--- title: "Nintex DocGen for Salesforce Software Reviews, Demo & Pricing - 2026" description: "Review of Nintex DocGen for Salesforce Software: system overview, features, price and cost information. Get free demos and compare to similar programs." source_url: "https://www.softwareadvice.com/document-generation/nintex-docgen-profile/" page_type: "product" language: "en" --- [Home](https://www.softwareadvice.com/) / [Document Control Software](https://www.softwareadvice.com/document-control/) / Nintex DocGen for Salesforce Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/document-generation/nintex-docgen-profile/reviews/)[Alternatives](https://www.softwareadvice.com/document-generation/nintex-docgen-profile/alternatives/) # Nintex DocGen for Salesforce Review From $20/month Free trial 1 plan Wondering if Nintex DocGen for Salesforce is right for your organization? Our Document Control Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews ## Overview Nintex DocGen for Salesforce 4.6 [(19)](https://www.softwareadvice.com/document-generation/nintex-docgen-profile/reviews/) Pricing Starting at $20.00 per user 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. Wondering if Nintex DocGen for Salesforce is right for your organization? Our Document Control Software selection experts can help you in 15 minutes or less. ## Nintex DocGen for Salesforce User Interface ## Popular Nintex DocGen for Salesforce Alternatives Main Product Nintex DocGen for Salesforce 4.6 [(19)](https://www.softwareadvice.com/document-generation/nintex-docgen-profile/reviews/) Ratings Breakdown - 4.21Ease of use - 4.29Value for money - 4.39Customer support - 4.37Functionality Pricing Starting at $20.00 per month Get Price Alternative Product [PandaDoc](https://www.softwareadvice.com/contract-management/pandadoc-profile/) 4.5 [(1258)](https://www.softwareadvice.com/contract-management/pandadoc-profile/reviews/) Ratings Breakdown - 4.40Ease of use - 4.25Value for money - 4.32Customer support - 4.34Functionality Pricing Starting at $19.00 per month Get Price Alternative Product [altaFlow](https://www.softwareadvice.com/forms-automation/airslate-profile/) 4.6 [(24)](https://www.softwareadvice.com/forms-automation/airslate-profile/#reviews) Ratings Breakdown - 4.50Ease of use - 4.59Value for money - 4.86Customer support - 4.54Functionality Pricing Starting at $399.00 per month Get Price Alternative Product [VT Docs](https://www.softwareadvice.com/document-control/vt-docs-profile/) 4.9 [(52)](https://www.softwareadvice.com/document-control/vt-docs-profile/reviews/) Ratings Breakdown - 4.65Ease of use - 4.70Value for money - 4.94Customer support - 4.80Functionality Pricing Available upon request Get Price Alternative Product [HoneyBook](https://www.softwareadvice.com/crm/honeybook-profile/) 4.7 [(688)](https://www.softwareadvice.com/crm/honeybook-profile/reviews/) Ratings Breakdown - 4.61Ease of use - 4.61Value for money - 4.66Customer support - 4.54Functionality Pricing Starting at $36.00 per month Get Price Alternative Product [netLex](https://www.softwareadvice.com/digital-signage/netlex-profile/) 5.0 [(6)](https://www.softwareadvice.com/digital-signage/netlex-profile/#reviews) Ratings Breakdown - 5.0Ease of use - 4.80Value for money - 4.83Customer support - 4.83Functionality Pricing Available upon request Get Price ## 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 Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## 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 Renewal Management Specialty Contracts Template Management Templates Text Editing Third-Party Integrations Workflow Automation Workflow Management ## Nintex DocGen for Salesforce Integrations Salesforce Platform Integration rated undefined from -1 review Microsoft Excel Integration rated undefined from -1 review Docusign Integration rated undefined from -1 review Microsoft PowerPoint Integration rated undefined from -1 review Salesforce Sales Cloud Integration rated undefined from -1 review airSlate SignNow Integration rated undefined from -1 review See all 8 integrations ## Nintex DocGen for Salesforce User Reviews ## Nintex DocGen for Salesforce customer ratings - Overall rating: 4.6/5 - Total reviews: 19 ### Rating distribution - 5 stars: 13 reviews (68%) - 4 stars: 5 reviews (26%) - 3 stars: 1 reviews (5%) - 2 stars: 0 reviews (0%) - 1 star: 0 reviews (0%) ### Secondary ratings - Ease of use: 4.2/5 - Value for money: 4.3/5 - Customer support: 4.4/5 - Functionality: 4.4/5 --- ### Docgen is one of the best in market and the process simple to deploy - Overall rating: 5/5 - Reviewer: Nolan L. - Verified reviewer: Yes - Industry: Financial Services - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: September 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Document generation for Proposals, Contracts and Reports is simple easy to deploy #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 5/5 #### 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 --- ### Nintex DocGen with Salesforce - Overall rating: 4/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Financial Services - Company size: 51-200 employees - Product usage: Used daily for less than 12 months - Reviewed: September 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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: 3/5 - Value for money: 4/5 - Customer support: 2/5 - Functionality: 3/5 #### 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. --- ### Get what you pay for - Overall rating: 3/5 - Reviewer: Jordyn L. - Verified reviewer: Yes - Industry: Consumer Services - Company size: 51-200 employees - Product usage: Used daily for more than 2 years - Reviewed: October 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 3/5 #### 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. --- ### Great Functionality, Average Reliability - Overall rating: 4/5 - Reviewer: Chelsea S. - Verified reviewer: Yes - Industry: Real Estate - Company size: 51-200 employees - Product usage: Used daily for more than 2 years - Reviewed: September 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### 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. --- ### An exceptional tool! - Overall rating: 5/5 - Reviewer: Leslie D. - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 201-500 employees - Product usage: Used daily for more than 2 years - Reviewed: October 2022 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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's review - Overall rating: 4/5 - Reviewer: Christa H. - Verified reviewer: Yes - Industry: Financial Services - Company size: 201-500 employees - Product usage: Used daily for more than 2 years - Reviewed: September 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 3/5 #### 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. --- ### Nintex DocGen saves us so much time - Overall rating: 5/5 - Reviewer: Corie G. - Verified reviewer: Yes - Industry: Financial Services - Company size: 201-500 employees - Product usage: Used daily for more than 2 years - Reviewed: September 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. We've been a customer for over 5 years and overall it's been great to work with Nintex #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### 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 --- ### DocGen Review - Overall rating: 5/5 - Reviewer: Momen E. - Verified reviewer: Yes - Industry: Non-Profit Organization Management - Company size: 201-500 employees - Product usage: Used weekly for more than 2 years - Reviewed: September 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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: 4/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Nintex Drawloop DocGen offering great business transformation benefits. - Overall rating: 4/5 - Reviewer: Paweł P. - Verified reviewer: Yes - Industry: Chemicals - Company size: 10000+ employees - Product usage: Used weekly for less than 12 months - Reviewed: February 2022 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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: 4/5 - Value for money: 3/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Amazing tool for Document Generations - Overall rating: 5/5 - Reviewer: Karthikeyan M. - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 1001-5000 employees - Product usage: Used weekly for less than 12 months - Reviewed: June 2023 - Review source details: This review was submitted organically. No incentive was offered Great tool which integrates with Salesforce and met the expectations #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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](https://www.softwareadvice.com/document-generation/nintex-docgen-profile/reviews/) ## Other Top Recommended Document Control Software [Revver](https://www.softwareadvice.com/cms/revver-profile/) **4.4** (1022) Recently recommended **13** times [FileHold](https://www.softwareadvice.com/cms/filehold-profile/) **4.7** (56) Recently recommended **8** times [Document Locator](https://www.softwareadvice.com/cms/columbiasoft-profile/) **4.6** (42) Recently recommended **5** times [Contentverse](https://www.softwareadvice.com/cms/contentverse-profile/) **4.1** (19) Recently recommended **4** times Stuck Between Options? Our experts can help you compare Nintex DocGen for Salesforce with other top options, so you can find the best fit for your needs. ## See what companies are saying about Software Advice