Document generation with clicks, not code
Nintex Drawloop DocGen® for Salesforce makes it quick and easy for your employees to generate and build customized documents with just a few clicks – leveraging data from Salesforce records, forms or other systems. Our simple drag-and-drop designer interface makes it easy for any user to build automated solutions for document creation tasks without writing a single line of code.
Improve compliance and securely create contracts, invoices, RFPs, and more with Nintex Drawloop® by using any combination of Word, Excel, PowerPoint and PDF templates. Automatically review, eSign, route, and archive documents with one or multiple contacts with a click of a button.
Close deals quickly and manage contracts efficiently with Nintex Drawloop® document generation. Automatically trigger workflows when documents are created or changes to your Salesforce records are detected, expedite sign-offs with eSignature capabilities, and auto-assign tasks, alerts, and follow-ups to make sure nothing falls through the cracks.
Achieve higher returns on your CRM investment by increasing adoption, improving data compliance and forecasting, and increasing visibility. Nintex Drawloop DocGen® is available as a FedRamp IL2 Moderate approved application, and our API has achieved SOC 2 certification to ensure your data is securely managed at all times.
10,000+ organizations across every major industry report high satisfaction and ROI with Nintex
District speeds crucial processes, cuts costs
Hernando County School District leverages Nintex to reinvent its top 10 business processes, including its building permits approval process which uses Nintex Forms, Nintex Workflow, Nintex DocGen® and Nintex Sign®.
Bank provides crucial COVID-19 relief funds to customers fast
Red River Bank created an automated solution leveraging Nintex Workflow, Forms, and DocGen® to quickly generate and process loan applications for their customers.
Law firm will save millions in storage costs with Nintex
The major U.S. law firm used Nintex Workflow, Forms, and DocGen® to create a Legacy File process that automates and streamlines the process of identifying qualifying files, notifying clients, and tracking the process.
Software company “future proofs” with Nintex
EG A/S adopted Nintex DocGen® to makeover the time-consuming process of creating incentive-agreement documents for its sales professionals.
Put Nintex Drawloop DocGen® to work in every department
Hear from your peers
"We are using Nintex Forms and Workflow as our primary form software for SharePoint 2016. Nintex is being used across the whole organization on a departmental basis. We are using Nintex Forms to replace the many InfoPath forms we have before the Microsoft support runs out. Nintex is also providing more options to connect to external database sources."
"My organization was able to use Nintex workflows to compress processes that previously took multiple steps (with multiple points of opportunity for human and technical errors) into a single step from a user point of view. Being able to eliminate the possibility of any one step being forgotten or bottlenecked was great. Additionally, the automation allows for the system to function independent of any one employee being at work, eliminating the fear of the "person who knows how it works" to leave and take the functionality with them."
