We're in the process of improving this site to make it more usable and helpful. Can't find something you're looking for? Access the old help site here.
Meet Nintex Drawloop DocGen for Salesforce
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:
Note: The instructions in this help site are intended for the Salesforce Lightning Experience with the Lightning Experience DocGen Package Designer (LEDD) enabled. See Enable the Lightning Experience DocGen Designer.
How does Nintex Drawloop DocGen work?
Once you create a DocGen PackageA "package" consisting of data from Salesforce, your created template, and the output of where and how your documents will be delivered., 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:
The Data tab holds basic details for your DocGen Package.
The Documents tab holds the information about your template details.
The Delivery tab holds the information about your delivery options such as output file name and delivery output type.
After completing the training courses below, you'll be ready to take your certification exam: