Nintex Drawloop DocGen® for Salesforce Overview
This is a summary of the comprehensive capabilities and benefits of Nintex Drawloop DocGen® for Salesforce based on over 1387 insights from peer reviews, customer testimonials, and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.
Nintex Drawloop DocGen® for Salesforce, XaitPorter, Proposal Kit, Ignition, Proposable Proposal Software, 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.
Do you need to check if Nintex Drawloop DocGen® for Salesforce is right for your needs? Our Cuspera AI engine can evaluate how Nintex Drawloop DocGen® for Salesforce fits your specific business needs, industry, and context. Get your personalized assessment report today.
Nintex Drawloop DocGen® for Salesforce supports business activities such as:
- Sales Document Management
- Workflow Management
- Helpdesk Management
- Sending & Publishing Communications
- Generation Of New Leads
Nintex Drawloop DocGen® for Salesforce can help you with many business goals, such as Increase Sales & Revenue, Improve ROI, Acquire Customers, and Improve Internal Communications. It can help manage these activities if you use Phone Calls and E-Mail for these needs. As a solution, Nintex Drawloop DocGen® for Salesforce's capabilities include Templates, Recording, Personalization, etc.
Nintex Drawloop DocGen® for Salesforce Information Technology and Services Vertical is its biggest customer base.
Reviews
"...In our case, we were manually creating realtor agreements, cover pages, etc. that required data from Salesforce...." Peer review by Christian H, Assistant Operations Manager/Loan Servicing Coordinator, Financial Services
Cuspera Reviews
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.
Business Priorities
Increase Sales & Revenue and Improve ROI are the most popular business priorities peers achieved using Nintex Drawloop DocGen® for Salesforce.
Use Cases
Peers recommend Sales Document Management , Workflow Management , Helpdesk Management , as the business use cases that they have been most satisfied while using Nintex Drawloop DocGen® for Salesforce.
Read Peer Reviews and Expert Experience for Business Use Cases
| BUSINESS USE CASES | RATINGS | CUSTOMER AND EXPERT EXPERIENCES |
|---|---|---|
| Sales Document Management |
4.88/5 ★ |
"...In our case, we were manually creating realtor agreements, cover pages, etc. that required data from Salesforce...." Peer review by Christian H, Assistant Operations Manager/Loan Servicing Coordinator, Financial Services |
| contract management |
4.81/5 ★ |
"...Nintex DocGen: Generate, merge and deliver customized proposals, quotes, contracts, reports, or any other type of document...." Peer review by Lakshmi s, Salesforces Admin, Information Technology and Services |
| proposal & quote management |
4.95/5 ★ |
"...Integrated with SFDC quote and oppy object We use it to send quotes out to customer for signature...." Peer review by manpreet k |
| digital signature |
4.85/5 ★ |
"...Integrated with SFDC quote and oppy object We use it to send quotes out to customer for signature...." Peer review by manpreet k |
| document sharing |
3.42/5 ★ |
"...Sharing documents/data stored in Salesforce with clients...." Peer review by Administrator |
| Workflow Management |
3.67/5 ★ |
"...You can access the workflow platform in mobile devices, laptops, tablets...." Peer review by Hamilton L |
| Helpdesk Management with Phone Calls |
4.89/5 ★ |
"...support helped me on that one too...." Peer review by Chris T, Information Technology And Sales Force Developer, Consumer Electronics |
| PEER EXPERIENCES | |
|---|---|
| Sales Document Management |
4.88/5 ★ |
"...In our case, we were manually creating realtor agreements, cover pages, etc. that required data from Salesforce...." Peer review by Christian H, Assistant Operations Manager/Loan Servicing Coordinator, Financial Services |
|
| contract management |
4.88/5 ★ |
| proposal & quote management |
4.88/5 ★ |
| digital signature |
4.88/5 ★ |
| document sharing |
4.88/5 ★ |
| Workflow Management |
3.67/5 ★ |
"...You can access the workflow platform in mobile devices, laptops, tablets...." Peer review by Hamilton L |
|
| Helpdesk Management with Phone Calls |
4.89/5 ★ |
"...support helped me on that one too...." Peer review by Chris T, Information Technology And Sales Force Developer, Consumer Electronics |
|
23+ more Business Use Cases
Our AI advisor, Wyz, harnessed 1387 insights from peers and experts to help you assess how these Nintex Drawloop DocGen® for Salesforce use cases fit your Proposal Management needs.
Frequently Asked Questions(FAQ)
for Nintex Drawloop DocGen® for Salesforce
What is Nintex Drawloop DocGen® for Salesforce used for?
What are the top features of Nintex Drawloop DocGen® for Salesforce?
Who uses Nintex Drawloop DocGen® for Salesforce?
What are Nintex Drawloop DocGen® for Salesforce alternatives?
Where is Nintex Drawloop DocGen® for Salesforce located?
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
Peers used Nintex Drawloop DocGen® for Salesforce to Increase sales & revenue and Improve ROI
Nintex Drawloop DocGen® for Salesforce Alternatives
Peer and Expert Opinion on Features
for Nintex Drawloop DocGen® for Salesforce
- Low
- Medium
- High
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Templates | Read Reviews (79) |
| Recording | Read Reviews (31) |
| Personalization | Read Reviews (23) |
| Dashboard | Read Reviews (12) |
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Templates | Read Reviews (79) |
| Recording | Read Reviews (31) |
| Personalization | Read Reviews (23) |
| Dashboard | Read Reviews (12) |
IT and Other Capabilities
for Nintex Drawloop DocGen® for Salesforce
- Low
- Medium
- High
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Import | Read Reviews (171) |
| Data Export | Read Reviews (119) |
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Import | Read Reviews (171) |
| Data Export | Read Reviews (119) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| Email Support | Read Reviews (17) |
| Chat Support | Read Reviews (17) |
| Phone Support | Read Reviews (17) |
| 24/7 Support | Read Reviews (181) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| Email Support | Read Reviews (17) |
| Chat Support | Read Reviews (17) |
| Phone Support | Read Reviews (17) |
| 24/7 Support | Read Reviews (181) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (1) |
| Custom Reports | Read Reviews (200) |
| Analytics | Read Reviews (2) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (1) |
| Custom Reports | Read Reviews (200) |
| Analytics | Read Reviews (2) |
Software Failure Risk Guidance
?for Nintex Drawloop DocGen® for Salesforce
Overall Risk Meter
Top Failure Risks for Nintex Drawloop DocGen® for Salesforce
Vendor Profile Details
Company Name
Nintex
Company Website
https://www.nintex.com/HQ Location
Bellevue, Washington
Employees
251-500
Social
Financials
M&A
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