Manage opportunities
Capture prospect data on any device without the need for spreadsheets. Configure trigger alerts and follow-ups with ease and send auto-generated documents to extend the value of your CRM environment.
eBook: 7 Processes Sales Departments Are Automating
Instant sales proposals
Auto-generate custom-branded sales proposals and expedite reviews, signatures, and approvals. Keep a secure audit trail of any revisions and gain key insights into the effectiveness of your process.
Simplify contract management
CRM integration uses your existing data to auto-generate contracts, securely store and route them to stakeholders for review, and eliminate approval delays with deeply integrated e-signature tools.
Create contracts in minutes
Help your team improve sales cycle time with DocGen®. Create documents pre-populated with the right data every time and deliver optimal client experiences. Improve efficiency and cut unnecessary administrative tasks from your workflows.
Increase customer satisfaction
Onboard customers with tailored digital forms that collect and share the right information in minutes. Remain compliant and eliminate delays while offering a streamlined experience to make the best impression on every single client.
Discount approvals
Create approval processes that help your sales team close deals. Generate quotes with consistent, accurate pricing and deliver them to clients in record time. Provide experiences that keep clients coming back to do business with you.
Streamline contract processes from start to finish by generating data-driven contracts and routing them quickly and efficiently for review, redlining, approval, and e-signature.
What Nintex customers say on TrustRadius
"Nintex has an ROI report that analysis all workflows in your environment and time spent on developing the workflows . We have paid off our investment in the first 12 months according to this report."
"My organization was able to use Nintex workflows to compress processes that previously took multiple steps (with multiple points of opportunity for human and technical errors) into a single step from a user point of view. Being able to eliminate the possibility of any one step being forgotten or bottlenecked was great. Additionally, the automation allows for the system to function independent of any one employee being at work, eliminating the fear of the "person who knows how it works" to leave and take the functionality with them."
