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Your Nintex DocGen works. But is it healthy?

Nine slides for teams already running Nintex DocGen on Salesforce — the quiet signs an install has stopped paying for itself, and the free six-area health assessment that finds out in about a week. Everything in it comes from nearly 100 Nintex DocGen implementations and clients. Flip through the Nintex DocGen teaser here, then take the deck to whoever owns your templates.

Cover slide — for teams running Nintex DocGen on Salesforce: your Nintex DocGen works, but is it healthy? A free health check in about a week, built on nearly 100 implementations
Every long-running install accumulates sediment — v1/v2/final/FINAL2 packages, missing template files, test packages in production, licenses quietly expiring
Looks fine. Isn’t. — documents go out every day, but fixes land in v2 while users generate from FINAL2: four packages Salesforce treats as unrelated
The free DocGen Health Assessment — six areas, one written report: templates, workflows, data and merges, delivery, permissions, performance
How it works — about 1 week end to end, about 4 hours of your time, 6 areas audited hands-on, complimentary
What you walk away with — an illustrative sample of the written report: the six areas each rated Good Standing, Improvement Opportunity or Requires Attention, plus quick wins and a prioritized plan
Between assessments — Horus Eye’s Nintex DocGen module for Salesforce: 28 configuration checks, 5 that flag what stops generation outright, reading names and flags only by explicit opt-in
Why Kemisoft — nearly 100 Nintex DocGen implementations and clients, 16 certifications, Premier Partner, award-winning practice with managed services after the fix
Closing slide — the report is free, the findings are yours: book the free assessment at kemisoft.com

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The short version: long-running installs accumulate sediment — cloned package versions, missing template files, licenses nobody consumes. The free DocGen Health Assessment audits six areas hands-on and hands you a written report, quick wins, and a prioritized plan — yours whoever does the work.

What the nine slides actually cover

The Argument, in Prose

The deck makes one argument in nine steps, and it survives summarizing. A working DocGen install is not the same as a healthy one: documents still generate while the estate underneath accumulates cloned package versions, templates whose source files have gone missing, delivery options nobody can explain, and licenses that renew without being consumed. None of these stop a button from working today; each makes the next admin handover, the next org change, and the next audit more expensive than it needed to be. The middle slides walk the six areas the free health assessment examines — packages and versions, templates and their files, delivery configuration, usage against licensing, error patterns, and ownership — with the quiet symptom each area shows when it needs attention. The closing slides explain what you receive: a written report that grades each area plainly, the quick wins an admin can clear in an afternoon, and a prioritized plan that is yours regardless of who does the work. For teams that want the same six areas watched continuously rather than annually, the final slide introduces the Horus Eye DocGen module — and for teams weighing a move from Conga instead, the honest answer is that this deck is not that conversation: the migration page is. Either way, the deck’s standard for itself is the same one we ask of the install it examines: every claim traceable to something observable, and nothing asserted that an afternoon in your own org could not confirm.

Take the deck with you

PDF & PowerPoint

What you’ll get

The full Nintex DocGen teaser as a linked PDF (every slide clicks through to the detail) and a PowerPoint version for making the case internally — to legal, ops, or whoever signs off on an afternoon of assessment time. This is the shape of the report the assessment ends with:

Illustrative sample of the written Nintex DocGen Health Assessment report: the six areas of your Salesforce org each rated Good Standing, Improvement Opportunity or Requires Attention
Illustrative sample — your org scores differently.
  • For admins — the sediment checklist: version-by-cloning, test packages in production, expiring licenses.
  • For leadership — a week, four hours of your team’s time, six areas, no cost.
  • For continuous coverage — the slide on Horus Eye’s DocGen module: 28 configuration checks between assessments.

Moving off Conga instead? That’s a different story — join the live webinar or see the DocGen practice.

Download the teaser deck

Protected by reCAPTCHA. Your download opens right after you submit — and if you’d like the assessment itself, a Nintex-certified architect is one reply away.

Skip the slides — book the assessment

Six areas, hands-on, in about a week — from the Nintex Premier Partner behind nearly 100 DocGen implementations. The written report is free and it’s yours, whoever does the work.

Book the Free Assessment Talk to an Architect