Nintex DocGen for Salesforce help documentation
Nintex 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:
To get the best experience using Nintex 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.
Create a DocGen Package to get started automating document generation.
The Data tab allows you to select and retrieve specified Salesforce data for populating your generated documents.
The Documents tab holds your template details.
The Delivery tab provides options for delivering generated documents.
Start generating documents from your Salesforce data by downloading DocGen for Salesforce from the Salesforce AppExchange.
Get a demo from one of our experts to see how you can automate document generation with Salesforce data.