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6 Ways to Connect with Us at Dreamforce

Oct 3

TOP 6 THINGS TO DO WITH DRAWLOOP We are days away until Dreamforce ’14 begins!  If you’re like most of us, you’re still finalizing sessions, meetings and events to attend.  We’d like to help provide you with six ways you can connect with Drawloop at Dreamforce. 1.  Stop by and say, Hi! We have to [...]

QBR Account Plan

Stop Looking at Documents as a Task and Start Treating Them as a Service

Sep 18

Every day our team talks to both prospects and customers about documents and their challenges in generating them. The list is endless, but here are some of the most common pains across organizations: Recreate the wheel every time a document is created Most updated data is in the document, not the CRM No control over [...]

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Salesforce1 Mobile App of the Week

Aug 26

We are honored to be recognized this week as the “Salesforce1 Mobile App of the Week”. Since we launched our document generation service on Salesforce1 last month with our latest release, our customers and partners are redefining how documents are created and distributed in a mobile world. The future of document generation is now! Join [...]

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Morphate: Drawloop Certified Down Under

Aug 25

The Drawloop team is excited to announce our latest Certified partner, Morphate | Technology for Good. As we approach the end of summer and Morphate comes out of its winter, we have seen tremendous growth in our customer base throughout the Asia Pacific region. The new relationship with Morphate as a Drawloop Certified partner came [...]

document management

Three Differences Between Document Generation and Document Management

Aug 20

Just the other day, one of our account executives received a phone call from a consultant at one of the largest technology services consulting firms in the country. His question, “do we provide document management services?” The answer is ‘no’, we redefine and work with traditional document management services. This wasn’t the first (or probably [...]

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One-Click Document Generation for the Enterprise on Salesforce1

Aug 14

After only a few weeks being live with Salesforce1 on the AppExchange, our customers are already bringing dynamic document packages (DDPs) to their mobile devices. The best news . . . they didn’t have to do anything! You manage and build your DDPs in the exact same way. DDPs are available to run on Salesforce1 [...]

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LOOP Document Services 6.8 Offers Powerful New Features

Jul 21

The latest update to LOOP Document Services — live on the AppExchange today — offers a number of package enhancements designed to increase the functionality and utility of LOOP services, as well as add support for more external software. Salesforce1 Pause to Edit w/ Files Sync External Data Source   SMTP Delivery Options SignNow Integration [...]

Salesforce Consulting Partners

Drawloop Hires Paul D. Tunison as Vice President of Business Development

Jun 16

Entrepreneur & Business Process Expert to Focus on Salesforce SI & Partner Relations We are pleased to have Paul join our amazing team! Irvine, CA – June 16, 2014 - Drawloop Technologies, the document generation app for Salesforce, today announced that Paul D. Tunison has joined the company as vice president of business development. Paul brings [...]

Sales Operations

Sales Ops and Admins . . . We Feel Your Pain

Jun 3

It’s one thing to adopt and deploy Salesforce. It’s another thing to be responsible for your organization utilizing it and realizing the value invested. Welcome to the world of Sales Ops. There might not be a more challenging position in a sales organization than that of Sales Operations or Administrator. While you hold a technical [...]

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How Document Automation Reduces the Contract Review Cycle & Streamlines the Invoice Process

May 22

We can hear it now . . . “All legal does is slow down my sales cycle and impede my ability to close business.” “Sales thinks they have the right to change the wording of our contracts, or the terms and conditions whenever they feel like it.” This adversarial relationship between legal and sales is [...]

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