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    Nintex Knowledge Base

    Document Generation for Salesforce Overview

    Overview

    Nintex Document Generation for Salesforce is a Salesforce app that allows you empower your users to accelerate any document creation process such as sales quotes, order forms, proposals, invoices, contracts, account summaries, service documents, and more. Generate documents from any data source or from any document template, and use third-party apps for custom delivery, cloud storage and eSignature - all without leaving Salesforce.

    With Nintex Document Generation, Salesforce administrators can create business processes that change stage throughout a sales process, trigger approval routing, schedule tasks, and more. Tailor the user experience for individual roles or teams using business logic and user permissions, so people can only see the right documents at the right time.

     

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