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

"...By using Drawloop we have a storage place for our contract document templates that we can use at anytime which also allows our users a "one stop shop" location to pull documents that are needed when working within an opportunity...." Peer review by Administrator

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.

Comprehensive Insights on Nintex Drawloop DocGen® for Salesforce Use Cases

How does Nintex Drawloop DocGen® for Salesforce facilitate Sales Document Management?

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

What solutions does Nintex Drawloop DocGen® for Salesforce provide for Helpdesk Management?

What makes Nintex Drawloop DocGen® for Salesforce ideal for Sending & Publishing Communications?

What makes Nintex Drawloop DocGen® for Salesforce ideal for Generation Of New Leads?

23+ more Business Use Cases

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.

Case Studies

Consumer Goods

CASE STUDY Coke Florida

Coke Florida implemented Nintex's workflow automation, resulting in increased operational efficiency and business growth by streamlining processes and improving productivity.

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Food & Beverages

CASE STUDY New Belgium Brewing Co.

New Belgium Brewing Co. improved efficiency by automating workflows using Nintex, resulting in a 30% reduction in processing time and increased productivity across operations.

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CASE STUDY Quaker Houghton

A global manufacturer's customer experience (CX) improved through automated workflows, leading to increased efficiency and streamlined processes using Nintex's comprehensive platform.

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Government Administration

CASE STUDY City of Garland

The City of Garland enhanced efficiency by building a community of citizen developers using Nintex, improving process automation and workflow optimization.

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Government Administration

CASE STUDY Christchurch City Council

Christchurch City Council improved efficiency by implementing Nintex's automation solutions, resulting in a 30% reduction in process time and enhanced document management.

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Computer Software

CASE STUDY Zoom

Zoom increased its channel business significantly using Nintex's automation solutions, leading to enhanced operational efficiency and productivity improvements. Numerical specifics are not provided i...n the content.

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Frequently Asked Questions(FAQ)

for 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.
lightning

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

4.70/5 ★

Read Reviews (171)
Data Export

4.01/5 ★

Read Reviews (119)

SendHub

4.48 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Skilljar

4.69 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Tonkean

4.25 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Highspot

4.74 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Zapier

4.65 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

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

Nintex Announces New Pre-Built Solution to Streamline Employee Onboarding for Organisations

Nintex has launched a new pre-built solution designed to streamline employee onboarding processes for organizations. This workflow automation tool aims to accelerate onboarding, reduce manual tasks, and improve compliance by leveraging Nintexs process management platform. The solution targets HR and IT teams seeking to optimize and digitize onboarding workflows.

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Product

Nintex unveils automated onboarding tool to boost retention - CFOtech Asia

Nintex has launched the Employee Onboarding solution, a pre-built tool designed to automate and streamline onboarding workflows across HR, finance, and IT departments. Built with Nintex Solution Studio, it centralizes onboarding tasks, offers a self-service interface for new hires, and aims to reduce administrative workload, accelerate time-to-productivity, and improve employee retention.

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Product

Nintex Debuts Solution Studio, Enabling Rapid Development of Custom Business Solutions

Nintex has launched Solution Studio, a portal that enables IT and business teams to rapidly design and build custom process automation solutions tailored to their unique workflows. The platform aims to reduce software sprawl by allowing integration with existing systems and business logic. Nintex also introduced a pre-built Employee Onboarding solution to automate HR and hiring processes.

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Product

Nintex announces new pre-built solution to streamline employee onboarding for organizations

Nintex has launched a new pre-built employee onboarding solution within its Solution Accelerator Gallery. This offering features configurable process maps, workflow automation, and RPA templates tailored for industries like government, financial services, and manufacturing. The gallery now provides nearly 290 templates, supporting organizations in automating and optimizing business processes using Nintex Workflow Cloud.

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Nintex, Inc. Profile

Company Name

Nintex, Inc.

Company Website

https://www.nintex.com/

HQ Location

Bellevue, Washington

Employees

251-500

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Financials

M&A