Nintex DocGen

Spec sheet

What it does

Nintex DocGen for Salesforce is a no-code tool that generates documents using Salesforce data and delivers them to configured destinations.Read 11 Oct 2026 · help.nintex.com

Purpose

Nintex DocGen for Salesforce generates documents by merging Salesforce data into uploaded document templates.Read 10 Oct 2026 · help.nintex.com

Trial

The quick start guide states that the app has a 30-day free trial after installation from Salesforce AppExchange.Read 11 Oct 2026 · help.nintex.com

Integrations

The product supports delivery integrations for e-signature and storage services, as well as third-party SFTP, FTPS, and SMTP servers.Read 11 Oct 2026 · nintex.com

Security

Nintex states that DocGen for Salesforce is covered by its SOC 2 Type 2 and SOC 3 reports and has FedRAMP Moderate Authorization.Read 10 Oct 2026 · nintex.com

Support

Nintex provides technical documentation, a community forum, and support ticket submission for product assistance.Read 10 Oct 2026 · help.nintex.com

Company

Nintex says it began in 2006 and is headquartered in Washington state in the United States.Read 11 Oct 2026 · nintex.com

Agentforce

The Nintex DocGen Agentforce Connector can generate a document from an Agentforce request and store it on the appropriate Salesforce record.Read 11 Oct 2026 · nintex.com

AI feature

The Nintex DocGen Agentforce Connector can generate a document from a Salesforce request and store it on the appropriate record.Read 10 Oct 2026 · nintex.com

Authentication

DocGen uses Salesforce authentication, and its connected-app OAuth policies let administrators control permitted users and authentication.Read 10 Oct 2026 · help.nintex.com

Automation

Documents can be generated on demand, in bulk, on a schedule, or through Salesforce Flow and Agentforce.Read 11 Oct 2026 · help.nintex.com

Data sources

DocGen packages can merge data from Salesforce objects, reports, and Visualforce pages into document templates.Read 11 Oct 2026 · help.nintex.com

Delivery

Generated documents can be sent for review or e-signature, or to secure storage.Read 10 Oct 2026 · nintex.com

Document formats

It can create Word, Excel, PowerPoint, and PDF documents in multiple languages.Read 11 Oct 2026 · nintex.com

Encryption

The DocGen SOC report says its Azure storage uses at least transparent data encryption and its configured third-party integrations use end-to-end encryption for communications.Read 11 Oct 2026 · nintex.com

Hosting

The product package is installed and hosted on Salesforce infrastructure, while its API is hosted in Microsoft Azure.Read 11 Oct 2026 · nintex.com

Pricing

The documentation describes purchasing additional user licenses through an upgrade order form but does not state a price.Read 10 Oct 2026 · help.nintex.com

Salesforce compatibility

The product supports Salesforce Professional, Enterprise, Unlimited, Force.com, and Developer editions.Read 10 Oct 2026 · help.nintex.com

Salesforce interfaces

DocGen is available in Salesforce Lightning and Classic.Read 11 Oct 2026 · help.nintex.com

Security and compliance

Nintex states that DocGen for Salesforce is supported by SOC 2 Type 2 and SOC 3 reports and has FedRAMP Moderate Authorization.Read 11 Oct 2026 · nintex.com

Security requirement

Nintex says customers must upgrade and transition to the Modern connected app by September 30, 2026, or DocGen may become inoperable.Read 11 Oct 2026 · help.nintex.com

Support and learning

Nintex provides help documentation, customer community resources, and on-demand learning for DocGen users.Read 11 Oct 2026 · help.nintex.com

Templates

Users can start with ready-made templates or build their own, including pre-approved templates.Read 11 Oct 2026 · nintex.com

Plans and prices

Every Nintex DocGen plan and price →

Where Specifiction places it

• PDF Creation Software#14 of 468.0
• Document Generation Software#14 of 348.0
• Document Automation Software#17 of 338.0
• Mail Merge Software#14 of 277.9