Generates documents and automates approvals without code.
Enterprise document generation and process automation native to Salesforce — configured by the business, not built by developers.
Data in Salesforce, documents out
Click, not code
Document generation is usually solved with custom Apex that one developer understands and nobody maintains. Nintex puts template and workflow design in the hands of the business team, which is what makes it survive staff turnover.
What it opens up, depending on your seat
Pick the side that applies to you.
Salesforce Consulting Partners
- Process automation engagements that recur as new workflows surface
- Replaces custom Apex you'd otherwise be asked to maintain
- Vertical plays where document volume is regulated
- Business-user enablement and template training work
Salesforce Sellers
- Extends Salesforce into contracting and document workflows
- Removes custom development as a barrier to expansion
- Net-new users in operations, legal, and compliance teams
- Established enterprise brand with vertical proof
Ideal opportunities
- Financial Services
- Manufacturing
- Public Sector
- Higher Education
Company profile: Mid-market through enterprise. Strongest where document volume is regulated.
Who signs: Operations Leaders · Compliance · Legal / Contracting · Salesforce Platform Owner
What to listen for
Two or more of these on a discovery call? Worth bringing Nintex in.
Published customer results
Workflows automated across the county health department, cutting complex HR processes down to minutes.
Working hours saved mapping 100+ manufacturing processes in three months, plus €200K in cost savings.
Document generation cut from 90 minutes to under 2 minutes for loan origination paperwork.