Don’t let the manual creation of critical documents like contracts, work orders, and invoices slow down your business. Equip teams with Nintex DocGen® to instantly build and share documents with just a few clicks from directly within Salesforce or Office 365. No more cutting and pasting, no more errors. Deliver precise and compliant documents the first time, every time.
Getting started is a breeze. Nintex DocGen makes it easy to associate data from any source with document templates. Simply configure and tag the fields to be updated to insert dynamic data such details about the customer, product details, pricing information, and more. The possibilities are endless.
Using Salesforce for CRM? No problem—Nintex Drawloop DocGen® works natively within Sales Cloud. Equip sales reps to automatically create documents like contracts and proposals populated with data from any object in Lightning or Classic. Instantly route documents for reviews and redlining, then straight to customers for secure e-signature.eBook: Automated Renewals
Once documents have been created, it’s easy to automatically route them for internal reviews and customer approvals with built-in delivery options. Instantly share documents via email for e-signature via Nintex Sign powered by Adobe Sign and route to your cloud storage solution of choice, such as Salesforce, SharePoint, Box, Google Docs, Dropbox, and more.
Drawloop DocGen® for Salesforce is available as a FedRAMP SaaS compliant cloud service through Project Hosts’ Federal Private Cloud. Government agencies can digitize, automate, and standardize all of their document generation processes by adding Drawloop DocGen to their Salesforce deployment.Read it now