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
See all use cases See less use cases

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

"...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

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 address your Sales Document Management Challenges?

How does Nintex Drawloop DocGen® for Salesforce facilitate Workflow Management?

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

Why is Nintex Drawloop DocGen® for Salesforce the best choice for Sending & Publishing Communications?

How does Nintex Drawloop DocGen® for Salesforce address your Generation Of New Leads Challenges?

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

Education

CASE STUDY Dixons Academies Trust

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.

Read more →
Manufacturing

CASE STUDY Marchesini Group

Nintex helped Marchesini Group map business processes. Marchesini Group needed better process management tools. Nintex provided process mapping technology. Marchesini Group saved over 2,000 working h...ours. They achieved €200,000 in cost savings. Process mapping and publishing became three times faster.

Read more →
Hospital & Health Care

CASE STUDY University of Maryland Upper Chesapeake Health

Nintex helped University of Maryland Upper Chesapeake Health improve HR onboarding. The hospital wanted to make onboarding easier for new staff. Nintex automated the onboarding process. This made tra...nsitions smoother and faster. Staff now have a better experience when joining the team. The hospital uses less paperwork and saves time.

Read more →
Automotive

CASE STUDY Keith Andrews Trucks

Nintex Automation CE helped Keith Andrews Trucks improve business operations. They used it to onboard 65 new staff at different locations. Health and safety compliance got better with digital forms a...nd automated reports. The company collected and responded to customer feedback more easily. HR and operations teams had less paperwork. All branches now use the same process and documentation.

Read more →
Food & Beverages

CASE STUDY Mattoni 1873

Nintex Automation K2 helped Mattoni 1873, a leading water and beverage producer in Central Europe, save money every year. The company needed to make their ERP system work better as they grew. Nintex ...Automation K2 made their business processes faster and easier. This led to big yearly savings for Mattoni 1873.

Read more →
Food & Beverages

CASE STUDY Treasury Wine Estates

Nintex helped Treasury Wine Estates, a luxury wine company, move workflows from SharePoint to a new platform. The company needed to change because the SharePoint workflow engine was no longer support...ed. Treasury Wine Estates used Nintex to migrate and automate their business processes. This improved their workflow efficiency across their global operations.

Read more →

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)

Zapier

4.65 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Tonkean

4.25 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Highspot

4.74 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

SendHub

4.48 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Retently

4.7 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

Customer

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 custom 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 more →
Product

Replace InfoPath Forms with Nintex Forms

Nintex promotes its Nintex Forms as a superior alternative to Microsoft's retiring InfoPath, highlighting features like AI-powered design, drag-and-drop functionality, and seamless integration with workflows. The platform supports complex forms, mobile and offline use, and offers cloud or on-premises deployment, aiming to simplify digital form management for businesses.

Read more →
Product

New at Nintex Q2 2025: The AI revolution and solutions that change everything

Nintex announced major Q2 2025 product updates focused on AI-driven process automation. The new AI process generator in Nintex Automation CE enables users to create detailed process documentation from plain text descriptions, supporting multiple languages. These enhancements aim to accelerate workflow automation, reduce manual effort, and empower organizations to streamline business processes using advanced artificial intelligence.

Read more →
Customer

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 more →

Nintex, Inc. Profile

Company Name

Nintex, Inc.

Company Website

https://www.nintex.com/

HQ Location

Bellevue, Washington

Employees

251-500

Social

Facebook Linkedin Twitter

Financials

M&A