Nintex Drawloop DocGen® for Salesforce Overview

Nintex-drawloop-docgen-for-salesforce enables workflow automation and document generation in Salesforce. Workflow and process automation are natively supported by Nintex for Salesforce.

Use Cases

Customers recommend Sales Document Management, Workflow Management, Helpdesk Management, as the business use cases that they have been most satisfied with while using Nintex Drawloop DocGen® for Salesforce.

Other use cases:

  • Sending & Publishing Communications
  • Generation Of New Leads
  • Training & Onboarding
  • Content Sharing
  • Engaging And Following Up
  • Customer Case Management
  • Collaboration
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Business Priorities

Increase Sales & Revenue and Improve ROI are the most popular business priorities that customers and associates have achieved using Nintex Drawloop DocGen® for Salesforce.

Other priorities:

  • Acquire Customers
  • Improve Internal Communications
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Nintex Drawloop DocGen® for Salesforce Use-Cases and Business Priorities: Customer Satisfaction Data

Nintex Drawloop DocGen® for Salesforce works with different mediums / channels such as Phone Calls. and E-Mail.

Nintex Drawloop DocGen® for Salesforce's features include Templates, Recording, Personalization, etc. and Nintex Drawloop DocGen® for Salesforce support capabilities include Email Support, Chat Support, Phone Support, etc. also Nintex Drawloop DocGen® for Salesforce analytics capabilities include Custom Reports, and Analytics.

Reviews

"...Drawloop creates the documents for me at the click of a button, I then upload into a online signature tool for execution...." Peer review by David J, Principal Consultant, Human Resources

Nintex Drawloop DocGen® for Salesforce, Responsive (formerly RFPIO), Better Proposals, Nusii, Quotient, etc., all belong to a category of solutions that help Proposal Management. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Nintex Drawloop DocGen® for Salesforce

Top Industries

  • Information Technology and Services
  • Computer Software
  • Financial Services

Popular in

  • Mid Market
  • Small Business
  • Enterprise

Nintex Drawloop DocGen® for Salesforce is popular in Information Technology And Services, Computer Software, and Financial Services and is widely used by Mid Market, Small Business, and Enterprise.

Comprehensive Insights on Nintex Drawloop DocGen® for Salesforce Use Cases

What Are the key features of Nintex Drawloop DocGen® for Salesforce for Sales Document Management?

Why is Nintex Drawloop DocGen® for Salesforce the best choice for Workflow Management?

What makes Nintex Drawloop DocGen® for Salesforce ideal for Helpdesk Management?

What Are the key features of Nintex Drawloop DocGen® for Salesforce for Sending & Publishing Communications?

How does Nintex Drawloop DocGen® for Salesforce address your Generation Of New Leads Challenges?

12 buyers and buying teams have used Cuspera to assess how well Nintex Drawloop DocGen® for Salesforce solved their Proposal Management needs. Cuspera uses 1387 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Proposal Management needs.

Case Studies

Insurance

CASE STUDY IQumulate Premium Funding

Nintex helped IQumulate Premium Funding move away from email-based workflows and static documents. The company used Nintex to document and redesign over 150 processes. They created smart forms to mak...e communication easier. This transformation allowed IQumulate to reclaim more than 3000 hours. The business can now serve more customers without hiring more staff.

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Non-Profit Organization Management

CASE STUDY Goodwill of Central and Coastal Virginia

Nintex Workflow helped Goodwill of Central and Coastal Virginia automate their business processes. The non-profit needed to upgrade from SharePoint 2010 to SharePoint 2019 and replace old workflows a...nd forms. Nintex made it easy to build new automated workflows. The organization saw a 2x increase in productivity after using Nintex.

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Information Technology and Services

CASE STUDY netgo group

Nintex helped netgo group manage rapid growth. The company gained a clear view of roles and processes. Nintex made ISO certification easier and reduced risk with audit trails. Employee onboarding bec...ame faster with less paperwork and fewer errors. netgo group has over 1,500 employees and 35 offices in Germany.

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Construction

CASE STUDY Naylor Love Construction

Nintex Platform helped Naylor Love Construction improve health and safety management. The company needed a way to report hazards quickly and accurately at remote jobsites. Nintex automated their work...flows for safety reporting. This made the workplace safer and more efficient. Naylor Love Construction now manages safety with less manual work.

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Computer Software

CASE STUDY Proliant

Nintex Automation K2 helped Proliant speed up their sales process. Proliant needed to make sales faster as their old process was slow. They used Nintex to automate how they made quotes. This cut the ...time from four days to just a few hours. Proliant saw much faster sales document processing, helping their team sell better.

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Education

CASE STUDY Khalifa University

Nintex Workflow helped Khalifa University automate request processing. The university needed a simple system to speed up handling requests. They used Nintex Workflow to automate both academic and non...-academic processes. This improved service for students and increased productivity for finance, HR, and operations teams. The solution made work faster and easier for everyone at the university.

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Frequently Asked Questions(FAQ)

for Nintex Drawloop DocGen® for Salesforce

What is Nintex Drawloop DocGen® for Salesforce used for?

Nintex Drawloop DocGen® for Salesforce is a Proposal Management Software mainly used by its customers to Increase Sales & Revenue and Improve ROI by Sales Document Management, Workflow Management and Helpdesk Management .

What are the top features of Nintex Drawloop DocGen® for Salesforce?

Templates, Recording and Personalization are some of the top features of Nintex Drawloop DocGen® for Salesforce.

Who uses Nintex Drawloop DocGen® for Salesforce?

Nintex Drawloop DocGen® for Salesforce is used by Information Technology And Services, Computer Software and Financial Services among other industries.

What are Nintex Drawloop DocGen® for Salesforce alternatives?

Responsive (Formerly RFPIO), Better Proposals, Nusii and Quotient are popular alternatives for Nintex Drawloop DocGen® for Salesforce.

Where is Nintex Drawloop DocGen® for Salesforce located?

Nintex Drawloop DocGen® for Salesforce is headquartered at Bellevue, Washington.
lightning

Peers used Nintex Drawloop DocGen® for Salesforce for sales document management and workflow management

Nintex Drawloop DocGen® for Salesforce Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

1.58/5 ★

Read Reviews (1)
Custom Reports

4.49/5 ★

Read Reviews (200)
Analytics

3.88/5 ★

Read Reviews (2)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

1.58/5 ★

Read Reviews (1)
Custom Reports

4.49/5 ★

Read Reviews (200)
Analytics

3.88/5 ★

Read Reviews (2)

Nintex Drawloop DocGen® for Salesforce Integrations

Nintex Drawloop DocGen® for Salesforce integrates with a wide range of software applications through its robust data import and export capabilities.

Data Import

4.70/5 ★

Read Reviews (171)
Data Export

4.01/5 ★

Read Reviews (119)

Tonkean

4.25 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Zapier

4.65 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Highspot

4.74 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Retently

4.7 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Skilljar

4.69 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Software Failure Risk Guidance

?

for Nintex Drawloop DocGen® for Salesforce

Overall Risk Meter

Low Medium High

Top Failure Risks for Nintex Drawloop DocGen® for Salesforce

Nintex, Inc. News

Product

Automate document-centric workflows with Nintex AI Document Processing

Nintex has introduced AI Document Processing within its Nintex Automation CE platform, enhancing document-centric workflows across industries like financial services, government, and manufacturing. This solution automates data extraction and processing, reducing manual tasks, improving accuracy, and accelerating decision-making. It offers AI-powered actions such as text extraction, language detection, and sentiment analysis, enabling organizations to streamline operations and enhance compliance.

Read more →
Partnership

Nintex & FUJIFILM drive AI automation across key sectors

Nintex has formed a strategic partnership with FUJIFILM Business Innovation Australia to enhance AI-powered automation in sectors like education, government, and financial services in Australia. The collaboration leverages Nintex's Automation CE platform and FUJIFILM's digital transformation expertise to streamline processes, reduce manual work, and support digital transformation. Early successes in the education sector highlight the partnership's potential for broader impact.

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Customer

CIOs will use AI and low-code to combat SaaS sprawl

Amit Mathradas, CEO of Nintex, discusses the shift towards low-code and AI solutions to manage SaaS sprawl. Nintex's platform, integrating workflow automation and AI, enables enterprises to build custom applications, reducing reliance on multiple SaaS tools. The company focuses on process management, automation, and AI integration to enhance efficiency and governance. Mathradas highlights customer success stories and the platform's role as a neutral connector across systems.

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Product

Replace InfoPath Forms with Nintex Forms

Nintex promotes its Nintex Forms as a superior alternative to Microsoft's retiring InfoPath, highlighting features like AI-powered design, drag-and-drop functionality, and seamless integration with workflows. The platform supports complex forms, mobile and offline use, and offers cloud or on-premises deployment, aiming to simplify digital form management for businesses.

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Nintex, Inc. Profile

Company Name

Nintex, Inc.

Company Website

https://www.nintex.com/

HQ Location

Bellevue, Washington

Employees

251-500

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Financials

M&A