AdvoLogix Matter Management

LOOP Document Services

Updated Jun 10, 2021

LOOP Document Services help businesses, organizations and individuals automate document creation.  In minutes, you can create, merge and automate the same Microsoft Office files your business has been using for years.  Automate affidavits, pleadings, attorney-client forms, and much more.

What does it do?

Automate, create and merge the same documents you have used for years to close more deals, increase revenue and improve productivity. Customize proposals, contracts, and other document packages with data from any objects. Up to Office 2010 and line items.

  • LOOPlus: Automate and merge any combination of Word, PowerPoint, Excel, and PDF files with data from any objects to create a single customized PDF
  • Automate existing mail merge documents, merge Word, merge Excel, merge PowerPoint, merge PDF
  • LOOP Reports: Automate and schedule the email delivery of Salesforce reports as one combined PDF to any email address

LOOP Document Services help businesses, organizations and individuals automate document creation. In minutes, you can create, merge and automate the same Microsoft Office files your business has been using for years. Automate contract, proposal and quote generation.

Why automate document creation? Document automation will allow your business to control, track and manage document creation at the enterprise level for all users. Ease of use, control of deliverables and powerful customization make our service a compelling document solution for your sales reps, service reps, marketing managers and executives.

Download it here

DrawLoop Support:
(877) 462-5667, option 2
support@drawloop.com

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