DATA. DOCUMENTS. PROCESSES. RESULTS.

Drawloop Document Generation from Nintex not only simplifies document creation using the same data and documents you use today, but transforms them into a data-driven process that accelerates sales and business results, and empowers employees to do more of what they do best – never having to leave the familiarity of Salesforce.

Try Drawloop free for 30 days

HOW DOCUMENT GENERATION WORKS

Drive any Salesforce
and external data sources

Any Data

Into any documents
(Word, Excel, PowerPoint, PDF)

Any Data

And deliver anywhere
(email, storage, download, eSign)

Any Delivery

WHY CHOOSE DRAWLOOP

Accelerate sales and service processes

Accelerate sales and service processes

Automate and accelerate the creation of sales quotes, order forms, proposals, invoices, contracts, and account summaries. Manage complex processes like contract management with the Component Library using filters and business logic to manage multiple data sources and documents from a single template.

Simplify complex document creation

Simplify complex document creation

Generate documents from any standard and custom Salesforce object at the click of a button, by batch, or workflow. Customize delivery, cloud storage, and E-signature capabilities using third-party integrations.

Turn documents into data-driven processes

Turn documents into data-driven processes

Create custom business processes using Salesforce and document business logic to drive data through automated Salesforce workflows, tailored processes, and finally into documents and high-quality customer communications.

Let your documents do the work

Let your documents do the work

Customize your data-driven documents into processes that can change the stage over the course of the sales process. Run calculations using Excel as middleware and write the results back into Salesforce. Trigger approval routing and additional document generation processes, schedule tasks, and more.

Intuitive and seamless user experience

Intuitive and seamless user experience

Setup and configuration are lightning fast, document processes can be scheduled or activated by the click of a button, and users never have to leave the familiarity of Salesforce. Admins can tailor each document using business logic, permission sets, and user profiles. Users don’t have to manage a thing.

Lightning ready, lightning fast

Lightning ready, lightning fast

As Salesforce users move to the new Lightning Experience, so does Drawloop. Generating documents in Lightning is quick and easy, if not easier than Salesforce Classic and the same intuitive user experience is available for mobile devices using Salesforce1.

Try Drawloop free for 30 days

Get started

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