Automate Docs in Salesforce

Create any documents you need by merging data into Word, Excel and PowerPoint. Let us help you automate, create and merge the same documents you have used for years to close more deals, increase revenue and improve productivity. From within Salesforce, users click a button to create dynamic document packages (DDPs) merging data from multiple objects, including custom objects and product line items. Or, automatically create DDPs from workflows. Drawloop is a certified solutions partner of Salesforce.com.

Learn more about some of our features in Salesforce.

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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 or the original merged document(s).

• 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.

• Leverage Salesforce

  DDPs can (1) be delivered through salesforce email and workflows, (2) stored on objects, (3) create tasks and update records at run time and (4) be deployed by object, roles and profiles.