Nintex DocGen
Nintex DocGen for Salesforce is paid web software that merges Salesforce data into document templates and delivers generated files.
What Nintex DocGen is
Nintex DocGen for Salesforce is paid web software that merges Salesforce data into document templates and delivers generated files. Data can come from Salesforce objects, reports, and Visualforce pages. Users can choose ready-made, custom, or pre-approved templates, then generate documents in bulk, on demand, or on a schedule. Salesforce Flow can trigger generation from events, and the Agentforce Connector can create a document from a request and save it to the relevant Salesforce record. Output formats include Word, Excel, PowerPoint, and PDF in multiple languages. Documents can be sent for review, e-signature, or secure storage through delivery integrations, including third-party SFTP, FTPS, and SMTP servers. API access and bulk PDF generation are available. The product supports Salesforce Professional, Enterprise, Unlimited, Force.com, and Developer editions in Lightning and Classic. It uses Salesforce authentication and administrator-controlled connected-app OAuth policies. Nintex states SOC 2 Type 2 and SOC 3 reporting and FedRAMP Moderate Authorization. The package is hosted on Salesforce infrastructure, with its API hosted in Microsoft Azure. A 30-day trial includes five licenses; pricing is available on request and there is no free plan.
Good
- Merges Salesforce data into templates
- Generates Word, Excel, PowerPoint, and PDF
- Supports bulk and scheduled generation
- Offers Salesforce Flow and Agentforce triggers
- Includes API access and delivery integrations
Watch out
- Pricing is available only on request
- No free plan
- 30-day trial includes five licenses
- Modern connected app transition is required by September 30, 2026
Who it suits
It suits Salesforce teams that need template-based document generation, batch processing, and routed delivery. Organizations using Salesforce editions listed above may also consider it for API-connected workflows.
Verdict
Nintex DocGen for Salesforce covers template management, automated generation, and document delivery around Salesforce data. Its trial, licensing, hosting, and required connected-app transition are important planning considerations.
Plans and prices
From Nintex DocGen's own pricing page, checked 11 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Nintex DocGen for Salesforce | Priced on request | Price not listed; contact Nintex for pricing |
The facts
Each one read from Nintex DocGen's own pages, with the date it was checked.
What it does
- Agentforce
- The Nintex DocGen Agentforce Connector can generate a document from an Agentforce request and store it on the appropriate Salesforce record.checked 11 Oct 2026
- AI feature
- The Nintex DocGen Agentforce Connector can generate a document from a Salesforce request and store it on the appropriate record.checked 10 Oct 2026
- Authentication
- DocGen uses Salesforce authentication, and its connected-app OAuth policies let administrators control permitted users and authentication.checked 10 Oct 2026
- Automation
- Documents can be generated on demand, in bulk, on a schedule, or through Salesforce Flow and Agentforce.checked 11 Oct 2026
- Data sources
- DocGen packages can merge data from Salesforce objects, reports, and Visualforce pages into document templates.checked 11 Oct 2026
- Delivery
- Generated documents can be sent for review or e-signature, or to secure storage.checked 10 Oct 2026
- Document formats
- It can create Word, Excel, PowerPoint, and PDF documents in multiple languages.checked 11 Oct 2026
- 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.checked 11 Oct 2026
- Hosting
- The product package is installed and hosted on Salesforce infrastructure, while its API is hosted in Microsoft Azure.checked 11 Oct 2026
- Integrations
- The product supports delivery integrations for e-signature and storage services, as well as third-party SFTP, FTPS, and SMTP servers.checked 11 Oct 2026
- Pricing
- The documentation describes purchasing additional user licenses through an upgrade order form but does not state a price.checked 10 Oct 2026
- Purpose
- Nintex DocGen for Salesforce generates documents by merging Salesforce data into uploaded document templates.checked 10 Oct 2026
- Salesforce compatibility
- The product supports Salesforce Professional, Enterprise, Unlimited, Force.com, and Developer editions.checked 10 Oct 2026
- Salesforce interfaces
- DocGen is available in Salesforce Lightning and Classic.checked 11 Oct 2026
- Security
- Nintex states that DocGen for Salesforce is covered by its SOC 2 Type 2 and SOC 3 reports and has FedRAMP Moderate Authorization.checked 10 Oct 2026
- 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.checked 11 Oct 2026
- Security requirement
- Nintex says customers must upgrade and transition to the Modern connected app by September 30, 2026, or DocGen may become inoperable.checked 11 Oct 2026
- Support
- Nintex provides technical documentation, a community forum, and support ticket submission for product assistance.checked 10 Oct 2026
- Support and learning
- Nintex provides help documentation, customer community resources, and on-demand learning for DocGen users.checked 11 Oct 2026
- Templates
- Users can start with ready-made templates or build their own, including pre-approved templates.checked 11 Oct 2026
- What it does
- Nintex DocGen for Salesforce is a no-code tool that generates documents using Salesforce data and delivers them to configured destinations.checked 11 Oct 2026
The company
- Company
- Nintex says it began in 2006 and is headquartered in Washington state in the United States.checked 11 Oct 2026
Money
- Trial
- The quick start guide states that the app has a 30-day free trial after installation from Salesforce AppExchange.checked 11 Oct 2026
