Top Nintex Alternatives for Salesforce Document Generation

Alice M.

Hawk-eye editor with a passion for trailblazing Salesforce experiences.

Updated: Nov 29th, 2023

Why do you need Salesforce Document Generation?

Picture any of the documents that a university sends out, such as application status letters, monthly statements, and more.

Each document will contain student-specific information, which you can easily plug into the pre-designed template, importing different sets of data and automatically generating the required document, meaning you save loads of time.

With Titan, you can generate documents directly from Salesforce using the forms you created or from Salesforce flows, which builds business automation using clicks instead of code.

In the world of Technology – Salesforce Document Generation makes a difference.

The procedure hinges on the tools you require for generating Salesforce documents. In this article, we will be doing a comparison between two contenders Titan Docs and Nintex.

Who is Nintex for Salesforce?

Founded in 2006, Nintex is a process improvement, workflow, and automation software platform. In their own words, you can use the Nintex Platform to manage, automate, and optimize your processes to quickly and intelligently transform your business.

Nintex has the ability to auto-generate documents as part of a process and trigger e-signing, capabilities that help deliver digital transformation to processes surrounding contracts, service agreements, and more. But there are many products on the market that are similar to Nintex, and in some ways, offer more benefits.

Nintex Salesforce Integration

According to Nintex, their workflows directly integrate with Salesforce data, so there is no need for importing, exporting, or finding the ‘middle man’ to bridge the gap.

This makes it an attractive option for organizations who operate outside the Office 365 world.

Is Nintex HIPAA Compliant?

Yes, Nintex is HIPAA Compliant.

Nintex Pricing

You can expect to pay $955 to $1405 per month.

Summarized Features

Real-time information on every process, presented in a user-understandable summary format.

Items are automatically routed to the right team members based on Standard Operating Procedures.

Archiving and Retention.

Automated Routing.

Alerts and Escalation.

Optical Character Recognition.

Mobile capabilities allow digital workplace teams to bring forms, workflow, notifications and process improvement to mobile devices.

Nintex vs Titan Docs

At some point or the other, your employees have raised complaints about the everyday constraints that they must work within when it comes to processes, but more specifically the record-keeping of tons of paperwork.

With Titan Docs’ seamless integration into Salesforce, combining multiple documents has never been easier – simply push, download or email the merged document back into Salesforce as a related attachment or file.

Our amazing document generation tool can transform boring manual processes into effective automated processes allowing your employees to focus on what they are actually employed to do.

Why Titan is Amazing

When you have to develop a document, Titan Docs is the platform that you can rely on since it is undeniably fast and integrated with Salesforce.

Through Titan Docs’, add in, Word Composer, add a table to a document, pull the data from a Salesforce object or a Salesforce report, and display it in your preferred layout.

In your dynamic PDF, you can pull data organized into a table, for example, if you need to include inventory details on multiple products.

Titan Docs lets you pull objects and fields directly from Salesforce to populate your company-branded invoice document with just one click, you get all the required data to complete your tasks easily.

We allow you to generate documents in the most common and widely-used document formats, specifically the Docx., PDF, XLS., formats.

Our Microsoft Excel Composer will allow you to merge fields from multiple objects directly into the program. You can then generate XLS. Salesforce files based on Salesforce data directly from Excel or create Excel templates for future use.

Our platform is fully equipped with an impassable security layer, data encryption, SSL, etc., and provides increased completion rates with visible accuracy.

With Salesforce, you can combine multiple documents of different formats and push the merged document back to Salesforce as a related attachment or file.

Furthermore, every Titan product requires zero code!

Document generation is quite easy with Titan Docs.

Head to Head Comparison between Titan Docs and Nintex

Feature
Conditional logic/Dynamic Rendering
Salesforce Integration
Data Collection using zero code
Document generation
E-Signature
Create custom layouts with clicks only
Automate generation using Process Builder, Flow, APEX
Add dynamic tables to show data from multiple records in real-time
Merge templates to create single seamless documents
Generate PDF and Word docs with interactive (fillable) fields
Push data to Salesforce
Get Data from Salesforce
Information and document security
Merge DOCX and PDF documents with a click of a button in Salesforce

Titan Docs makes the Right Decision for You

Stop wasting hours on manual copy-paste, search-and-replace, and other repetitive document generation methods.

Check out our video Best Alternative to Nintex/ Titan Docs for Salesforce

With Titan Docs, you can have your team up and running in a matter of minutes with a full-featured document generation tool specifically designed to help your day-to-day business processes.

Discover just how easy document generation can be – with Titan Docs by clicking on the links below.

• Twitter
• Facebook
• YouTube
• LinkedIn

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.