Create Docs in the Cloud

Drawloop for Salesforce on the iPad® is the easiest way to dynamically generate all your documents in the cloud. We provide a native document creation service that is built for the Apple® iPad®. Quickly create the same customer and client-specific documents you have used for years to close more deals, increase revenue and improve productivity. From the iPad, you can create (DDPs) using data from Salesforce. Drawloop is a certified solutions partner of Salesforce.com. Learn more – iPad Features.

Requirements: LOOP Document Services or LOOP Platform

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• Merge from Objects

  Merge salesforce data from multiple objects into any combination of Microsoft Word, Excel and PowerPoint. You can return a combined PDF.

• Easy to Build

  Quickly drop merge fields into docs, upload to salesforce, and then build a DDP by selecting pages (required, optional and/or based on field values), user security and delivery options (deploy to iPad).

• Leverage Salesforce

  DDPs on the iPad allow you to (1) create a dynamic document package from any standard (Lead, Account, Opportunity, Contact) or custom object, (2) store the DDP on the iPad, and (3) store on the record in Salesforce.