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. Build API into Drawloop that can be called by using apex only

    It would be good if Drawloop could have API’s that could be called directly via apex without needing tables (external or otherwise) or drawloop packages either.

    So the API would just pass the id of the document template, and the data to be mapped to it, perhaps in a map or json structure where you could have a matchup like this:
    "<<field1>>" : "Fred"
    "<<Filed2>>" : "Smith"
    etc

    So that given an document template, the data to go on it and the field tags could be sent via the apex API without requiring involvement from a Salesforce object or needing…

    1 vote
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    1 comment  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Use Excel as Middleware to export to Excel or CSV file

    It would be great if we could use Excel as Middleware to output to another Excel or .csv file. Currently the only options are Word and PowerPoint. My deliverables are .csv

    3 votes
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    Open for voting  ·  0 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →

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  3. How to select Contact while sending the email for Person Account

    We are using person accounts and we need to generate documents and send the emails to person account's email address. But I dont see any contact get populated on the screen because its a Person Account.

    3 votes
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  4. Dynamically controlling the Field codes conversion to text

    In the Docgen template, we have Field codes to dynamically render the text in the Document. we have scenarios where we might wanna download the doc in a word format, rather than a PDF. To ensure that a user can update the doc, we convert the field codes to text. what this does is, it would also remove the hyperlinks, table of contents etc.. it would be nice to have a flag over the field tagger, that could decide whether a respective Field code has to be retained / converted to text...

    4 votes
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  5. Adjust addendum functionality to support Salesforce Files

    Allow the use of Salesforce Files and Content Documents in the addendum functionality. Currently, it only supports Documents, which are not supported in Lightning, and makes using the app for Salesforce communities far more difficult.

    15 votes
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    1 comment  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →

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    We are reopening this for voting to gather more information about this.  If you've voted for this, can you share a little more about how you would use this? If not, please share with other users you think would like to vote for this feature.


    Thanks!

  6. Control Image Size in Word Merge

    When merging images into a Word document there is no way to control the size of the image when the merged image is of an unknown size. The merged image is resized to be the same dimensions as the placeholder image which means that more often than not you end up with an image with the wrong aspect ratio.

    It would be useful if, when merging an image, you can nominate a height or width. DocGen could then resize the image to fit the height/width and preserves the aspect ratio by setting the relevant width/height.

    14 votes
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  7. Row Replication for Insert-Update Task's Field

    My DocGen Package has an Insert-Update that creates a Task. I'd like that Task's Description field to list data from multiple records related to the main object. Can row replication work for populating Fields, instead of just for templates? Thanks!

    1 vote
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