# Nintex DocGen vs CloudFiles

> Nintex DocGen vs CloudFiles on one published method: Enterprise Readiness 3.7 vs 4.6, Functionality 3.9 vs 4.4 of 5, and how much public evidence backs each score.

*Compare · Document generation for Salesforce*

## Nintex DocGen vs CloudFiles

Both products scored on the same matrix, from the same kinds of public source, with the same arithmetic. Every number below links back to the evidence behind it.

[Read the evidence](/blog/nintex-docgen-vs-cloudfiles-evidence) · [How we compare](/blog/how-we-compare-salesforce-document-apps)

The verdict

## Both build documents from Salesforce data. CloudFiles leads on both axes.

CloudFiles scores higher on Enterprise Readiness and on Functionality; Nintex leads on charts and sending. Every figure is a composite; the evidence behind each one is linked below it.

Where each product sits Corner labels are for orientation only: each product is plotted at its exact scores, not placed in a cell.

Nintex DocGenCloudFilesEnterprise ReadinessBuilt, sold and bought for large organisations[Details →](#enterprise-readiness)Nintex DocGen3.7/ 5Leans highCloudFiles4.6/ 5Highly readyFunctionalityAverage rung across 18 features, weighted by Kano class[Details →](#functionality)Nintex DocGen3.9/ 511 of 18 features at L4–L5CloudFiles4.4/ 514 of 18 features at L4–L5Dealbreakers3 features checked first, each at L4[Details →](#functionality)Nintex DocGen3/ 3 pass
- ✓Data SourcesL5
- ✓Repeating ContentL5
- ✓Output FormatsL5

CloudFiles3/ 3 pass
- ✓Data SourcesL5
- ✓Repeating ContentL5
- ✓Output FormatsL5

Data ReliabilityHow much of the evidence is public and precise[Details →](#data-reliability)Nintex DocGen85%Well documentedCloudFiles88%Well documented

Biggest gapTemplates and logic

CloudFiles builds templates through add-ins in Word, Excel and PowerPoint and combines conditions with AND/OR logic; Nintex copies tags into Word and joins values into one string for AND. CloudFiles scores 4.4 on Functionality against 3.9.

Where Nintex leadsCharts and sending

Nintex draws Excel and PowerPoint charts from data, and sends by templated email to a choice of e-signature tools, including Adobe Sign, DocuSign and SignNow.

Where they tieLevel on 10 features

Both are rated the same on template management, data sources, runtime input, repeating content, calculations & formatting, output formats, fillable documents, document packets, bulk generation and save & write-back.

[Enterprise Readiness](#enterprise-readiness)[Functionality](#functionality)[Automation](#automation)[Facts](#facts)[Data Reliability](#data-reliability)[Which to choose](#choose)

Enterprise Readiness

## Who each product is built for

Four signals, each scored 1–5 from public sources. The item-by-item trail is in [the evidence post](/blog/nintex-docgen-vs-cloudfiles-evidence#enterprise-readiness-score-x).

Enterprise ReadinessNintex3.7Leans highCloudFiles4.6Highly ready
SignalScore, 1–5What makes the difference
Observed buyersWho actually buys itWeight 3Nintex3.3MixedCloudFiles4.0Leans highCloudFiles aheadIdentified reviewers for both work mostly at large organisations; CloudFiles' named customers are mostly large and regulated organisations, where Nintex names a mix of sizes for DocGen.

Commercial & service designHow it's priced, sold and supportedWeight 2Nintex3.8Leans highCloudFiles4.9Highly readyCloudFiles aheadCloudFiles includes all support and offers a no-install test drive; Nintex sells advisory help as its top support tier, and its trial installs in the buyer's org.

Technical designHow deep and enterprise-grade it isWeight 2Nintex3.7Leans highCloudFiles4.7Highly readyCloudFiles aheadCloudFiles holds ISO 27001 and HIPAA alongside SOC 2 and publishes a REST API as well as Apex; Nintex holds SOC 2 and FedRAMP Moderate for DocGen, with an Apex reference only.

Messaging & ecosystemWho it's for, and who vouches for itWeight 1Nintex4.1Leans highCloudFiles4.3Highly readyCloudFiles aheadCloudFiles' document generation messaging leans towards enterprise buyers and it names global integrators as partners; Nintex's DocGen partners are smaller firms.

Functionality

## What each product does

Eighteen document generation features, each rated on the same five-rung ladder. The score is the average rung, weighted by each feature's Kano class: Dial 3, Delighter 2, Dealbreaker 1, Distractor 0. [What each feature and rung means](/blog/how-we-score-salesforce-document-generation#the-features).

Functionality scoreaverage rung, weighted by Kano class*Nintex***3.9 / 5***CloudFiles***4.4 / 5**Dealbreakers passedthe three features every buyer needs*Nintex***3 / 3***CloudFiles***3 / 3**Rated the sameno difference between the two*Both***10 features**
The feature ladder
- L1**Absent.** Can't be done.
- L2**Workaround.** Only by hand, by custom code or by staging data first.
- L3**Limited.** Works, but with gaps.
- L4**Complete.** Everything a buyer expects.
- L5**Extended.** Complete, plus useful extras.

Bars fill to the rung reached. L4 and L5 count as fully supported.

Templatefully supported: Nintex 0 · CloudFiles 1 of 2Template AuthoringNintexL3 · LimitedCloudFilesL5 · ExtendedTemplate ManagementNintexL3 · LimitedCloudFilesL3 · LimitedContent Logicfully supported: Nintex 3 · CloudFiles 3 of 4Conditional LogicNintexL3 · LimitedCloudFilesL5 · ExtendedRepeating Content DealbreakerNintexL5 · ExtendedCloudFilesL5 · ExtendedCalculations & FormattingNintexL4 · CompleteCloudFilesL4 · CompleteRich MediaNintexL4 · CompleteCloudFilesL3 · LimitedSalesforce Supportfully supported: Nintex 1 · CloudFiles 2 of 2Experience Cloud SupportNintexL4 · CompleteCloudFilesL5 · ExtendedMobile CompatibilityNintexL3 · LimitedCloudFilesL4 · CompleteDatafully supported: Nintex 2 · CloudFiles 2 of 2Data Sources DealbreakerNintexL5 · ExtendedCloudFilesL5 · ExtendedRuntime InputNintexL5 · ExtendedCloudFilesL5 · ExtendedOutput & Deliveryfully supported: Nintex 5 · CloudFiles 6 of 8Output Formats DealbreakerNintexL5 · ExtendedCloudFilesL5 · ExtendedFillable DocumentsNintexL3 · LimitedCloudFilesL3 · LimitedDocument PacketsNintexL5 · ExtendedCloudFilesL5 · ExtendedBulk GenerationNintexL5 · ExtendedCloudFilesL5 · ExtendedPreview & EditNintexL3 · LimitedCloudFilesL4 · CompleteSave & Write-backNintexL5 · ExtendedCloudFilesL5 · ExtendedSend & Hand-offNintexL5 · ExtendedCloudFilesL3 · LimitedRun HistoryNintexL3 · LimitedCloudFilesL5 · Extended

Automation

## How much runs without a person

7 of the 18 features can be automated. Each is rated on a five-rung ladder for how far it runs through Flow, for admins, and Apex or an API, for developers. The score is the average rung, reported on its own: it does not change the Functionality score above.

Nintex DocGen3.9/ 5 average rung6 of 7 at L4 or above · 0 at L5CloudFiles4.0/ 5 average rung7 of 7 at L4 or above · 0 at L5
The automation ladder
- L1**Absent.** No automation for the feature.
- L2**Workaround.** Built-in options that act like automation, with little control.
- L3**Limited.** Only one of Flow, Apex or an API, or thin capabilities.
- L4**Complete.** Both Flow and Apex, with the basics covered.
- L5**Extended.** Everything in L4, plus options beyond the basics.

**CloudFiles higher** Runtime Input**Nintex higher** none**Level** Data Sources, Output Formats, Document Packets, Bulk Generation, Save & Write-back and Send & Hand-off
Data SourcesNintexL4 · CompleteCloudFilesL4 · CompleteRuntime InputNintexL3 · LimitedCloudFilesL4 · CompleteOutput FormatsNintexL4 · CompleteCloudFilesL4 · CompleteDocument PacketsNintexL4 · CompleteCloudFilesL4 · CompleteBulk GenerationNintexL4 · CompleteCloudFilesL4 · CompleteSave & Write-backNintexL4 · CompleteCloudFilesL4 · CompleteSend & Hand-offNintexL4 · CompleteCloudFilesL4 · Complete

Facts

## The two products, side by side

Stated as facts and not scored. What they share comes first, then where they differ most.

Nintex DocGenby Nintex · a Salesforce document generation app, formerly DrawloopCloudFilesby CloudFiles · a Salesforce-native document generation app
What they have in common
- Both install from AppExchange and generate Word, Excel, PowerPoint and PDF files from Salesforce data.
- Both merge data from outside Salesforce into the same run, and both repeat whole sections of a template for related records.
- Both save output to the record or to external storage and run large, scheduled batches.

Where they differ mostNintexCloudFiles
 Pricing and licenceNintexFrom $5,000 per company per year on AppExchange, with a nonprofit discountCloudFilesQuote-based, per org or per user Building templatesNintexTags copied from a Field Tagger pane into WordCloudFilesScores higherAdd-ins for Word, Excel and PowerPoint, with live preview on real record data Automation (Flow and Apex)NintexAutomation score 3.9 of 5; form values cannot be passed from FlowCloudFilesScores higherAutomation score 4.0 of 5; every automatable feature runs from Flow and Apex Security and complianceNintexSOC 2 Type 2 and SOC 3, FedRAMP Moderate; ISO 27001 stated for the K2 platform, not DocGenCloudFilesScores higherIndependently audited for SOC 2 Type II; ISO 27001, 27017 and 27018; HIPAA; GDPR with a public DPA Try before you buyNintexA self-serve 30-day trial with five licences, installed in your own orgCloudFilesScores higherA no-install test drive from the AppExchange Try It button, with a guide
“Scores higher” marks the product with the higher score on the matching item in this comparison.

*Data Reliability*

## How much of this is *public*

How much of what we scored is public and stated as a checkable fact. It measures what each vendor makes public, not the vendor.

| Component | Nintex DocGen | CloudFiles |
|---|---|---|
| Data Reliability | 85% · Well documented | 88% · Well documented |
| Coverage | 98% | 98% |
| Precision | 72% | 78% |
| Where the evidence comes from | Every feature rests on a page in Nintex's DocGen help centre; Enterprise Readiness draws on AppExchange, review sites, LinkedIn, the FedRAMP Marketplace and Nintex's SOC 3 report | Every feature rests on a dated CloudFiles help page; Enterprise Readiness draws on AppExchange, review sites, LinkedIn and CloudFiles' public security page, DPA and Trust Portal |
| Key data reliability issue | Six of the ten recent AppExchange reviewers could not be matched to an employer | None found |

Which to choose

## Start from what you need

Each row is a need where the two products differ, answered from the scores above.

If this matters to youBetter fitWhy
Template authors should work in Word, Excel and PowerPoint without copying tags

CloudFilesCloudFiles' add-ins place fields, tables and conditions point-and-click, with live preview (L5); Nintex copies tags from a pane into Word (L3).

Content must change on several conditions at once

CloudFilesCloudFiles combines conditions with AND, OR or custom logic on any content (L5); Nintex joins tags and values into one string for AND (L3).

Users should correct a document inside Salesforce before it goes out

CloudFilesCloudFiles lets users edit Word files and annotate PDFs before the document is final (L4); Nintex's Pause to Edit means download, edit and upload (L3).

You need a log of every generation run

CloudFilesCloudFiles records each run with its record, file and errors, with usage dashboards (L5); Nintex keeps seven days of automated runs with an error file (L3).

Portal users should choose options and preview documents

CloudFilesCloudFiles portal users choose options and preview (L5); Nintex portal users generate from allowed packages (L4).

Charts in documents driven by Salesforce data

NintexNintex draws Excel and PowerPoint charts from a data range (L4); CloudFiles places dynamic images and keeps Office charts in the output (L3).

Send by templated email to a choice of e-signature tools

NintexNintex sends by Salesforce email or SMTP to Adobe Sign, DocuSign, SignNow and more (L5); CloudFiles sends by Flow email and to DocuSign (L3).

## Frequently asked questions

**Q: How do Nintex DocGen and CloudFiles compare?**
On Enterprise Readiness, CloudFiles scores 4.6 of 5 and Nintex DocGen 3.7: Highly ready and Leans high. On Functionality, CloudFiles scores 4.4 of 5 and Nintex 3.9, the Kano-weighted average of the rung each reaches on 18 document generation features; CloudFiles fully supports 14 of them and Nintex 11. Both pass all 3 dealbreaker features.

**Q: How are Nintex DocGen and CloudFiles priced?**
Nintex lists DocGen for Salesforce from $5,000 per company per year on AppExchange, with a nonprofit discount. CloudFiles licenses per org or per user and prices by quote.

**Q: What security and compliance does each product claim?**
CloudFiles is independently audited for SOC 2 Type II and holds ISO 27001, 27017 and 27018, with HIPAA and GDPR. Nintex publishes SOC 2 Type 2 and SOC 3 reports for DocGen and is FedRAMP Moderate; it states ISO 27001 for its K2 platform rather than DocGen.

**Q: Where does Nintex DocGen score higher than CloudFiles?**
On rich media and on sending and hand-off: Nintex draws Excel and PowerPoint charts from data and sends to a choice of e-signature tools.

**Q: Does Nintex sell any support separately?**
Advisory and how-to help, including DocGen template configuration, comes with Nintex's top Select support tier. CloudFiles includes all support in every paid plan.

**Q: Who wrote this comparison, and how was it scored?**
CloudFiles wrote it. Both products are scored with the same published method, from the same kinds of public source, and the evidence behind every score is published so it can be checked. Ties and losses are shown as they fall.

How this comparison was made

## Scored the same way, in the open

CloudFiles makes one of the two products compared here, so everything that decides a score is published, including where Nintex comes out ahead. CloudFiles' own evidence is in [CloudFiles for Document Generation: the evidence](/blog/cloudfiles-document-generation-evidence).

 One method for both

The same two axes, the same five-rung feature ladder and the same confidence rules, for Nintex and for CloudFiles.

[How we compare →](/blog/how-we-compare-salesforce-document-apps) Public sources only

Every score rests on what anyone can read: vendor sites and help docs, AppExchange, review sites, LinkedIn and public registers.

[How features are scored →](/blog/how-we-score-salesforce-document-generation) Evidence you can check

Each score's source and read date is in the evidence post. CloudFiles' own evidence is collected once and linked from every comparison.

[Read the evidence →](/blog/nintex-docgen-vs-cloudfiles-evidence) Dated and corrected

Scores as of 6 November 2026, re-read every cycle. If a score is wrong, tell us and we will correct it.

[Report a correction →](/contact-us)

## Is CloudFiles the right fit for your team?

In a 30-minute call, the CloudFiles team will look at your Salesforce setup and the documents you need to generate, and tell you plainly whether CloudFiles, Nintex DocGen or neither fits it.

[Book a demo](https://meet.cloudfiles.io/salesforce?utm_content=sf-document-generation-cloudfiles-vs-nintex-docgen-footer)
