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Home|Process Management and Automation|Document Generation

DOCUMENT GENERATION



Don’t let the manual creation of critical documents like contracts, work orders,
and invoices slow down your business. Equip teams with Nintex DocGen® to
instantly build and share documents with just a few clicks from directly within
Salesforce or Office 365. No more cutting and pasting, no more errors. Deliver
precise and compliant documents the first time, every time.




Get my demo



AUTOMATE DOCUMENT CREATION WITHOUT CODE


ANY DATA

Unleash the power of your data wherever it resides to enhance efficiency and
eliminate human errors.


ANY DOCUMENT

Improve compliance with pre-approved templates and language to create any
combination of Word, Excel, PowerPoint, and PDF documents.


ANY DELIVERY

Automate document routing to streamline reviews, simplify signing processes, and
securely store documents.


LATEST DOCUMENT GENERATION RESOURCES

 * Upcoming webinar | November 8, 2022
   Low Code Process Platform & AI technology: a perfect synergy
 * Upcoming webinar | November 8, 2022
   Nintex Process Platform or Microsoft Power Platform? A guide for decision
   makers
 * Hosted event | November 10, 2022
   APAC Chapter: Leadership Insights with Nintex (November 2022 Edition)
 * Hosted event | November 16, 2022
   Nintex + Ricoh: Art of the Possible Process Excellence Workshop
 * Hosted event | November 17, 2022
   Leadership Insights: Executive Lunch - Melbourne

What is document generation?
Build documents with ease

Getting started is a breeze. Nintex DocGen® makes it easy to associate data from
any source with document templates. Simply configure and tag the fields to be
updated to insert dynamic data such details about the customer, product details,
pricing information, and more. The possibilities are endless.


Get deals done faster

Using Salesforce for CRM? No problem—Nintex Drawloop DocGen® works natively
within Sales Cloud. Equip sales reps to automatically create documents like
contracts and proposals populated with data from any object in Lightning or
Classic. Instantly route documents for reviews and redlining, then straight to
customers for secure e-signature.

eBook: Automated Renewals

Automate document delivery and storage

Once documents have been created, it’s easy to automatically route them for
internal reviews and customer approvals with built-in delivery options.
Instantly share documents via email for e-signature via Nintex AssureSign® and
route to your cloud storage solution of choice, such as Salesforce, SharePoint,
Box, Google Docs, Dropbox, and more.



FEDRAMP COMPLIANT

Nintex Drawloop DocGen® for Salesforce is available as a FedRAMP SaaS compliant
cloud service through Project Hosts’ Federal Private Cloud. Government agencies
can digitize, automate, and standardize all of their document generation
processes by adding Nintex Drawloop DocGen® to their Salesforce deployment.

Nintex Drawloop for government FedRAMP compliance

CONTRACT CREATION IN MINUTES

With the help of Nintex Drawloop DocGen® for Salesforce, Yamaha reduced the time
it took to create contracts from weeks to minutes—managing the entire process
with just clicks.

Get the full story
 * 1



DOCGEN® IN ACTION

CREATE A GREAT CUSTOMER EXPERIENCE

Several sales and marketing processes can be expedited through automation. Get
ideas, get inspired, get automating.

Read it

MANAGE DONOR RELATIONS

Learn how the Borneo Orangutan Survival Australia Foundation uses DocGen® to
facilitate their donor relations efforts.

Read it

HIDDEN COST OF SALES CONTRACTS

Most sales cycles are replete with distractions that steal time and money. With
Nintex, it's easy to identify and eliminate these performance killers.

Read it

ACCELERATE PROCESSES IN SALESFORCE

By managing, automating, and optimizing key activities across the sales cycle,
you can transform your business.

Read it

READY TO SEE HOW NINTEX CAN TRANSFORM YOUR BUSINESS?

Get a free trial
 * Contact Us
 * Get My Demo
 * Pricing
 * Free Trial

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