Dynamic DocGen
Instantly create and deliver personalized documents
Who has time to build documents from scratch? With Nintex, you can easily generate custom docs in multiple formats and languages, pulling data from any source — all within Nintex workflows.
Nintex DocGen
Create documents in virtually no time
Let Nintex DocGen software do the work for you with automated document generation.
Easily add e-signatures using Nintex eSign or other popular e-signature solutions.
Integrate any data source
Easily merge your data, no matter where it lives, for less effort and next to no errors.
Generate any document type
Create risk-free Word, Excel, PowerPoint, and PDF documents in multiple languages with our ready-made templates (or build your own).
Automate any delivery route
No more bottlenecks. Get your documents to the right person or place every time – for review, e-Signature, or secure storage.
Take a look
Free your time and mind
See how DocGen integrated with workflow automation can improve your business processes with fast, risk-free document creation.
How Nintex makes work better
Reliably merge any data
No need to cut and paste anymore. Easily add CRM, forms, workflow, and other data into your generated documents. Pre-build text blocks to ensure content is accurate and approved.
Trigger on your schedule
Create data-driven documents exactly when you need them, on demand or via schedule.
Take worry away with approved templates
Use pre-approved document templates to streamline your workflow, reduce risk, and accelerate time to revenue — no extra thinking required.
Ensure fast, reliable document delivery
With automated document management, your documents always get to the right place on time, from routing and approvals to sharing and storing.
Workflow automation
Streamline document-centric processes with powerful Nintex Workflow automation.
- Build smart workflows by simply dragging and dropping or asking an AI agent to build one for you.
- Complete a form, generate a document, route for approvals, and send for e-signature, all in a single workflow.
DocGen + Salesforce
DocGen for Salesforce App
Tired of document management headaches in Salesforce? Meet the game-changing Nintex DocGen® for Salesforce app, available from the Salesforce App Exchange.
- Generate, manage, and send documents with AI-powered precision directly within Salesforce.
- No more error-prone, manual document creation or system-hopping — just intelligent automation that links your documents to the right records effortlessly, helping your team work smarter, not harder.
Nintex use cases
Explore ways to use DocGen
Quote to cash
Automate your quote-to-cash process to keep your business moving forward.
Contract management
Finalize contracts more easily, close deals quicker, and make more time for other business. See how Nintex can help with sales contract management.
Customer onboarding
Ensure seamless customer onboarding and deliver services as easily as possible.
Accelerate your DocGen onboarding
Jump-start your Nintex DocGen implementation with expert training, mentorship, and guidance from Nintex Professional Services.
FAQs
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How can Nintex DocGen improve our document workflows for larger teams?
Nintex DocGen takes the pressure off large teams by automating the entire document creation process. It pulls real-time data from your systems to generate accurate, professional documents quickly. This helps reduce manual work, avoid errors, and keep everything moving efficiently, whether you’re managing contracts, quotes, or compliance paperwork.
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Can Nintex integrate with our existing systems?
Yes. Nintex DocGen works with the tools you already use, including CRMs, ERPs, and cloud storage platforms. It pulls in the latest data automatically, so your documents are always accurate and ready to go.
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What types of documents can be generated with Nintex?
Nintex can generate a wide range of business documents, including contracts, invoices, quotes, proposals, and reports. You can output them as Word, Excel, PowerPoint, or PDFs, and customize each one with your branding, formatting, and business rules.
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How does Nintex ensure compliance in document generation?
Nintex supports compliance by using pre-approved templates, version control, and automation to ensure documents follow your policies and industry standards. It also creates a clear audit trail so you can track changes and maintain accountability at every step.
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What support is available for implementing Nintex in a larger organization?
Nintex offers training, professional services, and helpful resources to support a smooth rollout. Whether you’re just getting started or fine-tuning your setup, your team has access to the tools and guidance needed to succeed.
See for yourself
Try Nintex DocGen for free
Experience our user-friendly platform.