Nintex DocGen and Nintex DocGen for Salesforce

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Batch Document Generation

Document Generation needs to have the ability to create documents in a batch job. For example create multiple single documents based on a collection of data and have the ability to split by a unique value. User case scenario. I have a SharePoint l...

Andy Emery 7 months ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 0 Open for voting

4 VOTE

The ability to add Graphs to word documents

I have recently been trying to build an automated customer report that creates a 20 odd page report that includes paragraphs, images and values in currency in different visual representations in shapes and so forth. I would love the ability to add...

Andy Emery 8 months ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 0 Open for voting

4 VOTE

Keyboard search in Objects dropdown

I want to press "o" on my keyboard and be taken to the Objects that start with "O" when creating a relationship or selecting a starting object for my DocGen Package.

Matthew McGrath 9 months ago in Nintex DocGen and Nintex DocGen for Salesforce / UX/UI 0 Open for voting

1 VOTE

Filter from the org wide email addresses

We need the option to filter from the "FROM" addresses when generating document and sending an email.

Guest 9 months ago in Nintex DocGen and Nintex DocGen for Salesforce 0 Open for voting

2 VOTE

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 9 months ago in Nintex DocGen and Nintex DocGen for Salesforce 1 Open for voting

1 VOTE

Allow cloning of packages

Currently, there is no way to clone packages in Lightning, though this existed in Salesforce Classic. This would be incredibly helpful. See more in this community topic: https://community.nintex.com/docgen-for-salesforce-7/clone-package-in-salesfo...

Guest 9 months ago in Nintex DocGen and Nintex DocGen for Salesforce / Lightning Experience 1 Completed

2 VOTE

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 10 months ago in Nintex DocGen and Nintex DocGen for Salesforce 0 Open for voting

3 VOTE

Support indents, ordered lists in rich text fields when merging into Word

Salesforce supports indents and numbered lists in rich text fields. When the rich text field is merged into Word, indents are not maintained. When numbered lists are merged into Word, a different font is used for the number than the rest of the do...

Craig Hayashi 10 months ago in Nintex DocGen and Nintex DocGen for Salesforce / DDP Management and Creation 0 Open for voting

2 VOTE

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 11 months ago in Nintex DocGen and Nintex DocGen for Salesforce / UX/UI 0 Open for voting

1 VOTE

Edit Email Body in Lightning Component

When using the Classic version (VisualForce page) I am able to edit the body of the email generated using Word to Email template functionality. We need this in the DocGen Lightning Component.

Guest 11 months ago in Nintex DocGen and Nintex DocGen for Salesforce / Lightning Experience 0 Open for voting

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