Drawloop for Salesforce is the easiest way to dynamically generate all your documents in the cloud. Quickly create the same customer and client-specific ...
Drawloop for Salesforce is the easiest way to dynamically generate all your documents in the cloud. Quickly create the same customer and client-specific documents you have used for years to close more deals, increase revenue and improve productivity. Features Include: - Integration with Salesforce.com - Integration with LOOP Platform (Force.com) - Create documents using data from Salesforce - Search and select records - Store and retrieve dynamic document packages (DDPs) - Filter DDPs by Object (e.g. Account, Contact, Opportunity) - Use forms to capture and/or update data back to Salesforce - Final DDP documents can be stored as an attachment or in Salesforce content Drawloop for Salesforce is a free app and a mobile extension for LOOP Document Services which is available on the AppExchange and LOOP Platform.
Size: 2.8 MB
Price: 0,00 €
Developed by Drawloop Technologies, Inc.
Day of release: 2011-09-30
Recommended age: 4+