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Beyond Email: Unlocking Document Delivery Options for Your Organization

Nov 20

Part three of our latest blog series, “Any Data. Any Document. Any Delivery.” It’s been two long hours but you’ve finally finished manually editing and creating the documents needed for your customer. Now comes the easy part – sending them – or so you thought. It’s only a half a dozen documents in various formats [...]

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4 Ways CRM and Document Generation Transformed a Custom Homebuilder’'”s Business

Nov 19

Salesforce.com Blog, By Rebecca Brown – Getting a contract to a customer in one minute instead of one hour may sound like an impossible feat of customer service, but for Meritage Homes, it isn’t. Back in 2011, the company’s visionary leadership team implemented a Salesforce CRM and an app by Drawloop, sparking a technology revolution [...]

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No More Documents on Your Desktop . . . Ever!

Nov 13

Part two of our latest blog series: “Any Data. Any Document. Any Delivery.” Take a glance at your computer’s task bar? How many documents are currently open on your desktop? 5? 10? 20? Now think about how many minutes/hours you’ve spent this past week editing those documents – time you’ll never get back. And time [...]

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New Three Part Series: Any Data. Any Document. Any Delivery.

Nov 6

Today “work smarter, not harder” is a theme across many organizations. We couldn’t agree more. Salesforce is leading the way with their recently announced Customer Success Platform, which allows you to consolidate data on a single platform and connect with customers through sales, customer service, marketing, communities, apps, and now analytics. While there are many [...]

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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 [...]

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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 [...]

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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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