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.
HOW DOCUMENT GENERATION WORKS
Drive any Salesforce
and external data sources
Into any documents
(Word, Excel, PowerPoint, PDF)
And deliver anywhere
(email, storage, download, eSign)
WHY CHOOSE DRAWLOOP
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
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
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
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
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
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.
WHO USES DRAWLOOP
Learn how companies use Drawloop
to generate documents and automate data-driven processes.