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. Allow for Versioned Document Generation in Salesforce

    Salesforce Files (ConventVersion) out of the box supports the ability to upload multiple versions of the same document such that the end user in Salesforce only see the current version of the document.

    It would be a useful feature if DocGen when generating the same document more than once would upload subsequent documents as additioinal versions of the initial document instead of creating a new document on each generation.

    Our use case is that we use docGen for sending quotes to our customers. We typically go through multiple iterations of a quote with a customer. Each time we send a…

    10 votes
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    1 comment  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Discontinue use of Flash in template organizer

    Flash Player is fraught with security risks, and not everyone has it enabled in their browser. Please move to some other kind of template management component.

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

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  3. Date tag formatted to only bring in the month and day in ## formatting

    The field tagger allows you to format the year as ## (09) but is missing the individual month (01) and day (02) tags.

    Example use case: wanting to format the date as 02.01.09 or 02 January 2009 in the generated template

    9 votes
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    1 comment  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →

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    Hello! We are taking the time to go through these ideas carefully so that we can inform our product roadmap. We'd love any help you can provide! Please feel free to add comments or votes at this time that will help us understand if this concern is still relevant to you, and if so, how we may improve your customer experience. Thank you!

  4. Apply validation rules to document generation

    We would like to be able to set up validation rules within the Nintex solution so that Users are prompted to complete data correctly before being able to generate the document output. For example, a User needs to ensure that the Billing Country has a value before they can generate an invoice. Using the Nintex component, we would like the application to display an validation message on selection of the template/package so that the User can complete the record information.

    9 votes
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    Hello! We are taking the time to go through these ideas carefully so that we can inform our product roadmap. We'd love any help you can provide! Please feel free to add comments or votes at this time that will help us understand if this concern is still relevant to you, and if so, how we may improve your customer experience. Thank you!

  5. Allow prioritization of automated DDPs

    When documents are requested via Workflow and Outbound Message, they are queued up on the servers in the order that the messages are sent (FIFO).

    Where some of the requested documents are more time sensitive than others, it would be great to be able to flag to the OB Message so that the server would identify that request as high priority and generate it before the other (not high priority) documents in the queue.

    A possible deliverable could be a second parallel Queue whose documents would always generate before any in the main queue allowing for FIFO on the high…

    9 votes
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  6. Set Mass Report recipients based ona text field in the Mass Recipient Report (comma separated emails).

    Right now the mass recipient report in a scheduled report can only go to a single contact/user/lead per line of the mass recipient report. Instead, I'd like to merge a column from the mass recipient report which consists of a list of emails, maybe into the Additional To: or CC: field, like you can do with Dynamic Addresses & the field tagger in the regular DDP.

    Without this, to send a single report to emails stored on our 180 chapters (custom objects), I either need to maintain 180 distribution lists and create contact records for them, or maintain 180 Scheduled…

    9 votes
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    Hello! We are taking the time to go through these ideas carefully so that we can inform our product roadmap. We'd love any help you can provide! Please feel free to add comments or votes at this time that will help us understand if this concern is still relevant to you, and if so, how we may improve your customer experience. Thank you!

  7. Translation of Pop up Screen without creating VisualForce Page

    The App layout (Pop up screen) when the user want to create a Document the Drawloop question do appear standard always in the English language.
    In multiple Language companies this is not wished and also this questions should be showed in their own language.
    It would be fine this questions could be translated by Translation WorkBench from Salesforce like you can do with fields etc.

    The answer from Nintex = The Visualforce page from the screenshot cannot be currently translated. A workaround is to create your own Visualforce page or to automate the button so that the Document package, Contact…

    9 votes
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    Hello! We are taking the time to go through these ideas carefully so that we can inform our product roadmap. We'd love any help you can provide! Please feel free to add comments or votes at this time that will help us understand if this concern is still relevant to you, and if so, how we may improve your customer experience. Thank you!

  8. 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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  9. Ability to generate document to upload to SharePoint and also store a copy as attachment at same time ?

    My requirement is to every time when user selects "Office 365" delivery option. A copy of the generated document should also be attached to the record from which the document package was run is Salesforce.

    8 votes
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  10. Allow for SOQL Queries WITHIN a group or table using references to the current Row

    I was trying to use a table in a document for a client and was saddened to find out that it is impossible to use a SOQL query within the table even when referencing the row object's ID. This feature would be a GAME CHANGER. i.e. My client wanted to show the name of a bundle of products (a custom object model) as a row in a table with all of the other bundles - this part was achieved - but then they wanted to add the subtotal of the individual bundles. To do this, I needed to sum up…

    7 votes
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  11. Date tag formatted to German format (e.g. 31.12.2016) and similar German formats.

    Currently the German format for date tags is not supported. It would be really good to have that available to better generate documents for German (and other European) users / clients.

    7 votes
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  12. Allow users to run a DocGen Package with only an attachment (i.e. no file required on DDP)

    I'd like to be a ble to send a DDP with just an attachment from a Salesforce Record and without any 'base' file that currently is required on every DDP. A workaround, is that the required file on the DDP can become a 'coverpage' of sorts... but we'd like to omit that page all together in some cases.

    7 votes
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    Hello! We are taking the time to go through these ideas carefully so that we can inform our product roadmap. We'd love any help you can provide! Please feel free to add comments or votes at this time that will help us understand if this concern is still relevant to you, and if so, how we may improve your customer experience. Thank you!

  13. Port the package migration wizard to Lightning

    We use the Migration wizard to move packages between Salesforce environments - but it is currently only available in Classic. Could this be ported to Lightning please.

    7 votes
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  14. Only have the Insert-Update and/or Attachment to perform if the email is sent

    Using the email delivery option with insert-update and attach back to the record, there are sometimes the user will cancel the email. In this case, we do not want to have the insert-update and/or attachment to be performed on the running record.

    7 votes
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  15. 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.

    7 votes
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  16. 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.

    7 votes
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    Hello! We are taking the time to go through these ideas carefully so that we can inform our product roadmap. We'd love any help you can provide! Please feel free to add comments or votes at this time that will help us understand if this concern is still relevant to you, and if so, how we may improve your customer experience. Thank you!

  17. Reduce the size of width from a Picture attached as optional to a document.

    When you add an optional picture attachment chosen from the record attachments it would be nice the picture will be resized to the page-width of the document. When you have now a picture attached separately (Optional) and the width is much bigger than the width of the document you can hardly read the output of the document created by the DDP.

    7 votes
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    1 comment  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →

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    Hello! We are taking the time to go through these ideas carefully so that we can inform our product roadmap. We'd love any help you can provide! Please feel free to add comments or votes at this time that will help us understand if this concern is still relevant to you, and if so, how we may improve your customer experience. Thank you!

  18. Dynamic Email Content Based On Salesforce Field Values

    Currently when DDPs are configured to send via DocuSign, you can only configure a static email template (with merge fields). If you want to send the same documents with different email content (based on for example a field in Salesforce called 'Product') you currently have to clone the existing DDP and change the email template.

    It would be extremely useful to be able to configure one DDP and have dynamic/conditional paragraphs for each product. For example:

    [IF Account.Product = Handheld Vaccuum Cleaner], DISPLAY: "Thank you for purchasing the <<Account.Brand>> <<Account.Product>>. As this is a small item, please come in and…

    7 votes
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  19. Add an option to add additional recipients in the “DDP Powered by Drawloop” page in Salesforce

    Add an option to add additional recipients in the “DDP Powered by Drawloop” page in Salesforce so that the user can select an additional contact as a recipient or a cc.

    6 votes
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  20. Limit automatic attachment from parent records

    When you include attachments in your DDP, for default relationships, the DDP will find attachments related to the record the DDP runs on, as well as it's parent record.
    E.g. when running a DDP on Opportunity, attachments form the Opportunity AND it's parent Account will be available.
    I need to be able to exclude the Account level attachments from the selection list so that the Users do not see them when running an Opportunity level DDP

    6 votes
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    Hello! We are taking the time to go through these ideas carefully so that we can inform our product roadmap. We'd love any help you can provide! Please feel free to add comments or votes at this time that will help us understand if this concern is still relevant to you, and if so, how we may improve your customer experience. Thank you!

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