Dynamic DocGen
Instantly create and deliver personalized documents
Who has time to build documents from scratch? With Nintex, you can easily generate custom docs in multiple formats and languages, pulling data from any source—all within Salesforce and Office 365.
Nintex DocGen
Create documents in virtually no time
Let Nintex DocGen software do the work for you with automated document generation. Easily add e-signatures using Nintex eSign or other popular e-signature solutions.
Integrate any data source
Easily merge your data, no matter where it lives, for less effort and next to no errors.
Generate any document type
Create risk-free Word, Excel, PowerPoint, and PDF documents in multiple languages with our ready-made templates or build your own.
Automate any delivery route
No more bottlenecks. Get your documents to the right person or place every time – for review, e-Signature, or secure storage.
DocGen + Salesforce
Agentforce Integration
Tired of document management headaches in Salesforce? Meet the game-changing Nintex DocGen® and Agentforce integration.
- Generate, manage, and connect documents with AI-powered precision directly within Salesforce.
- No more manual document creation or system-hopping—just intelligent automation that links your documents to the right records effortlessly, helping your team work smarter, not harder.
Take a look
Free your time and mind
See how DocGen can improve your business processes with fast, risk-free document creation.
How Nintex makes work better
Reliably merge any data
No need to cut and paste anymore. Easily add in CRM and other data into your generated documents. Pre-build text blocks to ensure content is accurate and approved.
Trigger on your schedule
Create data-driven documents exactly when you need them, on demand or via schedule.
Take worry away with approved templates
Use pre-approved document templates to streamline your workflow, reduce risk, and reduce time to revenue — no extra thinking required.
Fast, error-free document delivery
With automated document management, your documents always get to the right place on time, from routing and approvals to sharing and storing.
Simplify regulatory complexity
Easily digitize, automate, and standardize key documents while meeting all of FedRAMP’s strict security standards.
Nintex use cases
Explore ways to use DocGen
Quote to cash
Automate your quote-to-cash process to keep your business moving forward.
Contract management
Finalize contracts more easily, close deals quicker, and make time for other business. See how Nintex can help with sales contract management.
Customer onboarding
Ensure seamless customers onboarding and get them to utilities as easily as possible is critical.
Related tools & technology
Enhance your DocGen experience with powerful tools
From workflows to RPA, Nintex offers a suite of tools that work seamlessly alongside DocGen to enrich your automation experience.
Automation CE
Build powerful workflows with ease. Nintex lets you streamline even the most complex processes across your teams and systems.
Process Manager
Gain complete visibility and control over your processes with Nintex Process Manager while keeping all your teams on the same page.
Robotic Process Automation (RPA)
Automate repetitive tasks with Nintex RPA to free up your teams to focus on the big stuff. Automate routine jobs and boost productivity.
eSign
Automate document approvals and speed up agreements with Nintex eSign. Secure, compliant, and easy to use, Nintex eSign helps you get contracts signed faster – no matter where you or your clients are.
Apps for Salesforce
Get more out of your Salesforce implementation with Nintex. Automate tasks, generate documents, and streamline up workflows to help your team close deals faster.
Workflow
Streamline tasks and processes with powerful Nintex Workflow automation. Build smart workflows as simply as dragging and dropping.
Forms
Quickly build dynamic, user-friendly digital forms with Nintex Forms. Capture and route data automatically and gather e-Signatures without any back-and-forth.
Accelerate your DocGen onboarding
Jump-start your Nintex DocGen implementation with expert training, mentorship, and guidance from Nintex Professional Services.
See for yourself
Try Nintex DocGen for free
Experience our user-friendly platform.