Create documents in no time

Let Nintex DocGen® for Salesforce do the work for you with intelligent document generation.

Request personalized demo Get a free trial

How Nintex makes work better

Spend less time generating documents, and more time doing the work that matters. Maximize your Salesforce investment with document generation tools that keep your team working efficiently while providing a consistent customer experience. Leverage pre-built templates and the Nintex Agentforce Connector to build standard documents ready for you to send out in seconds, with zero coding, and without leaving Salesforce.

Integrate any data source

Easily merge your data, no matter where it lives, with less effort and fewer errors.

AI-powered Document Generation

Use the DocGen Agentforce Connector — or push a button in the account — to create Word, Excel, PowerPoint, and PDF documents in multiple languages with our ready-made templates, or build your own.

Automate any delivery option

No more bottlenecks. Get your documents to the right person or place every time — for review, e-Signature, or secure storage.

Watch a demo

See how DocGen for Salesforce can improve your business processes with fast, powerful document creation.

Watch a demo

Nintex makes generating documents a breeze

Leverage AI for faster and easier results

Simply ask Agentforce to build the document you need, from anywhere in Salesforce. The DocGen Agentforce Connector confirms the template, generates the document, then stores it in the appropriate record.

Need help with DocGen? Our AI assistant supports Salesforce admins to make the most of learning, troubleshooting, or innovating with DocGen for Salesforce.

Reliably merge any data

No need to cut and paste data into your documents. Easily add data from Salesforce and other systems. Pre-build text blocks to ensure content is accurate and approved.

Send documents how — and when — you need them

Need to build custom one-off documents? We can do that. Need to send bulk documents? Check. Need to schedule them? Done. Need to send on-demand? Absolutely.

Compliance through pre-approvals

Use pre-approved document templates to streamline your workflow, reduce risk, and accelerate time to revenue — no extra thinking or typing required.

From download to document sent in minutes

Instantly create and deliver quotes, contracts, reports, invoices and more, right from inside Salesforce using our pre-built templates. This highly-rated, feature-rich, and easy-to-use document generation solution increases rep productivity and accelerates time to quote and time to revenue — without coding.