Drawloop for Salesforce is the easiest way to dynamically generate all your documents in the cloud. Quickly create the same customer and client-specific documents you have used for years to close more deals, increase revenue and improve productivity.
- Integration with Salesforce.com
- Integration with LOOP Platform (Force.com)
- Create documents using data from Salesforce
- Search and select records
- Store and retrieve dynamic document packages (DDPs)
- Filter DDPs by Object (e.g. Account, Contact, Opportunity)
- Use forms to capture and/or update data back to Salesforce
- Final DDP documents can be stored as an attachment or in Salesforce content
Drawloop for Salesforce is a free app and a mobile extension for LOOP Document Services which is available on the AppExchange and LOOP Platform.