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Completely Overhauled Our Doc Management Processes
April 24, 2023

Completely Overhauled Our Doc Management Processes

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

Software Version

Nintex Document Generation for Salesforce

Overall Satisfaction with Nintex Process Platform

We process contact & activity data belonging to 10 - 20k hotel bookings monthly. The data needs to be very secure, and we usually need to create a pdf of it to send to the hotel and guests, and take signatures and payments when necessary. In that regard, Nintex has been an absolute wonder to have at hand because we've been able to automatically create, send, document, and report on all the surveys and forms our guests interact with. We can design a form, send it out to whoever, accept and log payments, and then send it over to QB for invoice management. It saved us a lot of time and effort.
  • Smooth document creation
  • Hundreds of integrations which is great for the hotels we work with because we can exchange data quickly
  • Security & compliances
  • The support team is also fantastic
  • It's hard to start using it properly. We had to get to grips with it for a couple months before we could use it with confidence
  • The contract stage was a bit longer than we'd like
  • It increased our survey response rates by about 12 - 15% which is massive for us
  • It used to take hours importing all the data into the hotel's software but now it's done automatically. This has probably saves us several hours per day in personnel time
  • We were able to score several new contracts thanks to being able to show off our well oiled processes with Nintex
Apart from the odd crash from time to time, it runs very very well. We haven't had any issues where the data doesn't come through, or it stops working properly for some reason. We always preview the documents before sending and send a couple to ourselves and haven't yet seen any design errors. All in all, it's definitely worked as expected
We ourselves use Trade Desk and Salesforce, but we've integrated it with several other tools our partners use. Primarily CRM and sheets software like Hubspot and Zoho. It also has a native integration with QB which was big for us
It takes up hours upon hours when you try to imprt the data from sheets to all the different tools we or the hotel has. The integrations have been fantastic in that regard because it does all the work for you in a fraction of the time it would have taken us to do it by hand. With close to zero errors mind you
It's much more reasonably priced and we were able to actually experience the platform for a bit before we made a decision. And by the time our demo was finished we had already started depending on it for some of our processes so it would've been very hard to separate from it.

Do you think Nintex Process Platform delivers good value for the price?

Yes

Are you happy with Nintex Process Platform's feature set?

Yes

Did Nintex Process Platform live up to sales and marketing promises?

Yes

Did implementation of Nintex Process Platform go as expected?

Yes

Would you buy Nintex Process Platform again?

Yes

It suits our general use case very well which is collecting bookings and other data/feedback from hotel guests. We get the data from them with forms we design through the platform itself, then integrate it to Quickbooks and Looker to sort out invoices and drawing up reports. Compared to exporting and importing all this data by hand, doing it with Nintex saves us hours upon hours, and capital.

It might be less suitable if you need the service running 24/7 without ever cutting off because we had a couple instances where it crashed when it really really shouldn't have.

Nintex Process Platform Feature Ratings

8.7
Process designer
8
Business rules engine
8
SOA support
9
Process player
7
Form builder
10
Model execution
10
Collaboration ()
Not Rated
8.7
Dashboards
8
Standard reports
9
Custom reports
9
Content Management Capabilties ()
Not Rated

Using Nintex Process Platform

We haven't ran into many issues at all, and considering most of my coworkers had no background with this kind of software, they were still able to pick it up quite quickly
ProsCons
Like to use
Relatively simple
Easy to use
Well integrated
Consistent
Quick to learn
Convenient
Feel confident using
Requires technical support
Lots to learn
  • Document creation
  • Survey Management
  • Payment Integrations
  • Complicated Reporting Features
Yes - We only use it on PC but most of our respondents use it on their mobile devices so it was critical for us that they could as it would've ruined our response rathes otherwise