Drawloop DocAutomation accelerates end-to-end sales processes with automated document generation and customizable workflows. In concert with Drawloop DocGen® and Modern Forms, it eliminates the constraints of manual document creation, fosters collaboration, and simplifies reviews, approvals, signatures and storage.
Through prebuilt connections to Salesforce, workflows can be configured to listen for digital signals such as adding or updating an account or opportunity, generation of a document, or completion of a form. It’s also simple to auto-assign tasks and create alerts to make sure everyone supporting the sale stays up-to-date.
By automating document-centric business processes, sales organizations can:
- Accelerate sales-to-cash cycles
- Realize higher ROI from investments in Salesforce
- Capture and better utilize customer data
- Improve document compliance
- Simplify document execution
- Increase revenue
Watch our short explainer video to get a deeper understanding of Drawloop DocAutomation.