Ideas

Showing 160 of 2894

Add Field Taggers to Output Filename for each Template

I have multiple document templates in one DocGen for Salesforce template and I want to add field taggers to each document template name so that they can generate with separate names. For example, I want to pair a Letter of Intent template with a C...

Guest 2 months ago in Documents / DocGen for Salesforce 0

49 VOTE

Ability to attach Files from Desktop to Email delivery with multiple attachments

When having multiple attachments come through in an Email delivery, the ability to attach files from your desktop is not existent. Today if an email is generated via a delivery option and it has multiple attachments you can only add additional att...

Guest about 9 years ago in Documents / DDP Management and Creation 12 Not Planned

16 VOTE

Add Secure PDF Generation Options to Prevent Editing Generated Doc

Anyone with Acrobat Pro can edit a Drawloop generated PDF document. This makes functionality, especially adding a watermark, relatively ineffective since it can be removed easily. We can ask our users to add a password but this leaves us exposed t...

Guest over 3 years ago in Documents / Document Automation 0 Open for voting

1 VOTE

Attach Salesforce Note to Generated Document

See Salesforce "Notes" object on the run page and attach these to the generated document.

Matthew McGrath 3 months ago in Documents / DocGen for Salesforce 0

38 VOTE

Multiple Conditions with 'contains' logic to include a file in the DDP

Sometimes it is necessary to include a document file in DDP based on multiple AND/OR conditions with 'contains' logic. For example, Include a file only when Field 1 contains 'xxx' AND Field 2 contains 'yyy'. It shall be possible to allow these mul...

Guest about 9 years ago in Documents / DDP Management and Creation 5 Open for voting

9 VOTE

Console Plus - Re-run trigger on command

It would be a great option to be able to go to a trigger in Console+ and be able to click the ... and select re-run instead of having to go to Tasks > New Task and having to set it up that way.

Guest about 2 years ago in Nintex RPA (formerly Nintex Kryon RPA) / Console+ 1 Open for voting

4 VOTE

Allow more than 5 conditions in relationship filters

I have a DocGen package that requires more than 5 filter conditions to return the right data set. I would love to not need to create new checkbox formula fields for every DocGen package with complex filters. Example: SELECT fields FROM Session__c ...

John McOrmond 12 months ago in Documents / DDP Management and Creation 0 Open for voting

1 VOTE

Automated Instance Logs additional Detail

Add additional information to the Automated Instance Error CSV file. Please add DDPid from the Error Delivery id from the Error This will allow self management of rerunning failed records

Brent Byhre 3 months ago in Documents / DocGen for Salesforce 0 Open for voting

2 VOTE

Red validation banner removed when a contact is selected.

On the email preview page, when clicking Send without any recipient a red banner error occurs " you must specify at least one recipient for the email." red banner shows up. After selecting a contact or adding to Additional To section, the banner d...

Brent Byhre 7 months ago in Documents / Lightning Experience 1 Reported as bug

9 VOTE

Ability to choose SMS authentication method for DocuSign envelopes

My company uses Nintex DocGen to create DDP's and send to DocuSign for electronic signing. Neither of the authentication methods offered by Nintex are approved by our security team as they prefer SMS. I would like to request Nintex to add SMS as a...

Guest over 2 years ago in Documents / 3rd Party Integration 1 Open for voting

Please enter your email address

FILTER BY CATEGORY