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
See all business priorities See less business priorities

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

"...This product allows us to complete our contracts with service recipients right inside Salesforce...." Peer review by Nathan R

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

How does Nintex Drawloop DocGen® for Salesforce address your Sales Document Management Challenges?

What makes Nintex Drawloop DocGen® for Salesforce ideal for Workflow Management?

What makes Nintex Drawloop DocGen® for Salesforce ideal for Helpdesk Management?

How efficiently Does Nintex Drawloop DocGen® for Salesforce manage your Sending & Publishing Communications?

How does Nintex Drawloop DocGen® for Salesforce facilitate 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.

 

CIOs will use AI and low-code to combat SaaS sprawl

Amit Mathradas, CEO of Nintex, discusses the shift towards low-code and AI solutions to manage SaaS sprawl. Nintex's platform, integrating workflow automation and AI, enables enterprises to build cus...tom applications, reducing reliance on multiple SaaS tools. The company focuses on process management, automation, and AI integration to enhance efficiency and governance. Mathradas highlights customer success stories and the platform's role as a neutral connector across systems.

Read on →
 

Keith Andrews Trucks accelerates onboarding and safety innovation with Nintex

Keith Andrews Trucks has implemented Nintex's process automation platform to streamline employee onboarding and safety compliance. By digitizing manual workflows, the company reduced onboarding time ...from weeks to days and improved safety training documentation. Nintexs workflow automation and digital forms enabled real-time tracking, compliance reporting, and faster integration of new hires, supporting operational efficiency and regulatory adherence in the transport and logistics sector.

Read on →

CORE Molding Technologies - Manufacturing

Nintex automation platform helped CORE Molding Technologies lower its instance failure rate. CORE Molding Technologies is a leading engineered materials company with seven locations in the US, Canada..., and Mexico. They switched from Microsoft Power Automate to Nintex to avoid 30-day workflow limits. With Nintex Workflow, they achieved smoother workflows and fewer failures.

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Proliant - Computer Software

Nintex Automation K2 helped Proliant speed up their sales process. Proliant needed to make sales faster as their old process was slow. They used Nintex to automate how they made quotes. This cut the ...time from four days to just a few hours. Proliant saw much faster sales document processing, helping their team sell better.

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Dixons Academies Trust - Education

Nintex helped Dixons Academies Trust bring together 17 schools with one source of truth. The trust needed to map and centralize over 250 processes as they planned to grow. Nintex provided a solution ...to organize and manage these processes. This made it easier for the trust to scale and support students. The result was a unified system for all their schools.

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Twinings - Food & Beverages

Twinings used Nintex K2 to build a master data governance system and a supplier portal. The company needed better data management as its global business grew. With Nintex K2, Twinings increased app d...evelopment speed by 30%. The new portal helps Twinings work faster with suppliers. This improved data governance and supplier management.

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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.
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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

4.70/5 ★

Read Reviews (171)
Data Export

4.01/5 ★

Read Reviews (119)

Retently

4.7 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Highspot

4.74 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

SendHub

4.48 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Zapier

4.65 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Tonkean

4.25 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Software Failure Risk Guidance

?

for Nintex Drawloop DocGen® for Salesforce

Overall Risk Meter

Low Medium High

Top Failure Risks for Nintex Drawloop DocGen® for Salesforce

Nintex, Inc. News

Executive

Nintex names Samir Akel as Regional Vice President for Emerging Markets

Nintex appointed Samir Akel as Regional Vice President for Emerging Markets, focusing on growth and customer success in the Middle East, Africa, and Eastern Europe. Akel, with extensive experience in digital transformation, will drive the adoption of Nintex's business orchestration platforms, aligning with regional initiatives like the UAEs Zero Bureaucracy and Saudi Vision 2030.

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Partnership

Nintex Announces Strategic Partnership with Strateq to Deliver Deeper Solutions for Financial Services and Public Sector Organisations

Nintex has formed a strategic partnership with Strateq to enhance automation and digital transformation solutions for financial services and public sector organizations in Southeast Asia. This collaboration combines Nintex's business orchestration capabilities with Strateq's expertise in system integration and cloud infrastructure, aiming to deliver tailored solutions and drive business outcomes across key sectors.

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Executive

BurtY.Chao joins Nintex as Chief Financial Officer

Nintex has appointed Burt Y. Chao as Chief Financial Officer. Chao brings over 20 years of experience in financial strategy and operational leadership, having previously served as CFO of Pushpay Holdings. His expertise is expected to support Nintex's growth in agentic business orchestration.

Read more →
Product

Nintex unveils new AI-native capabilities in newly-announced Agentic Business Orchestration

Nintex has launched Agentic Business Orchestration, an AI-native platform that integrates process intelligence, workflow orchestration, and AI agents to enhance business process automation. The platform includes new AI capabilities like Agent Designer and AI Document Processing, enabling businesses to build, orchestrate, and govern AI agents for strategic outcomes. This marks a shift from task automation to intelligent, enterprise-wide orchestration.

Read more →

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

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