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!

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  1. 1 vote
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    0 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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
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    planned  ·  0 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →
  3. Add Hourly interval selection to the frequency of Daily, Weekly, Monthly, etc.

    We have a use case where certain periods, leadership team (who does not have access to Salesforce) needs the Salesforce reports multiple times during the day. Thus the ability to run hourly interval increments, once or more times throughout the day and deliver the report to their inbox would be a great feature.

    1 vote
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    0 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →
  4. Option to not send reports if number of rows equals zero

    Add a checkbox to allow admin to not send scheduled reports if the number of rows returned is zero

    3 votes
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  5. Allow scheduled reports to send on a one-time date, or add start/stop dates to schedule

    Right now you have to hand activate/deactivate if you only want to send a scheduled report for a specific date or series of dates. Add 1-3 "one-time" date fields or add schedule start/stop dates to allow for non-regular scheduled sends.

    3 votes
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    0 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →
  6. Attaching document back to Salesforce

    Ability to send an email (Email Template in Salesforce) without having to attach a document to Salesforce. We use this feature to Mass Email using a Custom Object. Not really what Drawloop was intended to be used for, but it works great for us since this is not built in to Salesforce.

    1 vote
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