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.
Connect all your business critical documents to your Salesforce data model.
Nintex offers training courses to help enhance the user experience. Nintex University offers various training courses and certifications to become an expert.
Check out the full training catalog here
Streamline contracts, quotes, and proposals with Nintex Document Generation for Salesforce. This module provides an overview of the features and functionality with Nintex DocGen for Salesforce.
· Set up, configure, navigate, and manage your Nintex DocGen environment
· Create sophisticated document packages using business logic, permission sets, and user profiles
This course will provide you with an intermediate level knowledge and understanding of Nintex Document Generation for Salesforce. You will learn more advanced skills for:
· Merging data from multiple Salesforce records
· Updating documents with external objects
· Adding features such as e-sign to your documents
· Customizing the deployment of DocGen packages
The City of Garland includes 45 business units which serve the citizens of Garland including IT, facilities management, accounting and finance, fire department, parks and recreation, and more. To support business process improvement across the city, its IT department implemented the Nintex Platform with SharePoint. Read More