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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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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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 info@radixbay.com

Or

Chris Mascaro (Nintex) at chris.mascaro@Nintex.com