8 - Nintex Drawloop DocGen™ for Salesforce

← Customer Feedback for Nintex

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


How can we improve Nintex Drawloop DocGen for Salesforce

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  1. Salesforce Mobile Preview and Edit for Docusign

    The salesforce mobile app should be able to replicate all sending options for docusign, and should allow for preview and edit send options for docusign.

    1 vote
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    0 comments  ·  Salesforce 1  ·  Flag idea as inappropriate…  ·  Admin →

  2. We converted to Files from Notes and Attachments and would like the ability to have files show up first in the Attachments list for DocGen

    We converted to Files in Salesforce from Notes and Attachments and would like the ability to have files show up first in the Attachments list for the DocGen Package run.

    We have a lot of records existing with Note and Attachments, since we are attaching files under Files when you go to loop a DocGen package the files show at the bottom on the list of attachments instead of showing by newest to oldest. In addition, the file order does not order from newest to oldest when it appears

    Could you please either create a related area under for Files…

    4 votes
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    0 comments  ·  Salesforce 1  ·  Flag idea as inappropriate…  ·  Admin →

  3. We converted to Files from Notes and Attachments and would like the ability to have files show up first in the Attachments list for DocGen

    We converted to Files in Salesforce from Notes and Attachments and would like the ability to have files show up first in the Attachments list for the DocGen Package run.

    We have a lot of records with existing Notes and Attachments, since we are attaching files under Files related list, now when you go to loop a DocGen package the files show at the bottom of the list of attachments instead of showing by newest to oldest. In addition, the file order does not order from newest to oldest when it appears under the DocGen package.

    Could you please either…

    1 vote
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    0 comments  ·  Salesforce 1  ·  Flag idea as inappropriate…  ·  Admin →

  4. Add option for running automated docgen packages Monday through Friday (as opposed to daily)

    Add option for running automated docgen packages Monday through Friday (as opposed to daily)

    7 votes
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    0 comments  ·  Salesforce 1  ·  Flag idea as inappropriate…  ·  Admin →

  5. DDP forms compatable with Lightning and Salesforce1

    the Ability to include Form steps on Salesforce1 and the Lightening experience.

    12 votes
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    planned  ·  3 comments  ·  Salesforce 1  ·  Flag idea as inappropriate…  ·  Admin →
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8 - Nintex Drawloop DocGen™ for Salesforce

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