Accelerate Business with Nintex for Salesforce
Manually generating proposals, order forms, contracts, and invoices within Salesforce can introduce errors and delays and bring your revenue operations to a grinding halt. Add to this the daily Salesforce tasks like contact entry, call notes, forecasting, deal tracking, and reporting that should be simple but are not, wasting time that should be spent selling.
Nintex for Salesforce gives Revenue Operations, Sales, and Finance leaders everything they need to streamline Salesforce interactions and document generation, and Salesforce admins the no-code, drag-and-drop tools they want to make it happen.
Effortlessly enter data, create documents, and generate reports
Nintex for Salesforce consists of Nintex DocGen for Salesforce–the leading no-code document generation solution to instantly transform data stored in Salesforce into mission-critical documents—and Skuid SFX for Salesforce, the leading no-code application development solution to create compelling end user experiences within Salesforce—both available on the Salesforce AppExchange. Easy to implement. Even simpler to use.
Document generation for Salesforce
Nintex DocGen for Salesforce eliminates the time, expense, and risk of manual document creation, routing, and approvals. Convert data into compliant documents and instantly distribute them across your enterprise.
DocGen works behind the scenes to automatically populate Word, PowerPoint, Excel, and PDF templates with data from Salesforce and other systems and send the resulting document to any destination. Customizable workflows automatically route documents to expedite reviews and approvals, and eSignature options make sign-offs easy.
Custom user experiences in Salesforce
Skuid SFX gives Salesforce users the data entry interfaces, guided selling prompts, and reports and dashboards they need to maximize their productivity and speed sales cycles. Improve your Salesforce adoption and sales activity visibility with user experiences your team will love.
With Skuid SFX, rapidly build and customize intuitive Salesforce experiences with clicks not code, seamlessly integrating multiple data sources while maintaining consistent look-and-feel across all your pages and apps.
Automate Your Salesforce workflows
With Nintex, workflows can be designed to route documents for internal review and approval by sales management, legal, or others—then sent directly to customers for eSignature.
Capture information with forms
Leverage Nintex Forms to update Salesforce records, trigger workflows, or generate documents. Build custom Mobile Apps to access and update documents, forms, or tasks from anywhere.
Connect your work to the rest of the organization
Your business doesn’t run on Salesforce alone. Built-in Nintex Connectors integrate the cloud services, business applications, and content stores you use every day into your Salesforce-based documents and workflows.
"Prior to DocGen®, it took corporate and our divisions weeks, even months, to prepare and send legal agreements to our retail partners. Now, the user literally has to push a button in Salesforce and within minutes, the entire envelope is generated."Mike Machado, CRM Manager, Yamaha Corporation of America
"Our development pace is warp speed—easily 10 times faster than before."Chandra Verrett, Sales Process and Applications, Manager, AFL Global
Recent Salesforce resources
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Nintex DocGen® for Salesforce
Generate faster and more compliant sales, marketing, and service documents—in any format—and share immediately.
Download from AppExchangeSkuid SFX for Salesforce
Extend Salesforce with custom, no-code dashboards, reports, and portals that Sales and Sales Ops teams love to use.
Download from AppExchangeCustomer stories
Companies around the globe are using Nintex on different kinds of projects
