You can download the Nintex Form, Workflow and List template here.
Why Document Generation?
Consider this scenario where departments wants to create a Human Resources NDA for external vendor, Sales department requires sales quotes, Management requires report etc in various Office formats such as Word, Excel, PowerPoint etc.
These processes are extremely manual and tedious as follows:
Therefore, hampers the productivity of an organization.
What is Document Generation (DocGen)?
Nintex Workflow helps to generate documents by connecting relevant department, leverage your business process and content in your digital workplace. You also have opportunity to integrate other systems such as Office 365, Box, Salesforce and you can also utilize Adobe Sign or DocuSign for electronic signatures.
With DocGen you can connect to ANY DATA and not just Office 365 but you can get from Microsoft Dynamics, SQL Data. ANY DOCUMENT (Office Documents) and it could be NDA, Contract, Supplier Information etc. ANY DELIVERY which could any platform such as Dropbox, Box, Microsoft Dynamics, Adobe sign.
Below are some samples for Generating documents across teams and functions.
Document Generation Benefits
Step by Step
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