DocGen for Salesforce Workshop

Accelerate productivity and boost efficiency with DocGen for Salesforce.

Make it easy for anyone—technical and non-technical team members—to automate the creation of any documents.

We’ve helped leading organizations like Yamaha, Cartelligent, and Red River Bank, conquer manual, paper-based processes by automating document-centric processes.

Integrate any data point

Sync your Salesforce instance with the Nintex DocGen platform to automatically populate the contents of your documents with the record or field of your choice.

Create any document

Improve compliance and consistency across your sales organization with templates to easily generate quotes, proposals, NDAs, contracts, invoices, and more.

Send through any delivery method

Instantly share documents with contacts through one automated workflow and even collect signatures.

Join this interactive workshop and produce your first document automation. We’ll highlight some quick wins and show how easy it is to generate contracts, proposals, and invoices, all within the familiar Salesforce environment.

Speaker

Matt McGrath
Senior Solutions Engineer