All Nintex Drawloop DocGen for Salesforce Reviews
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Nolan
Verified reviewer
Financial Services, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
5
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
PROSEasy deployment and easy of use. Clean interface
CONSlack of support for soql query and asked to buy support package when previously it was supported. Support case timeline is long and not fast
Reason for choosing Nintex Drawloop DocGen for Salesforce
Simple deployment
Anonymous
51-200 employees
Used daily for less than 12 months
OVERALL RATING:
4
EASE OF USE
3
VALUE FOR MONEY
4
CUSTOMER SUPPORT
2
FUNCTIONALITY
3
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!
PROSI 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.
CONSIt'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.
Reason 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.
Jordyn
Consumer Services, 51-200 employees
Used daily for more than 2 years
OVERALL RATING:
3
EASE OF USE
3
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
3
Reviewed October 2021
Get what you pay for
It's very simple to integrate with salesforce and it uses word which makes it easy to create, edit, and change templates.
CONSIts 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.
Chelsea
Real Estate, 51-200 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed September 2021
Great Functionality, Average Reliability
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.
CONSThere 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.
Corie
Financial Services, 201-500 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
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
PROSDocGen 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.
CONSNot all features are available in classic or lightning, so I have to switch between the 2 to work on document packages.
Reason for choosing Nintex Drawloop DocGen for Salesforce
Features/price
Leslie
Information Technology and Services, 201-500 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
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!
PROSThere 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.
CONSI 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.
Reason for choosing Nintex Drawloop 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!
Momen
Non-Profit Organization Management, 201-500 employees
Used weekly for more than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
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.
PROSWe 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.
CONSThere 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.
Layla
Financial Services, 51-200 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed October 2021
Simplified Daily Tasks
100% hands down my favorite add on in salesforce.
PROSJust simplifying doc generation is most important. we generate hundreds of documents to complete day to day work and doc gen has saved hours of work.
CONSnot one - everything can be done if you can dream it they have a way to do it.
Reason for choosing Nintex Drawloop DocGen for Salesforce
I wasn't involved in original purchase directly
america
Verified reviewer
Alternative Medicine, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed April 2022
i like this platform
it is a work tool
PROSI like this platform because it helps me accelerate my sales
CONSeverything is fine i'm not complaining..
Robert
Verified reviewer
Chemicals, 51-200 employees
Used monthly for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed April 2022
Break through the document limit in salesforce
It was very simple. I contacted my account manager, got a demo. signed up. Configured it in my salesforce tennant and simply started to create more powerful and useful documents.
PROSIt was easy to setup and configure. It really has so many more features for rich documents than what you get in salesforce. If like us you have multiple departments/countries/comapnies they all need theri own slighly different reports/quotes/proposals etc. This is a critical piece of software.
CONSNothing. This software does exactly what i need. Sure i'm dissapointed that i need it but if salesforce wiull not give me what i need at least i have this option to use.
Reason for choosing Nintex Drawloop DocGen for Salesforce
We had an existing relationship with the vendor so it was an easy decision.
Christa
Financial Services, 201-500 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
3
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)
PROSIt does not fail or have issues often if ever. Once set up it is easy to use
CONSSetting 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.
Reason for choosing Nintex Drawloop 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.
Chevy
Pharmaceuticals, 51-200 employees
Used weekly for more than 2 years
OVERALL RATING:
4
EASE OF USE
3
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
5
Reviewed October 2021
Chevy's Review
Overall, I like the tool and would recommend to friends as it does a lot and requires very little training.
PROSI find it easy to create formatted outputs for multiple occasions. Easy joins make pulling all of the right data together very simple.
CONSError handling isn't great and the help documentation is lacking. Hard to troubleshoot error codes without reaching out to support.
Monica
Non-Profit Organization Management, 51-200 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
3
VALUE FOR MONEY
3
CUSTOMER SUPPORT
3
FUNCTIONALITY
4
Reviewed October 2021
Drawloop Review-Document Generation
Once set up is done correctly then the tool works as expected
PROSAbility to merge fields and generate documents
CONSSet up is confusing. Too many steps. Need better explanation
Rachel
Banking, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed September 2021
Super System to Implement!
It has been extremely wonderful!
PROSIt has added features that have helped our business achieve success more efficiently. The customer service is also out of this world.
CONSHaving to switch between classic and lightning to set up the flows quickly.
Reason for choosing Nintex Drawloop DocGen for Salesforce
They didn't have the right features for compliance purposes.
Reasons for switching to Nintex Drawloop DocGen for Salesforce
We needed more automation.
Paweł
Verified reviewer
Chemicals, 10,000+ employees
Used weekly for less than 12 months
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
3
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
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.
PROSDrawloop 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.
CONSDespite 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.
Sue
Non-Profit Organization Management, 11-50 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
3
VALUE FOR MONEY
3
CUSTOMER SUPPORT
3
FUNCTIONALITY
4
Reviewed September 2021
Nintex Doc Gen esign integration sup par.
Nintex does not have the ability to support design to meet our needs.
PROSBeing able to create templates and generate custom documents that can be emailed to contacts.
CONSNintex Doc Gen esign integration sup par.
Reason for choosing Nintex Drawloop DocGen for Salesforce
Recommended
Robin
Non-Profit Organization Management, 11-50 employees
Used monthly for more than 2 years
OVERALL RATING:
5
EASE OF USE
4
FUNCTIONALITY
4
Reviewed October 2021
Nintex usage
Pleased we have it and when it works it works well. However it may be my lack of experience, but trying to set up new usage or update existing applications isn't always easy.
PROSOnce the templates are set up, they are very great. During different times of the year they are used daily.
CONSNot always easy to set up or update. Often have to start from the beginning to update a template. Can be costly as you are paying for every time you use the product so when testing a new template or usage, it is costing us to do so.
Reason for choosing Nintex Drawloop DocGen for Salesforce
It was recommended at the time when we installed Salesforce.
Karthikeyan
Information Technology and Services, 1,001-5,000 employees
Used weekly for less than 12 months
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed June 2023
Amazing tool for Document Generations
Great tool which integrates with Salesforce and met the expectations
PROSEase of use, anyone can adapt and work easily and easy integration with Salesforce.
CONSAll good for now, may be the pricing can be reduced a bit. But all looks cool.
Yaseen
Computer Software, 10,000+ employees
Used monthly for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
3
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed October 2021
Great tool for document generation
i liked the flexibility for document generation which provided from drawloop against the other products in salesforce app exchange it is very good.
CONSI wished that nintex have a separated part for e signing without need to integrate with adobe e-sign.