Nintex DocGen and Nintex DocGen for Salesforce

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

1 VOTE

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

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

5 VOTE

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

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 almost 2 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 1 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 over 1 year ago in Nintex DocGen and Nintex DocGen for Salesforce 1 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

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

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

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