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 User assignment automation.

    I am working on a salesforce site that will have thousands of users and it would be very helpful if we could assign users the DocGen User permission set automatically, at the time of user creation as opposed to manually adding them individually via the DocGen Admin Tab.

    4 votes
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    0 comments  ·  Setup and Configuration  ·  Flag idea as inappropriate…  ·  Admin →
  2. Need integration with new Excel Array functions

    Excel has new array functions such as UNIQUE and FILTER. While these are currently in beta, they are available through the Insider program. Microsoft has not given a date for the release of this new functionality, but why wait. It would be great if Drawloop can incorporate these in sooner rather than later.

    1 vote
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    Open for voting  ·  0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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 →
  4. Send generated documents to the Document Queue as Files instead of attachments

    When a document is sent to the queue, it is sent as an attachment instead of a file. Our process is automated through an outbound message so when a generated document goes over the 5MB attachment size limit, the outbound message errors out and no document is produced.

    If the generated document was sent to the queue as a file, we would be able to produce documents up to 2GB in size.

    13 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  5. Ability to filter to specific Files attached to a record

    I need the ability to filter to a subset of Files linked to a particular record based off custom fields on the Files

    3 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  6. Clone Relationships without having to clone a DocGen Package

    DocGen does not allow an easy way to reuse Relationships within different Packages. It would be nice to be able to clone or copy relationships over to new DocGen packages being created.
    Right now, I have to clone an existing to be able to pull in ALL the relationships previously created; then when you want a different Output it is inefficient to have to modify.

    2 votes
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    0 comments  ·  Documentation  ·  Flag idea as inappropriate…  ·  Admin →
  7. Merge documents from AWS CloudFront

    Provide the ability to pull documents from AWS CloudFront and merge into package. Providing the ability to preview before saving the final document will be a real plus.

    1 vote
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    0 comments  ·  3rd Party Integration  ·  Flag idea as inappropriate…  ·  Admin →
  8. Add Dropbox Integration

    Add Dropbox to the list of 3rd Party Integrations

    6 votes
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    0 comments  ·  3rd Party Integration  ·  Flag idea as inappropriate…  ·  Admin →
  9. Allow Sub-Totals on table replication

    We use DocGen (Drawloop) on Opportunities. The DocGen can create multiple tables great, but there is not way to create a sub-total on each total.
    For instance a Quote with Table 1 for Products and Table 2 for Services. We have the ability to make the tables, but we cannot create sub-totals of each table.

    4 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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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    2 comments  ·  Lightning Experience  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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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    0 comments  ·  UX/UI  ·  Flag idea as inappropriate…  ·  Admin →
  12. Ability to Bullet Lists in Components/Component Groups

    We often use Bullets in our formatting and other HTML type improvements for our emails and letter templates. We are somewhat limited when using Component and Component Groups due to these restrictions.

    Line spacing is also not as ideal as preferred.

    1 vote
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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 →
  14. Send email notification when delivery via FTP or SFTP

    Add ability to send an email notification when delivering a document by FTP or SFTP. The email notification should not contain the document attached. This should be fore manual DDPs and for automated/scheduled DDPs

    3 votes
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    0 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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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    0 comments  ·  UX/UI  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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 →
  17. 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 →
  18. Field Tagger option to display tags in ALL CAPS.

    Would like the ability to have the field tagger display tags in ALL CAPS for insurance/financial use cases where the generated document should have applicants info in ALL CAPS. Currently have to go into Fonts and set ALL CAPS on tags.

    1 vote
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  19. Option to merge an object's attachments seperate from templates

    I have a DDP that needs an excel template, and multiple files pulled from an object. This is not an issue, however, there is no way to have the excel template to be its own file and have a merged PDF of multiple files on an object record. It's only possible to either merge everything into a PDF output, or have the output use the originals and a combined PDF.

    My proposed solution to this problem is to add a "Template Output Type" selection field in the template's options, the same as the "Document Output Type" picklist in the delivery…

    3 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  20. 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.

    15 votes
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    1 comment  ·  Setup and Configuration  ·  Flag idea as inappropriate…  ·  Admin →
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