# Nintex DocGen for Salesforce Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Nintex DocGen for Salesforce the right Document Generation solution for you? Explore 19 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/226275/Nintex-DocGen/reviews --- Nintex DocGen for Salesforce 4.6 (19) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Nintex DocGen for Salesforce Ease of use 4.2 Customer Service 4.4 ## Showing most helpful reviews Showing 1-19 of 19 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Nolan L. Head of Distribution Financial Services Used the software for: 2+ years ### "Docgen is one of the best in market and the process simple to deploy" September 29, 2021 5.0 Document generation for Proposals, Contracts and Reports is simple easy to deploy Pros Easy deployment and easy of use. Clean interface Cons lack of support for soql query and asked to buy support package when previously it was supported. Support case timeline is long and not fast Alternatives considered [Docusign CLM](https://www.capterra.com/p/119589/DocusignCLM/) Reason for choosing Nintex DocGen for Salesforce Simple deployment Review Source VR Verified Reviewer Associate Financial Services Used the software for: 6-12 months ### "Nintex DocGen with Salesforce" September 28, 2021 4.0 We are trying to solve filling out documents and this does get the job done. We aren't using it to it's full capacity though. I've reached out a few times for help and haven't gotten much back, and not even on help but also to see if Nintex offers additional products or solutions. Nothing. You would think they would want to sell to us, we are willing! Pros I like that it works. We don't run into many problems or errors with the platform and it's pretty straight forward as long as you are comfortable with advanced PDF functionality. Cons It's a bit choppy. I wish the set up of documentation and packages were just a little bit more straightforward. I also didn't have that much knowledge of PDF and that's how a lot of the items are mapped, so instead of learning about Xplenty I had to learn about Adobe. I wish Xplenty provided more resources on that, they may exist but I couldn't find much. The support is not good. There's a million resources but it's all self taught. If you have questions expect to spend hours finding out solutions on your own. Alternatives considered [Docusign](https://www.capterra.com/p/121506/Docusign/) Reason for choosing Nintex DocGen for Salesforce We actually are switching out of Nintex to DocuSign since Nintex won't get back to me on pitching the workflow services within Salesforce. Review Source JL Jordyn L. Senior Salesforce Administrator Consumer Services Used the software for: 2+ years ### "Get what you pay for" October 7, 2021 3.0 Pros It's very simple to integrate with salesforce and it uses word which makes it easy to create, edit, and change templates. Cons Its always down or experiencing an outage, it happens multiple times a month. Review Source CS Chelsea S. Senior Salesforce Administrator Real Estate Used the software for: 2+ years ### "Great Functionality, Average Reliability" September 28, 2021 4.0 Pros The ability to automate all of our document generation processes has saved hours of time for our users. We use it on a daily basis. It's great that you can add custom logic for different documents to pull, and there's a good amount of flexibility in the document templates themselves. Cons There are always some weird formatting issues that probably just stem from how Word formatting can be tricky. It will look a certain way in the Word template, but when you generate the document from DocGen it will have a different format. It can be difficult to fix it sometimes. One of the major issues we've been having lately are regular outages with DocGen. For the past year, they've had outages at least once a month, usually more often, and we have several business critical processes on DocGen so these outages have caused us to research other options. It's unfortunate because they previously did not have all these outages and we otherwise love the product. Review Source LD Leslie D. Director Contract Administration Information Technology and Services Used the software for: 2+ years ### "An exceptional tool!" October 26, 2022 5.0 Overall, my experience with Drawloop has been excellent. From initial training and set up, to excellent support when needed. The tool does everything we need and makes my job so much easier! Pros There are so many great features to Drawloop, but I really appreciate the ability to set up the tool without technical skills, and the broad range of options make it the best tool for us. Cons I don't know that I can think of a con ... maybe it wasn't on the market early enough and I was having to use a non-friendly tool to accomplish less than what I can with Drawloop. Reason for choosing Nintex DocGen for Salesforce We were using another product I won't name, and it was not user-friendly at all. Whenever I needed to make a change, I had to reach out to support for them to make it for me. Drawloop took that away and gave me a tool that I can use! Review Source CH Christa H. Systems Analyst Financial Services Used the software for: 2+ years ### "Christa's review" September 28, 2021 4.0 good once implemented, making any changes is very difficult and wish it was more user friendly (drag/drop or a better UI) Pros It does not fail or have issues often if ever. Once set up it is easy to use Cons Setting up what we need, we used a consultant, but every time I need to try to make a change it is really confusing and takes me forever. I do not understand the excel template files used and why certain data appears as it does. Reason for choosing Nintex DocGen for Salesforce We did not look at other products, our Salesforce consultant selected this one for us and told us it would do what we needed. Review Source CG Corie G. Product Manager Financial Services Used the software for: 2+ years ### "Nintex DocGen saves us so much time" September 28, 2021 5.0 We've been a customer for over 5 years and overall it's been great to work with Nintex Pros DocGen allows our users to generate their own proposals, agreements, etc. which eliminates a bottleneck in the process. The support team is great when we run into issues or advanced templates. Cons Not all features are available in classic or lightning, so I have to switch between the 2 to work on document packages. Alternatives considered [Conga Composer](https://www.capterra.com/p/228164/Conga-Document-Generation/) Reason for choosing Nintex DocGen for Salesforce Features/price Review Source ME Momen E. SF Administrator Non-Profit Organization Management Used the software for: 2+ years ### "DocGen Review " September 28, 2021 5.0 Document generation is a top tier feature that any organization must have. It is so simple to set up, from the templates to the field mappings to the preview of the document. I love it. Pros We have been using Nintex now for over 5 years. We have apretty solid relationship with the team and they always reach out to check in or to keep us up to date with the latest version. The best thing I like about Nintex is the ease of use to generate a document with the click of a button. Cons There are not much things I do not like about Nintex. One thing I must say is that you need certain permissions if you have a license. With the permissions, it does give the user access to the Setup Menu, which our users do not need. This runs the risk of a user going in there and possibly altering a system setting if they are in the back snooping around, it was hard to find a solution to this. Review Source Paweł P. IT Business Analyst Chemicals Used the software for: 6-12 months ### "Nintex Drawloop DocGen offering great business transformation benefits." February 14, 2022 4.0 Nintex Drawloop DocGen can enhance the business processes where users pull the data from Salesforce CRM manually into Word documents. It can be also integrated with Nintex Sign feature or AdobeSign to collect signatures on the generated documents. Pros Drawloop DocGen offers an easy way of connecting Salesforce CRM with lightweight automation tool - Nintex Workflow Cloud (NWC). Business teams can populate different document templates with Salesforce data and send those for approvals or signatures automatically. Not only it reduces the manual steps in the process, it also improves the company's business transformation. Cons Despite the fact Drawloop DocGen is easy to set up and use, it is also quite expensive feature comparing it to other solutions on the market. Review Source KM Karthikeyan M. Tech Lead Information Technology and Services Used the software for: 6-12 months ### "Amazing tool for Document Generations" June 20, 2023 5.0 Great tool which integrates with Salesforce and met the expectations Pros Ease of use, anyone can adapt and work easily and easy integration with Salesforce. Cons All good for now, may be the pricing can be reduced a bit. But all looks cool. Review Source LR Layla R. Director Financial Services Used the software for: 2+ years ### "Simplified Daily Tasks " October 4, 2021 5.0 100% hands down my favorite add on in salesforce. Pros Just simplifying doc generation is most important. we generate hundreds of documents to complete day to day work and doc gen has saved hours of work. Cons not one - everything can be done if you can dream it they have a way to do it. Reason for choosing Nintex DocGen for Salesforce I wasn't involved in original purchase directly Review Source Robert D. IT Manager Chemicals Used the software for: Less than 6 months ### "Break through the document limit in salesforce" April 14, 2022 5.0 It was very simple. I contacted my account manager, got a demo. signed up. Configured it in my salesforce tennant and simply started to create more powerful and useful documents. Pros It was easy to setup and configure. It really has so many more features for rich documents than what you get in salesforce. If like us you have multiple departments/countries/comapnies they all need theri own slighly different reports/quotes/proposals etc. This is a critical piece of software. Cons Nothing. This software does exactly what i need. Sure i'm dissapointed that i need it but if salesforce wiull not give me what i need at least i have this option to use. Reason for choosing Nintex DocGen for Salesforce We had an existing relationship with the vendor so it was an easy decision. Review Source CR Chevy R. Solution Architect Pharmaceuticals Used the software for: 2+ years ### "Chevy's Review" October 7, 2021 4.0 Overall, I like the tool and would recommend to friends as it does a lot and requires very little training. Pros I find it easy to create formatted outputs for multiple occasions. Easy joins make pulling all of the right data together very simple. Cons Error handling isn't great and the help documentation is lacking. Hard to troubleshoot error codes without reaching out to support. Alternatives considered [Conga Composer](https://www.capterra.com/p/228164/Conga-Document-Generation/) Review Source ST Sue T. dir it Non-Profit Organization Management Used the software for: 1-2 years ### "Nintex Doc Gen esign integration sup par. " September 28, 2021 5.0 Nintex does not have the ability to support design to meet our needs. Pros Being able to create templates and generate custom documents that can be emailed to contacts. Cons Nintex Doc Gen esign integration sup par. Reason for choosing Nintex DocGen for Salesforce Recommended Review Source MJ Monica J. Director of donor services Non-Profit Organization Management Used the software for: 2+ years ### "Drawloop Review-Document Generation" October 11, 2021 5.0 Once set up is done correctly then the tool works as expected Pros Ability to merge fields and generate documents Cons Set up is confusing. Too many steps. Need better explanation Review Source america B. physiotherapist Alternative Medicine Used the software for: 6-12 months ### "i like this platform" April 17, 2022 5.0 it is a work tool Pros I like this platform because it helps me accelerate my sales Cons everything is fine i'm not complaining.. Review Source RC Rachel C. VP of Compliance and Operations Banking Used the software for: Less than 6 months ### "Super System to Implement! " September 29, 2021 5.0 It has been extremely wonderful! Pros It has added features that have helped our business achieve success more efficiently. The customer service is also out of this world. Cons Having to switch between classic and lightning to set up the flows quickly. Reason for choosing Nintex DocGen for Salesforce They didn't have the right features for compliance purposes. Switched from [Adobe Acrobat Reader](https://www.capterra.com/p/170833/Acrobat-Reader-DC/) We needed more automation. Review Source RS Robin S. IT, Data & Office Manager Non-Profit Organization Management Used the software for: 2+ years ### "Nintex usage" October 8, 2021 5.0 Pleased we have it and when it works it works well. However it may be my lack of experience, but trying to set up new usage or update existing applications isn't always easy. Pros Once the templates are set up, they are very great. During different times of the year they are used daily. Cons Not always easy to set up or update. Often have to start from the beginning to update a template. Can be costly as you are paying for every time you use the product so when testing a new template or usage, it is costing us to do so. Reason for choosing Nintex DocGen for Salesforce It was recommended at the time when we installed Salesforce. Review Source YA Yaseen A. Software Engineer Computer Software Used the software for: Less than 6 months ### "Great tool for document generation" October 5, 2021 5.0 Pros i liked the flexibility for document generation which provided from drawloop against the other products in salesforce app exchange it is very good. Cons I wished that nintex have a separated part for e signing without need to integrate with adobe e-sign. Review Source Similar Products Featured ## Related categories [Document Generation](https://www.capterra.com/document-generation-software/)[Proposal Management](https://www.capterra.com/proposal-management-software/)[Sales Force Automation](https://www.capterra.com/sales-force-automation-software/)