Create documents at the click of a button
Nintex Document Generation for Salesforce
(formerly Drawloop)
Nintex Document Generation for Salesforce automates document creation in Salesforce using the same data and documents you use today, without having to leave the familiarity of Salesforce.
Create compliant, consistent, and up-to-date documents
Empower your users to accelerate any document creation process like sales quotes, order forms, proposals, invoices, contracts, account summaries, service documents, and more. Generate documents from any data source or from any document template, and use third-party apps for custom delivery, cloud storage and eSignature - all without leaving Salesforce.
Transform your documents into data-driven processes
With Nintex Document Generation, Salesforce administrators can create business processes that change stage throughout a sales process, run calculations using Excel as middleware, trigger approval routing and additional document generation processes, schedule tasks, and more. Tailor the user experience for individual roles or teams using business logic and user permissions, so people can only see the right documents at the right time.
Lightning ready, lightning fast
Nintex Document Generation for Salesforce is Lightning ready! Generating documents in Lightning is quick and easy, and the same intuitive user experience is available for mobile devices using the Salesforce mobile app. The Lightning Component allows users to generate documents without ever leaving the current page or record.
Nintex Document Generation for SharePoint, Office 365, and Nintex Workflow Cloud
See Nintex in action and learn just how easily you can create workflows.
Try the Nintex Platform for free and see how quickly you can save time and money. Start creating workflows today.
Ready to automate your processes? Customers achieve rapid, measurable return on investment with Nintex.