Nintex DocGen and Nintex DocGen for Salesforce

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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 almost 3 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Lightning Experience 0 Open for voting

9 VOTE

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

12 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 about 7 years ago in Nintex DocGen and Nintex DocGen for Salesforce / DDP Management and Creation 0 Planned

1 VOTE

Lightning Clone Functionality to Clone Templates too

I'd like the ability to clone my package, and templates in the Lightning interface.

Matthew McGrath 8 months ago in Nintex DocGen and Nintex DocGen for Salesforce / Lightning Experience 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 about 1 year ago in Nintex DocGen and Nintex DocGen for Salesforce / UX/UI 0 Open for voting

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

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

3 VOTE

Can we make redepoyment of DDP functional

After deploying DDP and related manifest items, when redeploying it is working like cloning instead of updating the manifest at target location if that already exist. It should create or insert if that does not exist there on target org.

Guest about 2 years ago in Nintex DocGen and Nintex DocGen for Salesforce / DDP Management and Creation 1

1 VOTE

Integration and Delivery for DropBox Sign

Integration and Delivery for DropBox Sign for DocGen for Salesforce

Brent Byhre 8 months ago in Nintex DocGen and Nintex DocGen for Salesforce / 3rd Party Integration 0 Open for voting

1 VOTE

Integration and Delivery for BoxSign

Integration and Delivery for BoxSign from Nintex DocGen for Salesforce

Brent Byhre 8 months ago in Nintex DocGen and Nintex DocGen for Salesforce / 3rd Party Integration 0 Open for voting

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