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features
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support

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Description

Utilize your existing templates to generate contracts through smart forms and impress your clients and teams with seamless eSigning capabilities. Our innovative technology enables you to produce identical documents in a significantly reduced timeframe. You’ll benefit from comprehensive audit logs and eSigning certificates that enhance security and accountability. Clients will be impressed by consistently branded documents, emails, and eSigning pages that reflect professionalism. Conveniently oversee all your templates in a single location, granting you access to any document from any device, anywhere. This streamlined process eliminates outdated templates, ensuring your team always utilizes the most current version. We understand that your time is valuable, which is why our skilled team will handle the setup of your templates for you. Your trial period only commences when your templates are fully configured, allowing you to start efficiently. By delivering professional documents in mere seconds, you can exceed client expectations and ensure compliance with accurate, branded onboarding materials. Close deals swiftly and in accordance with regulations by utilizing well-designed engagement documents. Additionally, our platform is designed to grow with your needs, ensuring ongoing support and updates as your business evolves.

Description

Avoid letting the tedious process of manually crafting essential documents such as contracts, work orders, and invoices hinder your business operations. Empower your teams with Nintex DocGen®, enabling them to swiftly generate and distribute documents with just a few clicks from within Salesforce or Office 365. Say goodbye to the hassle of cut-and-paste methods and the potential for errors. Ensure accurate and compliant documentation on the first attempt, every time. Harness the full potential of your data, regardless of its location, to boost productivity and reduce human mistakes. Enhance compliance by utilizing pre-approved templates and standardized language to effortlessly create a variety of documents, including Word, Excel, PowerPoint, and PDF formats. Streamline your processes by automating document routing for reviews, simplifying signing procedures, and securely archiving all documents. Getting started is straightforward; Nintex DocGen simplifies the connection of data from any source to your document templates. Just set up and label the fields for updates to automatically insert dynamic information like customer details, product specifics, pricing, and much more, ensuring a seamless workflow for your team. By adopting this innovative solution, your organization can not only save time but also improve accuracy and maintain a professional image across all documentation.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Integry No 
Microsoft 365 No 
Microsoft Excel No 
Microsoft PowerPoint No 
Microsoft Word No 
Nintex Process Platform No 
Trustpilot Yes 
Vtiger CRM Yes 

Integrations

Salesforce Yes 
HubSpot CRM No 
HubSpot Customer Platform No 
Integry Yes 
Microsoft 365 Yes 
Microsoft Excel Yes 
Microsoft PowerPoint Yes 
Microsoft Word Yes 
Nintex Process Platform Yes 
Trustpilot No 
Vtiger CRM No 

Pricing Details

$55.42 per month
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Doc2

Country

United Kingdom

Website

doc2.co

Vendor Details

Company Name

Nintex

Founded

2006

Country

United States

Website

www.nintex.com/process-automation/document-generation/

Product Features

Digital Signature

Audit Trail Yes 
Authentication No 
Auto Reminders Yes 
Customizable Templates Yes 
Document Analytics No 
Mobile Signature No 
Multi-Party Signing No 
Progress Tracking No 
Task Progress Tracking No 

Document Control

Archiving & Retention Yes 
Automated Routing No 
Change Management No 
Compliance Management Yes 
Electronic Signature Yes 
Escalation Management No 
Periodic Review No 
Version Control Yes 

Document Generation

Batch Processing No 
Collaboration No 
Digital Signature Yes 
Interaction Tracking No 
Multiple Output Formats Yes 
Templates Yes 

Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Tools No 
Compliance Tracking Yes 
Document Archiving No 
Document Assembly No 
Document Capture No 
Document Conversion Yes 
Document Delivery No 
Document Indexing No 
Document Retention No 
Electronic Signature Yes 
Email Management No 
File Recovery No 
File Type Conversion Yes 
Forms Management No 
Full Text Search No 
Offline Access No 
Optical Character Recognition No 
Print Management No 
Version Control Yes 

Product Features

Document Generation

Batch Processing Yes 
Collaboration No 
Digital Signature Yes 
Interaction Tracking Yes 
Multiple Output Formats Yes 
Templates Yes 

Alternatives

Alternatives

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