Automate Document Creation

Using Drawloop’s document services, companies are increasing their efficiency, close rates and revenue by allowing their sales reps to electronically create dynamic document packages or DDPs. A DDP is a web-based document or group of documents consisting of Microsoft Excel, Word, PowerPoint and PDF files. These files are organized and securely mapped into web forms or fields that users can complete to create their own customized documents, without exposing any of the formulas or other confidential information from your original Microsoft Office files.

  • Create customized documents online
  • Reduce document prep time (contracts, quotes, proposals)
  • Eliminate mistakes and reduce expenses

A sales rep will create the DDP in seconds and then deliver it via email, for e-signature or through virtually any other required delivery. Our customers typically experience a reduction in document preparation time by over 80%.

Eliminate the wasted time, hassle and problems that plague the document creation process. With Drawloop, your team can focus on closing more deals! Know real-time status of all document creation activity – proposals, sales quotes, contracts and agreements sent to customers and prospects.


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Features

If your company uses documents to sell, service or renew your products and services, Drawloop Enterprise Solutions will allow you to close more deals, increase revenue and improve productivity. The following key features are delivered by LOOP DDP:

Ease of Use and Customization: Allows you to take the same Microsoft Office documents your business has been using for years and web-enable them in minutes. You keep control of your documents which remain in their original format.

Map Web Fields to Documents: Simply mark text as dynamic in your Word, PowerPoint and Excel documents and map it to web fields on upload. Learn more.

Build a Document Package: Allows you to build a Dynamic Document Package (DDP) by (i) pulling together the desired page order from any set of documents, (ii) customizing a web form(s) with your fields and (iii) setting security for the DDP.

Control and Tracking: By automating document creation, you can control highly customized documents and track all of the information and data around your documents. This includes versioning and access by sales channels or groups.

Technical Specifications:
Hardware: None
Client Software: Microsoft Office 97 or higher
Browsers: Microsoft Internet Explorer 6.x,7.x Mozilla Firefox 1.5x, 2.0x, 3.0x
Server Requirements: None
Operating Systems: None

Editions

We offer two subscription editions to meet the needs of different organizations. So whether your business is small, large, a non-profit or anything else, Drawloop can provide powerful document automation solutions for your entire organization.