Nintex Ideas

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Nintex DocGen and Nintex DocGen for Salesforce

Showing 98 of 2501

Send generated documents to the Document Queue as Files instead of attachments

When a document is sent to the queue, it is sent as an attachment instead of a file. Our process is automated through an outbound message so when a generated document goes over the 5MB attachment size limit, the outbound message errors out and no ...
Guest over 5 years ago in Nintex DocGen and Nintex DocGen for Salesforce / DDP Management and Creation 0 Open for voting

Support for Lightning Email Templates

In Lightning Experience, when selecting an email template to use with the DocGen package, only classic email templates are supported currently. I'd like to switch my org over to using lightning email templates, but can't yet because we rely on the...
Guest about 3 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Lightning Experience 0 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 8 months ago in Nintex DocGen and Nintex DocGen for Salesforce / UX/UI 0 Open for voting

Support Nintex eSign Envelope Creation for Salesforce Gov. Cloud

Currently, DocGen+eSign+Salesforce Gov. Cloud Environments can Send eSign Envelopes out for signature using DocGen, but nintex can not create the Envelope record or write back any data to Salesforce.
Brent Byhre 8 months ago in Nintex DocGen and Nintex DocGen for Salesforce / Setup and Configuration 0 Open for voting

Conditionally hide text

This applies to Doc Gen for Salesforce and Doc Gen for Automation Cloud. There are many instances where text could be conditionally hidden e.g. a special clause in a contract or if the field we are referencing is null e.g. a missing suburb in an a...
Chris Ben about 2 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 1 Open for voting

search for org wide email addresses

We need the option to manually add a from email address in emails when generating document and sending an email.
Guest over 1 year ago in Nintex DocGen and Nintex DocGen for Salesforce 1 Open for voting

Use Excel as Middleware to export to Excel or CSV file

It would be great if we could use Excel as Middleware to output to another Excel or .csv file. Currently the only options are Word and PowerPoint. My deliverables are .csv
Guest almost 3 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 0 Open for voting

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

find if a field is tagged in Drawloop files

We are looking to deprecate some fields from Salesforce and want to check if those fields are tagged in any of the Drawloop files. It will be nice to have an easier way to do this than going over each document.
Guest over 1 year ago in Nintex DocGen and Nintex DocGen for Salesforce 0 Open for voting

Version history for uploaded documents

After uploading a template it would be great if we could see or access historic versions of the template, and have the option to restore a previous version. I've worked in other tools that have that capability, and it's been a life saver to be abl...
Guest over 1 year ago in Nintex DocGen and Nintex DocGen for Salesforce / UX/UI 0 Open for voting