List of Nintex DocGen Customers
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United States
Since 2010, our global team of researchers has been studying Nintex DocGen customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Nintex DocGen for Document Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Nintex DocGen for Document Management include: John Hancock, a United States based Insurance organisation with 7000 employees and revenues of $5.50 billion, Dubai South, a United Arab Emirates based Government organisation with 500 employees and revenues of $100.0 million, Industrial Commission of Arizona, a United States based Government organisation with 250 employees and revenues of $30.0 million, Cartelligent, a United States based Professional Services organisation with 60 employees and revenues of $7.0 million and many others.
Contact us if you need a completed and verified list of companies using Nintex DocGen, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Nintex DocGen customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Cartelligent | Professional Services | 60 | $7M | United States | Nintex | Nintex DocGen | Document Management | 2019 | n/a |
In 2019, Cartelligent implemented Nintex DocGen for Document Management to automate sales document workflows inside Salesforce. The deployment targeted sales and CRM in the United States and focused on generation of service agreements, quotes and contract documents to reduce manual rework and cut licensing costs for third party tools.
The implementation configured Nintex DocGen for template driven document assembly and package bundling, leveraging Salesforce record data for automated document generation. Configuration work emphasized template management, data merge from Salesforce objects, and orchestration of multi document packages, enabling multiple live document packages to be delivered within weeks.
Operational coverage remained with sales and CRM teams, where Nintex DocGen handled approximately 90% of document generation activity according to the project details. Governance shifted to centralized template control and automated generation workflows inside Salesforce, standardizing document creation and reducing reliance on external document tooling.
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Dubai South | Government | 500 | $100M | United Arab Emirates | Nintex | Nintex DocGen | Document Management | 2021 | n/a |
In 2021, Dubai South implemented Nintex DocGen to streamline document-centric operations across its organization. The project used Nintex DocGen as a Document Management solution deployed regionally in the United Arab Emirates, targeting public-sector and operations workflows across Dubai South’s administrative footprint.
Configuration focused on core document generation and template management capabilities within Nintex DocGen, implementing automated document assembly, parameterized templates, and workflow-triggered generation to produce consistent transactional and operational documents. The implementation emphasized standardizing document outputs and embedding document generation into operational processes that serve administrative and operations teams.
Governance centered on a centralized template library and template control to enforce document standards and reduce manual creation, accompanied by staged rollout across departments. The deployment improved document generation workflows and was highlighted by Nintex in its 2022 Solution Innovation Awards for operational performance using Nintex DocGen.
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Industrial Commission of Arizona | Government | 250 | $30M | United States | Nintex | Nintex DocGen | Document Management | 2017 | Mst Solutions |
In 2017 the Industrial Commission of Arizona implemented Nintex DocGen within a broader Salesforce modernization, deploying the Document Management capabilities to automate outbound correspondence and claims-related documentation. The deployment is described as part of a public-sector claims and operations initiative in Arizona, USA, and the narrative links Nintex DocGen directly to automated document generation and template-driven output for claims workflows.
The implementation focused on document generation, template management, and bulk document production to support high-volume claims correspondence. Nintex DocGen was configured to produce claims letters and notices from Salesforce data, with automated workflows that orchestrate generation and delivery as part of claims processing. The project included migration of tens of millions of records into the new system to enable bulk reprocessing and historical document generation.
MST Solutions delivered the engagement, integrating Nintex DocGen with the modernized Salesforce environment and embedding document production into the claims operations and mailing pipeline. Operational coverage centered on claims operations and records management functions within the commission, consolidating outbound document creation into a centralized Document Management layer. Governance changes emphasized centralized template control and workflow-driven approvals to reduce manual touches in document assembly and distribution.
Reported outcomes included improved scalability and reduced manual touches in the mailing and document pipeline, reflecting lower operational friction in claims correspondence. The Industrial Commission of Arizona uses Nintex DocGen as its Document Management engine for automated correspondence alongside Salesforce-driven claims processing.
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John Hancock | Insurance | 7000 | $5.5B | United States | Nintex | Nintex DocGen | Document Management | 2023 | n/a |
In 2023, John Hancock implemented Nintex DocGen as a Document Management solution to generate runtime document records and templated reports within its Salesforce platform. The deployment focused on embedding Nintex DocGen templates into Salesforce record workflows to support marketing communications and service documentation across customer lifecycle processes.
Configuration work centered on templating and automation, including the design and development of report templates and upload templates as document records to fetch data during runtime using Nintex DocGen. Implementation activities reflected standard Salesforce development patterns, including Process Builder, Workflow Rules, Approvals, Apex triggers and Apex classes, page layouts, record types, custom fields, formula fields, and validation rules to ensure templates could be populated and delivered by application logic.
Integrations were implemented directly within the Salesforce ecosystem, linking Nintex DocGen template retrieval to Salesforce CRM records and to Salesforce Marketing Cloud operational flows such as Journey Builder, Email Studio and Automation Studio. Data movement and synchronization tasks referenced in the implementation used Data Loader between Marketing Cloud and Service Cloud, while change sets and a source tree were used alongside Copado frameworks to manage deployments and version control.
Governance and delivery practices emphasized standard Salesforce release and quality controls, including writing Apex test classes for code coverage, applying data security and data modeling principles for document access, and practicing Agile development with cross-functional collaboration between IT and business owners. Operational scope covered marketing and service functions within John Hancock’s Salesforce footprint and included template lifecycle management, deployment orchestration, and runtime document generation using Nintex DocGen.
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