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. Docusign move to OAuth 2.0 will affect Nintex Drawloop DocGen customers using legacy ikey

    DocuSign is introducing authentication based on OAuth 2.0 as per: https://developers.docusign.com/platform/auth/oauth2-requirements-migration/
    DocGen customers may be using integration keys that are part of legacy setup.
    This change will be enforced by October 2022 and will affect customers who fit the description.
    If Nintex doesn't take the necessary action in time many customers will be affected. We need committment from Nintex to take action in time to avoid any disruption to customers' business processes.
    Thank you!

    1 vote
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    Planned  ·  0 comments  ·  3rd Party Integration  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Implement DocuSign Email+SMSDelivery

    DocuSign released an option to send a document to a phone, as an SMS message. User can sign on the phone.
    The current DS integration does not support that feature.
    Please consider to implement this DS delivery option.

    7 votes
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    1 comment  ·  3rd Party Integration  ·  Flag idea as inappropriate…  ·  Admin →

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  3. Allow multi-factor authentication in the OneSpan integration

    Allowing for specification of a contact and cell phone number for SMS authentication would greatly enhance the integration with OneSpan.

    1 vote
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    Open for voting  ·  0 comments  ·  3rd Party Integration  ·  Flag idea as inappropriate…  ·  Admin →

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  4. O365 Admin Approval required in order to reauthroize 3rd party integration with Nintex Doc Gen

    When in Salesforce and trying to authorize the 3rd party integration with our O365/SharePoint instance we are presented with an admin approval required pop up message. Despite our O365 admins approving the request in O365 the same message is repeated if we go back and try to reauthorize the 3rd party integration. We would like Nintex to fix their product to address this issue with therelated to the admin consent workflow introduce by Microsoft

    1 vote
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    1 comment  ·  3rd Party Integration  ·  Flag idea as inappropriate…  ·  Admin →

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  5. Allow font size attribute to be passed to Docusign on Secure Fields

    When creating a Secure Field under a Recipient, we have the ability to specify font family, but not font size. font size is an attribute that is available via the docusign api. I tried to work around it but was unable to because of details I wont go into here.

    1 vote
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  6. Deliver to Google Docs

    We would like to deliver documents straight to Google Docs

    10 votes
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    Thank you for this feedback!


    We are reopening voting on this so that we can gather more information about document delivery preferences. Please add any additional thoughts to this thread. We'd be happy to hear more about this.

  7. When email is sent through generate documents , thread Id in email is getting changed after mail is sent(in inbox). Need fix for this

    When email is sent through generate documents , thread Id in Email is getting changed after mail is sent(in inbox). When users reply to this mail the email wont be attached to existing case in salesforce as the thread ID on case is different than the one in mail..Need fix so that case thread id wont be changed after mail is sent.

    The issue wont happen if the mail is not sent through generate documents

    12 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. Send on behalf of to Adobe Sign

    We need a way to send agreements on behalf of another user. Ideally this could be allowed/dissalowed on the package level, and granted to specific users via permission set.

    3 votes
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    2 comments  ·  3rd Party Integration  ·  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!

  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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  10. Add Dropbox Integration

    Add Dropbox to the list of 3rd Party Integrations

    6 votes
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  11. Second In person signer routed via LoopPlus

    Using Drawloop with DocuSign

    Able to add a 2nd recipient with In person Signing and routed via LoopPlus.

    i.e the 2nd signer is able to sign (within Salesforce) after the first signer

    10 votes
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    Open for voting  ·  0 comments  ·  3rd Party Integration  ·  Flag idea as inappropriate…  ·  Admin →

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