About Nintex Drawloop 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.


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15 Reviews of Nintex Drawloop DocGen for Salesforce

Average User Ratings

Overall

4.6 / 5 stars

Ease-of-use

4.0

Value for money

4.5

Customer support

4.0

Functionality

4.0

Ratings Snapshot

5 stars

(10)

10

4 stars

(4)

4

3 stars

(1)

1

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 15 results

September 2021

Nolan from 360 MMS

Verified Reviewer

Company Size: 11-50 employees

Industry: Financial Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

4.0

Functionality

5.0

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

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 Drawloop DocGen for Salesforce

Simple deployment

September 2021

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

3.0

Value for money

4.0

Customer support

2.0

Functionality

3.0

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!

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 Drawloop 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.

October 2021

Jordyn from PowerReviews

Company Size: 51-200 employees

Industry: Consumer Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

3.0

Value for money

5.0

Customer support

4.0

Functionality

3.0

October 2021

Get what you pay for

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 Drawloop DocGen for Salesforce

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

September 2021

Chelsea from Patch of Land

Company Size: 51-200 employees

Industry: Real Estate

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

September 2021

Great Functionality, Average Reliability

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.

September 2021

Corie from eCapital

Company Size: 201-500 employees

Industry: Financial Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

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

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 Drawloop DocGen for Salesforce

Features/price