Drawloop With DocuSign Connect For Salesforce


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Automate the Creation and Execution of Contracts: With DocuSign and Drawloop, you can create and deliver dynamic document packages or DDPs for electronic signature and contract execution empowering your business to immediately slash operating costs, accelerate revenues, and dramatically improve customer satisfaction, security, and compliance.

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Drawloop With DocuSign Connect For Salesforce

  1. 1. Automate Document Creation for Electronic Signatures Drawloop Document Services with DocuSign © 2009 Drawloop Technologies, Inc. ALL RIGHTS RESERVED.
  2. 2. 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.
  3. 3. LOOPlus with DocuSign Connect for Salesforce © 2009 Drawloop Technologies, Inc. ALL RIGHTS RESERVED.
  4. 4. 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.
  5. 5. 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.
  6. 6. 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