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 also really like that it integrates with Adobe sign, so we can very quickly and easily create personalized agreements and have them send off for a client's signature within a few clicks...." Peer review by Raeleen M

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.

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 efficiently Does Nintex Drawloop DocGen® for Salesforce manage your Workflow Management?

What benefits does Nintex Drawloop DocGen® for Salesforce offer for Helpdesk Management?

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

Why is Nintex Drawloop DocGen® for Salesforce the best choice 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

COMPANY INDUSTRY CASE STUDIES
Nintex Drawloop DocGen® for Salesforce case study
Consumer Goods
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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Nintex Drawloop DocGen® for Salesforce case study
NA
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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Nintex Drawloop DocGen® for Salesforce case study
Government Administration
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.

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?

XaitPorter, Proposal Kit, Ignition and Proposable Proposal Software 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
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

Business . Scoop Nintex Apps Enables Businesses & Partners To Easily Build Engaging Applications That Drive Productivity & Innovation

Nintex launches Nintex Apps to help businesses and partners build applications, enhancing productivity and innovation through seamless integration with Nintex Workflow and Document Automation.

18/11/2024 - source

Nintex Introduces Nintex Apps, Enabling Businesses and Partners to Easily Build Engaging Applications that Drive Productivity and Innovation - Taiwan News

Nintex launched Nintex Apps, allowing businesses and partners to easily create applications that boost productivity and innovation.

17/11/2024 - source

Nintex Announces New Capabilities to Accelerate Digital Transformation for Public Sector Agencies - PR Newswire

Nintex has introduced new features to help public sector agencies speed up their digital transformation efforts.

16/09/2024 - source

Nintex, Inc. Feeds

Nintex appoints Sarah Visbeek as new general counsel - IT Brief Australia

Nintex has appointed Sarah Visbeek as the new General Counsel, bringing over a decade of legal experience to support the company's global growth strategy and AI-driven process automation platform.

04/03/2025 - source

Using prompt engineering to enhance UX

With the dramatic rise of generative AI platforms like ChatGPT, Scribe, and DALL-E2, prompt engineering has been receiving more and more attention. When it comes to generative AI, “garbage inâ€� often equals “garbage out.â€� The opposite is also true; well-constructed and tailored prompts lead to more usable and contextual results. Prompt engineering also has interesting […]

The post Using prompt engineering to enhance UX appeared first on Nintex.

27/06/2024 - source

U.S. Department of the Air Force builds mobile-friendly, hire-to-retire portal using Skuid

With over 300,000 personnel serving in the U.S. Department of the Air Force (DAF), its Manpower, Personnel, and Services Air Staff (A1) needed a better user experience (UX) to manage personnel matters at scale. To achieve that goal, A1 committed to a vast undertaking: migrating legacy systems to centralized platforms with modernized, consistent UX. These […]

The post U.S. Department of the Air Force builds mobile-friendly, hire-to-retire portal using Skuid appeared first on Nintex.

24/06/2024 - source

Nintex, Inc. Profile

Company Name

Nintex, Inc.

Company Website

https://www.nintex.com/

HQ Location

Bellevue, Washington

Employees

251-500

Social

Financials

M&A