Even in today’s world of remote first and hybrid work environments, documents are still the center of many business processes. Sales, human resources, legal, professional services, all these groups rely on various forms of documents to facilitate operations, and despite the world having moved online, many of the most important documents require a signature to move things forward.
Nintex is a global leader in process management and automation, and now with the acquisition of AssureSign and its powerful eSignature capabilities, Nintex customers can add another powerful resource to their process excellence repertoire.
On its own, Nintex AssureSign® is a compelling and sophisticated electronic signature solution that is trusted by thousands of organizations today for its ease of use and ability to meet compliance and security regulations around the world. It has empowered organizations to bring new efficiencies to their document processes and helped them evolve into “digital first” companies at scale.
But what does the acquisition of Nintex AssureSign® and the introduction of a first party electronic signature solution mean for existing Nintex customers that are already using other Nintex products? This blog post is the first in a two-part series that will walk through the initial integrations of eSignature with other applications on the Nintex Process Platform, and will take a look at some examples of how the different Nintex products can be used together.
Let’s start by focusing on how Nintex AssureSign® and Nintex Drawloop DocGen® can work together to enhance and streamline document-centric processes. Modern organizations need the ability to build and share documents in a fast, reliable way without constantly re-standardizing documents or manually updating templates with customer data. Nintex Drawloop DocGen® solves this problem for customers that are using Salesforce by automating the creation and delivery of documents without users ever needing to leave their Salesforce environment.
While powerful on its own, even document processes that have been partially automated with Nintex Drawloop DocGen® can still slip if they require a signature. Some customers still must send the document out using Nintex Drawloop DocGen®, then print the document, sign it, scan it, and then send it back to Nintex Drawloop DocGen® for routing within the Salesforce system. Thankfully, the new Nintex AssureSign® delivery option integrates into Nintex Drawloop DocGen®, so this back-and-forth manual process can be consigned to history! Users can now dynamically populate their documents with information from their Salesforce system, send out the document for electronic signature with the click of a button, and have the signed documents routed back into Salesforce for record-keeping.
Nintex AssureSign® in action
Let’s take an example of a seller closing a new deal from within Salesforce.
The seller has a standard templated order form that they need to dynamically populate with all of the products that the customer has purchased. This can easily be done without a line of code using Nintex Drawloop DocGen® and Document Tags to take values either directly from the Salesforce opportunity object, or any related objects such as the contract, the account, or even the primary contact.
Introduction to Nintex AssureSign® JotBlocks
In this same template, the seller can also place Dynamic JotBlocks tags that will tell Nintex AssureSign® where signers should provide inputs such their signature or initials in the document. These Dynamic JotBlocks are super helpful when working with dynamic documents (such as sales orders) because they can shift their positioning to fit whether the customer has purchased 10 products or 100.
Sign, seal, deliver
Once the template has been configured and stored into Salesforce, with just the click of a button, Nintex will populate the document with all of the Salesforce data and then automatically send it out for signature by the desired contact. Depending on how the template has been configured, the signer could get their signature notification via email or via SMS and be able to sign directly on their mobile device.
With the order signed, the document can be automatically routed back to the Salesforce opportunity, and the seller can go home without needing to wonder when the customer will get back to them with a scanned signed purchase order for them to manually upload back into Salesforce.
Documents and signatures are almost always going to be involved in the processes that move businesses forward. With the enhanced capabilities of Nintex AssureSign® paired with Nintex Drawloop DocGen®, Nintex customers that run their business out of Salesforce now have another way to help improve the way they get work done. In the next part of this series around Nintex AssureSign® and process automation, we’ll look outside of Salesforce at how eSignature can be integrated into your automated processes and workflows.