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HTML email templates with SF email

Word as email template is a powerful feature however the image rendering depends on the email client that it gets sent to. It's not great for formatting but great when needing data that SF email templates cannot call. SF email templates can only c...
Natsumi Shiraiwa 6 months ago in DocGen for Salesforce 0 Open for voting

Have a search component within a package for field usage

Today, if you need to see if a document has a specific field, you have to manually open each package and search through it. This takes an extremely long time and wastes resources. To have a feature that we could type in the API of a field and it s...
Guest about 1 year ago in Document Automation 4 Open for voting

Pass SFDC flow variables to DocGen Form Fields

Support the ability to pass SFDC flow variables to DocGen Package Form Fields. The current solution is to create unnecessary custom fields in SFDC that flow has to update in order to get the field tag & field value. And make the form feature v...
Guest 5 months ago in Lightning Experience 0 Open for voting

DocGen failures due to unsupported PDF

Support additional PDF programs to avoid failures in Document Generation actions when combining multiple files. Yes, this sounds like a case. We've tried multiple times and were directed to create an enhancement request.
Guest 10 months ago in Document Automation 0 Open for voting

Attach Salesforce Note to Generated Document

See Salesforce "Notes" object on the run page and attach these to the generated document.
Matthew McGrath about 1 month ago in DocGen for Salesforce 0

Allow use of Public Groups and/or Permission Sets to restrict access to particular DocGen packages

We are looking to utilize Public Groups to restrict access to particular DocGen Packages to certain Nintex users beyond System Admins; however, Nintex has confirmed that the security setting is not working as expected. Per Nintex: Unfortunately, i...
Guest 10 months ago in Setup and Configuration 0 Open for voting

Support Salesforce Custom Address Fields and Create supported Tags in Field Tagger

The field Tagger shows the Fields of a Custom Address Field, but they are incorrect and do not bring in any data.
Guest about 2 years ago in Setup and Configuration 0 Open for voting

Automated Instance Logs additional Detail

Add additional information to the Automated Instance Error CSV file. Please add DDPid from the Error Delivery id from the Error This will allow self management of rerunning failed records
Guest 2 months ago in DocGen for Salesforce 0 Open for voting

Ability to attach Files from Desktop to Email delivery with multiple attachments

When having multiple attachments come through in an Email delivery, the ability to attach files from your desktop is not existent. Today if an email is generated via a delivery option and it has multiple attachments you can only add additional att...
Guest about 9 years ago in DDP Management and Creation 12 Not Planned

Add Secure PDF Generation Options to Prevent Editing Generated Doc

Anyone with Acrobat Pro can edit a Drawloop generated PDF document. This makes functionality, especially adding a watermark, relatively ineffective since it can be removed easily. We can ask our users to add a password but this leaves us exposed t...
Guest over 3 years ago in Document Automation 0 Open for voting