I didn’t. As more and more businesses used cloud services, there wasn’t an ability to define and put together the documents needed to do business. We built 'Drawloop' (now 'Nintex Drawloop') to fulfill that business need. I didn’t have the development or coding experience so we built a team, including our VP of Product Vincent Cabral and Director of Engineering Tracy Powell, with the skill set to solve that business need.
Surprisingly, developing our mobile app was seamless and easy because it integrates with the 'Salesforce1 Mobile App'. If you develop your application on the 'Salesforce' platform, you automatically benefit from it being mobile ready.
Jim Roberson serves as a vice president of 'Nintex' responsible for the general management of the 'Nintex Document Generation' division (formerly known as 'Nintex Drawloop Document Generation'). Roberson co-founded 'Drawloop', a cloud-first document generation technology and company based in Irvine, CA, in 2001. 'Drawloop' technology quickly became a top 10 paid on the 'Salesforce AppExchange', and is used today by enterprise organizations to quickly automate the generation of documents across sales, services and marketing use cases. 'Nintex' acquired 'Drawloop' in 2015, and has since incorporated the technology across the 'Nintex' platform including the award-winning 'Nintex Workflow Cloud'. Roberson holds a Bachelor of Science in Business Administration from the University of Southern California.
I’m a big fan of 'Slack' for team collaboration. My 'Starbucks' app gets used all the time when I get coffee. 'Vivino' is another favorite of mine when I need help picking out what bottle of wine to get.
In the context of mobile and 'Salesforce', it’s been 10 years.
Beyond filling the need to generate the documents needed to run a business, we also wanted to make doing so simple and easy. A simple UI was needed and in the case of our app that meant as few clicks as possible. Our goal was to make it possible to generate whatever document package needed in no more than 3 clicks.
'Nintex Drawloop' allows you to generate a data-driven document package from any 'Salesforce' object, using any data from your entire data model. This ability is unique to the 'Nintex Drawloop' application. We bring a scalable and repeatable process to simplify what end-users need to get done. It allows the user to simply click a button and they’re automatically shown what’s needed - they no longer have to remember what they’re supposed to run. Because everything is data driven, it does the thinking for the end-user. Essentially, it gives you what you need at the time you need it to do your job.
We plan to extend the application by integrating with process automation to automatically create documents based on your defined business process.
Take one of your mission critical documents and automate it with our free trial on the 'Salesforce AppExchange'. And try using 'Nintex Drawloop' on the 'Salesforce1 Mobile App' if you haven't already.
About App: Nintex Drawloop DocGen® for Salesforce is the number 1 no-code document generation solution on the AppExchange. Its drag-and-drop designer interface makes it easy for Salesforce admin with no coding experience to build complex automated solutions for your existing manual document creation tasks. Leading organizations have fundamentally changed how work gets done, by automating and optimizing their sales' and services' processes to: • Accelerate sales-to-cash timelines and deliver faster time-to-service resolutions. • Streamline complex processes in Salesforce, across org. and business systems. • Eliminate workplace headaches and inconsistencies. Use DocGen to produce any document: Quotes, Contracts, Proposals, Service Agreements, Portfolio Reviews, Tax Documents, and many more...Join over 2k customers, including names such as Yamaha, Tesla, Virgin Atlantic and AstraZeneca, who rely on Nintex day-to-day to automate their document generation tasks.
Date: January 5, 2018
Developer: Jim Roberson
About developer: Jim Roberson serves as a vice president of 'Nintex' responsible for the gene ... Read more