Most companies create documents on an daily basis -- including sales proposals, project contracts, NDA's, price quotes, production orders, presentations, or reports.

 

Often the documents are created manually by one or more people across several departments -- with data or content being requested by Person A and then provided by Persons B, C and D across email threads or phone calls or in meetings. That data and content is then manually re-entered into Word documents, PowerPoint presentations, Excel Spreadsheets, or other applications. As an overall process, this approach leaves a whole lot of room for error.

 

So is this really the most efficient way to approach creation of such important company communications and contracts?

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We know of a better way.

 

Nintex revolutionized business process workflows over the last 10 years by creating a simple but powerful tool to automate repeatable company processes (that were often paper-based and/or inefficient). And now Nintex has created an equally powerful and user-friendly solution for document generation.

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Nintex Document Generation lets you easily and quickly create dynamic, data-driven, and compliant documents by automating the data aggregation and document assembly process.

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How Does It Work?

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• You create and design templates in Word, Excel, PowerPoint, or PDF formats;
   

• You leverage Nintex's simple Tagger Action to tag sections in your document or presentation where you want to dynamically insert data or content;
   

• The specific data or content is then pulled from whatever system it resides in -- whether it lives in Salesforce or your ERP system or SharePoint or Box or WorkDay or any other other application or system;
   

• After the data or content has been inserted, the updated document is routed internally or externally for email approvals, revisions, and final delivery.​ It's really as simple (and repeatable) as that. 

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