Amazing!
by Kevin Delahunty

“We had no idea what an important part Drawloop would play in our business, and in hindsight could not have hoped for a better product and more delightful user experience. The product works as, or better than, advertised. The support team is proactive, helpful, patient, and has offered creative solutions that have improved our efficiency. We have been big fans for 3 years, and hope to be for many more!”

Does what you need and more…. and best customer support in the business!
by Clayce Rodamer

“Drawloop really helps my clients improve their efficiency and quality of product related to document creation and communications with their customers. The range of features almost assures you can solve any document creation/distribution task you need to get done. And if you get stumped, their customer support is always right there to help.”

Great app with fantastic support!
by Peter Grealey

“We are using Drawloop to manage all of our insurance company communications (e.g. Quotation Pack, Policy Pack, Renewal Pack, 7 Day Cover Notes, etc). These are very complex documents, but we have found it straightforward using Drawloop. You have to try it to believe it!”

Automated Our Donation Acknowledgement Process
by Alan Corcoran

“I’m a volunteer with a non-profit organization and we have to send paper based receipts as well as “thank you’s” for all donations we receive. Even with an enhanced non-profit version of Salesforce, we could only partially automate this process. With the Drawloop DDP concept plus some excellent tips from the Drawloop team, I was able to completely automate the generation, population, attachment and queueing of the Donation Acknowledgement package, saving us time and eliminating the need for generating “task” reminders and additional manual steps. Drawloop gives us more time to focus on fundraising and the arts, reduces Inbox overload, allows us to schedule and delegate printing and helps make sure we don’t forget to send our donors a “Thank-you”, as well as their tax documents.”

Salesforce Blog Post

Luke Cushanick is a certified developer and advanced admin and directs a team of admins and developers building orgs for 2tor, Inc. He is the leader of the NYC Developer Users Group and is expanding the Salesforce community in NYC through user groups, virtual communities and presentations to technical training institutes. You can also follow him on Twitter: @alwaysthinkin.

LOOPlus and LOOP Reports from Drawloop Technologies

“We started with LOOPlus as a solution to automating the creation and delivery of DocuSign docs. Using only workflow, we built a solution that determines the appropriate document and attachments, merges the unique fields into the text and sends as the appropriate user. The integration with DocuSign has allowed us to enroll new students with minimum delay, paperwork and cost.”

Great technology and even better customer care!
by Paul Bush

“I wanted to take a minute to recognize the people at Drawloop Technologies for the excellent level of service that they provide. As an IT Manager at a small financial services company in Atlanta, I wear many hats. I am responsible for every system, device, software, hardware and bit of data utilized by our company. I am often unable to devote the quality time needed to fully implement or integrate a system to the extent that it needs to be, as I am needed on so many fronts. The people at Drawloop have made it possible for me to quickly and easily integrate a document generation solution with our customized Salesforce.com CRM solution, saving us lots of time and money.

In researching Salesforce.com add-on applications for document generation, I discovered that the Drawloop solution was not only extremely inexpensive, but was by far the easiest solution to implement and utilize for two reasons: The application required absolutely none of the expensive and time-consuming custom coding that the other solutions required, in order to fully integrate with a highly customized implementation of Salesforce.com, and the level of support and assistance provided by the staff at Drawloop Technologies is second to none. My calls were answered immediately by knowledgeable staff, my emails responded to within minutes every time, and several one-on-one training sessions were provided to me via webcast, to help me with installation, configuration, and customization of the solution – all before we even decided to purchase the solution!

I am delighted with the solutions provided by Drawloop Technologies, and even more impressed by the level of quality customer service and technical support provided by their staff. The greatest value of all is in the outstanding support that is provided with the technology solutions offered by the company. I look forward to a long-term business relationship with the fine people at Drawloop Technologies.”

Drawloop Saves The Day
by Sr. Director Global Sales Operations, Cloud9 Analytics

“We recently decided to add Zuora for quoting. We wanted to create a seamless quote-to-cash process that allowed sales reps to create quotes in Z-Quotes, get them signed, and then push them to Z-Billing for invoicing. Unfortunately, Z-Quotes has limitations when it comes to quote templates. Furthermore, we decided to speed up the quote sign-off process by adding DocuSign into the mix.

Fortunately, DocuSign referred us to Drawloop to integrate Z-Quotes with DocuSign. Within a couple of days, Drawloop Support had us up and running with SIX different custom quote templates for new sales, upsells, and renewals, with and without discounts. Their solution for building templates is very sophisticated and reliable (much better that the MS Word merge format that Z-Quotes relies on). Drawloop Support is very responsive and knowledgeable. We are thrilled with the results. We click the LOOP Send button on our quote screen in SFDC, pick a template, and off it goes to our customer via DocuSign. I highly recommend Drawloop.”

When Firmex started with Salesforce.com, they deployed and used the native Salesforce Mail Merge functionality for their document creation needs. The process worked but it required many manual steps for users. The Salesforce Mail Merge required the following manual steps:

1 – Input the data

2 – Merge to a single document

3 – Open the file to review

4 – Save the file

5 – Go back to Salesforce email

6 – Create a new email

7 – Manually browse and attach the file

8 – Send

After using Salesforce.com Mail Merge, Firmex was looking for a better solution to eliminate all of the extra manual steps while at the same time delivering functionality to make sure native merged documents were not exposed to users. With Drawloop’s document service, Firmex eliminated all of the extra steps and delivered a process that is quick, easy and compliant for all document creation.

“Drawloop has made the process of sending quotes and contracts faster and easier. Drawloop has saved us both time and money, which is extremely important as we strive to run a lean business and transfer those benefits to our clients. I would highly recommend Drawloop.” Fraser Schad, Firmex

Firmex also added “Send to DocuSign” as a DDP delivery option. With this additional functionality, Firmex reps can click a button to dynamically create all of their documents and automatically send to DocuSign for electronic signature. Now, Firmex has real time data to know the contracts have been delivered, opened, and signed.

Firmex has continued to leverage our service and incorporated the use of DDPs to create all of its invoices directly from within Salesfore. The automated process with Drawloop allows them to send invoices directly to customers, and automatically save a copy of the invoice at the account as a record.

Great Product for Enterprise Use and Really Great Support Team
by Geraldine Gray

“We installed and configured Drawloop for a CoreMatrix customer so that they would be able to create letters and mailing addresses for thousands of records per day in a couple of clicks and update the records to reflect mailing status.

Drawloop worked with us to build a demo for the customer in the customer’s sandbox environment; this meant that the client could see in real life how it would work for their end users with their own data.

Drawloop continued to assist us with the building of numerous templates which incorporated complicated logic based on the Salesforce record to mass produce the appropriate (correct!) letters and labels.

Like any new product, there is a learning curve with Drawloop, but their support team are 5-Star for good attitude, willingness to help and ability to offer technical advice and training. I’d highly recommend this product.”

2tor is yet another company leveraging the power for Force.com and Drawloop.  Drawloop’s document service (LOOPlus) is deployed within 2tor’s Force.com platform to automate the creation of admissions documents.  This integration also includes a DDP delivery option of “Send to DocuSign” for electronic signature.

Great Tool for Quote Integration into Salesforce!
by David Osero

“We have been using Drawloop services for several months now and it has been a really a great tool for us! It is the missing link that I needed to tie my product quoting directly into Salesforce. I love the ability to create custom templates & professional documents based upon the data that we have already entered into Salesforce. I am in the process of trying to streamline other aspects of our day-to-day sales tasks by using Drawloop as well. Customer service has been great to work with. I highly recommend this product!”

Easy to Use!
by Jeannette Hendrickson

“We have had Drawloop from the start of our Salesforce implementation. We were really impressed with being able to design our own templates and ease of use for our sales team.”

When we change . . . they change with us!
by Douglas Fullaway
“The Drawloop offerings have made it easy to generate orders and update our records. We have a complicated set of computations that need to be done and every customer is slightly different. When we had to change our prices, processes and computations they made life simple for us. You will find a great “can do” attitude with everyone at Drawloop.”

Take a moment to explore what’s possible with Drawloop on Salesforce!