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


  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. Add Dynamic CONTACT as a recipient for Adobe Sign, for Community-Portal signing

    We need to be able to send to Adobe via a CONTACT, not an email.

    With Adobe you can have users sign their documents directly inside the SF-Community Portal. For this to work, we need DocGen to be able to send to a CONTACT in stead of an email.
    Currently one can only select a fixed CONTACT. We'd like this to be extended so that we can use a dynamic contact, from either a Relationship or via a button-parameter. Then enter that contact in the Recipient field with a Tag, just like dynamic name/email recipients.

    W/o this feature, we are…

    18 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  3rd Party Integration  ·  Flag idea as inappropriate…  ·  Admin →
  2. When email is sent through generate documents , thread Id in email is getting changed after mail is sent(in inbox). Need fix for this

    When email is sent through generate documents , thread Id in Email is getting changed after mail is sent(in inbox). When users reply to this mail the email wont be attached to existing case in salesforce as the thread ID on case is different than the one in mail..Need fix so that case thread id wont be changed after mail is sent.

    The issue wont happen if the mail is not sent through generate documents

    9 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  3rd Party Integration  ·  Flag idea as inappropriate…  ·  Admin →
  3. adobe sign and doc gen

    It would great to have a more detailed integration between adobe sign and document generation. Right now the two work very seperate, and during a signature piece, there is no ability to modify something being signed unless it is created in the adobe suite.

    19 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  3rd Party Integration  ·  Flag idea as inappropriate…  ·  Admin →
  4. Send on behalf of to Adobe Sign

    We need a way to send agreements on behalf of another user. Ideally this could be allowed/dissalowed on the package level, and granted to specific users via permission set.

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  3rd Party Integration  ·  Flag idea as inappropriate…  ·  Admin →
  5. Merge documents from AWS CloudFront

    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.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  3rd Party Integration  ·  Flag idea as inappropriate…  ·  Admin →
  6. Add Dropbox Integration

    Add Dropbox to the list of 3rd Party Integrations

    6 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  3rd Party Integration  ·  Flag idea as inappropriate…  ·  Admin →
  7. Second In person signer routed via LoopPlus

    Using Drawloop with DocuSign

    Able to add a 2nd recipient with In person Signing and routed via LoopPlus.

    i.e the 2nd signer is able to sign (within Salesforce) after the first signer

    10 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    Open for voting  ·  0 comments  ·  3rd Party Integration  ·  Flag idea as inappropriate…  ·  Admin →
  • Don't see your idea?

Feedback and Knowledge Base