Document Automation

Showing 17

Build API into Drawloop that can be called by using apex only

It would be good if Drawloop could have API’s that could be called directly via apex without needing tables (external or otherwise) or drawloop packages either. So the API would just pass the id of the document template, and the data to be mapped...

Guest almost 3 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 1 Open for voting

2 VOTE

How to select Contact while sending the email for Person Account

We are using person accounts and we need to generate documents and send the emails to person account's email address. But I dont see any contact get populated on the screen because its a Person Account.

Guest almost 3 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 0 Open for voting

2 VOTE

Dynamically controlling the Field codes conversion to text

In the Docgen template, we have Field codes to dynamically render the text in the Document. we have scenarios where we might wanna download the doc in a word format, rather than a PDF. To ensure that a user can update the doc, we convert the field...

Guest over 3 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 0 Open for voting

7 VOTE

Adjust addendum functionality to support Salesforce Files

Allow the use of Salesforce Files and Content Documents in the addendum functionality. Currently, it only supports Documents, which are not supported in Lightning, and makes using the app for Salesforce communities far more difficult.

Guest almost 4 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 2 Open for voting

11 VOTE

Preview document in browser

Our customer who are using drawloop are seeking for document preview feature. They want to user to stick its current window and view the document which is generated. once user check that document is generated fine then user click on continue to mo...

Guest about 6 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 1 Under Review

14 VOTE

Perform direct download to computer without extra clicks

When we request "Download" we expected that the document would download. Instead, we get a cute but not very useful icon in the middle of the screen, and we have to click on it to download the PDF. Can we get Drawloop to download directly, as Cong...

Guest over 8 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 1 Planned

12 VOTE

Allow tags in option document names.

Right now the titles of option documents cannot include any tags, so you are unable to have dynamic document names. I have multiple business cases where there are required and optional documents that having the account name or other field included...

Guest over 8 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 1 Planned

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