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. 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.

    15 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  2. Enable Rich Text Fields in Drawloop Documents

    Drawloop Document Generation does not support tags of Rich Text Fields in a document template. This needs to be enabled as we use have large RTF data fields that need to be dropped in but cannot.

    11 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  3. Multiple Conditions with 'contains' logic to include a file in the DDP

    Sometimes it is necessary to include a document file in DDP based on multiple AND/OR conditions with 'contains' logic. For example, Include a file only when Field 1 contains 'xxx' AND Field 2 contains 'yyy'. It shall be possible to allow these multiple data field and value pair with AND/OR conditions which is currently not supported.

    74 votes
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    Open for voting  ·  3 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  4. Use translation workbench values for merge documents in multiple languages

    Currently the field tags for merge documents pull the information from picklist fields directly from the list of available values in the field definition. This is problematic in an work environment where multiple languages are used for the merge documents as the merged values appear only in the one language used to define the picklist values. It is also problematic when tagging picklist fields that are populated by an external (3rd) system. At such integrations, the picklist values of a field usually contain some "abbreviations" instead of the real value. The real value of the field is displayed using translation…

    65 votes
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    under review  ·  2 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →
  5. Make the field tagger get field label value instead of the API value

    We had noticed that the field taggers return the API value of the picklist field instead of the actual label value, hence any changes to the actual value on the field doesn't replicate on the field tagger and the value returned is incorrect.

    15 votes
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    0 comments  ·  Documentation  ·  Flag idea as inappropriate…  ·  Admin →
  6. Enhance Lookup Relationships

    As is, the lookup relationship type doesn't have much value. It only works in a single record scenario. Please consider enhancing lookup relationships so that if they're part of a table or row the lookup relationship automatically replicates. This would allow us to tag records to reference the correct lookup record.

    Today, if a lookup relationship is part of a table or row, all tables/rows only reference the first lookup record making them have very little value.

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

    I have Drawloop Document Packages that generate multiple files. The users become frustrated though because they're all attached a single downloadable files. It would be great, if Drawloop had the option to attach as a Zip file.

    The download option in the document queue does not meet our business needs due to collaboration, unfortunately.

    4 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  8. Add 'NOT' operator to the Filter

    Add 'NOT' operator to the Filter

    suppose you have a DDP for a generic contract and some DDPs for specific contracts, eg. a generic DDP 'Contract' and a specific DDP 'Contract Florida'.
    With a 'NOT' operator we could add a filter in the DDP for the Florida DDP 'Florida' and in the DDP for all other states we could use 'NOT Florida'

    14 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  9. Perform direct download to computer without extra clicks

    When we request "Download" we expected that the document would download. Instead, we get a cute but not very useful icon in the middle of the screen, and we have to click on it to download the PDF.

    Can we get Drawloop to download directly, as Conga does?

    28 votes
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    planned  ·  0 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →
  10. Error Messages

    I would like to be able to see the error messages on the generation page. I don't need anything fancy, but just a way to see the generic error. You could keep the current page to contact support with the error code, but also display the Salesforce Error message on the page or a link to see the details. When I called support, they were able to respond with that error message, I was able to solve the issue in less than a minute.

    13 votes
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    planned  ·  1 comment  ·  UX/UI  ·  Flag idea as inappropriate…  ·  Admin →
  11. Implement a form of duplicate check when migrating DDP's across Salesforce environments

    It would be extremely helpful to add some form of duplicate check to the DDP Migration process. This will allow users the ability to make changes to a single environment and push the changes across an organization without having to log in to each environment or worry about duplication of records.

    11 votes
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    under review  ·  0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  12. Dynamic Email Content Based On Salesforce Field Values

    Currently when DDPs are configured to send via DocuSign, you can only configure a static email template (with merge fields). If you want to send the same documents with different email content (based on for example a field in Salesforce called 'Product') you currently have to clone the existing DDP and change the email template.

    It would be extremely useful to be able to configure one DDP and have dynamic/conditional paragraphs for each product. For example:

    [IF Account.Product = Handheld Vaccuum Cleaner], DISPLAY: "Thank you for purchasing the <<Account.Brand>> <<Account.Product>>. As this is a small item, please come in and…

    7 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  13. Preview document in browser

    Our customer who are using drawloop are seeking for document preview feature. They want to user to stick its current window and view the document which is generated. once user check that document is generated fine then user click on continue to move further and send it for signature.

    5 votes
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    0 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →
  14. Displaying additional details about Contacts in the Contact Selection

    Currently only the name of the Contact is displayed , we would suggest that along with the name it would really be helpful if additional details related to Contact object(e.g.:contact email ID or Contact type) are displayed in the "Specify the contact to use for the DDP:" section on the 'DDP Powered by Drawloop' page.

    1 vote
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  15. Generate Documents from Pages File Type (Mac)

    Would really like to get away from Microsoft products, as the only thing I really use is Word. Are there any plans to make Document Automation compatible with Mac’s Pages?

    1 vote
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    0 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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 →
  17. Row replication and Table replication should include iterator variable

    Row replication (i.e. <<CallsStart>> and Table replication (i.e. CallsTableStart>> should include an iterator variable (i.e. <<CallsIterator>>) so you know which row number or table number you are on (i.e. 0,1,2,3)

    12 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  18. Enable the "Pause to Edit" feature for MassLoop.

    The existing "Pause to Edit" functionality would be valuable for use with MassLoop. Our users wish to make final custom wording edits with pre-filled data fields already in place .

    1 vote
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  19. Improve/Customise Error messages

    Currently the error messages are user unfriendly and full of unhelpful jargon. It would be a great improvement to translate the error messages into lament terms so Admins and Users can benefit alike.

    9 votes
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    1 comment  ·  Setup and Configuration  ·  Flag idea as inappropriate…  ·  Admin →
  20. Apply validation rules to document generation

    We would like to be able to set up validation rules within the Nintex solution so that Users are prompted to complete data correctly before being able to generate the document output. For example, a User needs to ensure that the Billing Country has a value before they can generate an invoice. Using the Nintex component, we would like the application to display an validation message on selection of the template/package so that the User can complete the record information.

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