Simplify Document Creation with Nintex Document Generation

If you’re looking to streamline your document creation process, look no further than Nintex DocGen! Formerly known as Nintex Drawloop DocGen, this document generation tool is about to become your new best friend when it comes to simplifying this process – and you’ll see huge leaps in productivity as a result. In this article, we’ll explore its benefits, features, and even sprinkle in some examples of use cases that will help open your eyes to all the possibilities. Let’s get started!

The Benefits of Document Generation Software

We all know how frustrating it can be to create contracts or service documents from scratch. It’s time-consuming, error-prone, and just plain boring. With this handy tool from Nintex, you can say goodbye to those monotonous tasks and say hello to efficiency and accuracy.

Let’s talk about the awesome benefits of using Nintex DocGen:

Experience Easy Document Creation

Creating documents shouldn’t be a headache. You can whip up professional-looking documents in no time. Eliminate tedious document generation tasks like formatting and never-ending data entry.

No More Inconsistencies and Non-Compliant Documents

Consistency is key, especially when it comes to your documents. This tool ensures that all your documents follow the same structure and format, making them compliant documents. No more rogue fonts or misplaced paragraphs. It’s consistency made simple!

Boost Your Productivity with Document Generation Processes

Win back some time in your busy day. With this document generation solution, you can bid farewell to mind-numbing tasks and hello to increased productivity. You can get back to spending your time on higher value tasks.

Advanced Templates for Document Generation

A screenshot of the templates dropdown options in Nintex Document Tagger

Creating document templates has never been this exciting! You can design advanced templates for document generation that match your brand’s style all from within Word. Add placeholders for dynamic content and even throw in some conditional logic for that extra pizzazz. It’s like giving your documents a personal touch!

Data Integration Magic and Additional Products

Say goodbye to manual data entry! Nintex Document Generation seamlessly integrates with your existing systems via Nintex Automation Cloud, and fetches the required information to automatically populate it into your documents. It’s like having a magical data-fetching genie at your service!

Real-Life Use Cases and Nintex Workflow

A side by side screenshot of the Nintex Document Generation workflow. The left is based level, START EVENT then WORKFLOW COMPLETE. The right has GENERATE DOCUMENT in between them.

Curious about how Nintex Document Generation can be used in real-life scenarios? Let’s take a look:

Supercharged Sales Proposals and Business Documents

Creating sales proposals is often a time-consuming and complex process. However, Nintex Document Generation transforms this daunting task into a seamless experience. With this powerful tool, you can effortlessly breeze through the creation of sales proposals like a seasoned professional.

You can generate customised sales proposals, business documents, and compliant documents with ease. By utilising pre-defined templates and dynamic placeholders, you can quickly populate the necessary details, including pricing information, product descriptions, terms and conditions, and legal jargon. Just build it in to your sales process via Nintex Automation Cloud and you are good to go!

Compliance Made Simple and Document Automation Software

With this powerful tool, you can ensure that your compliance reports, contracts, and regulatory documents are accurate, up to date, and effortlessly generated. By leveraging the tool’s advanced features, you can easily generate compliant contracts and docs with minimal effort. All contracts are created of the master, no more people changing whats been approved. With pre-defined templates and customisable options, you can tailor your documents to meet specific regulatory requirements and incorporate the necessary legal language and clauses. The dynamic placeholders and data integration capabilities ensure that the documents are populated with the relevant information, such as client details from SalesForce or D365.

By utilising Nintex Document Generation, you simplify the entire process, making it more efficient and reducing the risk of errors. You can confidently create and update compliant, data-driven contracts, reports, and regulatory documents, knowing that they are accurate and compliant with the latest regulations. With compliance made simple through Nintex Document Generation, you can focus on core business operations while maintaining the highest standards of regulatory compliance. Best of all they can all come out in PDF format, ready for digital signatures.

HR Happiness and Creation of Documents

Simplify HR paperwork and streamline the creation of offer letters, employee contracts, and other HR-related documents. HR teams can automate the entire process, saving time and reducing the risk of errors. Pre-defined templates can be customised to match your organisation’s branding, ensuring consistency and professionalism, you just use your template in Nintex. Dynamic placeholders automatically populate documents with relevant information, making the onboarding process swift and efficient.

By leveraging Nintex DocGen, HR teams can eliminate manual data entry and collaborate seamlessly. Multiple team members can work on document creation simultaneously, add comments, and track changes, improving efficiency and ensuring everyone is on the same page. With the administrative burden reduced, HR professionals can focus on strategic tasks like talent acquisition and employee development.

Tips for Document Generation Success

Here are some tips to make the most out of Nintex DocGen:

  • Keep your templates standardised for consistency across your organisation, ensuring compliant and custom documents.
  • Automate data input and extraction, saving time and reducing errors, even without extensive technical skills.
  • Ensure document security and compliance by implementing proper access controls for all document generation processes.
  • Test and optimise your document workflows, including the creation of custom documents, to make them even better and more efficient.

The Future of Document Generation and Document Automation Tools

The future of document generation is looking bright and exciting! We’re talking about advanced technologies like artificial intelligence and machine learning stepping in to make the process even smarter. And with integration into cloud and mobile technologies, document generation will be at your fingertips wherever you go, and you’ll be cutting down hours of work to just a matter of minutes.

Team Up with Propelle and Nintex

Nintex Document Generation is your trusty sidekick when it comes to document creation. Say goodbye to the tedious and hello to efficiency, accuracy, and a lot more time on your hands. So go ahead, give it a try, and simplify your document creation process with Nintex! And for more tips and tricks to improve your business processes, or to get started on your journey with Nintex, Propelle is here to help. Reach out to our Nintex consultants and make the most of this incredible automation tool.

Can I customise my document templates with Nintex DocGen?

Absolutely! The range of options make it easy to add your personal touch to templates, making them match your brand's style effortlessly. You can use your existing templates with Nintex DocGen.

Can Nintex DocGen integrate with my existing systems?

Yes, indeed! Nintex Document Generation seamlessly integrates with your existing systems, ensuring a smooth data flow for document creation. Nintex Automation Cloud makes it easy to capture and process information from your systems.

Can Nintex DocGen automate data entry?

You bet! Nintex Document Generation automates data entry by integrating with your data sources, saving you from the tedium of manual input.