I am working on a salesforce site that will have thousands of users and it would be very helpful if we could assign users the DocGen User permission set automatically, at the time of user creation as opposed to manually adding them individually via the DocGen Admin Tab.

Working with parameters is easy at the DDP level but if an end user wishes to pass through parameters as part of their "query" to create a document, their experience isn't as seamless as what it could be.

A common method is to create a Salesforce form but this form is presented in the classic interface.

This request is either to pass parameters directly via the DocGen widget or to work with custom forms using the Lightning interface.

We are using person accounts and we need to generate documents and send the emails to person account's email address. But I dont see any contact get populated on the screen because its a Person Account.

It would be great if we could use Excel as Middleware to output to another Excel or .csv file. Currently the only options are Word and PowerPoint. My deliverables are .csv

Please upgrade the use of static Ids on the formula fields and provide a way to effectively deploy them to rest of the environments. While using a lot of packages, it takes up a lot of manual effort and chances of error missing the ids are more.

Currently you only support sending Classic-view Dashboards to the output file. Please add support for the newer, significantly nicer Lightning components.

It would be very beneficial to be able to set some metadata for example, Document Status = Draft when a new document is generated. This is on the ContentDelivery object.

So when the object sets the Status to Approved, and generates a new file, then the metadata should be updated to reflect the Document Status as Approved.

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

My DocGen Package has an Insert-Update that creates a Task. I'd like that Task's Description field to list data from multiple records related to the main object. Can row replication work for populating Fields, instead of just for templates? Thanks!

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.

Allowing OCR to serve as the starting object would allow a user to pull from both the Opportunity and Contact objects for a given OCR. Currently you need to use SOQL to do this.

Excel has new array functions such as UNIQUE and FILTER. While these are currently in beta, they are available through the Insider program. Microsoft has not given a date for the release of this new functionality, but why wait. It would be great if Drawloop can incorporate these in sooner rather than later.

There should be an option box i.e. "Stop sending email when no records are found" in the Nintex DocGen package configuration for scheduled report type, and, when it is enabled, the Nintex DocGen should stop sending email to the users. In other words, the Nintex DocGen should initiate mail communication only when the baseline report contains some data.

allow user to filter available/required 'ad hoc' object types (i.e., files vs feed item).

As it is, the checkbox list of available attachments that DocGen provides includes unhandleable object types that cause errors when selected.

E.g.:
"No Unknown record found matching id: 0D51T00006w0****** (MetadataInvalid)
Include this Error Id if you contact support: b1cd6aff-f788-43e0-8e7f-328112ed3e9d"

The user has to engage in a process of trial and error in order to avoid the attachment options that will produce errors. this becomes unworkable when dealing with large numbers of attachments