Cloud Creations Configures Drawloop for Document Generation

BOUNTIFUL, UT – August 22, 2018 – Express Freight Finance is an independent factoring company that offers just-in-time cash flow, or freight bill factoring to the transportation industry. Express Freight’s best-in-class service is delivered by trusted industry experts with years of experience servicing motor carrier and freight broker clients alike. Express Freight’s industry leading services are custom-designed bill funding programs that include: competitive pricing; fuel cards; fuel advances; free online credit checking; and collections management. Express Freight’s unique client is founded on the principle that their clients are a partners, and not a business opportunity.  Thus, they get to know their clients on a first name basis, and are always committed to helping them and their business achieve success and longevity.

Challenge 

Express Freight needed updates to their DrawLoop templates in order to update new policies and services to their factoring programs.

 Solution 

Cloud Creations updated Express Freight’s DrawLoop integration and created 6 new service and programs templates for them in the DrawLoop app.

A DrawLoop field panel was configured to reflect an array of different user functionalities. For example, from the panel view users could edit and create from embedded hyperlinks on the panel display, an object button was configured to create new documents using the newly created templates, and users could also follow account processes in recent items, and update from the main panel view as well.

Take a look at the reconfigured Draw Loop field panel view by Cloud Creations below.

 Cloud Creations also configured several new DrawLoop templates for Express Freight in order to update their newly created policies and services. See the templates below:

Results 

Express Freight had the DrawLoop integration update that they desired, and newly configured templates implemented into DrawLoop that were necessary for their revised business practices.

Media Contact
Samantha Rogers
(800) 951-7651
[email protected]
https://www.cloudcreations.com