Automate Document Creation
for Electronic Signatures
Drawloop Document Services
with DocuSign
© 2009 Drawloop Technologies, Inc. ALL RIGHTS RESERVED.

Automate Document Creation
Create Deliver Execute Archive
On-Demand
Document Creation
Data Source
Field Values
Line Items
Documents
Examples: Sales Proposals
Quotes
NDAs
Contracts Email or Mail
Terms and Conditions
Service Letters Download
Customer
Licensing Packages
Product Agreements DocuSign (eSign)
Overviews
Any Document Packages! Work flows
© 2009 Drawloop Technologies, Inc. ALL RIGHTS RESERVED.

LOOPlus with
DocuSign Connect for Salesforce
© 2009 Drawloop Technologies, Inc. ALL RIGHTS RESERVED.

LOOPlus with DocuSign Connect
Create Deliver Execute Archive
 Dynamically create
document packages
(DDPs)
 DDPs includes
DocuSign tags (initial,
sign here)
 Create with any
Salesforce data
© 2009 Drawloop Technologies, Inc. ALL RIGHTS RESERVED.

LOOPlus with DocuSign Connect
Click LOOPlus from any Object
1
Select DDP and DocuSign Delivery Option(s)
2
Run from any Object
(including Custom Objects)
Review and Send for e-Signature
3
Data
© 2009 Drawloop Technologies, Inc. ALL RIGHTS RESERVED.

product data sheet
Automate Document Creation within Salesforce
Leverage your Salesforce data to automate document creation with LOOPlus.
Drawloop’s LOOPlus document automation service creates one customized file
LOOPlus with DocuSign® using any combination of Word, Excel, PowerPoint and PDF files. You can
dynamically pass data into your documents and package into one file from any
Connect for Salesforce Object, including Product Line Items. LOOPlus allows businesses to create
customized documents from within Salesforce while automatically integrating
complex document, business and work flow requirements. LOOPlus is
delivered on-demand and is available now within your salesforce.com account.
Close More Deals. Increase Revenue. Improve Productivity.
Highlights
Microsoft Word PDF
• Build and deploy Dynamic
Document Packages (DDPTM)
Microsoft Excel Microsoft PowerPoint
within Salesforce
• Leverage Salesforce data to
create and deliver one customized
document from any combination
DocuSign® Connect for Salesforce
of files and objects
With a challenging economic environment, businesses need to squeeze more
• Integrate document creation with
product line items, any objects, value out of their existing Salesforce systems. For many, this means
other work flows, approvals and
leveraging innovative technologies to streamline business processes and slash
outbound messaging
the associated costs. DocuSign has now made it easier to reduce contract
• Send the customized DDP for
transaction costs by tailoring its leading on-demand solution for electronic
e-signature from within
signatures and online contract execution specifically for Salesforce users.
Salesforce
Designed to handle complex documents with multiple signers and workflows,
• Exact signature and initial
DocuSign is optimized to deliver a faster, more reliable process that can deliver
placement in addition to
“freeform” signing transactions straight through without slowing down to obtain a paper-based
signature.
• Capture data during signing
process to populate back to
Salesforce
• Contract form fields and data
transaction metadata updates
into Salesforce
• Assign a Profile or Role to any
DDP to manage security rights
Drawloop Technologies, Inc.
Phone 877.462.5667
Fax 949.266.9120
© Copyright 2009 Drawloop Technologies, Inc. DocuSign and the DocuSign logo are registered trademarks of DocuSign, Inc. in the United States and
other countries. All rights reserved. Drawloop and all other trademarks mentioned in this document are the property of their respective owners.
http://www.Drawloop.com/Salesforce
Drawloop cannot guarantee completion of any future products or product features mentioned in this document, and no reliance should be placed on their
availability. Printed in the U.S.A. s022009V2