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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:

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

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 Salesforce Lightning Designer enabled. For more information, see DocGen Package Designer.

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Create a DocGen Package to get started automating document generation.

DocGen Packages

The Data tab allows you to select and retrieve specified Salesforce data for populating your generated documents.

Data

The Documents tab holds your template details.

Documents

The Delivery tab provides options for delivering generated documents.

Delivery

Get a demo from one of our experts to see how you can automate document generation with Salesforce data.

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

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