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 use DocGen to create a wide variety of templates, from contracts to project plans to letters...." Peer review by Kevin C, Salesforce Admin

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 can Nintex Drawloop DocGen® for Salesforce optimize your Sales Document Management Workflow?

Why is Nintex Drawloop DocGen® for Salesforce the best choice for Workflow Management?

What Are the key features of Nintex Drawloop DocGen® for Salesforce for Helpdesk Management?

What makes Nintex Drawloop DocGen® for Salesforce ideal for 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.

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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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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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Marchesini Group - Manufacturing

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.

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Mattoni 1873 - Food & Beverages

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.

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Treasury Wine Estates - Food & Beverages

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 →
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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

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.

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.

Partnership

Nintex announces partnership with FUJIFILM Business Innovation Australia

Nintex has formed a strategic partnership with FUJIFILM Business Innovation Australia to enhance digital transformation in sectors like education, government, and financial services. This collaboration leverages Nintex's AI-powered process automation platform to streamline complex processes and improve efficiency. The partnership aims to deliver scalable, intelligent solutions, focusing on reducing manual tasks and enhancing productivity.

Nintex, Inc. Profile

Company Name

Nintex, Inc.

Company Website

https://www.nintex.com/

HQ Location

Bellevue, Washington

Employees

251-500

Social

Financials

M&A