Document Generation for Salesforce

What’s Document Generation?

Quickly and easily, create documents in Salesforce using your existing Word, Excel, PowerPoint, or PDF templates.

  • Automate the creation of richly formatted documents in Word, Excel, PowerPoint, Visualforce pages, and PDF directly from Salesforce.
  • Customize the document creation process using Salesforce or any external data. Plus, integrate and deliver documents via third-party applications.
  • Empower business users to provide high quality customer communications quickly and easily, while also ensuring consistency and accuracy in all business documents and reporting.

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What Kinds of Documents Can You Automate?

Any Data

From simple to the most complex data requirements, Drawloop Document Generation allows users to automate and customize the document creation process using Salesforce data, Apex, or any other external company data.

Any Document

Any Document

Combine any number and combination of document types – Word, Excel, PowerPoint, PDF, and Visualforce pages - that you can customize for both internal and external customers alike. Documents you can generate include sales quotes, proposals, contracts, account plans, business and pipeline reviews, invoices, forecasts, and more.

Drawloop Document Generation - Any Delivery

Any Delivery

Multiple delivery options include: eSignLive, eSign services from Adobe (formerly EchoSign), SpringCM, Chatter, Gmail, Amazon S3, DocuSign, Office 365, Nintex Workflows, Salesforce1, Salesforce Files Sync, Sertifi, Barracuda CudaSign (formerly SignNow), Content, FTP, SMTP, Reports, and more.

How Does Drawloop Document Generation Work?

Watch this video to learn how Document Generation enables you to dynamically merge any Salesforce data into any combination of document templates (including Word, Excel, PowerPoint and PDF).

Document Automation Overview Video

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