NINTEX UK LIMITED

Nintex DocGen for Salesforce (previously Drawloop)

Generating document using data from the Salesforce CRM

Features

• Generate Document with Salesforce Data
• user experience on Salesforce platform
• Designer experience on Salesforce platform
• On-Demand Document Generation
• Event Driven Document Generation
• Ability to send to eSignature services
• Ability to send to 3rd Party Storage Services
• Ability to save document back to Salesforce
• Ability to email document from Salesforce

Benefits

• Document generation in seconds vs minutes/hours
• Seamless integration with Salesforce
• No need to copy-paste data into document
• Calculate data in Excel and push the data to Word
• Multi-step workflow with a single click

£1.44 a unit

• Education pricing available
• Free trial available

Service documents

• Pricing document

  PDF

• Service definition document

  PDF

• Terms and conditions

  PDF

Request an accessible format

If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at paul.blackwell@nintex.com. Tell them what format you need. It will help if you say what assistive technology you use.

Framework

G-Cloud 14

Service ID

789108135532186

Contact

Paul Blackwell
07793294774
paul.blackwell@nintex.com

Service scope

• Software add-on or extension: Yes
• What software services is the service an extension to: Salesforce
• Cloud deployment model: Public cloud
• Service constraints: Enterprise version or higher Salesforce account is required.; Internet is required.; O365 or Mircrosoft Office is recommended for managing templates
• System requirements:
  • Salesforce
  • Mircrosoft Office

User support

• Email or online ticketing support: Email or online ticketing
• Support response times: Standard support times: 6:00 - 5:00 Monday to Friday; Depending on the severity: ; S1 – 8 Hours; S2 – 1 Business day; S3 – 2 Business day; S4 – Best effort; ; Enterprise support times 10 pm Sunday - 1 am Saturday (extra costs see pricing); Depending on the severity: ; S1 – 4 Hours; S2 – 8 Hours; S3 – 1 Business day; S4 – 2 Business days; ; Select Support 24x7 (extra cost see prices) ; Depending on the severity: ; S1 – 2 Hours; S2 – 4 Hours; S3 – 8 Hours; S4 – 1 Business day
• User can manage status and priority of support tickets: No
• Phone support: Yes
• Phone support availability: 9 to 5 (UK time), Monday to Friday
• Web chat support: No
• Onsite support: Yes, at extra cost
• Support levels: See Nintex professional services - add link
• Support available to third parties: Yes

Onboarding and offboarding

• Getting started: Pointing them to online documentation and Nintex Community.; Online training via Nintex Learning Center.
• Service documentation: Yes
• Documentation formats: Other
• Other documentation formats: Website
• End-of-contract data extraction: We do not store/persist data from the customer. All data are kept in their Salesforce platform.
• End-of-contract process: The customer is no longer able to access the application within their account.

Using the service

• Web browser interface: Yes
• Supported browsers:
  • Internet Explorer 11
  • Microsoft Edge
  • Firefox
  • Chrome
  • Safari
• Application to install: No
• Designed for use on mobile devices: No
• Service interface: No
• User support accessibility: None or don’t know
• API: No
• Customisation available: Yes
• Description of customisation: -Full control over templates and delivery options; -Deployments vary from standard point and click to calling our service from code; -Salesforce administrator or users given permissions to the application can customise

Scaling

• Independence of resources: The Nintex Process Platform capabilities are built using a scalable cloud architecture. Nintex continually monitors overall platform performance and when required, scales based on need. Where applicable, we leverage auto-scaling and manual provisioning tailored to the requirements of each Nintex capability. Load balancers are utilized to distribute network and application traffic across multiple servers within a region to increase capacity; queuing and caching are also used to enhance the reliability of services.

Analytics

• Service usage metrics: Yes
• Metrics types: -Frequency of the app running; -Unique users using the app; -Automated or manual generation; -Average run/users for 3 months; -What features were used
• Reporting types: Reports on request

Resellers

• Supplier type: Not a reseller

Staff security

• Staff security clearance: Staff screening not performed
• Government security clearance: Up to Developed Vetting (DV)

Asset protection

• Knowledge of data storage and processing locations: Yes
• Data storage and processing locations: Other locations
• User control over data storage and processing locations: Yes
• Datacentre security standards: Managed by a third party
• Penetration testing frequency: At least once a year
• Penetration testing approach: Another external penetration testing organisation
• Protecting data at rest:
  • Physical access control, complying with SSAE-16 / ISAE 3402
  • Encryption of all physical media
  • Other
• Other data at rest protection approach: The DocGen service is transactional and no data is ever stored or persisted in the document generation service. Processed documents and data are processed in memory only for the request and are purged after the request is complete. During the processing, data is stored in Microsoft Azure storage and encrypted.
• Data sanitisation process: Yes
• Data sanitisation type: Deleted data can’t be directly accessed
• Equipment disposal approach: A third-party destruction service

Data importing and exporting

• Data export approach: Not applicable as we do not persist data.
• Data export formats:
  • CSV
  • Other
• Other data export formats:
  • .docx
  • .xlsx
  • .pptx
  • .pdf
• Data import formats: Other
• Other data import formats:
  • .docx
  • .xlsx
  • .pptx

Data-in-transit protection

• Data protection between buyer and supplier networks: TLS (version 1.2 or above)
• Data protection within supplier network: TLS (version 1.2 or above)

Availability and resilience

• Guaranteed availability: Nintex uses a range of automated tools to monitor service availability and responsiveness. In the event a service is operating outside of expected threshold/s alerts are triggered and sent to the relevant teams for investigation. Nintex does not commit to financially backed SLA but aims to provide an availability of 99.99% across the Platform capabilities.
• Approach to resilience: The Nintex Process Platform capabilities are built using a scalable cloud architecture. Load balancers are utilized to distribute network and application traffic across multiple servers within a region to increase capacity. The load balancer ensures that the DocGen Service is efficient, scalable, and redundant. ; ; More detail is available upon request.
• Outage reporting: Nintex provides an externally facing status page to customers: http://status.nintex.com. This site provides details on scheduled maintenance activities and service interruptions. Customers can subscribe to email notifications from this page to be notified of changes to the Nintex Process Platform operational status.

Identity and authentication

• User authentication needed: Yes
• User authentication: Other
• Other user authentication: Nintex DocGen accounts are managed via access controls in the customers' Salesforce platform. Nintex is not the identity provider, and does not manage the identity role based access control.
• Access restrictions in management interfaces and support channels: Access to the Nintex process platform is restricted to privileged accounts used solely for the purpose of monitoring and maintaining the production environment. Each person's privileged account is held separately from their primary domain account, and for additional security multifactor authentication is also required to log into the platform.
• Access restriction testing frequency: At least once a year
• Management access authentication:
  • 2-factor authentication
  • Username or password

Audit information for users

• Access to user activity audit information: Users contact the support team to get audit information
• How long user audit data is stored for: At least 12 months
• Access to supplier activity audit information: No audit information available
• How long system logs are stored for: Between 6 months and 12 months

Standards and certifications

• ISO/IEC 27001 certification: No
• ISO 28000:2007 certification: No
• CSA STAR certification: No
• PCI certification: No
• Cyber essentials: No
• Cyber essentials plus: No
• Other security certifications: Yes
• Any other security certifications: SOC2

Security governance

• Named board-level person responsible for service security: Yes
• Security governance certified: Yes
• Security governance standards: Other
• Other security governance standards: SOC2
• Information security policies and processes: Nintex has an Information Security Policy that defines the necessary rules for security protection, and it ensures secure and reliable operations in accordance with our business requirements as well as relevant laws and regulations. The Nintex Information Security Policy and its related policies and guidelines support the Nintex Information Security Program. ; ; The Information Security Team at Nintex reports to the Nintex Chief Information Security Officer (CISO) and is responsible for the overall security of the Nintex Process Platform. This responsibility includes working with the Governance Risk and Compliance (GRC) group in developing company-wide security policies and guidelines, performing risk assessments, adherence to compliance initiatives, security related education and identifying the technical, administrative, or physical controls that should be in place to support the mission of information security.; ; Nintex is committed to maintaining the security of its cloud-based capabilities. To that end Nintex obtains external reviews, including SOC2 audits, of the majority of its cloud based products to ensure that there are controls in place protecting customer data.

Operational security

• Configuration and change management standard: Supplier-defined controls
• Configuration and change management approach: Nintex has Enterprise Change Management guidelines that provide direction and support for performing consistent production level activities for routine changes, scheduled changes and emergency changes. The guidelines step through planning the change, approving/rejecting the change, implementing the change and any rollback. Production releases are performed via controlled pipelines through both testing and staging environments.
• Vulnerability management type: Supplier-defined controls
• Vulnerability management approach: Nintex has a Vulnerability Management Policy and a Vulnerability Management Guidelines document in place which includes processes for scanning endpoint devices, validation of vulnerabilities, and remediation timeframes. Vulnerability scanning tools are updated with the latest vulnerabilities and Nintex is subscribed to email updates like US-CERT and product vendors.
• Protective monitoring type: Supplier-defined controls
• Protective monitoring approach: Nintex collects and consolidates security relevant logs and data from corporate and cloud infrastructure, including devices and applications using a Security Information and Event Management (SIEM) system. The SIEM is monitored 24x7x365 by an external Managed Security Solution Provider (MSSP), who performs initial investigations of any detected issues/anomalies and notifies Nintex according to pre-defined escalation procedure. Threat feed-based detection and use cases are created and reviewed by Nintex in-house team and MSSP on on-going basis.
• Incident management type: Supplier-defined controls
• Incident management approach: Nintex has a Security Incident Response Policy and a formal Security Incident Response Plan that establishes a standard operating procedure for the incident response process during a security event. The Security Response Plan governs the notification process of the security incidents to the customers, including timelines. Nintex also provides an externally facing status page to customers: http://status.nintex.com. This site provides a history of incidents, which includes timelines.

Secure development

• Approach to secure software development best practice: Conforms to a recognised standard, but self-assessed

Public sector networks

• Connection to public sector networks: No

Social Value

• Social Value:

  Social Value

  Fighting climate change

  Fighting climate change

  Using a Document generation technology, linked to salesforce will enhance your digital footprint and reduce the reliance on paper within your organisation. Reduce your company's carbon footprint will fight climate change

Pricing

• Price: £1.44 a unit
• Discount for educational organisations: Yes
• Free trial available: Yes
• Description of free trial: Nintex Drawloop DocGen® for Salesforce; Generate faster and more compliant sales, marketing, and service documents—in any format—all within Salesforce.
• Link to free trial: https://www.nintex.com/trial/#salesforce

Service documents

• Pricing document

  PDF

• Service definition document

  PDF

• Terms and conditions

  PDF

Request an accessible format

If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at paul.blackwell@nintex.com. Tell them what format you need. It will help if you say what assistive technology you use.