DocGen Features

DocGen

Document automation for Salesforce (formerly Drawloop)

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DocGen Feature Summary

  • Calculate & summarize
  • DDP attachment
  • Word, Excel, PPT, PDF, etc.
  • With Salesforce reports
  • Dynamic Document Package
  • Standard & custom objects
  • Unlimited customization (Apex)
  • Third-party API supported

Competitor Feature Comparison

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API
Activity Dashboard
CRM Integration
Content Library
Customizable Branding
Database Integration
Digital Signature
Document Automation
Document Review
Document Storage
Drag & Drop Interface
Email Integration
Multiple Data Sources
Proposal Generation
Sales Reporting
Search Functionality
Version Control
Workflow Management
Visit WebsiteCompare App
API
Activity Dashboard
CRM Integration
Content Library
Customizable Branding
Database Integration
Digital Signature
Document Automation
Document Review
Document Storage
Drag & Drop Interface
Email Integration
Multiple Data Sources
Proposal Generation
Sales Reporting
Search Functionality
Version Control
Workflow Management
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