Put the wind in your sales
Nintex automates the creation of compliant documents, eliminating manual processes to shorten the sales cycle and deliver a better customer experience. Foster collaboration with stakeholders and automate signature-based reviews and approvals – all with just a few clicks.
Capture prospect data on any device without the need for spreadsheets. Configure trigger alerts and follow-ups with ease and send auto-generated documents to extend the value of your CRM environment.
Instant sales proposals
Auto-generate custom-branded sales proposals and expedite reviews, signatures, and approvals. Keep a secure audit trail of any revisions and gain key insights into the effectiveness of your process.
Simplify contract management
CRM integration uses your existing data to auto-generate contracts, securely store and route them to stakeholders for review, and eliminate approval delays with deeply integrated e-signature tools.
Create contracts in minutes
Help your team improve sales cycle time with DocGen®. Create documents pre-populated with the right data every time and deliver optimal client experiences. Improve efficiency and cut unnecessary administrative tasks from your workflows.
Increase customer satisfaction
Onboard customers with tailored digital forms that collect and share the right information in minutes. Remain compliant and eliminate delays while offering a streamlined experience to make the best impression on every single client.
Create approval processes that help your sales team close deals. Generate quotes with consistent, accurate pricing and deliver them to clients in record time. Provide experiences that keep clients coming back to do business with you.
Digitize contract management for success
Automate your contract management process to provide the best customer experiences. Speed up contract approvals and renewals while ensuring your organization remains compliant.Download the diagram
8 / 10
"[Nintex] can be used across many spheres – sales-oriented companies, hospitality... really any [industry] that has an input and an output for collecting information."
9 / 10
"Using Nintex Document Generation has allowed us to simultaneously reduce administrative overhead while improving relationships and engagement with a more personal and rewarding experience for our constituents."
9 / 10
"Nintex Workflow does a great job of providing document approval workflows in SharePoint. The workflows can provide multiple approval steps while accepting feedback along the way."