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. Font Embeddability level "Embeddable" to be able to convert the document into PDF.

    Hello,

    I was prompt to come here to address my issue. Initially when downloading chair contracts in sales force, when the contract was generated it would come up as the Mueso Sans Regular Font. For some unknown reason, when downloading contracts now it comes up as some other font. Need to get the original Mueso Sans Regular Font back. Contacted Sales force after weeks of investigating the cause of the issue, I was told that 'Our product team reviewed the issue and found that that it seems to be related to the Font Embeddability. This specific font does not allow…

    1 vote
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    0 comments  ·  Documentation  ·  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!

  2. 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 →

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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!

  3. Possiblity to iterate the records and display it column wise instead of row? Currently the iteration is only row wise, some reports requi

    Possibility to iterate the records and display it column wise instead of row. Currently records are iterated row wise, it could be a nice option if we can have it iterated column wise.

    Record A Status A Description A
    Record B Status B Description B
    Record C Status C Description C

    Record A Record B Record C
    Status A Status B Status
    Description A Description B Description C

    3 votes
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    0 comments  ·  Document Automation  ·  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. 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 →

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  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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    Under Review  ·  0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →

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  6. Create ability to run Insert-Updates and compile documents in an order selected by the author.

    I have a case where I need to:
    1. Compile a document
    2. Create a case object
    3. Compile a final document with a link to the case that was created.

    This is not possible today because the system automatically compiles both documents first and then creates the case. So the final document that should link to the case that was created instead links to the last case that was created on an account. Please update Drawloop to allow us to set the order that items are compiled.

    4 votes
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  7. Ability to include pulling feed attachments from multiple objects

    When creating a DDP, we need files across multiple objects to be combined and rendered as distinct pages in a consolidated document. This has been confirmed as a known issue.

    3 votes
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    Under Review  ·  0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →

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  8. Hide flag on DDP - Delivery Option

    We've lot of SMTP delivery options for a given DDP which we use to trigger emails from backend. These delivery options we don't want to show on UI. It would be great if we have some king of flag to show/hide on UI.

    1 vote
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    1 comment  ·  UX/UI  ·  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. Drawloop doesn't differentiate between Custom fields and standard field names

    Tried to set up a letter template and I wanted to use the contact's title (e.g. Mr) in the template, however the Drawloop Tag is identical to another Label and it’s therefore pulling back “Dear Monty” instead.

    Label Tag Value

    Salutation / Greeting <<Contact_Salutation>> Dear Monty
    Title <<Contact_Salutation>> Mr

    I’ve spoken to our developers who have said “The standard Salesforce field’s API name is “Contact.Salutation”. Our custom field’s API name is “Contact.Salutationc”. For some reason, the Drawlook field tagger doesn’t distinguish between standard and custom field names; it doesn’t observe the ‘c’ appendix.

    2 votes
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    0 comments  ·  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!

  10. HTTP delivery: Support BASIC-AUTH in the HTTP delivery option.

    Passing credentials via Url parameters is not compatible with standard web servers, and we should always try to be compatible with standard web server behaviour when implementing web services, yes?
    This would permit securing the end-point for the Http delivery option so it does not sit open to the internet as the next underground 0-day warez site. Even if there are is no way to download files once uploaded to the end-point, and even if I wrote a robot or cron job to clean up unwanted files, I should not have to write a robot to clean up unwanted files;…

    1 vote
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    0 comments  ·  Document Automation  ·  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!

  11. Use an entry from an earlier answer to populate a question

    It would be beneficial if a user could enter in an answer to a question early in the form and then that entry could be auto populated as part of a question later on in the form.

    For example if one of the drop down answers was Other and we then asked them to specify who the other is it would be beneficial if the questions following that answer could specify that we are talking about their entry for other. Example: How many hours a week does [Other] use our product?

    3 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!

  12. Support Dynamic-Name Email recipients that are not 'required' with automated DDPs

    Use Case: You want to trigger the DDP via a workflow but the number of dynamic-name email recipients is dynamic.

    Issue: Currently this configuration works when triggering the DDP via a button but when using a WF/OBM all the recipients must be marked as 'required' otherwise the DocuSign envelope only displays/sends to one recipient rather than two.

    1 vote
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    0 comments  ·  Setup and Configuration  ·  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!

  13. More Flexible Expiration Options for DDPs

    There should be more flexibility in assigning expiration dates to individual DDPs. Right now, you can only specify the number of days until expiration. What if we could choose a specific day of the month the package would expire on? What if we could specify document expiration on the first day of each month or the last day of each month? I think this would be incredibly helpful to a lot of users.

    3 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!

  14. Find which Document packages a template is used in

    I frequently reuse the same template for more than one doucment package. This makes it easier to manage the branding by only updating a few templates.

    When making a change, it would be helpful to have a report showing which document packages the template file was used in.

    10 votes
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  15. Allow users to search for files (not documents) and attach them before delivering a generated document by email

    Our users are generating documents and then want to add flyers or other documents that are stored in Salesforce as content onto the same email. I see an option to add attachments, but this seems to go to Salesforce documents and does not offer user the option to search for files in our content libraries.

    1 vote
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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!

  16. Add sum row as merge fields when using Report as data source.

    Currently, using Reports as a data source only allows you to pull in a tabular column of data (further calculation requires using Excel as middleware). I would like to see the summary row at the bottom of a tabular report be made available as a series of merge fields as well. For example, the current syntax for a report column is <<AnyRangecol1>>; the sum for that column could be <<AnyRangecolsum>>.

    6 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!

  17. Update Existing Content

    I'm currently using 'Salesforce Files' which creates a content record for the DDP. Salesforce supports content versioning making it easy for users to 'attach a new version' however this isn't supported in Drawloop.

    It would be next level, if you could give us options to insert a new file, but if it exists, update the content. This would give us one static URL to the content and make navigating our Notes & Attachments sections much easier!

    12 votes
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  18. Enhance Lookup Relationships

    As is, the lookup relationship type doesn't have much value. It only works in a single record scenario. Please consider enhancing lookup relationships so that if they're part of a table or row the lookup relationship automatically replicates. This would allow us to tag records to reference the correct lookup record.

    Today, if a lookup relationship is part of a table or row, all tables/rows only reference the first lookup record making them have very little value.

    4 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!

  19. 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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    0 comments  ·  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!

  20. "Manage MY Cases"

    Please add a Manage My Cases button/link to the Drawloop Admin tab.

    1 vote
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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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