Nintex Drawloop for Salesforce
Nintex Drawloop Document Generation simplifies document creation for sales quotes, order forms, proposals, invoices, contracts, account summaries, service documents, and more using the same data and documents you use today in Salesforce. Generate documents from any data source or from any document template, and use third-party apps for custom delivery, cloud storage, eSignature, and more – all without leaving Salesforce.
Eliminate manual document creation in Salesforce
Empower your users to accelerate any document creation process like sales quotes, order forms, proposals, invoices, contracts, account summaries, service documents, and more. Generate documents from any data source or from any document template, and use third-party apps for custom delivery, cloud storage and eSignature – all without leaving Salesforce.
Transform your documents into data-driven processes
Create custom business processes using Salesforce and document business logic to drive data through automated Salesforce workflows, tailored processes, and ultimately high-quality customer communications. With Nintex Drawloop, administrators can create business processes that change stage throughout a sales process, run calculations using Excel as middleware, trigger approval routing and additional document generation processes, schedule tasks, and more. In addition, administrators can also tailor the user experience for individual roles or teams using business logic and user permissions. Users only see the right documents at the right time.
Lightning ready, Lightning fast
As Salesforce users move to the new Lightning Experience, so does Nintex Drawloop. Generating documents in Lightning is quick and easy, and the same intuitive user experience is available for mobile devices using the Salesforce1 mobile app. Additionally, the new Lightning Component allows users to generate documents without ever leaving the page or record they’re working from.
Document Generation for Nintex Workflow for SharePoint and Office 365
With the new Nintex Document Generation action, you can bring the creation and delivery of richly formatted documents to Nintex Workflow for SharePoint and Office 365. Supercharge your workflows by leveraging existing data to auto-generate documents and manage document templates, versioning, approvals and tagging. Route final documents via workflows to people inside and outside the organisation for eSignature, document management, storage, and more.
Benefits of Nintex Document Generation
Nintex Document Generation for SharePoint and Office 365 empowers business users to provide high-quality customer communications quickly and easily, while ensuring consistency and accuracy in all business documents and reporting.
- Eliminate manual creation of documents in the applications you use everyday like Word, Excel, PowerPoint and PDFs
- Empower users to generate documents in a seamless and intuitive user experience while working in SharePoint and Office 365
- Create document templates that feature dynamic tables, images, custom fonts, and multiple languages and currencies