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Nintex DocGen for Salesforce Logo

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Document automation for Salesforce (formerly Drawloop)

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Nintex DocGen for Salesforce Pricing, Features, Reviews and Alternatives

Nintex DocGen for Salesforce product overview

Price starts from

20

/user

Per month

What is Nintex DocGen for Salesforce?

DocGen's Salesforce app is a software designed to automate document generation processes through Dynamic Document Package (DDP). Integrated in Salesforce, DocGen eliminates manual document manipulation.

Key benefits of using Nintex DocGen for Salesforce

  • Salesforce integration: As a Salesforce app, DocGen is designed to work seamlessly with existing sales data to automate document generation processes.

  • Reporting: Calculate, analyze and report with any Salesforce Report Data. DocGen enables reporting for use with DDPs.

  • E-signature: DocGen integrates with multiple e-signature solutions (Adobe EchoSign, DocuSign, Sertifi & SignNow) to deliver certified Dynamic Document Packages online.

  • API: DocGen enables users to connect multiple data sources to access any data in real-time thanks to secured API connectors.
  • Typical customers

    Freelancers
    Small businesses
    Mid size businesses
    Large enterprises

    Platforms supported

    Web
    Android
    iPhone/iPad

    Support options

    Knowledge Base
    Email/Help Desk
    FAQs/Forum
    Phone Support

    Training options

    Videos
    Documentation

    Nintex DocGen for Salesforce pricing information

    Value for money

    4.3

    /5

    19

    Starting from

    20

    /user

    Per month

    Pricing options

    Free plan
    Subscription
    Free trial
    Pricing range

    Value for money contenders

    Nintex DocGen for Salesforce features

    Functionality

    4.4

    /5

    19

    Total features

    38

    6 categories

    Most valued features by users

    Third-Party Integrations
    API
    Contact Management
    Data Import/Export
    Alerts/Notifications
    Workflow Management
    Customizable Branding
    Customizable Templates

    Functionality contenders

    Nintex DocGen for Salesforce users reviews

    Overall Rating

    4.6

    /5

    19

    Positive reviews

    95

    %

    Rating breakdown
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend8.26/10
    Rating distribution

    5

    4

    3

    2

    1

    13

    5

    1

    0

    0

    Pros
    There are so many great features to Drawloop, but I really appreciate the ability to set up the tool without technical skills, and the broad range of options make it the best tool for us.
    The best thing I like about Nintex is the ease of use to generate a document with the click of a button.
    DocGen allows our users to generate their own proposals, agreements, etc. which eliminates a bottleneck in the process. The support team is great when we run into issues or advanced templates.
    Cons
    There are always some weird formatting issues that probably just stem from how Word formatting can be tricky.
    This runs the risk of a user going in there and possibly altering a system setting if they are in the back snooping around, it was hard to find a solution to this.
    Setting up what we need, we used a consultant, but every time I need to try to make a change it is really confusing and takes me forever.

    Overall rating contenders

    AvatarImg
    AvatarImg

    Nolan L.

    Financial Services, 11-50 employees

    Used daily for 2+ years

    Review source

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend10/10

    Share this review:

    Docgen is one of the best in market and the process simple to deploy

    Reviewed 3 years ago

    Document generation for Proposals, Contracts and Reports is simple easy to deploy

    Pros

    Easy deployment and easy of use. Clean interface

    Cons

    lack of support for soql query and asked to buy support package when previously it was supported. Support case timeline is long and not fast

    AvatarImg

    Verified reviewer

    Financial Services, 51-200 employees

    Used daily for 6-12 months

    Review source

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend7/10

    Share this review:

    Nintex DocGen with Salesforce

    Reviewed 3 years ago

    We are trying to solve filling out documents and this does get the job done. We aren't using it to it's full capacity though. I've reached out a few times for help and haven't gotten much back, and not even on help but also to see if Nintex offers additional products or solutions. Nothing. You would think they would want to sell to us, we are willing!

    Pros

    I like that it works. We don't run into many problems or errors with the platform and it's pretty straight forward as long as you are comfortable with advanced PDF functionality.

    Cons

    It's a bit choppy. I wish the set up of documentation and packages were just a little bit more straightforward. I also didn't have that much knowledge of PDF and that's how a lot of the items are mapped, so instead of learning about Xplenty I had to learn about Adobe. I wish Xplenty provided more resources on that, they may exist but I couldn't find much. The support is not good. There's a million resources but it's all self taught. If you have questions expect to spend hours finding out solutions on your own.

    JL
    AvatarImg

    Jordyn L.

    Consumer Services, 51-200 employees

    Used daily for 2+ years

    Review source

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend6/10

    Share this review:

    Get what you pay for

    Reviewed 3 years ago
    Pros

    It's very simple to integrate with salesforce and it uses word which makes it easy to create, edit, and change templates.

    Cons

    Its always down or experiencing an outage, it happens multiple times a month.

    CS
    AvatarImg

    Chelsea S.

    Real Estate, 51-200 employees

    Used daily for 2+ years

    Review source

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend5/10

    Share this review:

    Great Functionality, Average Reliability

    Reviewed 3 years ago
    Pros

    The ability to automate all of our document generation processes has saved hours of time for our users. We use it on a daily basis. It's great that you can add custom logic for different documents to pull, and there's a good amount of flexibility in the document templates themselves.

    Cons

    There are always some weird formatting issues that probably just stem from how Word formatting can be tricky. It will look a certain way in the Word template, but when you generate the document from DocGen it will have a different format. It can be difficult to fix it sometimes. One of the major issues we've been having lately are regular outages with DocGen. For the past year, they've had outages at least once a month, usually more often, and we have several business critical processes on DocGen so these outages have caused us to research other options. It's unfortunate because they previously did not have all these outages and we otherwise love the product.

    CG
    AvatarImg

    Corie G.

    Financial Services, 201-500 employees

    Used daily for 2+ years

    Review source

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend8/10

    Share this review:

    Nintex DocGen saves us so much time

    Reviewed 3 years ago

    We've been a customer for over 5 years and overall it's been great to work with Nintex

    Pros

    DocGen allows our users to generate their own proposals, agreements, etc. which eliminates a bottleneck in the process. The support team is great when we run into issues or advanced templates.

    Cons

    Not all features are available in classic or lightning, so I have to switch between the 2 to work on document packages.

    Nintex DocGen for Salesforce FAQs

    Q. What type of pricing plans does Nintex DocGen for Salesforce offer?

    Nintex DocGen for Salesforce has the following pricing plans:
    Starting from: $20.00/month
    Pricing model: Subscription
    Free Trial: Available | (No Credit Card required)


    Q. Who are the typical users of Nintex DocGen for Salesforce?

    Nintex DocGen for Salesforce has the following typical customers:
    Large Enterprises, Mid Size Business, Non Profit, Public Administrations


    Q. What languages does Nintex DocGen for Salesforce support?

    Nintex DocGen for Salesforce supports the following languages:
    English, French, German, Spanish


    Q. Does Nintex DocGen for Salesforce offer an API?

    Yes, Nintex DocGen for Salesforce has an API available for use.


    Q. What other apps does Nintex DocGen for Salesforce integrate with?

    Nintex DocGen for Salesforce integrates with the following applications:
    airSlate SignNow, Microsoft PowerPoint, Adobe Acrobat Sign, Docusign, Sertifi, Salesforce Sales Cloud, Salesforce Platform, Microsoft Word, Microsoft Excel


    Q. What level of support does Nintex DocGen for Salesforce offer?

    Nintex DocGen for Salesforce offers the following support options:
    Knowledge Base, Email/Help Desk, FAQs/Forum, Phone Support

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