Success Stories

As the leader in automating document creation, we are thankful to our customers for their “word of mouth” endorsements of our document services.

LinkedIn Connects with Drawloop’s Document Automation Service for Sales Contract Generation

Challenge
In just over one year, 40% of the Fortune 100 companies have licensed LinkedIn Talent Advantage. LinkedIn was looking for a solution to fix the problems associated with contracts being manually created and exposed on the desktops of staff.

Solution
  • LinkedIn implemented within its Salesforce Enterprise Edition
  • Document packages are generated with the click of a button
  • Sales contracts and agreements are automatically customized with data
  • Document creation interacts with DocuSign for electronic contract execution
  • Sales reps use the service on a daily basis
Success
  • Automated document creation for LinkedIn contracts and agreements
  • Eliminated error rates by removing the manual document creation process
  • Reduced overhead associated with document creation by automating doc creation
  • Document creation works with Drawloop, Salesforce.com and DocuSign
  • LinkedIn creates hundreds of DDPs each week

ASCAP Chooses Document Automation From Drawloop to Manage Its Licensing Packages

Challenge
The American Society of Composers, Authors and Publishers (ASCAP) licensing managers were struggling with the generation and fulfillment of the required licensing packages for its customer licensees.

Solution
ASCAP selected Drawloop Technologies to automate its licensing letter packages within Salesforce.com. The solution was implemented using ASCAP’s business process for managing customer classes and stages. The packages include letters, rate schedules and state specific disclosures.

Success
Today, users benefit from an integrated document process to deliver client-specific licensing packages in seconds. The solution easily handles the volume of letter activity generated by the ASCAP licensing managers each day.

LOOP for Salesforce.com Allows IntraLinks to Standardize the Creation of Document Packages

Challenge
IntraLinks sales operations group was struggling with the creation of proposals, quotes and legal contracts.

Solution
  • IntraLinks implemented within its Salesforce Enterprise Edition
  • Document packages are generated based by segment and region
  • Business logic and rules eliminate mistakes
  • Document creation interacts with approval work flows on Salesforce.com
  • Sales reps and legal use the service on a daily basis
Success
  • Automated document creation for over 3,000 different pricing elements
  • 80% reduction in document creation time
  • Reduced overhead associated with document creation
  • Document creation works with approval logic to either “approve” or “submit” for approval
  • IntraLinks creates over 500 DDPs each week

Premier National Network of Financial Services Firms Chooses Document Packaging From Drawloop

Challenge
The expansion efforts of Highland Capital (Highland) could no longer be supported by a manual business process to produce sales presentations and product illustrations for its national network of financial services firms.

Solution
Highland selected Drawloop Technologies to automate its sales deliverables. The solution was implemented using Highland’s unique business process and custom sales presentation files, which included Excel, PowerPoint and Word.

Success
Today, over 1,000 users benefit from an integrated platform to deliver client-specific sales presentations in minutes. The solution easily handles the volume of marketing activity generated by the firms across the United States.