Why choose Nintex Drawloop DocGen®

In fast-paced business environments, organizations cannot afford to be hindered by paper-based document processes. Nintex Drawloop DocGen® for Salesforce eliminates these painstakingly slow document creation processes using automation. Our document automation software streamlines the creation, management, and delivery of repetitive documents so your employees can spend more time selling and less time on administrative work.

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.

Any document, any delivery

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.

eBook: 5 Key Processes Companies Are Automating
Speed document cycles

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.

eBook: Transform Lead-to-Cash Processes
Ensure compliance and security

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.

eBoook: 7 Processes Governments Are Automating
Ready to see how Nintex can transform your business?