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. Lightning Doc Gen Email 'To' Lookup Has No Filter Criteria for Contact Selection

    Email 'To' has no filter criteria for lookup - no way to identify the contact for selection based on criteria as there is in Classic. We are told this is standard functionality of this page, but it is having a huge impact on the ability to select the correct contact for email.

    23 votes
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    2 comments  ·  Lightning Experience  ·  Flag idea as inappropriate…  ·  Admin →

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    Hi there! We so appreciate the time you take to give thoughtful feedback and help us improve your experience. 


    Thus, we are opening this up for voting so we can determine how many users are affected. Please share your thoughts with us!

  2. Support for Lightning Email Templates

    In Lightning Experience, when selecting an email template to use with the DocGen package, only classic email templates are supported currently. I'd like to switch my org over to using lightning email templates, but can't yet because we rely on them being compatible with DocGen.

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

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  3. Pass parameters to Drawloop through a lightning compatible form

    Working with parameters is easy at the DDP level but if an end user wishes to pass through parameters as part of their "query" to create a document, their experience isn't as seamless as what it could be.

    A common method is to create a Salesforce form but this form is presented in the classic interface.

    This request is either to pass parameters directly via the DocGen widget or to work with custom forms using the Lightning interface.

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

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  4. clone

    Have the Clone button visible in Lightning on Doc Gen Packages.

    5 votes
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    1 comment  ·  Lightning Experience  ·  Flag idea as inappropriate…  ·  Admin →

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  5. 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

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

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  6. 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?

    31 votes
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    4 comments  ·  Lightning Experience  ·  Flag idea as inappropriate…  ·  Admin →

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  7. 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.

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

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  8. 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

    31 votes
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    1 comment  ·  Lightning Experience  ·  Flag idea as inappropriate…  ·  Admin →

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  9. 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

    21 votes
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    4 comments  ·  Lightning Experience  ·  Flag idea as inappropriate…  ·  Admin →

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  10. 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 →

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