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. DocGen Form Date Formatting

    DDP Form date fields are currently hard coded to display in US date format (mm/dd/yyyy). We need date fields to show in the date format per our regional settings (ie dd/mm/yyyy for Aus users).

    35 votes
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  2. Lightning Button in DocGen Queue to sort multi-file output from a single MassGen run consistently

    When a single DocGen package outputs a letter and its corresponding outer envelope, these need to be sorted consistently so that they can be handled efficiently in mailing. Currently this is only possible using a One Click Javascript button (code attached from Nintex Support), which is unavailable in Lightning.

    9 votes
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  3. Show the email address for the recipient in DocGen package Email delivery option

    When using Email as delivery option, the 'To' only displays the name of the Contact selected. Suggest that it also displays the email address to allow a final confirmation that the contact has an email address/it's a correct address. My client has a BCC set so the email always sends successfully (because the User is BCC'd) and there is no alert to suggest that the Contact may not have received the email.

    1 vote
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    Hello! We are taking the time to go through these ideas carefully so that we can inform our product roadmap. We'd love any help you can provide! Please feel free to add comments or votes at this time that will help us understand if this concern is still relevant to you, and if so, how we may improve your customer experience. Thank you!

  4. Improved error message when viewing deleted DDPs in Salesforce.com

    When a DDP is deleted but then referenced by the URL by a user, Drawloop displays the error : List has no rows for assignment to SObject
    An unexpected error has occurred. Your solution provider has been notified. (Loop).

    Could this be changed to error message displayed for sub-objects of the DDP deleted which is : Data Not Available
    The data you were trying to access could not be found. It may be due to another user deleting the data or a system error. If you know the data is not deleted but cannot access it, please look at our…

    2 votes
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    Under Review  ·  0 comments  ·  UX/UI  ·  Flag idea as inappropriate…  ·  Admin →

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  5. Hide flag on DDP - Delivery Option

    We've lot of SMTP delivery options for a given DDP which we use to trigger emails from backend. These delivery options we don't want to show on UI. It would be great if we have some king of flag to show/hide on UI.

    1 vote
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    Hello! We are taking the time to go through these ideas carefully so that we can inform our product roadmap. We'd love any help you can provide! Please feel free to add comments or votes at this time that will help us understand if this concern is still relevant to you, and if so, how we may improve your customer experience. Thank you!

  6. Allow users to search for files (not documents) and attach them before delivering a generated document by email

    Our users are generating documents and then want to add flyers or other documents that are stored in Salesforce as content onto the same email. I see an option to add attachments, but this seems to go to Salesforce documents and does not offer user the option to search for files in our content libraries.

    1 vote
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    Hello! We are taking the time to go through these ideas carefully so that we can inform our product roadmap. We'd love any help you can provide! Please feel free to add comments or votes at this time that will help us understand if this concern is still relevant to you, and if so, how we may improve your customer experience. Thank you!

  7. Ability to Save in the Middle of the Form

    For longer forms it would be beneficial if the user could save the document state and return to it later. This way if they needed to gather additional information or focus on something else for a bit they would not lose their progress.

    4 votes
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    0 comments  ·  UX/UI  ·  Flag idea as inappropriate…  ·  Admin →

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    Hello! We are taking the time to go through these ideas carefully so that we can inform our product roadmap. We'd love any help you can provide! Please feel free to add comments or votes at this time that will help us understand if this concern is still relevant to you, and if so, how we may improve your customer experience. Thank you!

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