Quick start guide

Nintex DocGen for Salesforce is a powerful no-code tool designed to streamline and automate document creation within your Salesforce environment. It provides an easy-to-use interface that enables you to create, manage, and generate documents from within Salesforce Lightning or Classic.

Build PDF, Word, Excel or PowerPoint files to optimize your business using automated document creation business processes to handle documents such as:

  • Contracts

  • Quotes

  • Proposals

  • Work orders

  • Invoices and receipts

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Introductory training courses

The following are beginner training courses related to installing, navigating, and using Nintex DocGen for Salesforce:

Install Nintex DocGen for Salesforce

To begin with document generation using data from Salesforce records, install Nintex DocGen for Salesforce from the Salesforce AppExchange. Once installed, you can use Nintex DocGen for Salesforce on a 30-day free trial, after which you can purchase the app. For more information, see Install, upgrade, or purchase Nintex DocGen.

Navigate the UI

After you have installed Nintex DocGen for Salesforce, log in to Salesforce and Access the App Launcher to open the app. Nintex DocGen for Salesforce is available in both Salesforce Lightning and Classic. The Lightning designer is displayed by default.

Here's a description of the tabs in Nintex DocGen for Salesforce:

  • Home: Provides a high-level overview of key areas within the application, including administration, reports, templates, and documents. It serves as a central point to navigate to various functional areas within Nintex DocGen for Salesforce. This tab is the same in the both the Classic and Lightning interfaces.

  • Nintex Admin: Used by Admin users to purchase the app, view license details, update the app version, assign permissions to users, and integrate third-party apps with Nintex DocGen for Salesforce.

  • DocGen Packages: Used to define relationships with your Salesforce data, create templates to generate documents based on that data, and determine where and how output documents will be delivered.

  • DocGen Queue: Provides access to the DocGen Queue delivery object. For more information, see DocGen Queue Delivery Method.

To switch to the Classic interface from the Lightning designer, see Switching between Salesforce Lightning and Classic . For information on features available in the Lightning and Classic designers, see Lightning vs Classic Parity Matrix.

DocGen Admin

Admin users can use this tab to:

  • Manage user permissions and licenses

  • Authorize Nintex DocGen for Salesforce

  • Configure buttons using the Button Wizard

  • Configure buttons to generate documents

  • Perform next release testing

  • View the status of automated deployments of DocGen instances that were initiated within the last seven days

  • Set up integrations between Nintex DocGen for Salesforce and other Nintex solutions and third-party applications

  • Use Connected Apps

For more information on using this tab and the related admin tasks, see DocGen Admin.

Create and manage DocGen Packages

Use DocGen Package A customizable package that consists of your Salesforce data, documents, and delivery configurations for documents you want to generate.s in Nintex DocGen for Salesforce to define relationships with your Salesforce data, create templates, generate documents based on that data, and determine where and how output documents will be delivered.

To create a DocGen Package, you are required to configure the following:

  • Data

  • Documents

  • Delivery

Once created, you can run a test to generate a document from the DocGen Package.

For more information on DocGen Packages, see Generate documents from DocGen Packages.

Data

The Data tab of your DocGen Package, allows you to configure basic information for your DocGen Package. The data can come from Salesforce objects, reports, or Visualforce pages, and can be merged into your document templates. For more information on setting up data for your DocGen Package, see Manage DocGen Package data and Set up relationships in DocGen Packages.

To learn more about Salesforce data and relationships, view resources on Salesforce Trailhead.

Documents

Documents are the templates or files that your Salesforce data will be merged into. In the Documents tab of your DocGen Package you can view basic information for your template such as name, page range, etc. For more information on setting up your document templates, see Documents .

Delivery

Once you've set up your data and selected your document template, use the Delivery option to set up how your document should be generated. Using the Delivery tab located in your DocGen Package, configure where your documents will be stored or sent to after the document generation process is completed. There are several signing and storage applications for which you can set up delivery. For more information on your options, see Delivery storage locations.

Test

Once your setup is complete, you can test document generation from your DocGen Package. For more information on how you can test your DocGen Package, see Test DocGen Packages.

Run DocGen Packages

To generate your first document from the initial document package you create, see Generate a document .
After you have set up a DocGen Package and you've tested it, you can also decide where you'd like your users to generate documents from.

Here are a list of options you can use to generate documents:

For more information on which of these options you should choose and what will work best for your organization, see Deployment methods.
For information on how you can determine which users have permissions to use the DocGen Packages you create, see Manage DocGen Package Availability.

Additional resources