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. Admin should be able to configure the visibility of packages upfront on Lightning component

    On the lightning record page ,using Lightning Doc gen component ,we need to control the visibility of the packages available for user to pick as by default all available packages shows up on the component by default,at least we want to disable based on some filter such that user may not pick up the wrong one.
    It seems we can restrict the generation of document using condition filter but not control visibility of the package on lightning component upfront

    3 votes
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    0 comments  ·  Lightning Experience  ·  Flag idea as inappropriate…  ·  Admin →
  2. Lightning Component: Packages are conditionally available

    Allow an Admin to control the Packages visible to the User in the Component, based on a value within the Record.

    In the example below, on my SOW Record, I have a Picklist for Project Billing Type. In the example below, as the Project Billing Type value is T&M, I would like the only package available to be SOW T&M Cloud. How is this do-able?

    16 votes
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    3 comments  ·  Lightning Experience  ·  Flag idea as inappropriate…  ·  Admin →
  3. Lighting Component - Custom Object Contacts

    The DocGen Lightning Component needs to be able to support custom Contact Lookup fields on Custom Objects.
    We have documents with required Contacts, but the Component isn't recognizing the Contact selected in the document as it's a custom Contact look-up on a custom object.

    25 votes
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    0 comments  ·  Lightning Experience  ·  Flag idea as inappropriate…  ·  Admin →
  4. Give admins the ability to control fields accessibility on the Send Email page

    We need the ability to customize which fields show on the Email page and their field level security, for example we would like to prevent users from editing the subject or adding emails to the bcc field due to compliance requirements

    1 vote
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    0 comments  ·  Lightning Experience  ·  Flag idea as inappropriate…  ·  Admin →
  5. Ability to have clickable links in Form Steps for a DocGen Package

    It would be useful to be able to have clickable links in Form Steps on DocGen Packages. If I create a step in the Form Step that contains a link, it should have the option to make that link a hyperlink. Then, once a user runs the DocGen package and is presented with the step, they would have the option to simply click the link instead of copy/pasting it into a new tab on their browser.

    In our case, we have a field on the Contact object called "lookup my Representatives", which is a URL field. The Field is then…

    3 votes
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    0 comments  ·  Lightning Experience  ·  Flag idea as inappropriate…  ·  Admin →
  6. Ability to select Additional To and BCC in Lightning

    In lightning when Email deliverability is selected users have option to search for Contact or Leads on To field. But on Additional To field search functionality is not available which is there on classic. Users have to manually additional emails and paste in Additional To field. Also, in lightning BCC field is blank it should populate with users email like in classic

    6 votes
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    0 comments  ·  Lightning Experience  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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

    12 votes
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    1 comment  ·  Lightning Experience  ·  Flag idea as inappropriate…  ·  Admin →
  8. Pause to Edit feature in lightning component

    Pause to Edit feature in Lightning component is not compatible. Currently, we need to go to Classic to generate a document and edit before sending it. Or, generate a button with Pause to Edit functionality which will transfer you to a different page. Very timely workarounds.

    10 votes
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    planned  ·  0 comments  ·  Lightning Experience  ·  Flag idea as inappropriate…  ·  Admin →
  9. Lightning Console Compatability

    There is no way to use the lightning console navigation with DocGen without using the lightning component. The lightning component for DocGen cannot sort files, but going through the button allows it. Salesforce does NOT allow javascript buttons on lightning. Please upgrade this feature as it's been neglected since the release of lightning console navigation.

    1 vote
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    0 comments  ·  Lightning Experience  ·  Flag idea as inappropriate…  ·  Admin →
  10. Console app navigation

    After sending email through email delivery option, it should redirect the origin record tab/sub-tab in the Console app.

    3 votes
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    0 comments  ·  Lightning Experience  ·  Flag idea as inappropriate…  ·  Admin →
  11. doc queue buttons not working in Lightning

    None of the doc queue buttons work in Salesforce Lightning. All the Doc Queue buttons like the Download1PDF and few other custom buttons created using the button wizard still using the One Click Java script which is not at all an option in the Lightning. These need to be changed to support in Lightning.

    17 votes
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    0 comments  ·  Lightning Experience  ·  Flag idea as inappropriate…  ·  Admin →
  12. Support Account Contact Relationship Salesforce Object

    Salesforce released a new feature in Summer 16, contacts to multiple accounts. This feature allows one contact to have a direct relationship with one account as well as many indirect relationships.

    When creating a DDP I can only choose my recipient from contacts that have a direct relationship with an account, not an indirect relationship. We have a work around, we reassign the contact to a different account, but it would sure be great if we didn't have to do that. It would be perfect if Drawloop would support the new contact model and show all contact associated with an…

    55 votes
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    planned  ·  3 comments  ·  Lightning Experience  ·  Flag idea as inappropriate…  ·  Admin →
  13. Email Delivery landing page should be lightning instead of classic

    The lightning version of app automatically switch to classic version when generating document with Email delivery option.

    7 votes
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    0 comments  ·  Lightning Experience  ·  Flag idea as inappropriate…  ·  Admin →
  14. Docusign Signing Preview and Edit option in Salesforce Lightning

    DDP includes a feature for "Signing Preview and Edit", however, it is not supported in Lightning Experience. Please enable this feature.

    15 votes
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    0 comments  ·  Lightning Experience  ·  Flag idea as inappropriate…  ·  Admin →
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