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Highly Recommended Platform!
June 07, 2022

Highly Recommended Platform!

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Nintex Drawloop DocGen for Salesforce

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

Do you think Nintex DocGen for Salesforce delivers good value for the price?

Yes

Are you happy with Nintex DocGen for Salesforce's feature set?

Yes

Did Nintex DocGen for Salesforce live up to sales and marketing promises?

Yes

Did implementation of Nintex DocGen for Salesforce go as expected?

I wasn't involved with the implementation phase

Would you buy Nintex DocGen for Salesforce again?

Yes

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 DocGen for Salesforce Feature Ratings