To address this challenge, the V Foundation adopted Nintex Drawloop DocGen® for Salesforce. This solution works behind the scenes to automatically populate Word, PowerPoint, Excel, and PDF templates with data from Salesforce and other systems. It eliminates the need for manual creation of business-critical documents, such as donor letters, and allows for the building and sharing of documents with just a few clicks from directly within Salesforce or Office 365. The V Foundation implemented Nintex Drawloop® internally in just a few weeks, with assistance from Nintex Support as needed. To create and send donor letters, the team selects one of 15 custom templates in Word and the particular donor file in Salesforce. The template pulls in donor information from Salesforce, merges fields, and produces a letter and envelope ready for review and mailing.
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