8 - Nintex DocGen™ for Salesforce (formerly Drawloop)

This is an open user-forum, giving you the opportunity to submit new ideas and feedback for Nintex Document Generation for Salesforce (formerly Drawloop). 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. 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).

    26 votes
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    3 comments  ·  UX/UI  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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.

    12 votes
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    0 comments  ·  3rd Party Integration  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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.

    10 votes
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    0 comments  ·  Lightning Experience  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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 →
  5. 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 →
  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?

    1 vote
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    0 comments  ·  Lightning Experience  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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 →
  8. 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 →
  9. 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 →
  10. 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…

    3 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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.

    1 vote
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    0 comments  ·  Documentation  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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.

    6 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  13. Add Dropbox Integration

    Add Dropbox to the list of 3rd Party Integrations

    3 votes
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    0 comments  ·  3rd Party Integration  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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.

    3 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  15. Lightning Button in DocGen Queue to sort multi-file output from a single MassGen run consistently

    When a single DocGen package outputs a letter and its corresponding outer envelope, these need to be sorted consistently so that they can be handled efficiently in mailing. Currently this is only possible using a One Click Javascript button (code attached from Nintex Support), which is unavailable in Lightning.

    9 votes
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    0 comments  ·  UX/UI  ·  Flag idea as inappropriate…  ·  Admin →
  16. Ability to attach Files from Desktop to Email delivery with multiple attachments

    When having multiple attachments come through in an Email delivery, the ability to attach files from your desktop is not existent. Today if an email is generated via a delivery option and it has multiple attachments you can only add additional attachments from Salesforce Documents

    9 votes
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    1 comment  ·  Lightning Experience  ·  Flag idea as inappropriate…  ·  Admin →
  17. Ability to Bullet Lists in Components/Component Groups

    We often use Bullets in our formatting and other HTML type improvements for our emails and letter templates. We are somewhat limited when using Component and Component Groups due to these restrictions.

    Line spacing is also not as ideal as preferred.

    1 vote
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  18. Pause to Edit feature in lightning component

    Pause to Edit feature in Lightning component is not compatible. Currently, we need to go to Classic to generate a document and edit before sending it. Or, generate a button with Pause to Edit functionality which will transfer you to a different page. Very timely workarounds.

    10 votes
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    planned  ·  0 comments  ·  Lightning Experience  ·  Flag idea as inappropriate…  ·  Admin →
  19. Send email notification when delivery via FTP or SFTP

    Add ability to send an email notification when delivering a document by FTP or SFTP. The email notification should not contain the document attached. This should be fore manual DDPs and for automated/scheduled DDPs

    3 votes
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    0 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →
  20. Show the email address for the recipient in DocGen package Email delivery option

    When using Email as delivery option, the 'To' only displays the name of the Contact selected. Suggest that it also displays the email address to allow a final confirmation that the contact has an email address/it's a correct address. My client has a BCC set so the email always sends successfully (because the User is BCC'd) and there is no alert to suggest that the Contact may not have received the email.

    1 vote
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    0 comments  ·  UX/UI  ·  Flag idea as inappropriate…  ·  Admin →
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