Nintex Drawloop allows you to quickly and easily create documents in Salesforce by merging data with Word, Excel, PowerPoint, or PDF document templates. Users are able to customize the document using data from Salesforce or other external sources. You can combine any number and combination of document types and customize these documents for both internal and external customers. Pull data from a variety of third party applications and automatically generate documents with the click of a button. Drawloop is fully supported by Salesforce and ready to integrate with your Lightning upgrade.

• Accelerate Sales and Service
  • Button-click sales quotes, order forms, proposals, invoices, contracts, reports, account plans, business/pipeline reviews, forecasts, and account summaries. Simplify contract management with the Component Library.
• Seamless User Experience:
  • Document generation processes can be activated with the click of a button, by batch, or workflow - users never leave the familiarity of Salesforce.
• Easy Admin Configuration:
  • Admins control all business logic from a single document template and users don't manage a thing. Easy install and configuration with the NEW Setup Wizard. Includes a sample template library to get you up and running FAST.

Connect all your business critical documents to your Salesforce data model.