Nintex DocGen turns Salesforce records into finished, signature-ready documents.

Nintex DocGen for Salesforce is a no-code document generation application that runs inside your Salesforce org. It merges data from Salesforce records into Word, Excel, PowerPoint and PDF templates, then delivers the finished document for review, e-signature or storage — launched from a button on the record. It is installed as a managed package from the Salesforce AppExchange, and the unit of configuration is the DocGen Package: a bundle holding the data it draws on, the templates it merges into, and the delivery rules for what happens next.

Yes — it is the same product line. Drawloop was acquired by Nintex and the product was sold for some years as Nintex Drawloop DocGen before settling on Nintex DocGen for Salesforce. The Drawloop name still appears in older documentation, in AppExchange history and in the way many teams still refer to it internally. If your org has "Drawloop" in its installed packages or its field names, this is the product this page is about.

Configuration is enough far more often than buyers expect. If the requirement can be met through the product's own surface — data relationships, conditional content, multi-template documents, delivery and approval routing — it is configuration, and it keeps working through Nintex's own package upgrades. It becomes custom development the moment it needs Apex, a Lightning Web Component, or an API call to a system outside Salesforce, at which point it is code your org owns and must regression-test at every upgrade. We test a requirement against configuration first and tell you which side of that line it falls on before it is quoted.

Yes. It installs into your existing org and reads your existing objects, records and relationships, including custom objects — there is no separate migration and no parallel data store. The honest caveat is that a merge can only use data that is actually there: if the terms, entity details or signatory fields your documents need are held inconsistently or in free text, that gets fixed as part of the work. We assess it during the audit rather than discovering it in the first template. If your org needs broader remediation first, that is Salesforce support and optimisation work.

A focused first deployment — one document type with one approval path — typically runs a few weeks end to end, covering discovery, configuration, testing and launch. Implementations spanning several departments and document families run longer, and the variable is almost never the merge: it is how many templates need consolidating and how clean the underlying data is. Discovery defines the scope and the delivery sequence before any build begins, so the estimate reflects your documents rather than an average.

Both generate documents from Salesforce data, both are mature AppExchange applications, and for a straightforward quote or proposal either will do the job well. The distinction that matters in practice is scope: Nintex sits inside a broader automation platform that also covers workflow approvals, robotic process automation and process mapping, so it suits organisations whose document generation is one step in a larger automated process. Conga Composer is the stronger fit when document assembly itself is the requirement and the surrounding process is already handled. We implement both, and we would rather scope the process first and pick the product second — our Conga Composer implementation work is the other side of the same conversation.

The wider platform as well. Document generation is usually the entry point because it produces a visible result quickly, but the same engagements go on to cover Nintex Workflow for approval routing, Nintex RPA for rule-based tasks in systems without a usable API, and Nintex Process Manager for mapping and governing the processes themselves. We sequence it deliberately: documents first, because they are self-contained and prove the value, then the automation either side of them. There is more background in our write-up on Nintex for process automation.