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Nintex Drawloop DocGen® for Salesforce Review

2

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Very good

Revainrating 4 out of 5  
Rating 
4.0
Sales, Quote Management

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Description of Nintex Drawloop DocGen® for Salesforce

Nintex Drawloop DocGen® for Salesforce simplifies document creation in Salesforce using the same data and documents you use today. Quickly and easily merge data into any combination of Word, Excel, PowerPoint or PDF document templates.

Reviews

Global ratings 2
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Type of review

Revainrating 4 out of 5

Drawloop DocGen System, very useful tool for Salesforce user

I like that it is easy to create word docs with all our content ready made so we can just add information when required instead having multiple versions etc.. It could be better if there was more advanced options available but this has been improved over time - as recently released updates have added new features which make things easier! The most helpful thing about drawloops docgen system its ease at creating complex forms where users enter their details (rather than me doing everything)…

Pros
  • Easy to create complex forms and easy to access the forms whenever required
Cons
  • Some of the advanced options have been recently added which makes the system easier to use

Revainrating 4 out of 5

Great product when creating document templates

I like that I can use the same data and documents that I am working with to create documents in Salesforce. I can also use the same template to create multiple documents in Salesforce. The ease of use is great. The process of getting the documents into Salesforce can be a little confusing. I would recommend using the Salesforce Training Center to learn how to use Salesforce and drawloop DocGen to create documents within Salesforce. I am using Salesforce to create documents for my clients, and…

Pros
  • Easy way connect information from Microsoft Excel or Word.
  • Can update existing document templates directly without learning new ones
  • Useful when creating business plans etcetera!
Cons
  • Some parts do not work well; e g editing an object's fields