Nintex DocGen for Salesforce 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Nintex DocGen for Salesforce

4.6

(19)

Pricing

Starting at $20.00 per month

About Nintex DocGen for Salesforce

Nintex DocGen is a document generation platform designed to help businesses create and share files in PDF and Microsoft Word Excel and PowerPoint formats using pre-approved templates and languages.

Using Nintex DocGen, managers can configure and tag data fields to insert details about customers, pricing nad other elements according to requirements.

Professionals can automate document routing to streamline signing, approval and reviewing processes and securely store files within a centralized platform.

Nintex DocGen for Salesforce Screenshots

Nintex DocGen for Salesforce Pricing and Plans

Starting price: $20.00 per month

Free Trial

Free Version

Basic

$20.00

per user, per month

No plan information available

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Nintex DocGen for Salesforce Features

Popular features found in Document Control
Archiving & Retention
Change Management
Electronic Signature
Version Control
More features of Nintex DocGen for Salesforce
Access Controls/Permissions
Alerts/Notifications
API
Batch Processing
Completion Tracking
Compliance Management
Conditional Logic
Contact Management
Content Library
Content Management
Contract Drafting
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Templates
Data Extraction
Data Import/Export
Digital Signature
Document Automation
Document Generation
Document Lifecycle Management
Document Management
Document Review
Document Storage
Document Templates
Drag & Drop
Email Management
Interaction Tracking
Multiple Output Formats
Pre-built Templates
Process/Workflow Automation
Renewal Management
Specialty Contracts
Template Management
Templates
Text Editing
Third-Party Integrations
Workflow Management

Nintex DocGen for Salesforce Integrations

Salesforce Platform

Microsoft Excel

Docusign

Microsoft PowerPoint

Salesforce Sales Cloud

airSlate SignNow

See all 8 integrations

Nintex DocGen for Salesforce User Reviews

Overall Rating

4.6

Ratings Breakdown

68%

26%

Secondary Ratings

Ease of Use

4.2

Value for money

4.3

Customer support

4.4

Functionality

4.4

Nolan L.

Verified reviewer

Financial Services

11-50 employees

Used daily for more than 2 years

Review source

Reviewed September 2021

Docgen is one of the best in market and the process simple to deploy

Document generation for Proposals, Contracts and Reports is simple easy to deploy

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Easy deployment and easy of use. Clean interface

Cons:

lack of support for soql query and asked to buy support package when previously it was supported. Support case timeline is long and not fast

Reasons for choosing Nintex DocGen for Salesforce

Simple deployment

Verified

Reviewer

Financial Services

51-200 employees

Used daily for less than 12 months

Review source

Reviewed September 2021

Nintex DocGen with Salesforce

We are trying to solve filling out documents and this does get the job done. We aren't using it to it's full capacity though. I've reached out a few times for help and haven't gotten much back, and not even on help but also to see if Nintex offers additional products or solutions. Nothing. You would think they would want to sell to us, we are willing!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like that it works. We don't run into many problems or errors with the platform and it's pretty straight forward as long as you are comfortable with advanced PDF functionality.

Cons:

It's a bit choppy. I wish the set up of documentation and packages were just a little bit more straightforward. I also didn't have that much knowledge of PDF and that's how a lot of the items are mapped, so instead of learning about Xplenty I had to learn about Adobe. I wish Xplenty provided more resources on that, they may exist but I couldn't find much. The support is not good. There's a million resources but it's all self taught. If you have questions expect to spend hours finding out solutions on your own.

Reasons for choosing Nintex DocGen for Salesforce

We actually are switching out of Nintex to DocuSign since Nintex won't get back to me on pitching the workflow services within Salesforce.

Jordyn L.

Verified reviewer

Consumer Services

51-200 employees

Used daily for more than 2 years

Review source

Reviewed October 2021

Get what you pay for

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It's very simple to integrate with salesforce and it uses word which makes it easy to create, edit, and change templates.

Cons:

Its always down or experiencing an outage, it happens multiple times a month.

Reasons for switching to Nintex DocGen for Salesforce

We wanted to be able to customize templates easier when we had minor changes.

Chelsea S.

Verified reviewer

Real Estate

51-200 employees

Used daily for more than 2 years

Review source

Reviewed September 2021

Great Functionality, Average Reliability

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The ability to automate all of our document generation processes has saved hours of time for our users. We use it on a daily basis. It's great that you can add custom logic for different documents to pull, and there's a good amount of flexibility in the document templates themselves.

Cons:

There are always some weird formatting issues that probably just stem from how Word formatting can be tricky. It will look a certain way in the Word template, but when you generate the document from DocGen it will have a different format. It can be difficult to fix it sometimes. One of the major issues we've been having lately are regular outages with DocGen. For the past year, they've had outages at least once a month, usually more often, and we have several business critical processes on DocGen so these outages have caused us to research other options. It's unfortunate because they previously did not have all these outages and we otherwise love the product.

Leslie D.

Verified reviewer

Information Technology and Services

201-500 employees

Used daily for more than 2 years

Review source

Reviewed October 2022

An exceptional tool!

Overall, my experience with Drawloop has been excellent. From initial training and set up, to excellent support when needed. The tool does everything we need and makes my job so much easier!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

There are so many great features to Drawloop, but I really appreciate the ability to set up the tool without technical skills, and the broad range of options make it the best tool for us.

Cons:

I don't know that I can think of a con ... maybe it wasn't on the market early enough and I was having to use a non-friendly tool to accomplish less than what I can with Drawloop.

Reasons for choosing Nintex DocGen for Salesforce

We were using another product I won't name, and it was not user-friendly at all. Whenever I needed to make a change, I had to reach out to support for them to make it for me. Drawloop took that away and gave me a tool that I can use!

Christa H.

Verified reviewer

Financial Services

201-500 employees

Used daily for more than 2 years

Review source

Reviewed September 2021

Christa's review

good once implemented, making any changes is very difficult and wish it was more user friendly (drag/drop or a better UI)

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It does not fail or have issues often if ever. Once set up it is easy to use

Cons:

Setting up what we need, we used a consultant, but every time I need to try to make a change it is really confusing and takes me forever. I do not understand the excel template files used and why certain data appears as it does.

Reasons for choosing Nintex DocGen for Salesforce

We did not look at other products, our Salesforce consultant selected this one for us and told us it would do what we needed.

Corie G.

Verified reviewer

Financial Services

201-500 employees

Used daily for more than 2 years

Review source

Reviewed September 2021

Nintex DocGen saves us so much time

We've been a customer for over 5 years and overall it's been great to work with Nintex

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

DocGen allows our users to generate their own proposals, agreements, etc. which eliminates a bottleneck in the process. The support team is great when we run into issues or advanced templates.

Cons:

Not all features are available in classic or lightning, so I have to switch between the 2 to work on document packages.

Reasons for choosing Nintex DocGen for Salesforce

Features/price

Momen E.

Verified reviewer

Non-Profit Organization Management

201-500 employees

Used weekly for more than 2 years

Review source

Reviewed September 2021

DocGen Review

Document generation is a top tier feature that any organization must have. It is so simple to set up, from the templates to the field mappings to the preview of the document. I love it.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

We have been using Nintex now for over 5 years. We have apretty solid relationship with the team and they always reach out to check in or to keep us up to date with the latest version. The best thing I like about Nintex is the ease of use to generate a document with the click of a button.

Cons:

There are not much things I do not like about Nintex. One thing I must say is that you need certain permissions if you have a license. With the permissions, it does give the user access to the Setup Menu, which our users do not need. This runs the risk of a user going in there and possibly altering a system setting if they are in the back snooping around, it was hard to find a solution to this.

Paweł P.

Verified reviewer

Chemicals

10000+ employees

Used weekly for less than 12 months

Review source

Reviewed February 2022

Nintex Drawloop DocGen offering great business transformation benefits.

Nintex Drawloop DocGen can enhance the business processes where users pull the data from Salesforce CRM manually into Word documents. It can be also integrated with Nintex Sign feature or AdobeSign to collect signatures on the generated documents.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Drawloop DocGen offers an easy way of connecting Salesforce CRM with lightweight automation tool - Nintex Workflow Cloud (NWC). Business teams can populate different document templates with Salesforce data and send those for approvals or signatures automatically. Not only it reduces the manual steps in the process, it also improves the company's business transformation.

Cons:

Despite the fact Drawloop DocGen is easy to set up and use, it is also quite expensive feature comparing it to other solutions on the market.

Karthikeyan M.

Verified reviewer

Information Technology and Services

1001-5000 employees

Used weekly for less than 12 months

Review source

Reviewed June 2023

Amazing tool for Document Generations

Great tool which integrates with Salesforce and met the expectations

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Ease of use, anyone can adapt and work easily and easy integration with Salesforce.

Cons:

All good for now, may be the pricing can be reduced a bit. But all looks cool.

Showing 1 - 10 of 19 Reviews

See All Reviews

Nintex DocGen for Salesforce 2026: Benefits, Features & Pricing

Overview

About Nintex DocGen for Salesforce

Nintex DocGen for Salesforce Screenshots

Nintex DocGen for Salesforce Pricing and Plans

Nintex DocGen for Salesforce Features

Nintex DocGen for Salesforce Integrations

Nintex DocGen for Salesforce User Reviews

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