Nintex DocGen® for Salesforce | No-code Document Generation
No-Code Document Creator & Template Builder Design and deploy advanced document templates via intuitive drag-and-drop. Instantly merge Salesforce data into Word, Excel, PowerPoint, or PDF. Fast Contract Generator Produce compliant, on-brand contracts and agreements using pre-approved text snippets. Cut days off negotiation cycles and reduce legal overhead. Dynamic & Personalized Content Apply conditional logic to include or exclude content depending on record values—like industry, region, or customer type-for highly targeted documents. Bulk Document Automation Batch-generate hundreds or thousands of documents—contracts, quotes, statements—or send them in a single workflow, saving time and reducing errors. Seamless Workflow & eSignature Integration Automate entire document lifecycles: from generation to approval to eSignature capture. Integrates naturally with Nintex Workflow Cloud and Salesforce process automation. Multi-Format Output & Delivery Output documents as PDF, Word, Excel, PowerPoint, or HTML. Deliver them instantly via email, eSign, secure link, or download for archiving. Effortless Sandbox-to-Production Migration No template rebuilding required.
Top keywords
- document4×2.67%
- documents3×2.00%
- workflow3×2.00%
- automation2×1.33%
- content2×1.33%
- contracts2×1.33%
- esignature2×1.33%
- excel2×1.33%
- excel powerpoint2×1.33%
- instantly2×1.33%
- output2×1.33%
- pdf2×1.33%
CloudPDF - Interactive Forms
Thru our client interactions, we recognized that a simpler and more efficient process was needed for merging Salesforce content into a shareable document... With a click of a button, merge data from any available Salesforce object or record into your desired PDF document template. Documents open directly in your browser. Users then may choose to save, print, change, e-mail, or attach the document back to Saleforce. Easy to create, document templates may contain fields which are editable, read-only, autoformatting, perform validations, respond to field input or user actions, and more. To use CloudPDF, all that is needed is the free Adobe® Reader®. PDF is a Universal Open format which solves many common file-sharing problems, from preserving the look-and-feel of the original document to allowing anyone, on any platform, to view, navigate, save, fill, and print documents. CloudPDF is available for use by users of ALL Salesforce editions. (Call if using Group or Personal edition.) (For Windows, Mac, Internet Explorer [IE], Firefox)
Top keywords
- document5×3.11%
- salesforce3×1.86%
- available2×1.24%
- cloudpdf2×1.24%
- documents2×1.24%
- needed2×1.24%
- open2×1.24%
- pdf2×1.24%
- print2×
