8 - Nintex Drawloop DocGen™ for Salesforce

← Customer Feedback for Nintex

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!

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How can we improve Nintex Drawloop DocGen for Salesforce

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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.

    90 votes
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    6 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →

  2. Use translation workbench values for merge documents in multiple languages

    Currently the field tags for merge documents pull the information from picklist fields directly from the list of available values in the field definition. This is problematic in an work environment where multiple languages are used for the merge documents as the merged values appear only in the one language used to define the picklist values. It is also problematic when tagging picklist fields that are populated by an external (3rd) system. At such integrations, the picklist values of a field usually contain some "abbreviations" instead of the real value. The real value of the field is displayed using translation…

    71 votes
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    Under Review  ·  2 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →

  3. Implement a form of duplicate check when migrating DDP's across Salesforce environments

    It would be extremely helpful to add some form of duplicate check to the DDP Migration process. This will allow users the ability to make changes to a single environment and push the changes across an organization without having to log in to each environment or worry about duplication of records.

    14 votes
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    Under Review  ·  1 comment  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →

  4. Table replication with page break

    In case of table replications, sometimes it is required to start the new table on a next page rather then continuing just after the end of previous table. This makes the content cleaner and more presentable on the final output document. This should be made possible via an optional configuration.

    58 votes
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    Under Review  ·  2 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
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8 - Nintex Drawloop DocGen™ for Salesforce

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