents if we try and save changes over a document. Might be user error on our side though

Return on Investment

A LOT of saved time on workflow automation
Provides an easier solution for our clients to sign documents
Customer Experience overall is great using this tool

Alternatives Considered

Salesforce Lightning Platform

I would rate both platforms as high. I have had great experiences on both ends!

Key Insights

Do you think Nintex delivers good value for the price?

Yes

Are you happy with Nintex's feature set?

Yes

Did Nintex live up to sales and marketing promises?

Yes

Did implementation of Nintex go as expected?

I wasn't involved with the implementation phase

Would you buy Nintex again?

Yes

Other Software Used

Salesforce Lightning Platform, Zuora, Nextiva Business Phone Service

Likelihood to Recommend

Building documents is super easy. I work alongside our Salesforce Team to build these documents, and have always have a very great user experience with them. We build a lot of quoting templates, so adding in multiple line items with pricing and discount items that get sent to our clients to electronically sign. The document tagger is a great feature to have.

Nintex Feature Ratings

Comments

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Highly Recommended Platform!