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 Signing Preview and Edit option in Salesforce Lightning

    DDP includes a feature for "Signing Preview and Edit", however, it is not supported in Lightning Experience. Please enable this feature.

    15 votes
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  2. Lookup Relationship from Child Object

    When converting over to the Lightning experience, the ability to form lookup relationships from child relationship disappeared. For our organization, this was a commonly used pathway to relationships. It would be helpful to have it return.

    9 votes
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  3. Email Delivery landing page should be lightning instead of classic

    The lightning version of app automatically switch to classic version when generating document with Email delivery option.

    7 votes
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  4. Console app navigation

    After sending email through email delivery option, it should redirect the origin record tab/sub-tab in the Console app.

    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!

  5. Ability to have clickable links in Form Steps for a DocGen Package

    It would be useful to be able to have clickable links in Form Steps on DocGen Packages. If I create a step in the Form Step that contains a link, it should have the option to make that link a hyperlink. Then, once a user runs the DocGen package and is presented with the step, they would have the option to simply click the link instead of copy/pasting it into a new tab on their browser.

    In our case, we have a field on the Contact object called "lookup my Representatives", which is a URL field. The Field is then…

    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!

  6. Lightning Console Compatability

    There is no way to use the lightning console navigation with DocGen without using the lightning component. The lightning component for DocGen cannot sort files, but going through the button allows it. Salesforce does NOT allow javascript buttons on lightning. Please upgrade this feature as it's been neglected since the release of lightning console navigation.

    1 vote
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  7. Give admins the ability to control fields accessibility on the Send Email page

    We need the ability to customize which fields show on the Email page and their field level security, for example we would like to prevent users from editing the subject or adding emails to the bcc field due to compliance requirements

    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!

  8. Have activity show actual Email Body text instead of just "please see attached" in activity history timeline

    Currently if you send an email via Mass (or any automated email run) using a template for the email body (using the "Email as Body" option for the template), the logged activity in the activity history/timeline after send only shows "Please see attached" in the activity description in Lightning, instead of the actual merged text that went out in the email body.

    If you click into the activity record, you see the merged email language in the description - it is just not visible from the Salesforce account or contact 's activity history timeline, where you can usually expand the…

    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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