# Nintex DocGen vs CloudFiles: The Evidence

> Nintex DocGen and CloudFiles compared item by item on our published document generation method: every score traced to its public source, dated and rechecked each cycle.

*2026-11-06 · by CloudFiles*

**Tags:** Comparisons, Salesforce

## What this post is

This post compares Nintex DocGen and CloudFiles item by item on our published method: every score, where it came from, when we read it, and how much public evidence backs it. The verdict, with the composite scores, is on the comparison page; this is the working behind it.

| Published | Cycle | Arena |
|---|---|---|
| 6 November 2026 | Cycle 1 · sources read between 3 and 5 November 2026 | Document generation for Salesforce |

**→ [See the verdict: Nintex DocGen vs CloudFiles](/salesforce/compare/document-generation/cloudfiles-vs-nintex-docgen)**

## How we scored

Both products are scored on the same two-axis matrix, Enterprise Readiness (X) and Functionality (Y), with a Data Reliability check on the evidence itself. Items below carry a one-line summary; [How We Compare Salesforce Document Apps](/blog/how-we-compare-salesforce-document-apps) sets out the method and defines each Enterprise Readiness item, and [How We Score Salesforce Document Generation Apps](/blog/how-we-score-salesforce-document-generation) defines every feature. CloudFiles' own evidence for every item, on both axes, is compiled once in [CloudFiles for Document Generation: The Evidence](/blog/cloudfiles-document-generation-evidence); each CloudFiles box below gives the difference and cites its sources.

## Enterprise Readiness Score (X)

How strongly each product is designed and sold for large organisations, and bought by them, scored 1–5 from four weighted signals. Unless an item names another source, the evidence comes from the vendors' own websites.

### Observed buyers

Who actually buys each product, taken from evidence the vendors don't write themselves: the companies behind identified AppExchange reviewers, and the customers each vendor is willing to name.

AppExchange reviewer company sizes

The company size behind each identified AppExchange reviewer, as a read on who actually buys.

Nintex DocGen
The ten most recent reviews of the Nintex DocGen for Salesforce listing, dated 6 June 2024 to 19 November 2025, were read, and each reviewer's employer was taken from the public Trailblazer profile attached to the review. Four are buyers: reviewers at Aon (10,001+) and British Airways (10,001+), one at Entre Technologies (201–1,000) and one at Rephrase (under 200). Six could not be matched to an employer.

Score4 · Leans highTwo of the four identified buyers work at large organisations, one at a mid-size firm and one at a small one.

ConfidenceLowFour identified buyers is a thin base for a reading on who buys.

Last read on 2026-11-04Source – [1](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N300000016Zn3EAE&tab=r)

CloudFiles: the difference
Level: CloudFiles' identified buyers also work at large organisations, at Ohio University's Heritage College of Osteopathic Medicine and at ITW.

Score4 · Leans highEvery buyer identified works at a large organisation.

ConfidenceLowBased on the reviewers whose employers are public on their Trailblazer profiles.

Last read on 2026-11-04Source – [1](https://appexchange.salesforce.com/appxListingDetail?listingId=de62e2e1-191d-4aa2-a73e-237b426b4675&tab=r)

Named customers: modal profile

The typical size and sector of the customers each vendor names publicly.

Nintex DocGen
The DocGen for Salesforce page quotes Yamaha's CRM manager and Cartelligent's director of operations. Other DocGen case studies name Strategic Growth, Inc., a small Salesforce consulting partner, and an unnamed automotive company. The AppExchange listing names no customers.

Score3 · MixedA mix of large, mid-size and small named customers, with no concentration of enterprise or regulated names.

ConfidenceMediumThe names are vendor-chosen; sizes are read from public knowledge.

Last read on 2026-11-04Sources – [1](https://www.nintex.com/ecosystems/salesforce/docgen-for-salesforce/), [2](https://www.nintex.com/case-study/yamaha-case-study/), [3](https://www.nintex.com/case-study/cartelligent-case-study/)

CloudFiles: the difference
One point higher: CloudFiles' named customers are mostly large and regulated organisations, including General Mills, Aviva and Commvault.

Score4 · Leans highLarge and regulated organisations are the most common named customers.

ConfidenceMediumTwo of the logos, ITW and Ohio University, are confirmed by AppExchange reviewers who work there.

Last read on 2026-11-04Sources – [1](/salesforce/document-generation), [2](https://appexchange.salesforce.com/appxListingDetail?listingId=de62e2e1-191d-4aa2-a73e-237b426b4675&tab=r)

**Where this leaves Observed buyers:** CloudFiles leads on named customers. Identified reviewers for both work mostly at large organisations, while Nintex names a mix of large, mid-size and small customers for DocGen.

| Metric | Nintex DocGen | CloudFiles |
|---|---|---|
| AppExchange reviewer company sizes | 4 · Leans high, Low confidence | 4 · Leans high, Low confidence |
| Named customers: modal profile | 3 · Mixed, Medium confidence | 4 · Leans high, Medium confidence |

### Commercial & service design

How each product is priced and packaged, what support comes with it, how a buyer can try it, and where each vendor shows up at Salesforce events.

Pricing unit and tiers

The billing unit, the tiers, and what sits behind an enterprise ask.

Nintex DocGen
AppExchange lists DocGen for Salesforce from $5,000 per company per year, with a nonprofit discount. Nintex's help pages say licences are bought by number of users, with an order form sent within three business days. No tier gates the API or automation.

Score3 · MixedBanded company pricing with no clear enterprise tier.

ConfidenceMediumThe starting price is listed on AppExchange; tiers are not published.

Last read on 2026-11-04Sources – [1](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N300000016Zn3EAE), [2](https://help.nintex.com/en-US/docgensf/Installation/Installation.htm), [3](https://www.softwareadvice.com/document-generation/nintex-docgen-profile/reviews/)

CloudFiles: the difference
One point higher: CloudFiles is priced by quote, per org or per user, sized to each deployment.

Score4 · Leans highQuote-based pricing per org or per user, with no published tier, is the standard enterprise model.

ConfidenceMediumLicensing terms are stated on CloudFiles' pricing pages and its listing; prices are set by quote.

Last read on 2026-11-04Sources – [1](/pricing/salesforce), [2](/pricing/salesforce/document-management), [3](/pricing/hubspot), [4](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3u00000Qs3fPEAR&tab=r), [5](/pricing/salesforce/document-generation), [6](https://appexchange.salesforce.com/appxListingDetail?listingId=de62e2e1-191d-4aa2-a73e-237b426b4675&tab=p)

Customer support

How customers reach support, and what each plan includes.

Nintex DocGen
Nintex lists three support tiers. Standard, included with the subscription, runs 8×5 for break-fix only, with no inbound phone and an eight-hour Severity 1 response. Enterprise, included with Enterprise Edition, adds 24×5 phone support and a four-hour response. Advisory and how-to help, including DocGen template configuration and best-practice advice, comes only with the top Select tier.

Score3 · MixedSeveral channels, but key help is sold as the top tier.

ConfidenceMediumRead from Nintex's own support page.

Last read on 2026-11-04Source – [1](https://www.nintex.com/resources/nintex-customer-support/)

CloudFiles: the difference
Two points higher: CloudFiles includes all support, including help with Flow, Apex and the API, in every paid plan, with nothing sold as an add-on.

Score5 · Highly readyReal-time and scheduled help, all included in every plan with nothing sold as an add-on, is the rubric's high case.

ConfidenceHighSupport terms are stated on CloudFiles' own pages and confirmed in customer reviews.

Last read on 2026-11-04Sources – [1](https://help.cloudfiles.io/salesforce/cloudfiles-implementation-support), [2](/blog/salesforce-sharepoint-integration-with-cloudfiles), [3](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3u00000Qs3fPEAR&tab=r)

Conference and webinar presence

Presence at Salesforce events and in the vendor's own webinars.

Nintex DocGen
Nintex exhibited at Dreamforce 2025 (14 to 16 October, booth 613) and ran a DocGen lunch-and-learn there on 14 October. It also runs DocGen for Salesforce workshops, one dated 19 August 2025, and appears at Salesforce World Tour Dubai.

Score5 · Highly readyA Dreamforce booth is the rule's high case.

ConfidenceMediumThree to four dated events found.

Last read on 2026-11-04Sources – [1](https://www.nintex.com/marquee-events/nintex-at-salesforce-dreamforce/), [2](https://www.nintex.com/resources/docgen-for-salesforce-workshop-0825/), [3](https://www.nintex.com/resources/nintex-at-salesforce-world-tour-dubai/)

CloudFiles: the difference
Level on the score: CloudFiles has exhibited at six Salesforce flagship events in two years, usually with a booth and a theatre session.

Score5 · Highly readyRepeated flagship sponsorships with booths and theatre sessions are the rule's high case.

ConfidenceHighSix flagship events found across two years.

Last read on 2026-11-04Sources – [1](/salesforce/events/cloudfiles-sponsor-at-dreamforce-2026), [2](/salesforce/events/cloudfiles-sponsor-at-dreamforce-2025), [3](/salesforce/events/agentforce-world-tour-new-york-2025), [4](/salesforce/events/agentforce-world-tour-london-2025), [5](https://www.linkedin.com/showcase/salesforceevents/), [6](/webinars)

Hands-on evaluation

How a buyer can try the product before committing.

Nintex DocGen
An admin starts a 30-day free trial with five licences, installed into their own org from AppExchange or Lightning, and a sandbox install is possible. The trial page asks for no credit card and offers a guided tour, a demo video and a personal demo. No test drive that needs no install was found.

Score4 · Leans highA self-serve free trial is Complete; a no-install test drive with a guide would be Extended.

ConfidenceHighStated in Nintex's help and on its trial page.

Last read on 2026-11-04Sources – [1](https://help.nintex.com/en-US/docgensf/Installation/Installation.htm), [2](https://www.nintex.com/trial/free-trial-docgen/), [3](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N300000016Zn3EAE)

CloudFiles: the difference
One point higher: CloudFiles' Try It button opens a pre-configured test drive org with nothing to install, and its help centre gives a guided test drive for document generation.

Score5 · Highly readyA documented, no-install test drive with a guide for document generation is the rubric's high case.

ConfidenceHighThe test drive opens from the AppExchange listing and is documented in CloudFiles' help centre.

Last read on 2026-11-04Sources – [1](https://help.cloudfiles.io/salesforce/test-drive), [2](https://help.cloudfiles.io/salesforce/document-ai-test-drives), [3](https://help.cloudfiles.io/salesforce/cloudfiles-widget-configurations-test-drive), [4](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3u00000Qs3fPEAR), [5](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3u00000Qs3fPEAR&tab=r), [6](https://appexchange.salesforce.com/appxListingDetail?listingId=94ed2229-b5d5-4ec7-b42f-734e4999eabc&tab=r)

**Where this leaves Commercial & service design:** CloudFiles leads on pricing, support and evaluation: all support is included, and its test drive needs no install. Nintex sells advisory help as its top support tier and lists a flat company price. Both exhibit at Dreamforce.

| Metric | Nintex DocGen | CloudFiles |
|---|---|---|
| Pricing unit and tiers | 3 · Mixed, Medium confidence | 4 · Leans high, Medium confidence |
| Customer support | 3 · Mixed, Medium confidence | 5 · Highly ready, High confidence |
| Conference and webinar presence | 5 · Highly ready, Medium confidence | 5 · Highly ready, High confidence |
| Hands-on evaluation | 4 · Leans high, High confidence | 5 · Highly ready, High confidence |

### Technical design

The assurance and engineering behind each product: certifications, documentation and developer access.

Security & Compliances

The certifications each vendor claims, and what backs them.

Nintex DocGen
Nintex publishes SOC 2 Type 2 and SOC 3 reports covering DocGen, and DocGen is listed on the FedRAMP Marketplace at Moderate as Nintex Drawloop DocGen. ISO 27001 is stated for Nintex's K2 platform, a UK G-Cloud listing marks ISO 27001 as not held for DocGen, and no HIPAA claim was found for DocGen.

Score4 · Leans highSeveral certifications with some external backing, without ISO or HIPAA for this product.

ConfidenceMediumThe FedRAMP listing is checkable; the SOC 2 report is shared on request.

Last read on 2026-11-04Sources – [1](https://nintex.com/wp-content/uploads/2024/11/3-Nintex-DocGen-SOC-3-ISAE-Report-04-30-23.pdf), [2](https://www.nintex.com/wp-content/uploads/2024/11/Nintex-Platform-Security-Privacy-Organizational-Overview.pdf), [3](https://www.applytosupply.digitalmarketplace.service.gov.uk/g-cloud-14/services/789108)

CloudFiles: the difference
One point higher: CloudFiles is audited for SOC 2 Type II, holds ISO 27001, 27017 and 27018 and HIPAA, and publishes a DPA and a Trust Portal.

Score5 · Highly readyAn audited SOC 2 Type II report, ISO and HIPAA certification, a public DPA and a Trust Portal together meet the rule's high bar.

ConfidenceHighThe public DPA and Trust Portal let buyers check these claims, and the SOC 2 Type II report is shared under NDA, as is standard.

Last read on 2026-11-04Sources – [1](/security), [2](https://trust.cloudfiles.io), [3](/dpa), [4](https://dgt27.com/blog/best-sharepoint-connectors-with-salesforce/)

Help-doc architecture

How complete and well organised the public help documentation is.

Nintex DocGen
The DocGen for Salesforce help centre covers getting started, the basics, advanced techniques, mobile, administration, release notes, extending the platform and troubleshooting, with search. Nintex marks it as legacy, with a newer help site alongside, and it has no section on security.

Score4 · Leans highBroad and organised, with security missing.

ConfidenceMediumRead in the help centre itself; no page count is published.

Last read on 2026-11-04Sources – [1](https://help.nintex.com/en-US/docgen/docservices/Default.htm), [2](https://help.nintex.com/en-US/docgen/docservices/ProductHelpLanding/Administer.htm), [3](https://help.nintex.com/en-US/docgen/docservices/ProductHelpLanding/Extend.htm)

CloudFiles: the difference
One point higher: CloudFiles' help centre covers setup, admin, permissions, security and compliance, developer reference and release notes across 492 pages.

Score5 · Highly readyA full, organised set covering every area, searchable and kept current.

ConfidenceHighThe page count comes from the help centre's own index.

Last read on 2026-11-04Sources – [1](https://help.cloudfiles.io/), [2](https://help.cloudfiles.io/sitemap.xml), [3](https://help.cloudfiles.io/docs/releases/), [4](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3u00000Qs3fPEAR&tab=r)

API depth and gating

The developer surfaces each vendor publishes, and whether any plan restricts them.

Nintex DocGen
Nintex documents an Apex reference for DocGen in the Loop namespace, including the DocumentService, AdHoc and ExternalData classes, the IApexDataSource interface and Apex samples. No REST API for DocGen was found.

Score3 · MixedOne of the two, an Apex client, with a real reference.

ConfidenceMediumRead from the Apex reference pages.

Last read on 2026-11-04Sources – [1](https://help.nintex.com/en-US/docgen/docservices/ProductHelpLanding/Extend.htm), [2](https://help.nintex.com/en-US/docgensf/Apex/DocumentService.htm)

CloudFiles: the difference
One point higher: CloudFiles' Apex reference covers generation in full, and it also publishes a REST API.

Score4 · Leans highBoth an Apex client and a REST API are published; the Apex reference is the more detailed for generation.

ConfidenceHighRead from the published Apex and REST references.

Last read on 2026-11-04Sources – [1](https://help.cloudfiles.io/docs/apex-generate-document/), [2](https://help.cloudfiles.io/docs/apex-generate-document-batch/), [3](https://help.cloudfiles.io/docs/apex-get-doc-gen-templates/), [4](https://help.cloudfiles.io/docs/apex-type-docgen-request-input/), [5](https://help.cloudfiles.io/docs/dg-api-developer-extensibility-sf/), [6](https://help.cloudfiles.io/docs/api-authentication/)

**Where this leaves Technical design:** CloudFiles leads on all three: ISO and HIPAA alongside SOC 2, a fuller help centre, and a REST API as well as Apex. Nintex holds SOC 2 and FedRAMP Moderate for DocGen.

| Metric | Nintex DocGen | CloudFiles |
|---|---|---|
| Security & Compliances | 4 · Leans high, Medium confidence | 5 · Highly ready, High confidence |
| Help-doc architecture | 4 · Leans high, Medium confidence | 5 · Highly ready, High confidence |
| API depth and gating | 3 · Mixed, Medium confidence | 4 · Leans high, High confidence |

### Messaging & ecosystem

Who each vendor says the product is for, and how that shows up elsewhere: partners, team and review-site profiles.

Stated ICP and messaging focus

Who the product's own pages say it is for.

Nintex DocGen
The DocGen for Salesforce page speaks to Salesforce admins, sales and revenue operations and sales reps, for quotes, contracts, invoices and reports. It names no industries and has no IT or security framing, though a government edition with FedRAMP adds some regulated appeal.

Score3 · MixedBroad, any-team messaging.

ConfidenceMediumRead from the product's own page only.

Last read on 2026-11-04Source – [1](https://www.nintex.com/ecosystems/salesforce/docgen-for-salesforce/)

CloudFiles: the difference
One point higher: CloudFiles' document generation page says it is built for enterprise use and leads with security, governance and bulk generation.

Score4 · Leans highLeaning enterprise, with security, governance and scale up front.

ConfidenceMediumRead from the product's own pages only.

Last read on 2026-11-04Sources – [1](/salesforce/document-generation), [2](/salesforce/document-generation/generate-documents)

Partner ecosystem

The partners each vendor works with, and who confirms them.

Nintex DocGen
Nintex launched a global partner programme with new tiers in October 2025. The partners named for DocGen are smaller firms: Port & Starboard, listed in Nintex's partner directory, Strategic Growth, Inc., a Salesforce consulting partner, and Kemisoft, which built Redlining Manager on DocGen.

Score3 · MixedOne or two boutique partners named for this product.

ConfidenceLowTier names are not published, and the partner pages are the partners' own copy.

Last read on 2026-11-04Sources – [1](https://channelbuzz.ca/2025/10/ai-powered-nintex-releases-new-global-partner-program-to-grow-partner-base-44538/), [2](https://partner.nintex.com/english/directory/partner/1298383), [3](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000G6frhUAB)

CloudFiles: the difference
One point higher: CloudFiles runs a formal partner programme with nine named implementation partners, and names Accenture, Deloitte, KPMG and others as integrators it has delivered with.

Score4 · Leans highA formal tiered programme with several named partners.

ConfidenceMediumPartners are named on CloudFiles' partner page, three with their staff quoted.

Last read on 2026-11-04Sources – [1](/salesforce/become-a-partner), [2](/partners), [3](https://terralogic.com/blogs/integrating-cloudfiles-with-salesforce/)

Team mix

The functions and regions visible in each vendor's team.

Nintex DocGen
Nintex's LinkedIn People page shows staff in the United States (299), South Africa (207), Malaysia (166) and Australia (137). The largest functions include engineering (388), information technology (164), sales (144), business development (104) and customer success and support (77).

Score5 · Highly readyA strong mix of functions across time zones.

ConfidenceHighRead from LinkedIn's own counts.

Last read on 2026-11-04Source – [1](https://www.linkedin.com/company/nintex/people/)

CloudFiles: the difference
Level: CloudFiles' team also mixes business and technical roles across regions.

Score5 · Highly readyA strong mix of business and technical roles across time zones.

ConfidenceHighRead from LinkedIn and independent company profiles.

Last read on 2026-11-04Sources – [1](https://www.linkedin.com/company/cloudfilesapp/about/), [2](https://www.linkedin.com/company/cloudfilesapp/people/), [3](https://tracxn.com/d/companies/cloudfiles/__kL2caz8lFNr3NJKNYXm7CF0D0QD14T2jHJ1eSusSiVg), [4](https://tracxn.com/d/legal-entities/india/cloudfiles-india-private-limited/__Xs5Hr-BaIgFjDmsuZYy1JHCAi_9FO5xjvQ-ltrDlPhE), [5](https://theorg.com/org/cloudfiles)

Review-site profile richness

Presence across the three main B2B review sites.

Nintex DocGen
On G2, DocGen reviews sit under the Nintex profile, rated 4.3 from 1,326 reviews and listed in G2's Salesforce CRM document generation category. TrustRadius lists Nintex at 7.9 out of 10 from 533 reviews, under process automation, and Capterra, GetApp and Software Advice show 19 DocGen reviews at 4.6.

Score4 · Leans highTwo well-populated profiles and one thin one.

ConfidenceMediumCounted from the review sites; the G2 and TrustRadius profiles cover all of Nintex.

Last read on 2026-11-04Sources – [1](https://www.g2.com/products/nintex-nintex/reviews), [2](https://www.trustradius.com/products/nintex-process-platform/reviews), [3](https://www.softwareadvice.com/document-generation/nintex-docgen-profile/reviews/)

CloudFiles: the difference
Level: CloudFiles is also on all three sites, led by a G2 profile with 217 reviews, a product video and several categories.

Score4 · Leans highProfiles on all three sites, led by a rich, actively maintained G2 profile.

ConfidenceHighCounted from the review sites themselves.

Last read on 2026-11-04Sources – [1](https://www.g2.com/products/cloudfiles-cloudfiles/reviews), [2](https://www.capterra.com/p/218995/CloudFiles/reviews/), [3](https://www.trustradius.com/products/cloudfiles/competitors)

**Where this leaves Messaging & ecosystem:** CloudFiles leans more towards enterprise buyers and names global integrators as partners. Both have a strong team mix across regions and profiles on all three review sites.

| Metric | Nintex DocGen | CloudFiles |
|---|---|---|
| Stated ICP and messaging focus | 3 · Mixed, Medium confidence | 4 · Leans high, Medium confidence |
| Partner ecosystem | 3 · Mixed, Low confidence | 4 · Leans high, Medium confidence |
| Team mix | 5 · Highly ready, High confidence | 5 · Highly ready, High confidence |
| Review-site profile richness | 4 · Leans high, Medium confidence | 4 · Leans high, High confidence |

## Features Score (Y)

How complete each product is across the feature map's five categories, each feature rated on a five-rung ladder from Absent to Extended, with Dealbreaker features able to gate the whole score: each must reach L4. The score itself is the average rung across the eighteen features, weighted by Kano class (Dial 3, Delighter 2, Dealbreaker 1, Distractor 0), on a 1–5 scale. Each card gives the rung and why the evidence lands there, the feature's Kano class and, where it applies, an automation rating.

### Template

How each product's templates are built, and how the template library is kept in order.

Template Authoring Kano · Dial

How a template is built, and how easily merge fields, tables and conditions are placed.

Nintex DocGen
Nintex has no Office add-in. Its Field Tagger is a pane inside the DocGen package, from which tags are copied or dragged into a Word file. Repeating a section needs a Rich Text content control built by hand, with the tag typed into its properties.

RungL3 · LimitedTags placed by copying, with sections built by hand, is Limited.

AutomationN/AAutomation is not rated for this feature.

Last read on 2026-11-03Sources – [1](https://help.nintex.com/en-US/docgensf/DocGenPackage/Templates/FieldTagger/TagWordDocument.htm), [2](https://help.nintex.com/en-US/docgensf/Templates/SectionReplication.htm)

CloudFiles: the difference
Two rungs higher: CloudFiles' add-ins for Word, Excel and PowerPoint place fields, tables and conditions point-and-click, with a live preview on real record data.

RungL5 · ExtendedOffice add-ins with point-and-click fields, tables and conditions are Complete; several formats and live preview with real data make it Extended.

AutomationN/AAutomation is not rated for this feature.

Last read on 2026-11-03Sources – [1](https://help.cloudfiles.io/docs/dg-word-docx-template-actions-sf/), [2](https://help.cloudfiles.io/docs/dg-template-creation-sf/), [3](https://help.cloudfiles.io/docs/dg-insert-condition-sf/), [4](https://help.cloudfiles.io/docs/dg-template-management-hub-sf/), [5](https://help.cloudfiles.io/docs/tut-build-a-template-word-sf/)

Template Management Kano · Delighter

Keeping the template library in order: folders, versions, access and moving templates between orgs.

Nintex DocGen
Each DocGen package can be made available by profile, role, permission set and public group, and packages move between orgs with a built-in migration tool. There is no version history, and folders are standard Salesforce folders.

RungL3 · LimitedAccess and migration without versions is Limited.

AutomationN/AAutomation is not rated for this feature.

Last read on 2026-11-03Sources – [1](https://help.nintex.com/en-US/docgensf/Templates/Availability.htm), [2](https://help.nintex.com/en-US/docgensf/DocGenPackage/MigrateDocGenPackages.htm)

CloudFiles: the difference
Level: CloudFiles adds folders, version and release control, usage insights and changeset migration.

RungL3 · LimitedFolders, versions and migration are in place; access set per template by profile or role is the step to Complete.

AutomationN/AAutomation is not rated for this feature.

Last read on 2026-11-03Sources – [1](https://help.cloudfiles.io/docs/dg-template-management-hub-sf/), [2](https://help.cloudfiles.io/docs/dg-template-migrations-sf/), [3](https://help.cloudfiles.io/docs/tut-generate-a-document-via-permissioned-templates-sf/)

**Where this leaves Template:** CloudFiles leads on authoring: add-ins in Word, Excel and PowerPoint against Nintex's copied tags. The two are level on management, where Nintex sets access per package and CloudFiles adds versions, release control and migration.

| Feature | Kano | Nintex DocGen rung | CloudFiles rung |
|---|---|---|---|
| Template Authoring | Dial | L3 · Limited | L5 · Extended |
| Template Management | Delighter | L3 · Limited | L3 · Limited |

### Data

Where the values in each product's documents come from.

Data Sources Kano · Dealbreaker

How far from the triggering record a template can reach.

Nintex DocGen
Templates reach related records three levels down through five relationship types, including SOQL. Apex Data classes supply outside data into the same run through the IApexDataSource interface.

RungL5 · ExtendedOutside data merged into the same run is Extended.

AutomationL4 · CompleteFlow's Run DocGen Package action and Apex pass the records to merge.

Last read on 2026-11-03Sources – [1](https://help.nintex.com/en-US/docgensf/DeliveryStorage/Relationships.htm), [2](https://help.nintex.com/en-US/docgensf/Apex/ApexDataRelationships.htm), [3](https://help.nintex.com/en-US/docgensf/DocGenPackage/SalesforceFlowProcessBuilder.htm)

CloudFiles: the difference
Level: CloudFiles also merges outside data into the same run, through runtime variables and collections filled by Flow or Apex.

RungL5 · ExtendedOutside data merged into the same run without being stored on a record is Extended.

AutomationL4 · CompleteFlow and Apex both pass records, collections and outside values into a run.

Last read on 2026-11-03Sources – [1](https://help.cloudfiles.io/docs/dg-universal-salesforce-data-access-sf/), [2](https://help.cloudfiles.io/docs/dg-record-collection-variable-sf/), [3](https://help.cloudfiles.io/docs/dg-runtime-variable-sf/), [4](https://help.cloudfiles.io/docs/apex-type-docgen-request-input/)

Runtime Input Kano · Delighter

Values supplied at generation time rather than stored beforehand.

Nintex DocGen
DocGen Forms run a multi-step wizard at generation time, with field types, defaults and validation by pattern, and users can pick optional templates and contacts as they generate.

RungL5 · ExtendedA guided wizard with validation is Extended.

AutomationL3 · LimitedFlow and Apex start a package, but passing form values from them is not documented.

Last read on 2026-11-03Source – [1](https://help.nintex.com/en-US/docgensf/DocGenPackage/DocGenPackageForms.htm)

CloudFiles: the difference
Level on the rung: CloudFiles templates define typed runtime variables, the widget prompts for them, a Screen Flow can wrap them in a guided wizard, and Flow and Apex pass the same values.

RungL5 · ExtendedA guided wizard with validation, built in Flow on the app's documented actions, is Extended.

AutomationL4 · CompleteFlow and Apex pass the same runtime values.

Last read on 2026-11-03Sources – [1](https://help.cloudfiles.io/docs/dg-runtime-variable-sf/), [2](https://help.cloudfiles.io/docs/fa-get-doc-gen-templates-sf/), [3](https://help.cloudfiles.io/docs/tut-generate-a-document-with-runtime-variables-sf/), [4](https://help.cloudfiles.io/docs/tut-generate-a-document-via-screen-flow-sf/)

**Where this leaves Data:** Both reach Extended on data sources and runtime input: Nintex with Apex Data and DocGen Forms, CloudFiles with runtime variables filled by Flow, Apex or a guided Screen Flow.

| Feature | Kano | Nintex DocGen rung | CloudFiles rung |
|---|---|---|---|
| Data Sources | Dealbreaker | L5 · Extended | L5 · Extended |
| Runtime Input | Delighter | L5 · Extended | L5 · Extended |

### Content Logic

What each product does to the data: select, repeat, compute and visualise.

Conditional Logic Kano · Dial

Showing, hiding or choosing content based on data.

Nintex DocGen
Word IF fields show or hide text, and a package rule includes or excludes a section when one tag meets a condition. Whole template files can be included by condition. AND needs tags and values joined into one string, and OR needs comma-separated lists.

RungL3 · LimitedSimple show or hide is Limited; AND and OR need workarounds.

AutomationN/AAutomation is not rated for this feature.

Last read on 2026-11-03Sources – [1](https://help.nintex.com/en-US/docgensf/DocGenPackage/Templates/ConditionalTextInWord.htm), [2](https://help.nintex.com/en-US/docgensf/DocGenPackage/Templates/IncludeTemplateFilesConditionally.htm)

CloudFiles: the difference
Two rungs higher: CloudFiles conditions combine rules with AND, OR or custom logic on any content, with no workarounds.

RungL5 · ExtendedNested AND/OR conditions on any content, plus templates chosen by data, is Extended.

AutomationN/AAutomation is not rated for this feature.

Last read on 2026-11-03Sources – [1](https://help.cloudfiles.io/docs/dg-insert-condition-sf/), [2](https://help.cloudfiles.io/docs/dg-dynamic-content-builder-sf/), [3](https://help.cloudfiles.io/docs/fa-generate-document-sf/)

Repeating Content Kano · Dealbreaker

Repeating rows or whole sections for each related record.

Nintex DocGen
Data repeats by section, table, row, group or hierarchy, sorted with Order By and filtered by conditions.

RungL5 · ExtendedRepeating whole sections and hierarchies is Extended.

AutomationN/AAutomation is not rated for this feature.

Last read on 2026-11-03Sources – [1](https://help.nintex.com/en-US/docgensf/DeliveryStorage/Relationships.htm), [2](https://help.nintex.com/en-US/docgensf/Templates/SectionReplication.htm)

CloudFiles: the difference
Level: CloudFiles also repeats whole sections and groups collections.

RungL5 · ExtendedRepeated whole sections and grouping go beyond Complete.

AutomationN/AAutomation is not rated for this feature.

Last read on 2026-11-03Sources – [1](https://help.cloudfiles.io/docs/dg-insert-table-sf/), [2](https://help.cloudfiles.io/docs/dg-insert-loop-sf/), [3](https://help.cloudfiles.io/docs/dg-record-collection-variable-sf/)

Calculations & Formatting Kano · Dial

Deriving and presenting values: totals, formulas and number, date and currency formats.

Nintex DocGen
A package locale sets date, number and currency formats, and Excel templates keep their own formulas. In Word, number formats are typed as picture switches, and totals come from a Salesforce roll-up summary field.

RungL4 · CompleteFormulas in Excel templates with locale formats is Complete.

AutomationN/AAutomation is not rated for this feature.

Last read on 2026-11-05Sources – [1](https://help.nintex.com/en-US/docgensf/Data/DocGenPackageDetails.htm), [2](https://help.nintex.com/en-US/docgensf/DocGenPackage/Templates/ConditionalTextExcel.htm), [3](https://help.nintex.com/en-US/docgensf/DocGenPackage/Templates/FieldTagger/TagWordDocument.htm)

CloudFiles: the difference
Level: CloudFiles Excel templates keep formulas and totals across every merged row, and merged values follow each user's locale and time zone.

RungL4 · CompleteFormulas and totals in the template with locale-aware formats is Complete.

AutomationN/AAutomation is not rated for this feature.

Last read on 2026-11-05Sources – [1](https://help.cloudfiles.io/salesforce/formulas-totals-and-locale-formatting), [2](https://help.cloudfiles.io/docs/dg-record-collection-variable-sf/), [3](https://help.cloudfiles.io/docs/dg-formatting-controls-sf/), [4](https://help.cloudfiles.io/docs/dg-insert-table-2-sf/)

Rich Media Kano · Delighter

Turning data into visuals: images, charts, barcodes and QR codes.

Nintex DocGen
Dynamic images come from rich text fields, and Excel and PowerPoint templates draw charts from a data range. Barcodes need a barcode font, which is a workaround.

RungL4 · CompleteDynamic images and charts from data is Complete.

AutomationN/AAutomation is not rated for this feature.

Last read on 2026-11-03Sources – [1](https://help.nintex.com/en-US/docgensf/DocGenPackage/Templates/DynamicImagesInTemplates.htm), [2](https://help.nintex.com/en-US/docgensf/DocGenPackage/Templates/DynamicCharts.htm)

CloudFiles: the difference
One rung lower: CloudFiles places dynamic images from URL fields or Salesforce Files, and keeps Office charts in the output.

RungL3 · LimitedDynamic images are Limited; charts driven by merged data are the step to Complete.

AutomationN/AAutomation is not rated for this feature.

Last read on 2026-11-03Source – [1](https://help.cloudfiles.io/docs/dg-insert-picture-sf/)

**Where this leaves Content Logic:** CloudFiles leads on conditions; Nintex leads on charts. The two are level on repeating content and on calculations and formatting.

| Feature | Kano | Nintex DocGen rung | CloudFiles rung |
|---|---|---|---|
| Conditional Logic | Dial | L3 · Limited | L5 · Extended |
| Repeating Content | Dealbreaker | L5 · Extended | L5 · Extended |
| Calculations & Formatting | Dial | L4 · Complete | L4 · Complete |
| Rich Media | Delighter | L4 · Complete | L3 · Limited |

### Output & Delivery

The file each product makes, where it goes, what comes back and the record of the run.

Output Formats Kano · Dealbreaker

The file types produced, and the finishing applied to them.

Nintex DocGen
Each delivery option outputs a PDF, combined or separate, or the original Word, Excel or PowerPoint format, and can add PDF bookmarks or send a template as an email body.

RungL5 · ExtendedPDF and the Office formats, plus PDF bookmarks and email-body output, is Extended.

AutomationL4 · CompleteFlow and Apex pick a delivery option, which carries the format.

Last read on 2026-11-03Sources – [1](https://help.nintex.com/en-US/docgensf/DocGenPackage/Templates/TemplatesforDocGenPackages.htm), [2](https://help.nintex.com/en-US/docgensf/DeliveryOptions/DeliveryOptions.htm)

CloudFiles: the difference
Level: CloudFiles also outputs PDF, Word, Excel and PowerPoint with PDF passwords and restrictions, and Flow sets the format directly.

RungL5 · ExtendedPDF and the Office formats, plus PDF password and restrictions, is Extended.

AutomationL4 · CompleteFlow and Apex both set the format directly.

Last read on 2026-11-03Sources – [1](https://help.cloudfiles.io/docs/fa-generate-document-sf/), [2](https://help.cloudfiles.io/docs/dg-post-generation-controls-sf/), [3](https://help.cloudfiles.io/docs/apex-type-docgen-request-input/)

Fillable Documents Kano · Delighter

Generated documents with fields a recipient fills in, and whether answers return to Salesforce.

Nintex DocGen
PDF form fields are tagged and prefilled from data. Answers return to Salesforce through Nintex eSign and DocuSign data capture, which is scored in the e-signature arena.

RungL3 · LimitedFillable PDF fields without write-back outside e-signature is Limited.

AutomationN/AAutomation is not rated for this feature.

Last read on 2026-11-03Sources – [1](https://help.nintex.com/en-US/docgensf/DocGenPackage/Templates/FieldTagger/TagPDFfiles.htm), [2](https://help.nintex.com/en-US/docgensf/DataCapture.htm)

CloudFiles: the difference
Level: CloudFiles also prefills fillable PDF fields and checkboxes from data.

RungL3 · LimitedFillable PDF fields prefilled from data are Limited; answers written back to Salesforce are the step to Complete.

AutomationN/AAutomation is not rated for this feature.

Last read on 2026-11-03Sources – [1](https://help.cloudfiles.io/docs/dg-pdf-template-actions-sf/), [2](https://help.cloudfiles.io/docs/tut-build-a-pdf-template-sf/)

Document Packets Kano · Delighter

Several documents from one run, combined or delivered together.

Nintex DocGen
Templates merge in sort order into one PDF, users can add files and enclosures at run time, and each template can be included always, optionally or by condition.

RungL5 · ExtendedTemplates and existing files combined, with contents chosen by condition, is Extended.

AutomationL4 · CompletePackages run from Flow and Apex.

Last read on 2026-11-03Sources – [1](https://help.nintex.com/en-US/docgensf/DocGenPackage/Templates/TemplatesforDocGenPackages.htm), [2](https://help.nintex.com/en-US/docgensf/DocGenPackage/Templates/IncludeTemplateFilesConditionally.htm)

CloudFiles: the difference
Level: CloudFiles also merges generated and existing files in order, and a Flow can choose the contents by condition.

RungL5 · ExtendedTemplates and existing files combined in order is Complete; contents chosen by condition in Flow make it Extended.

AutomationL4 · CompleteMerge Documents runs from Flow and Apex.

Last read on 2026-11-03Sources – [1](https://help.cloudfiles.io/docs/fa-merge-documents-sync-sf/), [2](https://help.cloudfiles.io/docs/tut-merge-documents-sf/)

Bulk Generation Kano · Delighter

Generating documents for many records in one run.

Nintex DocGen
Documents generate in bulk from list views and reports, packages can run on a schedule, and an Automated DocGen Instances page lists runs with an error file.

RungL5 · ExtendedLarge scheduled batches with an error list are Extended.

AutomationL4 · CompleteBatches run from Flow and Apex.

Last read on 2026-11-03Sources – [1](https://help.nintex.com/en-US/docgensf/Admin/GenerateMassButtonLighting.htm), [2](https://help.nintex.com/en-US/docgensf/DocGenPackage/ScheduledDocGenPackages.htm), [3](https://help.nintex.com/en-us/docgensf/Admin/AutomatedDocGenInstances.htm)

CloudFiles: the difference
Level: CloudFiles also runs large and scheduled batches with per-record results, from Flow and Apex.

RungL5 · ExtendedLarge batches with progress and errors are Complete; scheduled batches make it Extended.

AutomationL4 · CompleteThe batch action runs from Flow and Apex.

Last read on 2026-11-03Sources – [1](https://help.cloudfiles.io/docs/fa-generate-document-batch-sf/), [2](https://help.cloudfiles.io/docs/dg-bulk-background-generation-sf/), [3](https://help.cloudfiles.io/docs/apex-generate-document-batch/)

Preview & Edit Kano · Dial

Seeing and adjusting a generated document before it is final.

Nintex DocGen
The On Screen and Preview Before Sending option shows the generated document before it is sent. Editing means Pause to Edit: the user downloads the file, edits it and uploads it again.

RungL3 · LimitedPreview only, with editing by download and upload, is Limited.

AutomationN/AAutomation is not rated for this feature.

Last read on 2026-11-03Sources – [1](https://help.nintex.com/en-US/docgensf/DocGenPackage/DocGenPackages.htm), [2](https://help.nintex.com/en-us/docgen/docservices/docgen-sfdc/Services/manageDDP/PauseToEdit.htm)

CloudFiles: the difference
One rung higher: CloudFiles lets users edit Word files and annotate PDFs inside Salesforce before the document is final.

RungL4 · CompletePreview and edit inside Salesforce before saving or sending is Complete.

AutomationN/AAutomation is not rated for this feature.

Last read on 2026-11-03Sources – [1](https://help.cloudfiles.io/docs/fa-cloudfiles-preview-sf/), [2](https://help.cloudfiles.io/docs/releases/)

Save & Write-back Kano · Delighter

Where the finished file is kept, under what name, and what is written back to the record.

Nintex DocGen
Files save as Salesforce Files or attachments, or to Box or SharePoint, with an output file name, and a Create or edit a record step writes values back to Salesforce.

RungL5 · ExtendedExternal storage with naming and field updates is Extended.

AutomationL4 · CompleteSaving and write-back are set in the package that Flow and Apex run.

Last read on 2026-11-03Sources – [1](https://help.nintex.com/en-US/docgensf/DocGenPackage/Storage/AttachmentStorageLocation.htm), [2](https://help.nintex.com/en-us/docgensf/DocGenPackage/Storage/BoxStorageLocation.htm), [3](https://help.nintex.com/en-US/docgensf/DeliveryOptions/DeliveryOptions.htm)

CloudFiles: the difference
Level: CloudFiles also saves to external storage with naming rules, and a Flow updates the record from its outputs.

RungL5 · ExtendedSaving to external storage with naming rules and record updates is Extended.

AutomationL4 · CompleteSave location, name and follow-up updates are set from Flow and Apex.

Last read on 2026-11-03Sources – [1](https://help.cloudfiles.io/docs/dg-document-title-sf/), [2](https://help.cloudfiles.io/docs/fa-generate-document-sf/), [3](https://help.cloudfiles.io/docs/apex-type-document-generated/)

Send & Hand-off Kano · Delighter

Sending the finished document on, by email, to e-signature or to a later workflow.

Nintex DocGen
Documents go by Salesforce email or SMTP with email templates, to Adobe Sign, Nintex eSign, DocuSign, SignNow and other e-signature tools with recipient tags, and on to a Nintex workflow.

RungL5 · ExtendedTemplated email, a choice of e-signature tools and later workflows is Extended.

AutomationL4 · CompleteDelivery runs from Flow and Apex.

Last read on 2026-11-03Sources – [1](https://help.nintex.com/en-US/docgensf/DeliveryOptions/SalesforceEmailDelivery.htm), [2](https://help.nintex.com/en-US/docgensf/DeliveryStorage/AdobeSignDelivery.htm), [3](https://help.nintex.com/en-US/docgensf/DeliveryStorage/DocuSignDelivery.htm), [4](https://help.nintex.com/en-US/docgensf/DeliveryOptions/SigningApps/SignNowDeliveryOption.htm), [5](https://help.nintex.com/en-US/docgensf/DeliveryOptions/NintexWorkflowCloudDelivery.htm)

CloudFiles: the difference
Two rungs lower: CloudFiles sends by email from Flow and to DocuSign, with signer fields placed from the template and Adobe Sign coming.

RungL3 · LimitedEmail and one e-signature tool are Limited; a choice of e-signature tools is the step to Complete.

AutomationL4 · CompleteSending runs from Flow and Apex.

Last read on 2026-11-03Sources – [1](https://help.cloudfiles.io/docs/dg-esignature-support-sf/), [2](https://help.cloudfiles.io/docs/dg-insert-form-field-sf/), [3](https://help.cloudfiles.io/docs/dg-docusign-integration-for-word-based-document-generation-sf/)

Run History Kano · Delighter

The record of what was generated, by whom, and with what result.

Nintex DocGen
The Automated DocGen Instances page keeps seven days of automated runs, with an error file listing record IDs and errors. The user and template are not shown.

RungL3 · LimitedErrors for automated runs only is Limited.

AutomationN/AAutomation is not rated for this feature.

Last read on 2026-11-03Source – [1](https://help.nintex.com/en-us/docgensf/Admin/AutomatedDocGenInstances.htm)

CloudFiles: the difference
Two rungs higher: CloudFiles logs each run with its record, file and errors, and adds usage dashboards.

RungL5 · ExtendedA log of every run with errors, plus usage dashboards, is Extended.

AutomationN/AAutomation is not rated for this feature.

Last read on 2026-11-03Sources – [1](https://help.cloudfiles.io/docs/evt-custom-object-mode-flow-setup-sf/), [2](https://help.cloudfiles.io/docs/apex-type-document-generated/), [3](https://help.cloudfiles.io/docs/apex-type-document-generated-error/), [4](https://help.cloudfiles.io/docs/dg-usage-sf/)

**Where this leaves Output & Delivery:** The two are level on five of the eight features. CloudFiles leads on preview and edit and on run history; Nintex leads on sending, with templated email and a choice of e-signature tools.

| Feature | Kano | Nintex DocGen rung | CloudFiles rung |
|---|---|---|---|
| Output Formats | Dealbreaker | L5 · Extended | L5 · Extended |
| Fillable Documents | Delighter | L3 · Limited | L3 · Limited |
| Document Packets | Delighter | L5 · Extended | L5 · Extended |
| Bulk Generation | Delighter | L5 · Extended | L5 · Extended |
| Preview & Edit | Dial | L3 · Limited | L4 · Complete |
| Save & Write-back | Delighter | L5 · Extended | L5 · Extended |
| Send & Hand-off | Delighter | L5 · Extended | L3 · Limited |
| Run History | Delighter | L3 · Limited | L5 · Extended |

### Salesforce Support

Salesforce surfaces beyond the Lightning desktop.

Experience Cloud Support Kano · Delighter

Whether portal users can generate documents, and how much they can do.

Nintex DocGen
Portal users generate documents through community buttons and the DocGen Flow component.

RungL4 · CompletePortal users generate and download from allowed templates, which is Complete.

AutomationN/AAutomation is not rated for this feature.

Last read on 2026-11-03Source – [1](https://help.nintex.com/en-US/docgensf/DocGenPackage/SalesforceFlowProcessBuilder.htm)

CloudFiles: the difference
One rung higher: CloudFiles portal users also choose options and preview the document.

RungL5 · ExtendedPortal users generating with options and preview is Extended.

AutomationN/AAutomation is not rated for this feature.

Last read on 2026-11-03Sources – [1](https://help.cloudfiles.io/docs/dg-deep-salesforce-integrations-sf/), [2](https://help.cloudfiles.io/docs/fa-experience-cloud-widget-sf/)

Mobile Compatibility Kano · Distractor

Whether documents can be generated in the Salesforce mobile app.

Nintex DocGen
DocGen offers a generate action in the Salesforce mobile app.

RungL3 · LimitedA reduced mobile experience is Limited.

AutomationN/AAutomation is not rated for this feature.

Last read on 2026-11-03Source – [1](https://help.nintex.com/en-us/docgensf/DocGenMobile.htm)

CloudFiles: the difference
One rung higher: CloudFiles generation flows and outputs work in the Salesforce mobile app and Field Service mobile.

RungL4 · CompleteGenerate, preview and save on mobile is Complete.

AutomationN/AAutomation is not rated for this feature.

Last read on 2026-11-03Source – [1](https://help.cloudfiles.io/docs/dg-deep-salesforce-integrations-sf/)

**Where this leaves Salesforce Support:** CloudFiles leads on both: portal users also choose options and preview, and generation works in the Salesforce mobile app and Field Service mobile.

| Feature | Kano | Nintex DocGen rung | CloudFiles rung |
|---|---|---|---|
| Experience Cloud Support | Delighter | L4 · Complete | L5 · Extended |
| Mobile Compatibility | Distractor | L3 · Limited | L4 · Complete |

## Data Reliability Score

Two questions are asked of every item that feeds either score: is it public, and is it a checkable fact. Each is averaged over the 31 items, and in document generation the Data Reliability Score is the average of the two.

|  | Nintex DocGen | CloudFiles |
|---|---|---|
| **Score · band** | 85% · Well documented | 88% · Well documented |
| Coverage: is it public at all? | 98% | 98% |
| Precision: is it a checkable fact? | 72% | 78% |
| What is public · what is not | Every feature rests on a page in Nintex's DocGen help centre, which Nintex marks as legacy. Six of the ten recent AppExchange reviewers could not be matched to an employer. | Every feature rests on a dated CloudFiles help page, and Enterprise Readiness draws on AppExchange, review sites, LinkedIn and CloudFiles' Trust Portal. |

Item by item: Coverage · Precision
Coverage: Found 1 · Partly 0.5 · Not public 0. Precision: High 1 · Medium 0.5 · Low 0.25, and “n/a” where no precise figure is expected.

| Item | Nintex DocGen | CloudFiles |
|---|---|---|
| AppExchange reviewer company sizes | 0.5 · 1 | 0.5 · 1 |
| Named customers: modal profile | 1 · 1 | 1 · 0.5 |
| Pricing unit and tiers | 1 · 0.5 | 1 · 0.5 |
| Customer support | 1 · n/a | 1 · n/a |
| Conference and webinar presence | 1 · 1 | 1 · 1 |
| Hands-on evaluation | 1 · n/a | 1 · n/a |
| Security & Compliances | 1 · n/a | 1 · n/a |
| Help-doc architecture | 1 · 0.5 | 1 · 1 |
| API depth and gating | 1 · 0.5 | 1 · 1 |
| Stated ICP and messaging focus | 1 · 0.5 | 1 · 0.5 |
| Partner ecosystem | 1 · 0.5 | 1 · 0.5 |
| Team mix | 1 · 1 | 1 · 1 |
| Review-site profile richness | 1 · n/a | 1 · n/a |
| Template Authoring | 1 · n/a | 1 · n/a |
| Template Management | 1 · n/a | 1 · n/a |
| Data Sources | 1 · n/a | 1 · n/a |
| Runtime Input | 1 · n/a | 1 · n/a |
| Conditional Logic | 1 · n/a | 1 · n/a |
| Repeating Content | 1 · n/a | 1 · n/a |
| Calculations & Formatting | 1 · n/a | 1 · n/a |
| Rich Media | 1 · n/a | 1 · n/a |
| Output Formats | 1 · n/a | 1 · n/a |
| Fillable Documents | 1 · n/a | 1 · n/a |
| Document Packets | 1 · n/a | 1 · n/a |
| Bulk Generation | 1 · n/a | 1 · n/a |
| Preview & Edit | 1 · n/a | 1 · n/a |
| Save & Write-back | 1 · n/a | 1 · n/a |
| Send & Hand-off | 1 · n/a | 1 · n/a |
| Run History | 1 · n/a | 1 · n/a |
| Experience Cloud Support | 1 · n/a | 1 · n/a |
| Mobile Compatibility | 1 · n/a | 1 · n/a |

> The score reflects how much each vendor publishes, not how good the vendor is.

## What changed

- 2026-11-06 · Baseline: this is the first cycle, so there is no earlier score to compare against.