Effortlessly create and route documents
Nintex 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.
Document Generation
Nintex Drawloop DocGen® for Salesforce works behind the scenes to automatically populate Word, PowerPoint, Excel, and PDF templates with data from Salesforce and other systems.
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Workflow Automation
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.
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Forms & Mobile Apps
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.
Learn moreDiscover Nintex Drawloop DocGen® for Salesforce
Watch our introductory webinar series to learn how to get started generating and automating mission-critical documents such as contracts, quotes, and proposals – all from within your Salesforce environment.
Generate and store company-approved, compliant documents without cutting and pasting. Drawloop DocGen® allows the information entered via a customizable form to automatically flow into a preapproved Word, PowerPoint, Excel, or PDF template, which is then stored in Salesforce or other systems of record.
Eliminate delays, simplify collaboration, and quickly obtain sign-offs with Nintex Drawloop DocAutomation®. Our drag-and-drop canvas makes it easy to create workflows for even the most sophisticated needs. Automatically trigger workflows when changes to your Salesforce records are detected, expedite customer sign-offs with eSignature capabilities, and auto-assign tasks, alerts, and follow-ups to make sure nothing falls through the cracks.
Keep your Salesforce records up-to-date and business processes flowing with Nintex Forms. Whether you’re a sales rep updating the results of a meeting or a customer requesting a quote via a website, you can instantly capture the information to trigger a workflow or generate a document. And with Mobile Apps, you can keep the process moving from anywhere, on any device.
"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
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Nintex Drawloop DocAutomation®
Automate document creation, expedite routing and eSignature, and extend the value of your Salesforce investment.
Nintex Drawloop DocGen®
Generate faster and more compliant sales, marketing, and service documents—in any format—and share immediately.
