1. Nintex Creates the Document
The template uses Tags to pull the proper information from Salesforce into the document to create it with all the relevant legal name,product and services details, etc.
2. Automate your documents and send it to the right person
The automated process first begins with Nintex and Salesforce. Using Nintex DocGen, you can automatically create any proposal or custom contract template that you need, and draft the initial version of your document by extracting all the relevant information such as any legal names, products, or service details from Salesforce.
3. Real-time redline audit trails
With track changes on, you and your clients can easily and visibly redline or make other edits in the document and send the changes back and forth using the link provided in an auto-generated email.