Generate your first document

You can use Nintex DocGen for Salesforce to quickly generate documents such as contracts, invoices, or customer letters. Document generation saves time and ensures consistency by automatically pulling data from your workflows or connected systems into pre-defined templates.

You can use one of two ways to generate a document:

• From a Salesforce record, such as an Opportunity or Quote, using the Nintex DocGen Lightning Component.

• Generate a document with a document package.

Before you begin:

• Ensure that the DocGen Lightning component is added to your page layout. For steps to add the components, see Add the DocGen Lightning component to page layouts.

• Ensure you have at least one working DocGen Package or create a new one. For more information, see Nintex DocGen Package.

Generate a document from a Salesforce record

The DocGen Lightning component enables document generation from any Salesforce object. Since the data is obtained from specific records, the necessary data fields are automatically filled.

1. Navigate to the App Launcher and select Sales Console.

2. Click the Show Navigation Menu drop-down next to the Home tab and select Opportunities.

3. Select a record and click Run DocGen Package.

Generate a document from a Document Package

You can also generate a document directly from a document package. This method is useful when you are testing a new package.

Note: The instructions below are for a DocGen Package with the Download delivery option. To set up and use other delivery options in your DocGen Packages, see Delivery storage locations

1. In Nintex DocGen, click the DocGen Packages tab.

2. Select a DocGen Package for which you want to generate your document.

3. Under Test DocGen Package, select a record.

4. Select options under Contact and Document Selection.

5. Select a Delivery Option. This field is required.

6. Click Run DocGen Package.

Nintex DocGen will generate the document as a PDF to download.