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. 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

    21 votes
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    4 comments  ·  Lightning Experience  ·  Flag idea as inappropriate…  ·  Admin →

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  2. 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 →

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  3. Insert Update for DocGen Package Outbound Message Error

    When DocGen packages that were initiated by an Outbound Message fail to process, the only indication that there was a failure is an email that is sent to the User that the OB Message sends as, or in the event that the Drawloop Next formula field failed to specify a DocGen Package, no indication is provided and it will only be found by navigating to the document Queue.

    It would be very helpful to update the failed record itself when there was an error.
    This would allow us to leverage standard Salesforce reports and dashboards to monitor any automated processes…

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

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  4. 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.

    39 votes
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    Open for voting  ·  0 comments  ·  Documentation  ·  Flag idea as inappropriate…  ·  Admin →

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  5. 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.

    33 votes
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    3 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →

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  6. When creating a DocGen form with multiple checkboxes, please include an option to be to Select All options

    We have a form with 40+ checkbox options which requires the ability to be able to "Select All" otherwise the user has to go through and select each option individually to get all items checked. This is affecting functionality in a critical business report within a multi-million dollar, two year project which is scheduled to go live in Jan 2018. Please place this request on high priority, thank you!

    22 votes
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    Open for voting  ·  0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →

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  7. 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 →

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  8. 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.

    31 votes
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    0 comments  ·  Component Library  ·  Flag idea as inappropriate…  ·  Admin →

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  9. Allow calculations in form fields.

    It would be useful to have calculations performed by Drawloop from data input into form fields, without the need for using Excel as Middleware. This would expand the form capabilities and simplify the process. For example, if you have a contract price and you need a 10% deposit, the form should be able to calculate the deposit field from the contract price and % entered.

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

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  10. 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).

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

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  11. 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.

    96 votes
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    7 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →

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  12. 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.

    86 votes
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    Open for voting  ·  3 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →

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  13. Blind CC ONE email on email delivery option

    When emailing in MASS, it would be great to have one of the emails and attached documents carbon copied to the sender. This is an option that is standard in salesforce, but when emailing using LOOP, you only have the option to carbon copy every email, thus flooding the sender's inbox.

    4 votes
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    0 comments  ·  Setup and Configuration  ·  Flag idea as inappropriate…  ·  Admin →

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  14. 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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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →

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  15. Dedupe the Mass Recipient Report list

    I would like the ability to create a Scheduled Report DDP that can send out one copy of the report to anyone listed on the report, for example the Opportunity Owner. Today a Scheduled Report can send to anyone listed in the report however if they are listed more than once they will receive the Scheduled Report DDP more than once which is not a good end user experience.

    30 votes
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    Open for voting  ·  0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →

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  16. 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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