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TRANSCRIPT
Friday, April 3rd
Product Overview | Document Creation Demo | Best Practices
Nintex Drawloop DocGen Document Automation for Salesforce
Ora BransfordRadixBay Sr. Salesforce Consultant
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Agenda
1 Company Overview
2 Nintex Drawloop DocGenProduct introduction
4 Live DemoSalesforce document generation
Use CasesDescriptions for demo examples
Who we are
3
5 Wrap-upQ&A, Next steps
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www.radixbay.com
Who We Are
Managed Services Salesforce Support Application Support Advisory Services24x7 support for all major DB and OS platforms
Implementation, customization and ongoing support
Development and testing Strategic and operational advice
Partnerships
Rural shore combines the cost benefits of offshore services with the security and simplicity of onshore support to deliver cost effective, high-quality solutions.
Rural Sourcing Value Proposition
Our Services
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www.radixbay.com
Nintex for Salesforce
Leader: Best Salesforce CRM Document Generation SoftwareLeader: Best Business Process Management Software
Leader: Digital Process Automation for Wide Deployments
4.9 Average Rating | 300+ Reviews
8,000+enterprisecustomers
Billionsof executions annually
3M+workflow
applicationsin production
90+Countries with partners and customers across
industries
+
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www.radixbay.com
Nintex Process Platform
MapDesign, structure, and visualize
ShareDistribute plans, workflow updates,
documents to any device
FormsCollect any data on any device
Advanced Workflow and BotsNo-code process build and trained bots
DocGen & eSignCreate and complete any document
Monitor & AnalyzeMaintain and improve any process
AI for ProcessScale through intelligent design and process refinement
PlanCollaborate on process build
Live AppExchange listing
Not yet listed on AppExchange
AutomateManage Optimize
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Nintex Process Platform
classic
Forms Workflow DocGen eSign
PardotEquip B2B Marketers and reps with a suite of
smart marketing tools
Sales CloudFlexible user experience to
sell smarter and faster
Salesforce CPQOptimize quote-to-cash to
close deals faster
Sales Cloud PRMIntelligently enable partners to ramp fast and sell more
Sales Cloud EinsteinGives your sales org AI-powered insights where they work
4.9 Average Rating 300+ Reviews
DocGen AppExchange listing:
DocGen
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Why Drawloop DocGen?
Drawloop DocGen• No code/ Built on Force.com• Conditional business logic• One template, many versions• Multiple language support• Customer success
Extended Document Generation Landscape• eSign• CLM• HTML Tagger
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ANY DATA ANY DOCUMENT ANY DELIVERY
EXTERNAL
From Simple to Complex, Manual to Automated
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Use Case #1 - Contracts:Legal wants to give the ability to allow end users to use approved fallback terms while still maintaining control over quality. They also want an easy way to maintain a repository of updated templates.
Use Case #2- Tear Sheets: A single paged document used to summarize key information about accounts or contacts.
Nintex Demo Use Cases
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Counterparty returns redlined version
Legal must approve/provide new terms or language • Manual
• Risk of templates being outdated/out of sync
• Work intensive for legal
Legal/Contracts
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Tear Sheets
• Data spread across system• Important information “buried”• Extensive prep time for
associates
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Architecture – What to Think About?
• Data model
• Goals/ Objectives
• Licensing requirements
• How to call our service• Process Builder• Lightning Flow• Apex• Button push
• Trigger vs. user generated
Q&A, Wrap-UpAnd Next Steps
Thanks from the
RadixBay Team!
Interested in a free 1hr Consultation? Please contact RadixBay at [email protected]
Or
Chris Mascaro (Nintex) at [email protected]