Nintex DocGen for Salesforce

Highlights

• TRANSFORM SALESFORCE DATA INTO COMPLIANT DOCUMENTS Automate document generation from Salesforce records, forms, or external systems. Produce company-approved contracts, proposals, invoices, and reports in just a few clicks—accelerating efficiency.
• NO-CODE DOCUMENT AUTOMATION FOR EVERY USER Empower business users—no coding required—to create documents on demand. From sales contracts to service reports, our document generation tools work directly inside Salesforce Lightning, Classic, and Mobile.
• CREATE ANY DOCUMENT WITH PRE-BUILT OR CUSTOM TEMPLATES Leverage ready-to-use templates or design your own in Word, Excel, PowerPoint, or PDF. Our document creator ensures brand consistency, accuracy, and secure data merges every time.
• ACCELERATE CONTRACT GENERATION WITH DRAG-AND-DROP SNIPPETS Reduce legal review time by using pre-approved text snippets. Quickly generate compliant contracts, quotes, and agreements with our Salesforce-native contract generator.
• PERSONALIZE DOCUMENTS WITH CONDITIONAL LOGIC Insert dynamic content automatically based on Salesforce data—such as location, industry, deal stage, or region—ensuring every recipient gets a tailored, relevant document.
• DELIVER DOCUMENTS TO ANYONE, ANYWHERE Send instantly via eSign, email, or secure file transfer. Batch distribute to one or multiple recipients, or download for archiving, with a single click.
• GENERATE AT SCALE WITH BULK DOCUMENT AUTOMATION Produce thousands of personalized documents—contracts, invoices, proposals—in one batch. Ideal for high-volume document automation needs across departments.
• MULTI-LANGUAGE DOCUMENT CREATION Available in English, German, French, and Spanish to support global business requirements.
• SEAMLESS SALESFORCE INTEGRATION Embedded in Salesforce and compatible with Nintex Workflow. Works across Lightning, Classic, Mobile, and Experience Cloud for a consistent user experience. Use Nintex Agentforce Connector for faster document processing.