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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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 -
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 votesPlease do let us know how this would impact your experience. Thanks!
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Pause to Edit feature in lightning component
Pause to Edit feature in Lightning component is not compatible. Currently, we need to go to Classic to generate a document and edit before sending it. Or, generate a button with Pause to Edit functionality which will transfer you to a different page. Very timely workarounds.
10 votes -
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 -
Support Account Contact Relationship Salesforce Object
Salesforce released a new feature in Summer 16, contacts to multiple accounts. This feature allows one contact to have a direct relationship with one account as well as many indirect relationships.
When creating a DDP I can only choose my recipient from contacts that have a direct relationship with an account, not an indirect relationship. We have a work around, we reassign the contact to a different account, but it would sure be great if we didn't have to do that. It would be perfect if Drawloop would support the new contact model and show all contact associated with an…
61 votes -
Summary Relationships
Drawloop doesn't make it too easy to summarize data from multiple records. It always involves writing a custom SOQL query; in itself not too hard but then it can't be easily combined with a Table/Row structure in multiple records.
I'd love to see you guys add a declarative solution for aggregated data that fits within the Table/Row structure, please.
25 votes -
Ability to Run Own Usage Reports
The ability to run usage reports at a user level. We need to know if our users are creating the set amount of documents when utilizing the Drawloop app. This keeps the managers in the know and ensures every user is using the application to perform certain goals throughout the quarter. Have asked for this report manually on a monthly basis, but it is not enough as the report request gets lost or someone forgets to ask for it.
18 votesImproved analytics is currently in the development pipeline. Please do share with us anything that could help us improve your experience, and be on the lookout for the analytics tools in the second half of the year.
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'Preview' delivery option
Currently, If a user wants to preview the file it has to be downloaded first. There shall be a 'preview' delivery option which opens the file directly in a new browser tab for preview without having the user to download the file followed by some extra clicks to open the same.
9 votes -
Error Messages
I would like to be able to see the error messages on the generation page. I don't need anything fancy, but just a way to see the generic error. You could keep the current page to contact support with the error code, but also display the Salesforce Error message on the page or a link to see the details. When I called support, they were able to respond with that error message, I was able to solve the issue in less than a minute.
16 votes -
Perform direct download to computer without extra clicks
When we request "Download" we expected that the document would download. Instead, we get a cute but not very useful icon in the middle of the screen, and we have to click on it to download the PDF.
Can we get Drawloop to download directly, as Conga does?
34 votes -
Allow tags in option document names.
Right now the titles of option documents cannot include any tags, so you are unable to have dynamic document names. I have multiple business cases where there are required and optional documents that having the account name or other field included in the title would be helpful for storage purposes.
24 votes -
DDP forms compatable with Lightning and Salesforce1
the Ability to include Form steps on Salesforce1 and the Lightening experience.
12 votes
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