Case Study: Cartelligent achieves increased productivity and thousands of dollars in annual licensing savings with Nintex DocGen (Nintex)

Nintex DocGen Helps Automotive Company Save Money and Time

Cartelligent, a U.S. automotive services firm that helps clients simplify buying or leasing cars, faced a slow, error‑prone contract process: employees were manually correcting thousands of service agreements and purchasing agents relied on a third‑party pricing tool that produced PDFs which had to be uploaded into Salesforce. Existing Salesforce and DocuSign setups couldn’t merge complex data in a customizable, user‑friendly way, and competing tools like Conga Composer required maintenance-heavy reports.

Cartelligent chose Nintex DocGen for Salesforce for its simple field‑tag merge, intuitive UI and DocuSign integration, and automated pricing via an Excel middleware. Deployment was fast (multiple document packages live within a week), and the change eliminated third‑party licensing costs, boosted data integrity and compliance, achieved roughly 90% user adoption, and let staff scale productivity without adding headcount while producing error‑free, consistently branded documents.

Cartelligent

David Fidler

Director of Operations