Nintex Drawloop DocGenВ® for Salesforce simplifies document creation in Salesforce using the same data and documents you use today. Quickly and easily merge data into any combination of Word, Excel, PowerPoint or PDF document templates.
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Nintex Drawloop DocGenВ® for Salesforce simplifies document creation in Salesforce using the same data and documents you use today. Quickly and easily merge data into any combination of Word, Excel, PowerPoint or PDF document templates.
Customer Reviews
Administrator in Hospital & Health Care
Advanced user of Nintex Drawloop DocGenВ® for SalesforceThis is great for merge fields in docs, simple tables in word / excel. Has some decent features for loading optional templates. Support is fast and good but the fact that you need support so much says it all.
Poor documentation. missing more advanced functionality. Docgen needs to connect to their server to run your reports / packages. It will go down once every couple of months leaving my team unable to do their jobs. I don't know what the downtime stats are but be ready for that. I am a dev of 20 years and this is by far the worst reporting tool I have used. It is cumbersome to use. LEDD is a bit better but the fact that Adobe Flash's end of life was announced over 3 years ago and Nintex just released their non-Flash version a few months ago says it all: this application is not well maintained. If I find an alternative I will post it but unfortunately right now I am stuck trying to figure out how to use this for their reporting needs.
Don't expect to do much complicated reporting with Docgen, they have a lot of videos on basic functionality. Documentation is very basic and missing in several areas we have found that we need to spend a lot of time testing out different options. It does great if your goal is to do merge fields in Word docs or some Excel. Our pitfalls came when we want to do more advanced reports with formulas and we are running into poor documentation with Apex Data, Excel Formulas, Word Formulas.
Printing Documents with merge field data from Salesforce. Scheduled reports.