Easily Create and Route Documents with Nintex for Salesforce

Welcome to Twopir Consulting, your trusted partner in revolutionizing document creation, routing, and approval processes with Nintex for Salesforce. Discover how our expertise in Nintex implementation can eliminate manual inefficiencies, reduce risks, and enhance the overall efficiency of your document workflows.

Document Generation:

Say goodbye to manual document creation with Nintex Drawloop DocGen® for Salesforce. This no-code solution automates the population of Word, PowerPoint, Excel, and PDF templates with data from Salesforce and other systems. Enjoy precise and compliant document creation without the hassle of cutting and pasting.

Automate Document Workflows and E-signatures:

Experience the power of automated workflows with drag-and-drop simplicity. Nintex for Salesforce allows you to trigger workflows based on changes to your Salesforce records, expedite customer sign-offs with eSignature capabilities, and ensure seamless collaboration with auto-assigned tasks, alerts, and follow-ups.

Forms & Mobile Apps:

Keep your Salesforce records up-to-date with Nintex Forms. Capture information instantly to trigger workflows or generate documents. Whether you’re updating records, triggering workflows, or generating documents, Nintex Forms ensures your business processes flow effortlessly, accessible from anywhere on any device.

Nintex Promapp:

Explore Nintex Promapp, a cloud-based business process management solution. Evaluate team engagement, track workflow processes, and visualize and improve processes as needed. From onboarding to risk management, Nintex Promapp enhances team collaboration and efficiency.

Nintex Drawloop DocGen: Unleashing Document Automation

How Does Nintex Drawloop DocGen Work?

• Data: Configure basic information for your DocGen Package, pulling data from Salesforce Objects, Reports, and/or Visualforce pages.
• Documents: View template details, such as name and page range, in the Documents tab.
• Delivery: Configure document delivery and storage using signing and storage applications in the Delivery tab.

How Can We Help?

At Twopir Consulting, we specialize in Nintex implementation with Salesforce. Let us help you automate document creation, expedite routing and eSignatures, and maximize the value of your Salesforce investment.

Results:

• Efficient Process Management: Manage the entire process effortlessly with just a few clicks.
• Drastic Time Reduction: Cut down contract creation time from weeks to minutes.
• Ease of Document Building: Build complex documents with ease.
• Streamlined Processes: Streamline processes across Salesforce, orgs, and business systems.
• Enhanced Document Management: Improve document management and avoid delays.
• Accelerated Timelines: Speed up sales-to-cash timelines and service resolutions.
• Automated Workflows: Achieve automatic contract creation, form submission, and more.

Unlock the true potential of document automation with Twopir Consulting and Nintex for Salesforce. Streamline your workflows, minimize delays, and accelerate your business operations.