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

"...The best part is that I don't need to be a coder or a developer to begin hashing out some awesome workflows...." Peer review by Christian T

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

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

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

How can Nintex Drawloop DocGen® for Salesforce optimize your Helpdesk Management Workflow?

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

What solutions does Nintex Drawloop DocGen® for Salesforce provide for 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.

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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.

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Zamil Industrial - Construction

Nintex Automation K2 helped Zamil Industrial automate business processes. The company faced rapid growth and outdated legacy systems. With Nintex, employees now do more in less time. Collaboration im...proved across teams. The solution supports scalability and reliability for construction industry needs.

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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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The Office for Children, Youth and Family Affairs (Bufetat) - Government Administration

Nintex Automation K2 helped Bufetat, the Norwegian Office for Children, Youth and Family Affairs, manage 7,500 new documents monthly for over 5,000 case workers. Bufetat needed a better workflow for ...child welfare and family counseling services. They built a custom case management system to automate key processes. This improved speed and accuracy in handling sensitive cases. The solution supports government process automation and document management.

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Grupa LOTOS - Oil & Energy

Nintex helped Grupa LOTOS, a leading oil and gas company in Poland, save $20,000 per year in printing costs. The company needed a fast and efficient way to manage and distribute brand assets. Nintex ...provided digital storage and archiving, leading to 30% savings. Grupa LOTOS also cut brand communications management costs by 50%.

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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
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

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.

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.

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.

Partnership

AI-powered Nintex releases new global partner program to grow partner base

Nintex launched a new global partner program to enhance its partner ecosystem, focusing on AI-powered process automation. The program offers improved partner experience, a modernized portal, and enhanced education and support. It aims to help partners build industry-specific solutions and drive growth by leveraging Nintex's platform for intelligent business orchestration.

Nintex, Inc. Profile

Company Name

Nintex, Inc.

Company Website

https://www.nintex.com/

HQ Location

Bellevue, Washington

Employees

251-500

Social

Financials

M&A