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. 1 vote
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    0 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →

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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!

  2. 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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    Hello! Thank you for your suggestion. We are going through all ideas to ensure that we are responding to both the most recent and relevant customer suggestions. Please feel free to add comments or votes that will help us understand how to improve your experience. Thanks!

  3. 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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    Hello! Thank you for your suggestion. We are going through all ideas to ensure that we are responding to both the most recent and relevant customer suggestions. Please feel free to add comments or votes that will help us understand how to improve your experience. Thanks!

  4. 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 →

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    Hello! Thank you for your suggestion. We are going through all ideas to ensure that we are responding to both the most recent and relevant customer suggestions. Please feel free to add comments or votes that will help us understand how to improve your experience. Thanks!

  5. 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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    Hello! Thank you for your suggestion. We are going through all ideas to ensure that we are responding to both the most recent and relevant customer suggestions. Please feel free to add comments or votes that will help us understand how to improve your experience. Thanks!

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