Nintex Drawloop DocGen for Salesforce help documentation

Nintex Drawloop DocGen for Salesforce is a no-code solution that automates your document generation and delivery process from data stored in your Salesforce org. This easy-to-use solution allows you to create compliant and consistent documents while reducing human error from manual document generation.

Generate a wide range of documents in PDF, Word, Excel, and PowerPoint formats:

  • Contracts
  • Invoices
  • Order forms
  • Proposals
  • Letters
  • Non-disclosure agreements
  • Reports
  • And more!

To get the best experience using Nintex Drawloop DocGen, you should have basic working knowledge of Salesforce capabilities such as creating records, uploading files, and object relationships. To learn more, see the learning modules at https://trailhead.salesforce.com/en/home.

Note: The instructions in this help site are intended for the Salesforce Lightning Experience with the Lightning Experience DocGen Package Designer (LEDD) enabled. For more information, see Enable the Lightning Experience DocGen Designer.

How does Nintex Drawloop DocGen work?

Once you create a DocGen PackageA customizable package that consists of your Salesforce data, documents, and delivery configurations for documents you want to generate., upload a template or documents to the package, and customize your delivery or storage method for your documents. See DocGen Packages to learn how to create one. Nintex Drawloop DocGen gathers your data from Salesforce and incorporates it into the documents in your DocGen Package. You'll find the following tabs in your DocGen Package:

 

Data

The Data tab holds basic details for your DocGen Package.

 

Documents

The Documents tab holds the information about your template details.

Delivery

The Delivery tab holds the information about your delivery options such as output file name and delivery output type.