Automating the creation of documents like contracts, case files, permits and other applications is critical for the sustained success of organisations and government agencies.
While there are many options on the market today for automating the generation of documents in Salesforce, each solution varies greatly in features and functions. In fact, many other DocGen® apps available in the Salesforce AppExchange provide limited capabilities using an HTML editor to build desired templates.
We also examine use cases that extend beyond basic ‘mail merge’ and look at more advanced scenarios where an enterprise, government-grade DocGen® solution is required.
Follow the links below to see watch the ease and power of Nintex Drawloop® for Salesforce, the only document generation app that is certified, flexible, scalable, and affordable:
• Part I– 30-minute overview of Nintex Drawloop® and why commercial and public-sector organisations around the world standardize on us.
• Part II– 30-minute intermediary session where Nintex field consultants share the benefits of Nintex Drawloop® including best practices and tips and tricks.
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