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Nintex DocGen for Salesforce Overview

Nintex DocGen for Salesforce is a powerful document generation software that allows businesses to automate the creation of documents directly within Salesforce. This solution simplifies the process of generating contracts, proposals, invoices, and other essential business documents by pulling data directly from Salesforce records. With customizable templates and advanced workflow automation, Nintex DocGen ensures that documents are consistently accurate and tailored to each customer. The software eliminates manual document creation, saving time and reducing errors. Whether you're in sales, HR, or customer service, Nintex DocGen for Salesforce enhances efficiency and enables businesses to generate and manage documents quickly, improving both speed and accuracy in documentation.

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Nintex DocGen for Salesforce Screenshot & Video

Contact Details

  • Vendor Name Nintex
  • Founded 2006
  • Location United States

Support

  • Email Email
  • Phone Phone
  • Knowledge Base Knowledge Base
  • FAQs/Forum FAQs/Forum

Training

  • Documentation Documentation
  • Videos Videos

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English

Industries

Consumer Services, Financial Services, Real Estate

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Nintex DocGen for Salesforce Features

  • Arrow Icon Electronic Signature
  • Arrow Icon Version Control
  • Arrow Icon Search/Filter
  • Arrow Icon Approval Process Control
  • Arrow Icon Document Capture
  • Arrow Icon Commenting/Notes
  • Arrow Icon Task Management
  • Arrow Icon Collaboration Tools
  • Arrow Icon File Sharing
  • Arrow Icon Audit Trail
  • Arrow Icon Compliance Tracking
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Activity Tracking
  • Arrow Icon File Recovery
  • Arrow Icon Archiving & Retention
  • Arrow Icon Offline Access
  • Arrow Icon Document Generation
  • Arrow Icon Drag & Drop
  • Arrow Icon Secure Data Storage
  • Arrow Icon Content Management
  • Arrow Icon Document Storage
  • Arrow Icon Forms Management
  • Arrow Icon Email Management
  • Arrow Icon Document Classification
  • Arrow Icon Document Review
  • Arrow Icon Tagging
  • Arrow Icon Version Control
  • Arrow Icon Completion Tracking
  • Arrow Icon Team Collaboration
  • Arrow Icon Audit Trail
  • Arrow Icon Contact Management
  • Arrow Icon Compliance Tracking
  • Arrow Icon Electronic Signature
  • Arrow Icon Workflow Management
  • Arrow Icon Digital Signature
  • Arrow Icon Data Extraction
  • Arrow Icon Customizable Branding
  • Arrow Icon Pre-built Templates
  • Arrow Icon Approval Process Control
  • Arrow Icon Full Text Search
  • Arrow Icon Document Storage
  • Arrow Icon Reminders
  • Arrow Icon CRM
  • Arrow Icon Compliance Management
  • Arrow Icon Electronic Signature
  • Arrow Icon Change Management
  • Arrow Icon Archiving & Retention
  • Arrow Icon Version Control
  • Arrow Icon Multiple Output Formats
  • Arrow Icon Batch Processing
  • Arrow Icon Collaboration Tools
  • Arrow Icon Digital Signature
  • Arrow Icon Templates
  • Arrow Icon Collaboration Tools
  • Arrow Icon Document Management
  • Arrow Icon Content Library
  • Arrow Icon RFP Management
  • Arrow Icon Contact Management
  • Arrow Icon Proposal Generation
  • Arrow Icon Templates
  • Arrow Icon Version Control
  • Arrow Icon Workflow Management
  • Arrow Icon Audit Trail
  • Arrow Icon Automatic Formatting
  • Arrow Icon Knowledge Base Management
  • Arrow Icon Electronic Signature
  • Arrow Icon Reminders
  • Arrow Icon Approval Process Control
  • Arrow Icon Email Marketing
  • Arrow Icon Campaign Management
  • Arrow Icon Pipeline Management
  • Arrow Icon Lead Management
  • Arrow Icon Lead Capture
  • Arrow Icon Referral Tracking
  • Arrow Icon Sales Activity Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Customer Database
  • Arrow Icon Territory Management
  • Arrow Icon Activity Dashboard
  • Arrow Icon Forecasting
  • Arrow Icon Contact Management
  • Arrow Icon Task Management
  • Arrow Icon Opportunity Management
  • Arrow Icon Customizable Fields

Nintex DocGen for Salesforce Pricing

Pricing Type

  • Pricing Type Per User

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Basic

$20 Per User

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Nintex DocGen for Salesforce FAQs

Nintex DocGen for Salesforce is a powerful document generation software that allows businesses to automate the creation of documents directly within Salesforce. This solution simplifies the process of generating contracts, proposals, invoices, and other essential business documents by pulling data directly from Salesforce records. With customizable templates and advanced workflow automation, Nintex DocGen ensures that documents are consistently accurate and tailored to each customer. The software eliminates manual document creation, saving time and reducing errors. Whether you're in sales, HR, or customer service, Nintex DocGen for Salesforce enhances efficiency and enables businesses to generate and manage documents quickly, improving both speed and accuracy in documentation.

  • No, Nintex DocGen for Salesforce does not offer a free version.

  • Yes, Nintex DocGen for Salesforce offers a free trial.

  • No, Credit Card details are not required for the Nintex DocGen for Salesforce trial.

  • Nintex DocGen for Salesforce offers the following pricing plans & packages:

    Basic

    $20 Per User

  • Nintex DocGen for Salesforce supports the following payment frequencies:

    • Monthly Subscription

  • No, Nintex DocGen for Salesforce does not offer an API.

  • Nintex DocGen for Salesforce offers support with the following options:
    • Email , Phone , Knowledge Base , FAQs/Forum

  • Nintex DocGen for Salesforce offers training with the following options:
    • Documentation , Videos

  • Nintex DocGen for Salesforce supports the following languages:
    • English

  • Following are the typical users of the Nintex DocGen for Salesforce:
    • Self-Employed , Small-Business , Midsize-Business

  • Nintex DocGen for Salesforce supports the following deployment:
    • Cloud Hosted

  • Nintex DocGen for Salesforce supports the following devices and operating systems:
    • Web-Based

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