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

"...support helped me on that one too...." Peer review by Chris T, Information Technology And Sales Force Developer, Consumer Electronics

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

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

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

What benefits does Nintex Drawloop DocGen® for Salesforce offer 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.

Case Studies

Computer Software

CASE STUDY Proliant

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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Education

CASE STUDY Khalifa University

Nintex Workflow helped Khalifa University automate request processing. The university needed a simple system to speed up handling requests. They used Nintex Workflow to automate both academic and non...-academic processes. This improved service for students and increased productivity for finance, HR, and operations teams. The solution made work faster and easier for everyone at the university.

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Insurance

CASE STUDY IQumulate Premium Funding

Nintex helped IQumulate Premium Funding move away from email-based workflows and static documents. The company used Nintex to document and redesign over 150 processes. They created smart forms to mak...e communication easier. This transformation allowed IQumulate to reclaim more than 3000 hours. The business can now serve more customers without hiring more staff.

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Non-Profit Organization Management

CASE STUDY Goodwill of Central and Coastal Virginia

Nintex Workflow helped Goodwill of Central and Coastal Virginia automate their business processes. The non-profit needed to upgrade from SharePoint 2010 to SharePoint 2019 and replace old workflows a...nd forms. Nintex made it easy to build new automated workflows. The organization saw a 2x increase in productivity after using Nintex.

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Construction

CASE STUDY Naylor Love Construction

Nintex Platform helped Naylor Love Construction improve health and safety management. The company needed a way to report hazards quickly and accurately at remote jobsites. Nintex automated their work...flows for safety reporting. This made the workplace safer and more efficient. Naylor Love Construction now manages safety with less manual work.

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Information Technology and Services

CASE STUDY netgo group

Nintex helped netgo group manage rapid growth. The company gained a clear view of roles and processes. Nintex made ISO certification easier and reduced risk with audit trails. Employee onboarding bec...ame faster with less paperwork and fewer errors. netgo group has over 1,500 employees and 35 offices in Germany.

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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)

Zapier

4.65 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Skilljar

4.69 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

SendHub

4.48 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Tonkean

4.25 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Highspot

4.74 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

iTWire - Nintex Introduces Agentic Business Orchestration , Unlocking a New Era of AI - Powered Solution Building

Nintex has launched Agentic Business Orchestration, introducing AI-native capabilities to enhance business process automation and application development. This platform integrates AI agents to manage workflows, assign tasks, and adjust processes, aiming to deliver strategic business outcomes. New features include AI actions for document processing and the upcoming Agent Designer, which allows for the creation and orchestration of enterprise-grade AI agents.

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Partnership

Nintex unveils global partner program to boost AI innovation - ChannelLife Australia

Nintex has launched a revamped global partner program designed to enhance AI-powered business solutions. The program introduces new tiers, incentives, and a modernized portal, effective from October 2025, aiming to drive innovation and collaboration with partners worldwide.

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Partnership

Nintex Launches Next-Gen Partner Program To Accelerate AI-Powered Business Orchestration

Nintex has launched a new partner program to enhance AI-powered business orchestration. This initiative aims to empower partners with resources and support to drive growth and deliver value through intelligent process automation. The program includes a modernized portal, enhanced incentives, and dedicated support for AI solution-building. Brian Kuettel has been appointed as the Global Head of Partner Strategy and Sales to lead this effort.

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Product

Automate document-centric workflows with Nintex AI Document Processing

Nintex has introduced AI Document Processing within its Nintex Automation CE platform, enhancing document-centric workflows across industries like financial services, government, and manufacturing. This solution automates data extraction and processing, reducing manual tasks, improving accuracy, and accelerating decision-making. It offers AI-powered actions such as text extraction, language detection, and sentiment analysis, enabling organizations to streamline operations and enhance compliance.

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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

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