Nintex DocGen and Nintex DocGen for Salesforce

Showing 80 of 2431

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 Con...

Guest over 7 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 almost 8 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 1 Planned

5 VOTE

Allow for user authentication with High Assurance in Saleforce.

Starting Feb 1, 2021 Salesforce will begin requiring customers to enable MFA in order to access Salesforce products so the workaround of disabling will be an option.

Guest over 3 years ago in Nintex DocGen and Nintex DocGen for Salesforce / UX/UI 3 Open for voting

8 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 over 5 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Lightning Experience 0

4 VOTE

Support File Storage Value Type for Adobe Sign Delivery Option

Currently, the Adobe Sign delivery option supports the "attachment" storage type. Would like to have this support the "files" storage type

Natsumi Shiraiwa over 2 years ago in Nintex DocGen and Nintex DocGen for Salesforce / 3rd Party Integration 0 Not Planned

2 VOTE

Add search function for the field tagger

Data sources can have hundreds of fields. It would be great to have a search function within the field tagger in both DocGen for Salesforce and DocGen for AC. It would operate similar to how the variable search works in AC.

Chris Ben over 1 year ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 0 Open for voting

3 VOTE

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 about 2 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 0 Open for voting

9 VOTE

Ability to Run Own Usage Reports

The ability to run usage reports at a user level. We need to know if our users are creating the set amount of documents when utilizing the Drawloop app. This keeps the managers in the know and ensures every user is using the application to perform...

Guest almost 7 years ago in Nintex DocGen and Nintex DocGen for Salesforce / DDP Management and Creation 0 Planned

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

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

Please enter your email address

FILTER BY CATEGORY