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DOCUMENT MANAGEMENT

Drawloop LOOP Document Services Review

Product Snapshot

Pricing

Pricing starts at $12 a month for each user.

Technology

Drawloop LOOP Document Services is available as a SaaS solution that requires no additional hardware.

Customer Focus

Drawloop works with enterprise and mid-sized customers.

Selected Customers

ASCAP, Astadia, AstraZeneca, British Safety Council, CBRE

About Drawloop LOOP Document Services

Drawloop LOOP Document Services Drawloop LOOP Document Services is a document management system that works inside your Salesforce account to create and manage your company’s documents. Whenever a sale occurs, the program automatically creates a document for it and services that document throughout the entire sales process. All of the relevant Salesforce data is inserted into Word, Excel, Powerpoint and PDF files. Users can also maintain system workflows and merge data objects together to form a new file. Lastly, Drawloop LOOP Document Services sends you sales reports on a regular basis.

About Drawloop
Drawloop was founded in 2001 and is headquartered in Irvine. The company is partners with Adobe, Amazon, Salesforce, Box, SpringCM and DocuSign.

Drawloop LOOP Document Services Key Features

  • SaaS document CMS software solution for Salesforce
  • Creates a document after a sale and maintains it throughout the sales cycle
  • Automatically populates documents with Salesforce data
  • Works with PDF, Word, Excel and PowerPoint files
  • Can merge different Salesforce data objects together to create a document
  • User-defined workflows
  • All documents accessible by mobile
  • Sends you regular sales reports

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