Nintex Drawloop® Leverages Salesforce Lightning Platform for Automated Document Generation

Salesforce customers can increase productivity and drive business forward faster by automating the creation of documents with version 11 of Nintex’s Drawloop Document Generation

BELLEVUEAugust 16, 2016—Nintex, the leader in workflow automation and document generation, today announced the latest release of Nintex’s Drawloop Document Generation application on the Salesforce AppExchange, which is optimized for the Salesforce1 Mobile App, and also includes a new user-friendly component for customers using the Salesforce Lightning Experience.

With Drawloop Document Generation, one of the Top 10 paid apps on the Salesforce AppExchange, customers can generate richly-formatted, branded documents in Word, Excel, PowerPoint, and PDF faster than ever before, while never needing to leave the familiarity of their Salesforce platform.

Nintex will preview this Drawloop Document Generation application and other new functionalities in Booth 137 to attendees of Dreamforce 2016 in San Francisco, October 4-7

“We’re all about simplifying the document creation process for sales, service, and marketing professionals by transforming document creation into a digital data-driven process all within Salesforce,” said Nintex Drawloop Vice President and General Manager Jim Roberson. “With our app, documents of all types can be automatically created with a button-click—making the overall experience simply better for Nintex customers - helping them improve how they work.”

Benefits of Nintex Drawloop Document Generation include:

  • Accelerate sales and service processes by automating the creation of sales quotes, order forms, proposals, invoices, contracts, account summaries, service documents and more;
  • Automate data-driven processes that can update record stages, trigger approval routing and additional documents, write data back to Salesforce, schedule tasks, or even create a new record automatically; and
  • Enhance documents, using Microsoft Excel, to create dynamic charts in Word and PowerPoint, reformat data or even perform calculations, like net profit margins, that can be integrated back into Salesforce.

“Salesforce Lightning is a Mobile First user experience that makes it faster for sales reps to update deals,” said Aragon CEO Jim Lundy. “Companies like Nintex realize the power of putting their workflow automation technology on Lightning so sellers can easily generate intelligent documents that expedite the deal closing process.”

Version 11 of Nintex’s Drawloop Document Generation application is available as a subscription. To sign up for a free 30-day trial visit, www.drawloop.com.