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. Port the package migration wizard to Lightning

    We use the Migration wizard to move packages between Salesforce environments - but it is currently only available in Classic. Could this be ported to Lightning please.

    7 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Discontinue use of Flash in template organizer

    Flash Player is fraught with security risks, and not everyone has it enabled in their browser. Please move to some other kind of template management component.

    10 votes
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    Planned  ·  0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →

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  3. Summary Relationships

    Drawloop doesn't make it too easy to summarize data from multiple records. It always involves writing a custom SOQL query; in itself not too hard but then it can't be easily combined with a Table/Row structure in multiple records.

    I'd love to see you guys add a declarative solution for aggregated data that fits within the Table/Row structure, please.

    25 votes
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    Planned  ·  3 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →

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  4. Ability to Run Own Usage Reports

    The ability to run usage reports at a user level. We need to know if our users are creating the set amount of documents when utilizing the Drawloop app. This keeps the managers in the know and ensures every user is using the application to perform certain goals throughout the quarter. Have asked for this report manually on a monthly basis, but it is not enough as the report request gets lost or someone forgets to ask for it.

    18 votes
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    Improved analytics is currently in the development pipeline. Please do share with us anything that could help us improve your experience, and be on the lookout for the analytics tools in the second half of the year.

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