Nintex DocGen for Salesforce help documentation

Nintex DocGen for Salesforce is a no-code solution that automates document generation and delivery process by merging data stored in your Salesforce organization to documents uploaded to a document package. This easy-to-use solution allows you to create compliant and consistent documents while reducing human error from manual document generation. By utilizing the document generation component, you can quickly and easily generate a new document from a Salesforce record, all with just the click of a button.

Create a DocGen Package to start generating documents.

Upload and manage templates used for document generation. You can also choose a template using the Template Gallery.

View delivery options to deliver generated documents. Integrate Nintex eSign to Nintex DocGen for e-signature.

Manage users, authorize Nintex DocGen for Salesforce, and integrate third-party systems such as Box or DocuSign.

Have an idea for a feature you would like to see implemented? Let us know at Nintex Ideas!