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DocGen®

Don’t let the manual creation of critical documents like contracts, work orders, and invoices slow down your business. Equip teams to instantly build and share documents with just a few clicks from directly within Salesforce or Office 365. No more cutting and pasting, no more errors. Deliver precise and compliant documents the first time, every time.

document generation - DocGen Platform

Automate document creation without code

Any data

Unleash the power of your data wherever it resides to enhance efficiency and eliminate human errors.

Any document

Improve compliance with pre-approved templates and language to create any combination of Word, Excel, PowerPoint, and PDF documents.

Any delivery

Automate document routing to streamline reviews, simplify signing processes, and securely store documents.

Create logic-driven documents

Getting started is a breeze. Nintex DocGen makes it easy to associate data from any source with document templates. Simply configure and tag the fields to be updated to insert dynamic data such details about the customer, product details, pricing information, and more. The possibilities are endless.

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Automate document delivery and storage

Using Salesforce for CRM? No problem—Nintex Drawloop DocGen® works natively within Sales Cloud. Equip sales reps to automatically create documents like contracts and proposals populated with data from any object in Lightning or Classic. Instantly route documents for reviews and redlining, then straight to customers for secure e-signature.

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Automate document delivery and storage

Once documents have been created, it’s easy to automatically route them for internal reviews and customer approvals with built-in delivery options. Instantly share documents via email for e-signature via Nintex Sign powered by Adobe Sign and route to your cloud storage solution of choice, such as Salesforce, SharePoint, Box, Google Docs, Dropbox, and more.

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FedRAMP compliant

Drawloop DocGen® for Salesforce is available as a FedRAMP SaaS compliant cloud service through Project Hosts’ Federal Private Cloud. Government agencies can digitize, automate, and standardize all of their document generation processes by adding Drawloop DocGen to their Salesforce deployment.

DocGen® in action

What's the best plan for your business?