Directly within Salesforce, reps can instantly populate customer-friendly, company-approved templates with a few clicks of a button. Meanwhile, Drawloop DocGen works behind the scenes to merge data entered via customizable forms with any custom or standard object stored in Salesforce or data from other systems of record.
By equipping sales reps to automatically create and distribute documents, sales organizations can:
- Accelerate sales-to-cash cycles
- Realize higher ROI from investments in Salesforce
- Capture and better utilize customer data
- Standardize document branding company-wide
- Reduce risk of human errors
- Deliver better customer experiences
Watch our short explainer video to get a deeper understanding of how Drawloop DocGen works.