Drawloop for Salesforce


4.4 ( 9604 ratings )
Économie et entreprise Utilitaires
Développeur Drawloop Technologies, Inc.
Libre

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.

Features Include:

- 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.