Posted on Aug 03, 2021
Track appropriate customer information for invoicing and collections
- Needed fast, simple and secure agreement to strengthen connections with the customers during the contract signing process.
- Ability to track appropriate customer/contract information for invoicing and collections.
- Designed to integrate directly into Salesforce, DocuSign, and worked together with Drawloop.
- The salesperson can select specific clauses or words necessary to a specific contract.
- Drawloop takes the data (like customer name, product details, etc.) from the opportunity in Salesforce and merges it into a DocuSign template to create an assembled PDF document.