Nintex Ideas

đź‘‹ Use this site to provide feedback and ideas for all Nintex Products. See our post on Nintex Community "Welcome to Nintex Ideas" for more details on Nintex Ideas, how an idea is handled by our product teams and more!


If you have questions about Nintex Ideas, please contact ideas@nintex.com

If you require support, please visit Nintex Customer Central

If you have a sales inquiry, please contact sales@nintex.com

ADD A NEW IDEA

My ideas: Nintex DocGen and Nintex DocGen for Salesforce

Showing 88 of 2541

Route eSign Envelopes to the selected Sub Account for Shared eSign Templates

In DocGen for Salesforce + eSign Delivery - When a eSign Template has been Shared to a Sub Account, The Envelope creation is still created in the eSign Parent Account. Currently, the only way to ensure an Envelope is created in Sub Account is to E...
Brent Byhre 2 days ago in Nintex DocGen and Nintex DocGen for Salesforce / Setup and Configuration 0

Alternative DocuSign authentication

With DocuSign retiring Basic Authorization on September 30, 2024, looking for an alterntive to using Administrative Consent (found under DocuSign Admin Tools) for authorization.
Tracy Kuhl 9 days ago in Nintex DocGen and Nintex DocGen for Salesforce / 3rd Party Integration 0

Support for MS Office Smart Shapes / Smart Art

When Merging, Replicating, or Converting to PDF an error occurs due to Smart Shapes. Currently, taking a screen capture of the Smart Shape and using an image is the only alternative.
Brent Byhre 17 days ago in Nintex DocGen and Nintex DocGen for Salesforce / Setup and Configuration 0 Open for voting

Generated Document Tag Management

There are no existing feature to manage the generated Document Tags displayed in the "Open Nintex Document Tagger" listing within the Document Generation action. The issue is that if a Form Control has been duplicated to quickly reuse for addi...
Guest 29 days ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 0 Open for voting

Email to case routing addresses

Salesforce has specific Routing addresses for email to case functionality. Currently, only Org-wide emails show on the Nintex Lightning email page.
Brent Byhre about 1 month ago in Nintex DocGen and Nintex DocGen for Salesforce / Lightning Experience 0 Open for voting

Password protect for docs

No description provided
Guest about 2 months ago in Nintex DocGen and Nintex DocGen for Salesforce 0 Open for voting

Support Optional Document Tags in LEDD

Optional Document Tags to see if an optional document is included or ommitted are not found in the LEDD field tagger, only the Classic field tagger.
Brent Byhre 2 months ago in Nintex DocGen and Nintex DocGen for Salesforce / DDP Management and Creation 0 Open for voting

Bring back/ update the Compile button on the DocGen Package

The DocGen Package used to have a Compile button when information was not pulling into the Generated document. This occurs often when working with Component groups or when other users in other regions run the DocGen Package. It is usually required...
Brent Byhre 2 months ago in Nintex DocGen and Nintex DocGen for Salesforce / DDP Management and Creation 0 Under Review

Excel as Middleware Tags available for DocGen Package Template Conditions

Excel as middleware / Connected Data Tags are available to be used in other templates, but they are not available to be used in the Logic to bring templates in conditional.
Brent Byhre 3 months ago in Nintex DocGen and Nintex DocGen for Salesforce / Setup and Configuration 1 Open for voting

edit templates with pause to edit feature without downloading

When pause to edit option is checked on templates, users need to download the template, make edits and then upload the doc again to generate a final document. From the user/agent point of view this is not a user friendly experience and they consid...
Rakesh Amradi 3 months ago in Nintex DocGen and Nintex DocGen for Salesforce / UX/UI 0 Open for voting