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Nintex DocGen

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What Nintex DocGen is

Nintex DocGen for Salesforce is a no-code tool for generating documents from Salesforce data and delivering them to configured destinations. It merges data from Salesforce objects, reports, and Visualforce pages into uploaded templates. Teams can use ready-made or pre-approved templates, or make their own, and generate Word, Excel, PowerPoint, and PDF documents in multiple languages. Generation can run in bulk, on demand, or on a schedule; Salesforce Flow can trigger it in response to events. Documents may be sent for review or e-signature, or stored securely. The Agentforce Connector can create a document from a Salesforce request and save it to the relevant record. DocGen works with Salesforce Lightning and Classic, and supports Professional, Enterprise, Unlimited, Force.com, and Developer editions. A 30-day trial includes five licenses; there is no free plan, and pricing is available on request. The product uses Salesforce authentication and has API access. Nintex says it started in 2006 and is headquartered in Bellevue, Washington, USA.

Who it suits

DocGen suits Salesforce users who need to create documents from Salesforce data and route them for review, signature, or storage. It also suits teams that need bulk, scheduled, or event-triggered generation.

What it does well

Merges data from Salesforce objects, reports, and Visualforce pages.
Generates Word, Excel, PowerPoint, and PDF files.
Supports bulk and scheduled generation.
Offers a 30-day trial with five licenses.
Supports Salesforce Lightning and Classic.

What to know first

No free plan is listed.
Pricing is available on request.
Customers must transition to the Modern connected app by September 30, 2026, to avoid possible inoperability.

Limits

The trial lasts 30 days and includes five licenses. Additional user licenses require an upgrade order, and no price is listed for them.

Plans

Plan	Billed and limits	Price
Nintex DocGen for Salesforce	Price not listed; contact Nintex for pricing	On request

As nintex.com lists them, read 11 Oct 2026. The maker's own page has the final word.

Getting started

Open the Nintex DocGen for Salesforce website
Start the 30-day trial edition with five licenses
Use Salesforce authentication to connect the product
Install and use DocGen in Salesforce Lightning or Classic
Upload or create document templates
Configure delivery to review, e-signature, storage, or a supported server

Verdict

Nintex DocGen brings template-based document generation and delivery into Salesforce workflows. Prospective users should account for the pricing-on-request model and the stated connected-app transition requirement.

Questions

Is Nintex DocGen for Salesforce free?

No. It is paid software with no free plan, but a 30-day trial is available.

Which Salesforce editions are supported?

Professional, Enterprise, Unlimited, Force.com, and Developer editions are supported, with Lightning and Classic interfaces.

What file types can it generate?

It can generate Word, Excel, PowerPoint, and PDF documents in multiple languages.

Can it create documents automatically?

Yes. Generation can run in bulk, on demand, on a schedule, or through Salesforce Flow events.

Does it offer API access?

Yes. The product includes API access, and the API is hosted in Microsoft Azure.

Facts from Nintex DocGen's own pages

Agentforce: The Nintex DocGen Agentforce Connector can generate a document from an Agentforce request and store it on the appropriate Salesforce record. · nintex.com, 11 Oct 2026
AI feature: The Nintex DocGen Agentforce Connector can generate a document from a Salesforce request and store it on the appropriate record. · nintex.com, 10 Oct 2026
Authentication: DocGen uses Salesforce authentication, and its connected-app OAuth policies let administrators control permitted users and authentication. · help.nintex.com, 10 Oct 2026
Automation: Documents can be generated on demand, in bulk, on a schedule, or through Salesforce Flow and Agentforce. · help.nintex.com, 11 Oct 2026
Company: Nintex says it began in 2006 and is headquartered in Washington state in the United States. · nintex.com, 11 Oct 2026
Data sources: DocGen packages can merge data from Salesforce objects, reports, and Visualforce pages into document templates. · help.nintex.com, 11 Oct 2026
Delivery: Generated documents can be sent for review or e-signature, or to secure storage. · nintex.com, 10 Oct 2026
Document formats: It can create Word, Excel, PowerPoint, and PDF documents in multiple languages. · nintex.com, 11 Oct 2026
Encryption: The DocGen SOC report says its Azure storage uses at least transparent data encryption and its configured third-party integrations use end-to-end encryption for communications. · nintex.com, 11 Oct 2026
Hosting: The product package is installed and hosted on Salesforce infrastructure, while its API is hosted in Microsoft Azure. · nintex.com, 11 Oct 2026
Integrations: The product supports delivery integrations for e-signature and storage services, as well as third-party SFTP, FTPS, and SMTP servers. · nintex.com, 11 Oct 2026
Pricing: The documentation describes purchasing additional user licenses through an upgrade order form but does not state a price. · help.nintex.com, 10 Oct 2026
Purpose: Nintex DocGen for Salesforce generates documents by merging Salesforce data into uploaded document templates. · help.nintex.com, 10 Oct 2026
Salesforce compatibility: The product supports Salesforce Professional, Enterprise, Unlimited, Force.com, and Developer editions. · help.nintex.com, 10 Oct 2026
Salesforce interfaces: DocGen is available in Salesforce Lightning and Classic. · help.nintex.com, 11 Oct 2026
Security: Nintex states that DocGen for Salesforce is covered by its SOC 2 Type 2 and SOC 3 reports and has FedRAMP Moderate Authorization. · nintex.com, 10 Oct 2026
Security and compliance: Nintex states that DocGen for Salesforce is supported by SOC 2 Type 2 and SOC 3 reports and has FedRAMP Moderate Authorization. · nintex.com, 11 Oct 2026
Security requirement: Nintex says customers must upgrade and transition to the Modern connected app by September 30, 2026, or DocGen may become inoperable. · help.nintex.com, 11 Oct 2026
Support: Nintex provides technical documentation, a community forum, and support ticket submission for product assistance. · help.nintex.com, 10 Oct 2026
Support and learning: Nintex provides help documentation, customer community resources, and on-demand learning for DocGen users. · help.nintex.com, 11 Oct 2026
Templates: Users can start with ready-made templates or build their own, including pre-approved templates. · nintex.com, 11 Oct 2026
Trial: The quick start guide states that the app has a 30-day free trial after installation from Salesforce AppExchange. · help.nintex.com, 11 Oct 2026
What it does: Nintex DocGen for Salesforce is a no-code tool that generates documents using Salesforce data and delivers them to configured destinations. · help.nintex.com, 11 Oct 2026