The Nintex Salesforce Doc Gen Experience
If you are looking for software that can help your business automate workflows with document generation in Salesforce, then Nintex is a pretty solid option. Like other reliable tools on the market, this platform integrates well with Salesforce and gives your business the power to create and design personalized documents with no coding experience.
When you sign up to the Nintex platform, you get access to helpful features like DocGen, which delivers a drag-and-drop builder to create documents with no code, and integration tools that allow you to connect easily to Salesforce, Microsoft Office 365, and even SharePoint. With these useful integrations, you can easily streamline your business workflows to increase work productivity for your staff and distribute documents.
Nintex Doc Gen Salesforce
Nintex DocGen for Salesforce can take your business to the next level by helping you generate documents such as contracts, invoices, reports, or any other type of content. What makes this platform stand out is that they allow you to generate your business documents directly within your Salesforce ecosystem. In this way, you get to streamline the way that you create documents on a daily basis with the data you already have in Salesforce. Sound great? So what is the actual process?
Nintex Document Generation for Salesforce Integration
Read on to take the high-level steps needed to use Nintex DocGen with Salesforce. Get an overview and let us know if this setup and collaboration is right for your business.
1. You first need to install the Nintex for Salesforce application in your Salesforce environment.
2. Next, you need to configure your Nintex DocGen for Salesforce app and choose the templates you would like to generate.
3. The Nintex documents can be edited to include placeholders for data that will be pulled from Salesforce automatically.
4. Get ready to design your Microsoft Word or PowerPoint templates with the Nintex DocGen template designer.
5. Now you are ready to start generating documents. You can do this by selecting the template you need and entering the information required by Nintex DocGen.
6. Nintex DocGen will pull Salesforce data into the placeholders of your templates at this point from your objects and records in your CRM platform.
7. When your document has been generated, it’s time to decide where you would like to store it. You can choose to keep your generated document in Salesforce as a record or as an attachment.
8. Alternatively, you can distribute your generated document via email to specific people, or you can integrate it into a workflow process that you have in place.
Added Benefits of using Nintex DocGen with Salesforce
- Nintex document generation integrates well with Process Builder and Workflow Rules in Salesforce. So go ahead, and use this integration to automate your generated documents based on conditions or events that could occur.
- You can also use Salesforce documentation in your review and approval workflow processes with Nintex Doc Gen. Your employees can easily review documents and then approve them if they meet the standards of all key stakeholders, all directly within Salesforce.
Where is Nintex Drawloop DocGen for Salesforce?
If you are looking for Nintex Drawloop, don’t be alarmed if you cannot find any current information, as that was their original name. They now go by Nintex Document Generation and have all the capabilities and features we have already listed in this article.
Nintex Drawloop | Nintex Document Generation
So, whether you decide to call the application Drawloop or Document Generation, note that it is specifically designed to integrate with Salesforce. Additionally, please remember that you must have a Salesforce account or subscription in order to use the services from Nintex. You can visit Nintex’s website if you need more information on how to set up your Salesforce and Nintex integration. But once you are sorted, you can use the tool to automate the creation and generation of your documents populated with Salesforce data.
Some helpful cases that support the use of the Nintex DocGen software include document creation and Salesforce document generation for quotes, sales invoices, contracts for employees, proposals for investors, and so much more!
Tips on Nintex Support
So, you have already taken the lead by generating your documents with Salesforce data and Nintex. But where do you turn to when you run into trouble with your integration? You will be happy to hear that Nintex can offer you support through multiple channels. Let’s take a look at the easiest places to find Nintex support for their solutions:
Help from the Nintex Community
Users often ask questions about their Nintex problems online directly within the community. Nintex experts and users join these online communities to share their tips, advice, and knowledge. So, we recommend joining one of the online communities if you are seeking Nintex support and are willing to share your experiences online.
Official Nintex Support Portal
Another place to look for Nintex support is through their dedicated support portal. Nintex customers and users can submit tickets when they log into the support portal, which will be handled by a Nintex agent. The support portal also has a knowledge base that logged-in users can view to try and troubleshoot their problems or browse for solutions.
FAQ
Regarding Nintex, we have plenty of questions, but we have taken the top 3 that we get asked frequently. Our answers might relate to your questions, so have a quick read. Alternatively, if you have a specific question that relates to a topic not mentioned in this article, feel free to reach out to us. We would be more than happy to assist you with your Salesforce solutions.
What is Nintex DocGen?
It’s a Salesforce software solution that can automatically generate documents that populate data from Salesforce.
What does DocGen do?
Nintex DocGen for Salesforce automates and streamlines your workflow processes by generating documents that can be reviewed, approved, and distributed to various stakeholders.
How do I use Nintex DocGen in Salesforce?
1. In your Designer Page, click the Nintex DocGen for Salesforce action group found in the action toolbox.
2. Then drag the Nintex DocGen for Salesforce – Run Document Package action onto the workflow at the point that you need it to run in Salesforce.
3. Now you can select the Nintex DocGen for Salesforce – Run Document Package action and choose your Connection.
4. Select the Salesforce object that you need and then the DocGen Package that you need to run in Salesforce.
5. Choose a distribution option and then type your Record Id.
More Salesforce Automation
And that’s all we have for today on Nintex’s doc generation for Salesforce. Thank you for your time. And, if you are interested in gaining more time, why not try Titan’s integration with Salesforce? Titan can help you steer clear of manual workflow processes for your staff across your entire organization.
It’s time to discover Salesforce’s best-kept secret and dominate the market with a powerful point-and-click document generator tool. Propel your deals to new levels and succeed with automated processes using absolutely no-code.
Contact us today through one of our social media channels below. We hope to see you soon!
Disclaimer: The comparisons listed in this article are based on information provided by the companies online and online reviews from users. If you found a mistake, please contact us.
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