Don’t let the manual creation of critical documents like contracts, correspondence, and applications slow down your agency. Equip teams to instantly build and share documents with just a few clicks from directly within Salesforce. No more cutting and pasting, no more errors. Deliver precise and compliant documents the first time, every time.
Automate document creation without code
Unleash the power of your data wherever it resides to enhance efficiency and eliminate human errors.
Improve compliance with pre-approved templates and language to create any combination of Word, Excel, PowerPoint, and PDF documents.
Automate document routing to streamline reviews, simplify signing processes, and securely store 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.
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.
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.