Drawloop is a complete document automation service which allows you to merge Salesforce data into Microsoft Word, Excel and PowerPoint files. Eradicate time-consuming mail-merge processes by triggering accurate population of any type of document template using Salesforce workflow rules and share instantly with customers, prospects, partners and colleagues.
- Speed up issuing of contracts, statements of work and certification
Dynamic document production draws accurate data instantly from customer records
- Reduce accounts administration with instant quotes, invoices, statements
Automate the creation of quotes with optional multiple line items, create invoice profiles and trigger payment reminders
- Automate results of any customer application or information request
Trigger online face find forms to map directly into Salesforce and distribute resulting documentation; financial assessments and history, application and registration forms
- Personalise and distribute direct communications
Merge specific customer communications with variable content based on requests or campaign membership and batch ready for print and mailing
- Simplify auditing and compliance requirements
Create summary documents of products, stock, finances to be considered by auditors or compliance departments
westbrook provides the business expertise and technical knowledge to implement Drawloop solutions which will guarantee time and cost savings including template creation and process development with triggers and reporting. We can also recommend complementary partner solutions to automate data collect and e-signatures.
