Nintex DocGenNintex
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SmoothDocsTraxmaster Software
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Related Products
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About
Don’t let the manual creation of critical documents like contracts, work orders, and invoices slow down your business. Equip teams with Nintex DocGen® to instantly build and share documents with just a few clicks from directly within Salesforce or Office 365. No more cutting and pasting, no more errors. Deliver precise and compliant documents the first time, every time. Unleash the power of your data wherever it resides to enhance efficiency and eliminate human errors. Improve compliance with pre-approved templates and language to create any combination of Word, Excel, PowerPoint, and PDF documents. Automate document routing to streamline reviews, simplify signing processes, and securely store documents. Getting started is a breeze. Nintex DocGen makes it easy to associate data from any source with document templates. Simply configure and tag the fields to be updated to insert dynamic data such details about the customer, product details, pricing information, and more.
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About
Use a familiar drag-and-drop process to create document templates. A software wizard helps guide users through the document creation process. Easily customize documents to suit just about any situation. From legal documents to customer invoices, SmoothDocs is always up to the task. From the quick one-pager to exhaustive contracts, SmoothDocs can create just about any document your business needs. Create templates for your frequently used documents. Use those templates to realize huge time savings every time a new document is created. Easily construct customizable templates. Divide your text in to sections which can be added to a document in any order. Add custom fields which are updated each time a document is created. Create documents from your templates. Decide which sections to include in your document. Update fields with the text of your choice. Manually change any document text as you see fit.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Not Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Organizations that use Salesforce and want to simplify document creation
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Audience
Companies searching for a a fast, easy and powerful document assembly solution
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Supported
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Pricing
$29.95 one-time payment
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Not Supported
In Person
Supported
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Company InformationNintex
Founded: 2006
United States
www.nintex.com/process-automation/document-generation/
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Company InformationTraxmaster Software
United States
www.smoothdocs.com
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Categories |
Categories |
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Document Generation Features
Batch Processing
Supported
Collaboration
Not Supported
Digital Signature
Supported
Interaction Tracking
Supported
Multiple Output Formats
Supported
Templates
Supported
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Document Generation Features
Batch Processing
Not Supported
Collaboration
Not Supported
Digital Signature
Not Supported
Interaction Tracking
Not Supported
Multiple Output Formats
Not Supported
Templates
Supported
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Integrations
Integry
Supported
Microsoft 365
Supported
Microsoft Excel
Supported
Microsoft PowerPoint
Supported
Microsoft Word
Supported
Nintex Process Platform
Supported
Salesforce
Supported
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Integrations
Integry
Not Supported
Microsoft 365
Not Supported
Microsoft Excel
Not Supported
Microsoft PowerPoint
Not Supported
Microsoft Word
Not Supported
Nintex Process Platform
Not Supported
Salesforce
Not Supported
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