Nintex Drawloop DocGen® for Salesforce Overview

Nintex-drawloop-docgen-for-salesforce enables workflow automation and document generation in Salesforce. Workflow and process automation are natively supported by Nintex for Salesforce.

Use Cases

Customers recommend Sales Document Management, Workflow Management, Helpdesk Management, as the business use cases that they have been most satisfied with while using Nintex Drawloop DocGen® for Salesforce.

Other use cases:

  • Sending & Publishing Communications
  • Generation Of New Leads
  • Training & Onboarding
  • Content Sharing
  • Engaging And Following Up
  • Customer Case Management
  • Collaboration
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Business Priorities

Increase Sales & Revenue and Improve ROI are the most popular business priorities that customers and associates have achieved using Nintex Drawloop DocGen® for Salesforce.

Other priorities:

  • Acquire Customers
  • Improve Internal Communications
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Nintex Drawloop DocGen® for Salesforce Use-Cases and Business Priorities: Customer Satisfaction Data

Nintex Drawloop DocGen® for Salesforce works with different mediums / channels such as Phone Calls. and E-Mail.

Nintex Drawloop DocGen® for Salesforce's features include Templates, Recording, Personalization, etc. and Nintex Drawloop DocGen® for Salesforce support capabilities include Email Support, Chat Support, Phone Support, etc. also Nintex Drawloop DocGen® for Salesforce analytics capabilities include Custom Reports, and Analytics.

Reviews

"...We mainly use drawloop for custom Quote generation and Invoice generation...." Peer review by Sofia S

Peer review evidence (same sources as the product rating summary)

"...We create lots of contracts weekly, and multiple other communications and Drawloop and allowed us to streamline that entire department...." Peer review by Kevin C, Executive Director of Operations and Technology, Hospital & Health Care
"...Before migrating to Salesforce, our limited staff capacity, combined with a lack of any comparable document generation tools, kept us constantly foraging through various files/sources to aggregate the data we needed for our document generation needs, taking significant time out of our workflow...." Peer review by Administrator
"...Finally I would like to say that the support is excellent, I called looking for help in setting up a new document and they solve my case...." Peer review by Alejandro E, .NET & Java Developer

Nintex Drawloop DocGen® for Salesforce, Responsive (formerly RFPIO), Better Proposals, Nusii, Quotient, etc., all belong to a category of solutions that help Proposal Management. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Nintex Drawloop DocGen® for Salesforce

Top Industries

  • Information Technology and Services
  • Computer Software
  • Financial Services

Popular in

  • Mid Market
  • Small Business
  • Enterprise

Nintex Drawloop DocGen® for Salesforce is popular in Information Technology And Services, Computer Software, and Financial Services and is widely used by Mid Market, Small Business, and Enterprise.

Nintex Drawloop DocGen® for Salesforce Customer wins, Customer success stories, Case studies

Why is Nintex Drawloop DocGen® for Salesforce the best choice for Sales Document Management?

Why is Nintex Drawloop DocGen® for Salesforce the best choice for Workflow Management?

What Are the key features of Nintex Drawloop DocGen® for Salesforce for Helpdesk Management?

How does Nintex Drawloop DocGen® for Salesforce address your Sending & Publishing Communications Challenges?

What benefits does Nintex Drawloop DocGen® for Salesforce offer for Generation Of New Leads?

12 buyers and buying teams have used Cuspera to assess how well Nintex Drawloop DocGen® for Salesforce solved their Proposal Management needs. Cuspera uses 1387 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Proposal Management needs.

 

Te Toi Mahana Builds A Foundation For Growth And Community Impact With Nintex - Scoop - New Zealand News

Te Toi Mahana Builds A Foundation For Growth And Community Impact With Nintex - Scoop - New Zealand News

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Zain Jordan - Telecommunications - Large

Amman, Jordan

Nintex helped Zain Jordan automate complex compliance and governance processes. The company faced growing challenges as it expanded, with manual workflows slowing operations and risking customer loss.... By using Nintex, Zain Jordan streamlined compliance checks, improved data integrity, and enabled remote teams to work securely. Automation freed employees from paperwork, letting them focus on higher-value tasks. The result was faster, more accurate compliance and a boost in employee satisfaction.

 

Yamaha Corporation of America - Retail - Large

Buena Park, USA

Nintex DocGen for Salesforce helped Yamaha Corporation of America cut contract creation time from weeks to minutes. The company automated its contract management and credit application processes, red...ucing manual work and errors. Employees now generate document packages directly from Salesforce, streamlining workflows and improving turnaround times. This digital transformation shortened Yamaha's quote-to-cash cycle by weeks or months. The solution integrates with Salesforce and DocuSign, minimizing training needs.

 

E.T. Browne Drug Co. - Manufacturing - Medium

Englewood Cliffs, USA

Nintex Workflow helped E.T. Browne Drug Co. automate its manual review and approval process. The company reduced approval times from two-to-three weeks to a week or less, cutting process time by at l...east 50%. The solution enabled precise image review for packaging and labels, supporting over 450 file types. Over five years, E.T. Browne achieved a 5005% ROI and $29 million in business impact. Most gains came from faster time to market and increased revenue.

 

WISE Employment - Non Profit Organization Management - Medium

Melbourne, Australia

Nintex Process Management helped WISE Employment improve process management across the organization. WISE Employment faced issues with outdated, inconsistent processes and lacked continuous improveme...nt. By using Nintex, they documented and standardized over 100 processes, leading to 21,000 process views in one year. Employees rated the new processes 4.8 out of 5 stars. WISE Employment also increased its disability services market share by 60%.

 

Western Sydney University - Education - Large

Sydney, Australia

Western Sydney University needed a way to bring teams onto a single tool for process mapping and management. They used Nintex Process Manager to centralize and standardize their processes. The busine...ss transformation team trained staff and found process champions in each department. Nintex made it easier for staff to understand complex process maps. Now, these maps are used daily as working manuals and for regulatory compliance.

Frequently Asked Questions (FAQ)

What buyers ask before choosing Nintex Drawloop DocGen® for Salesforce

What is Nintex Drawloop DocGen® for Salesforce used for?

Nintex Drawloop DocGen® for Salesforce is a Proposal Management Software mainly used by its customers to Increase Sales & Revenue and Improve ROI by Sales Document Management, Workflow Management and Helpdesk Management .

What are the top features of Nintex Drawloop DocGen® for Salesforce?

Templates, Recording and Personalization are some of the top features of Nintex Drawloop DocGen® for Salesforce.

Who uses Nintex Drawloop DocGen® for Salesforce?

Nintex Drawloop DocGen® for Salesforce is used by Information Technology And Services, Computer Software and Financial Services among other industries.

What are Nintex Drawloop DocGen® for Salesforce alternatives?

Responsive (Formerly RFPIO), Better Proposals, Nusii and Quotient are popular alternatives for Nintex Drawloop DocGen® for Salesforce.

Where is Nintex Drawloop DocGen® for Salesforce located?

Nintex Drawloop DocGen® for Salesforce is headquartered at Bellevue, Washington.
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Peers used Nintex Drawloop DocGen® for Salesforce for sales document management and workflow management

Nintex Drawloop DocGen® for Salesforce Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

1.58/5

Read Reviews (1)
Custom Reports

4.49/5

Read Reviews (200)
Analytics

3.88/5

Read Reviews (2)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

1.58/5

Read Reviews (1)
Custom Reports

4.49/5

Read Reviews (200)
Analytics

3.88/5

Read Reviews (2)

Nintex Drawloop DocGen® for Salesforce Integrations

Nintex Drawloop DocGen® for Salesforce integrates with a wide range of software applications through its robust data import and export capabilities.

Data Import
Data Export

Software Failure Risk Guidance

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for Nintex Drawloop DocGen® for Salesforce

Overall Risk Meter

Low Medium High

Top Failure Risks for Nintex Drawloop DocGen® for Salesforce

Nintex, Inc. News

Product

Automation Event of the Year - Nintex ProcessFest 2021 - Goes Virtual on 20 May

Nintex announced its annual conference, Nintex ProcessFest 2021, to be held virtually on May 21, 2021. The event will feature a 90-minute keynote and on-demand content on process management and automation innovations. Highlights include updates on Nintex Workflow Cloud, integrations with K2 Software, and achieving FedRAMP authorization. Attendees will gain insights into Nintex's product roadmap and access to Nintex University.

Product

Nintex Introduces New On?Prem AI and Simplified Identity Management in ...

Nintex has launched K2 (5.9.1), an on-premises business orchestration platform update. It introduces built-in AI capabilities for intelligent automation, simplified identity management, and enhanced accessibility. The platform allows AI integration within customer environments, ensuring governance and data sovereignty. New features include sentiment analysis, identity federation, and improved usability, supporting compliance in regulated industries.

Product

Nintex Debuts On-Premises AI and Simplified Identity Management for K2

Nintex has released version 5.9.1 of its K2 platform, introducing on-premises AI capabilities and simplified identity management. The update enhances AI integration in workflows, supports OIDC-compatible identity providers, and improves accessibility with WCAG updates. These features help organizations in regulated environments adopt AI while maintaining governance and data sovereignty.

Product

Nintex updates platform to deliver on-premises AI -

Nintex has updated its platform to support on-premises AI capabilities. This enhancement allows organizations to leverage AI within their own infrastructure, improving data security and compliance. The update aims to provide businesses with more control over their AI processes while maintaining the flexibility and efficiency of Nintex's workflow automation solutions.

Nintex, Inc. Profile

Company Name

Nintex, Inc.

Company Website

https://www.nintex.com/

HQ Location

Bellevue, Washington

Employees

251-500

Social

Financials

M&A