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

How can we improve Nintex DocGen for Salesforce (formerly Drawloop)

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  1. 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 →
    • 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

      8 votes
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        1 comment  ·  Lightning Experience  ·  Flag idea as inappropriate…  ·  Admin →
      • Console app navigation

        After sending email through email delivery option, it should redirect the origin record tab/sub-tab in the Console app.

        3 votes
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          0 comments  ·  Lightning Experience  ·  Flag idea as inappropriate…  ·  Admin →
        • 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.

          6 votes
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            planned  ·  0 comments  ·  Lightning Experience  ·  Flag idea as inappropriate…  ·  Admin →
          • Field Tagger option to display tags in ALL CAPS.

            Would like the ability to have the field tagger display tags in ALL CAPS for insurance/financial use cases where the generated document should have applicants info in ALL CAPS. Currently have to go into Fonts and set ALL CAPS on tags.

            1 vote
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              0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
            • Option to merge an object's attachments seperate from templates

              I have a DDP that needs an excel template, and multiple files pulled from an object. This is not an issue, however, there is no way to have the excel template to be its own file and have a merged PDF of multiple files on an object record. It's only possible to either merge everything into a PDF output, or have the output use the originals and a combined PDF.

              My proposed solution to this problem is to add a "Template Output Type" selection field in the template's options, the same as the "Document Output Type" picklist in the delivery…

              3 votes
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                0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
              • dynamically include templates

                Add multiple filter criteria to dynamically include template files to Salesforce-DDP application for document generation.
                Currently, only a single criteria for fetching the templates during RunDDP is available. It will be really useful when multiple criteria can be set up for template selection. This feature can reduce multiple document creation for the same object and process flow.

                19 votes
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                  Open for voting  ·  0 comments  ·  Documentation  ·  Flag idea as inappropriate…  ·  Admin →
                • doc queue buttons not working in Lightning

                  None of the doc queue buttons work in Salesforce Lightning. All the Doc Queue buttons like the Download1PDF and few other custom buttons created using the button wizard still using the One Click Java script which is not at all an option in the Lightning. These need to be changed to support in Lightning.

                  17 votes
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                    0 comments  ·  Lightning Experience  ·  Flag idea as inappropriate…  ·  Admin →
                  • Use Files instead of Documents

                    Files offers features like previews and version control, while Documents does not. I suggest switching so that we can take advantage of such features.

                    16 votes
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                      1 comment  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
                    • allow tables in component groups

                      I am using drawloop to create quotes and i would like to have different tables based on criteria. For instance, we have a checkbox on the quote to show the discount on the quote or not. It would be great to use component groups to have a different table with or without the discount column based on the selection of this checkbox.

                      22 votes
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                        0 comments  ·  Component Library  ·  Flag idea as inappropriate…  ·  Admin →
                      • Where a formula text field has internal carriage returns, i.e. the user has entered something like

                        Where a formula text field has internal carriage returns, i.e. the user has entered
                        line 1
                        line 2
                        line 3
                        a DDP currently renders that at line 1 line 2 line 3

                        Salesforce respects the internal breaks and it would be better if a DDP did the same.

                        This has become an issue for us where the formula field contains an address with multiple lines. Having all the lines flow into one means that we cannot produce a properly formatted address on a letter.

                        5 votes
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                          0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
                        • Email Delivery landing page should be lightning instead of classic

                          The lightning version of app automatically switch to classic version when generating document with Email delivery option.

                          4 votes
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                            0 comments  ·  Lightning Experience  ·  Flag idea as inappropriate…  ·  Admin →
                          • allow preview of mass document packages

                            We use the mass document feature to send multiple certificates of completion. We would like to ensure that the document looks correct before sending (i.e. that a long name hasn't forced text to overflow to a new page).

                            6 votes
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                              0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
                            • Suppress contact selection for Document Package

                              Many of our Document Packages do not have a need for contact selection. It would be great if we could set the Document Package up so that the user is never prompted to select a contact (particularly in the lightning component).

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

                                64 votes
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                                  2 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
                                • Ability to Run Own Usage Reports

                                  The ability to run usage reports at a user level. We need to know if our users are creating the set amount of documents when utilizing the Drawloop app. This keeps the managers in the know and ensures every user is using the application to perform certain goals throughout the quarter. Have asked for this report manually on a monthly basis, but it is not enough as the report request gets lost or someone forgets to ask for it.

                                  12 votes
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                                    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Multiple Conditions with 'contains' logic to include a file in the DDP

                                    Sometimes it is necessary to include a document file in DDP based on multiple AND/OR conditions with 'contains' logic. For example, Include a file only when Field 1 contains 'xxx' AND Field 2 contains 'yyy'. It shall be possible to allow these multiple data field and value pair with AND/OR conditions which is currently not supported.

                                    58 votes
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                                      Open for voting  ·  3 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Attach as Zip

                                      I have Drawloop Document Packages that generate multiple files. The users become frustrated though because they're all attached a single downloadable files. It would be great, if Drawloop had the option to attach as a Zip file.

                                      The download option in the document queue does not meet our business needs due to collaboration, unfortunately.

                                      4 votes
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                                        0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Fix formatting with Component Groups and PowerPoint tables

                                        I learned recently that using Component Groups in conjunction with a PowerPoint template, and having the Component Group tags within a table cell of PowerPoint causes indenting on the subsequent lines of the output text after the first line. There is nothing today that can stop this indenting. It is not part of the PowerPoint template settings, but found to be due to the combination of Component Groups tagging and PowerPoint tables.

                                        If you take the same PowerPoint template and place the Component Group tab into the slide without a table, it works fine. If you use the Component Group…

                                        1 vote
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                                          0 comments  ·  Component Library  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Add a feature to the DDP configuration to filter the Contacts that appear in the Contact selection list at document generation.

                                          Add a feature to the DDP configuration to filter the Contacts that appear in the Contact selection list at document generation. Filter by fields on the Contact or Account Contact Relationship records.

                                          8 votes
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                                            0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
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                                          8 - Nintex DocGen™ for Salesforce (formerly Drawloop)

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