Manage opportunities
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.
Discount approvals
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.
Streamline contract processes from start to finish by generating data-driven contracts and routing them quickly and efficiently for review, redlining, approval, and e-signature.
What Nintex customers say on TrustRadius
"[Nintex] can be used across many spheres – sales-oriented companies, hospitality... really any [industry] that has an input and an output for collecting information."
"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."
"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."
