See how to automate your most complex documents
Certificates of compliance. Quality inspection reports. Warranty paperwork. Multi-step service documentation. These documents pull from Salesforce, change based on conditions, and need to be accurate every time.
In this hands-on virtual workshop, Nintex solution engineer, Matthew McGrath, shared a manufacturing document generation workflow live in Salesforce, from data source to finished document.
Whether you’re already using Nintex DocGen and want to expand what it can do, or you’re evaluating document automation for your organization, you’ll leave with a clear picture of what’s possible and how to build it.
Sign up for this session recording to learn:
- How to standardize documentation across plants, shifts, and teams
- What a document generation build looks like end-to-end, step by step
- How to pull and merge data from multiple objects into a single generated document
