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Nintex DocGen for Salesforce (formerly Drawloop) description
Nintex DocGen for Salesforce (formerly Drawloop) automates the creation of sales documents like proposals and contracts directly within Salesforce. It merges data you already have in Salesforce into your existing document templates (Word, Excel, PowerPoint, PDF). This eliminates manual work, reduces errors, and speeds up your sales process. Nintex DocGen for Salesforce is particularly helpful for businesses heavily reliant on Salesforce and seeking to streamline their document workflows.
Who is Nintex DocGen for Salesforce (formerly Drawloop) best for
Nintex DocGen for Salesforce (formerly Drawloop) automates sales document creation within Salesforce. It merges Salesforce data into existing templates (Word, Excel, PowerPoint, PDF), eliminating manual work and reducing errors. Users praise its Salesforce integration and automation capabilities but note some issues with SOQL queries and occasional downtime. Ideal for sales teams seeking to improve efficiency.
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Ideal for small, medium, and large businesses seeking to streamline sales document workflows within Salesforce.
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Especially relevant for Software, IT, Telecommunications, and other industries heavily reliant on Salesforce data.
Nintex DocGen for Salesforce (formerly Drawloop) features
Supported It integrates with Salesforce CRM, enabling automated document generation and workflows. |
Supported Nintex DocGen supports document generation with e-signatures via Nintex eSign and DocuSign integrations. |
Supported Sales proposals are supported via custom templates. |
Supported Users can customize existing templates within Nintex DocGen. |
Supported Reusable templates are supported, but not pre-designed templates. |
Supported Nintex DocGen simplifies creating and sending agreements within Salesforce. |
Supported Nintex DocGen allows managing sales documents within Salesforce. |
Nintex DocGen for Salesforce (formerly Drawloop) reviews
We've summarised 267 Nintex DocGen for Salesforce (formerly Drawloop) reviews (Nintex DocGen for Salesforce (formerly Drawloop) G2 reviews) and summarised the main points below.
- Easy integration with Salesforce for merging field data into documents.
- Automates document creation, saving time and reducing manual effort.
- Seamless integration with DocuSign for electronic signatures.
- Flexible and supports multiple document formats (Word, Excel, PowerPoint, PDF).
- Apex Data feature allows advanced customization with Apex code.
- SOQL queries for cross-object fields are broken and print incorrect values for blank fields.
- Error messages are cryptic and require opening a support case.
- Frequent downtime and service interruptions disrupt document workflows.
- Steep learning curve, especially for advanced features like Apex Data and Excel formulas.
- Limited customization for Lightning Experience.
Nintex DocGen for Salesforce (formerly Drawloop) pricing
The commentary is based on 15 reviews from Nintex DocGen for Salesforce (formerly Drawloop) G2 reviews.
Nintex DocGen for Salesforce pricing is generally considered expensive, especially for smaller businesses. While some users find the cost reasonable and worth the ROI, others mention expensive add-on features and minimum user commitments impacting affordability. Nonprofits appreciate discounted pricing.
Users sentiment
Nintex DocGen for Salesforce (formerly Drawloop) alternatives
Nintex DocGen for Salesforce (formerly Drawloop) FAQ
Nintex DocGen for Salesforce (formerly Drawloop) automates document creation within Salesforce, merging Salesforce data into templates to generate sales proposals, contracts, and other documents. This eliminates manual work, reduces errors, and accelerates sales cycles. It's ideal for businesses using Salesforce and needing streamlined document workflows.
What is Nintex DocGen for Salesforce (formerly Drawloop) and what does Nintex DocGen for Salesforce (formerly Drawloop) do?
Nintex DocGen for Salesforce (formerly Drawloop) automates document creation within Salesforce, merging Salesforce data into templates to generate sales proposals, contracts, and other documents. This eliminates manual work, reduces errors, and accelerates sales cycles. It's ideal for businesses using Salesforce and needing streamlined document workflows.
Nintex DocGen for Salesforce integrates seamlessly with Salesforce CRM, automating document generation and workflows. It also supports e-signatures through integrations with Nintex eSign and DocuSign, enhancing efficiency. Advanced customization is possible using Apex Data with Apex code.
How does Nintex DocGen for Salesforce (formerly Drawloop) integrate with other tools?
Nintex DocGen for Salesforce integrates seamlessly with Salesforce CRM, automating document generation and workflows. It also supports e-signatures through integrations with Nintex eSign and DocuSign, enhancing efficiency. Advanced customization is possible using Apex Data with Apex code.
Top alternatives to Nintex DocGen for Salesforce include Formstack for Salesforce, Docs Made Easy, Docomotion, and airSlate Workflow. These competitors offer similar document automation and generation features, often with a focus on Salesforce integration.
What the main competitors of Nintex DocGen for Salesforce (formerly Drawloop)?
Top alternatives to Nintex DocGen for Salesforce include Formstack for Salesforce, Docs Made Easy, Docomotion, and airSlate Workflow. These competitors offer similar document automation and generation features, often with a focus on Salesforce integration.
Nintex DocGen for Salesforce (formerly Drawloop) is a legitimate software solution. It integrates with Salesforce to automate document creation, saving time and reducing manual effort. However, some users report occasional downtime and a steep learning curve for advanced features.
Is Nintex DocGen for Salesforce (formerly Drawloop) legit?
Nintex DocGen for Salesforce (formerly Drawloop) is a legitimate software solution. It integrates with Salesforce to automate document creation, saving time and reducing manual effort. However, some users report occasional downtime and a steep learning curve for advanced features.
Nintex doesn't publicly disclose pricing for Nintex DocGen for Salesforce (formerly Drawloop). Contact Nintex directly for pricing details regarding specific product features and support options.
How much does Nintex DocGen for Salesforce (formerly Drawloop) cost?
Nintex doesn't publicly disclose pricing for Nintex DocGen for Salesforce (formerly Drawloop). Contact Nintex directly for pricing details regarding specific product features and support options.
Customer service reviews on Nintex DocGen for Salesforce are mixed. While some users praise the helpful and responsive support team, others have experienced difficulties getting timely assistance. Some report a steep learning curve for advanced features, but also highlight the excellent support documentation.
Is Nintex DocGen for Salesforce (formerly Drawloop) customer service good?
Customer service reviews on Nintex DocGen for Salesforce are mixed. While some users praise the helpful and responsive support team, others have experienced difficulties getting timely assistance. Some report a steep learning curve for advanced features, but also highlight the excellent support documentation.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.
An AI tool that observes your work, finds inefficiencies, and suggests smarter ways to do things. Maybe you can use your tools better, automate tasks, or switch software.