8 - Nintex Drawloop DocGen™ for Salesforce

This is an open user-forum, giving you the opportunity to submit new ideas and feedback for Nintex Drawloop Document Generation for Salesforce. It gives us direct user insight on our product, existing features, and may even influence future product releases. Your feedback is highly valued!

- The Nintex Team


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  1. Edit Email using Document Templates

    Currently when using a DocGen template as an email, we are unable to edit the body of the email when previewing it.

    14 votes
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    0 comments  ·  UX/UI  ·  Flag idea as inappropriate…  ·  Admin →
  2. DocGen Form Date Formatting

    DDP Form date fields are currently hard coded to display in US date format (mm/dd/yyyy). We need date fields to show in the date format per our regional settings (ie dd/mm/yyyy for Aus users).

    29 votes
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    3 comments  ·  UX/UI  ·  Flag idea as inappropriate…  ·  Admin →
  3. adobe sign and doc gen

    It would great to have a more detailed integration between adobe sign and document generation. Right now the two work very seperate, and during a signature piece, there is no ability to modify something being signed unless it is created in the adobe suite.

    16 votes
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    0 comments  ·  3rd Party Integration  ·  Flag idea as inappropriate…  ·  Admin →
  4. Lighting Component - Custom Object Contacts

    The DocGen Lightning Component needs to be able to support custom Contact Lookup fields on Custom Objects.
    We have documents with required Contacts, but the Component isn't recognizing the Contact selected in the document as it's a custom Contact look-up on a custom object.

    13 votes
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    0 comments  ·  Lightning Experience  ·  Flag idea as inappropriate…  ·  Admin →
  5. DocGen and Populating Secure PDFs

    Hi - it would be nice to have a feature that would allow us to populate secured pdfs. We are a financial services company so alot of our PDF forms come from our custodians (TD, Schwab, etc.) in a secured format. In order to populate the form we have to remove the security and form fields and save the file as a plain pdf. Then create a new pdf form and overlay the fields on the plain pdf. These pdfs are constantly updated by the custodians, so this creates a ton of work for our operations department to manage these…

    7 votes
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    0 comments  ·  Setup and Configuration  ·  Flag idea as inappropriate…  ·  Admin →
  6. Lightning Component: Packages are conditionally available

    Allow an Admin to control the Packages visible to the User in the Component, based on a value within the Record.

    In the example below, on my SOW Record, I have a Picklist for Project Billing Type. In the example below, as the Project Billing Type value is T&M, I would like the only package available to be SOW T&M Cloud. How is this do-able?

    4 votes
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    1 comment  ·  Lightning Experience  ·  Flag idea as inappropriate…  ·  Admin →
  7. Remove "Include Signature" checkbox from Nintex Email page

    "Include Signature" checkbox is Auto-selected and visible on Nintex Email VF page. Allow the ability to hide/show this button and configure it to default to false.

    3 votes
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    0 comments  ·  UX/UI  ·  Flag idea as inappropriate…  ·  Admin →
  8. Pre-define attachment order in salesforce

    An easy way to set attachment order when generating a package.

    Currently, attachments are ordered by the most recent attachment added to an object. End-users, then must manually re-sort the attachment to the correct order each time to generate a package.

    1 vote
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  9. Output Filename format for Single or Multi Document Output

    If a package produces a single document the output filename will adhere to the 'Output Filename' field format.

    If the package produces multiple documents in the output the default behaviour is to append the document filename to the end of the 'Output Filename' field format.

    Problem arises where you get the output file format convention correct for a single file out but for multiple file it doesnt look right. Alternatively if you structure the output file name format correctly for multiple files it doesnt display the single file as you wish.

    It would be great if you could;


    • Force a…
    6 votes
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    1 comment  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  10. Using DocGen need to refresh report in Salesforce

    Hi Team,

    We need an option to refresh report in Salesforce using DocGen packages.

    Note : After report refresh it should not send any report to email recipients.

    3 votes
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    0 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →
  11. DocGen User assignment automation.

    I am working on a salesforce site that will have thousands of users and it would be very helpful if we could assign users the DocGen User permission set automatically, at the time of user creation as opposed to manually adding them individually via the DocGen Admin Tab.

    4 votes
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    0 comments  ·  Setup and Configuration  ·  Flag idea as inappropriate…  ·  Admin →
  12. Need integration with new Excel Array functions

    Excel has new array functions such as UNIQUE and FILTER. While these are currently in beta, they are available through the Insider program. Microsoft has not given a date for the release of this new functionality, but why wait. It would be great if Drawloop can incorporate these in sooner rather than later.

    1 vote
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    Open for voting  ·  0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  13. Multiple columns in Forms

    It would be a very nice to feature to be able to fields in columns when using DocGen in Salesforce using the form feature.

    1 vote
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  14. Option on Mass DocGen to Merge All Output

    While Mass DocGen from a report allows us to create a large number of documents at once, printing these efficiently involves a lot of babysitting.

    Say you generate 2,000 documents that need to be printed and mailed. Your documents are output into the DocGen Queue. Because Lightning list views only allow the selection of 200 items, you have to repeat this process ten times:
    1. Scroll DocGen Queue list view down to expose 200 or more records.
    2. Select 200 records.
    3. Click Download 1 PDF button to merge them into a single PDF.
    4. Wait 5-6 minutes for the…

    6 votes
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    0 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →
  15. Ability to have clickable links in Form Steps for a DocGen Package

    It would be useful to be able to have clickable links in Form Steps on DocGen Packages. If I create a step in the Form Step that contains a link, it should have the option to make that link a hyperlink. Then, once a user runs the DocGen package and is presented with the step, they would have the option to simply click the link instead of copy/pasting it into a new tab on their browser.

    In our case, we have a field on the Contact object called "lookup my Representatives", which is a URL field. The Field is then…

    3 votes
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    0 comments  ·  Lightning Experience  ·  Flag idea as inappropriate…  ·  Admin →
  16. Ability to filter to specific Files attached to a record

    I need the ability to filter to a subset of Files linked to a particular record based off custom fields on the Files

    3 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  17. Clone Relationships without having to clone a DocGen Package

    DocGen does not allow an easy way to reuse Relationships within different Packages. It would be nice to be able to clone or copy relationships over to new DocGen packages being created.
    Right now, I have to clone an existing to be able to pull in ALL the relationships previously created; then when you want a different Output it is inefficient to have to modify.

    2 votes
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    0 comments  ·  Documentation  ·  Flag idea as inappropriate…  ·  Admin →
  18. Merge documents from AWS CloudFront

    Provide the ability to pull documents from AWS CloudFront and merge into package. Providing the ability to preview before saving the final document will be a real plus.

    1 vote
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    0 comments  ·  3rd Party Integration  ·  Flag idea as inappropriate…  ·  Admin →
  19. Allow Sub-Totals on table replication

    We use DocGen (Drawloop) on Opportunities. The DocGen can create multiple tables great, but there is not way to create a sub-total on each total.
    For instance a Quote with Table 1 for Products and Table 2 for Services. We have the ability to make the tables, but we cannot create sub-totals of each table.

    4 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  20. Send generated documents to the Document Queue as Files instead of attachments

    When a document is sent to the queue, it is sent as an attachment instead of a file. Our process is automated through an outbound message so when a generated document goes over the 5MB attachment size limit, the outbound message errors out and no document is produced.

    If the generated document was sent to the queue as a file, we would be able to produce documents up to 2GB in size.

    7 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
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