Nintex DocGen and Nintex DocGen for Salesforce

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Ability to select Additional To and BCC in Lightning

In lightning when Email deliverability is selected users have option to search for Contact or Leads on To field. But on Additional To field search functionality is not available which is there on classic. Users have to manually additional emails a...

Guest over 5 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Lightning Experience 1 Open for voting

1 VOTE

Add Factur-X/XML embedding for DocGen

More and more companies are relying on businesses providing PDF quotes that comply with Factur-X or contain XML data for automated processing.

James Hiles 6 months ago in Nintex DocGen and Nintex DocGen for Salesforce 0 Open for voting

7 VOTE

Enhance addendum documents function to allow setting the position of where they are included

Right now you can specify an Addendum Doc Id Field on the DocGen Package. If you then have a child relationship that contains multiple records that each specify a different salesforce document id, these all get merged onto the end of the rendered ...

Craig Hayashi over 3 years ago in Nintex DocGen and Nintex DocGen for Salesforce / DDP Management and Creation 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 over 3 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 almost 6 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 1 Under Review

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 about 1 year ago in Nintex DocGen and Nintex DocGen for Salesforce 1 Open for voting

4 VOTE

Docusign move to OAuth 2.0 will affect Nintex Drawloop DocGen customers using legacy ikey

DocuSign is introducing authentication based on OAuth 2.0 as per: https://developers.docusign.com/platform/auth/oauth2-requirements-migration/DocGen customers may be using integration keys that are part of legacy setup.This change will be enforced...

Guest over 2 years ago in Nintex DocGen and Nintex DocGen for Salesforce / 3rd Party Integration 1 Planned

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 about 1 year ago in Nintex DocGen and Nintex DocGen for Salesforce 0 Open for voting

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 Con...

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

3 VOTE

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

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