Video - Nintex DocGen to Adobe Sign
CLICK Select DocGen Package.
2. Navigate through the drop downs to select either the Proposal, Contract, Add-on, Change Order or Parts Order
3. Select your Contact
4. Click on
Document Selection for optional documents.
“Delivery Option”
“Attach to Opportunity” (Run DocGen Package will turn blue)
“Run DocGen Package”
You will now see a success message!
5. Refresh your page. You’ll now see a file in the Related List Quick Links “Files”. You can hover over or click into Files to access your Document to review or send to Adobe Sign.
