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Salesforce Spring ’12 Release

Feb 3

Earlier this week, there was a bug introduced into the Salesforce Spring ’12 release. Unfortunately, the result of this bug causes some of the newer versions of LOOP (versions 5.5.0 – 5.8.4.6) to return a blank page instead of the normal LOOPlus DDP selection page (or will not auto run if it is enabled on [...]

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Create & Send DDPs with a Box Share Link

Jan 20

With the latest release of LOOP Document Services on the Salesforce.com AppExchange, Drawloop customers can now create and send DDPs through Salesforce email using Box’s “Share with links” feature. This is a powerful new delivery option for DDPs highlighting yet another value add when businesses combine our dynamic document creation service with Salesforce and Box. [...]

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A Compliment or Alternative to Visualforce?

Jan 13

Here at Drawloop, we see the value of Salesforce.com Visualforce pages. This is why we added the ability to use Visualforce pages as a “document” within any Dynamic Document Package (DDP). Even with this integration, some prospective customers and Salesforce integrators will still ask “how is using Drawloop different than using a Visualforce page.” We [...]

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Chatter

LOOP Reports Goes Social

Dec 21

The latest release of LOOP Document Services includes some new features to allow scheduled DDP reports to go social. LOOP Report DDPs can be scheduled and automatically sent to Chatter. Example: Weekly Sales Report Requirement: Need to send out a weekly sales report analyzing data for various divisions and product lines. Problem: Wasting time every [...]

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iPad App New Release: Open In Feature

Dec 6

The new release is available today on the App Store. Drawloop for Salesforce (1.1.0) provides fixes for iOS 5 and adds the “Open In” feature to connect DDPs to other iPad Apps. Our iPad deployment allows social enterprises to extend Salesforce CRM and transition from creating documents on the desktop to dynamic document creation in [...]

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MobileAppExchange

Salesforce.com’s AppExchange for Mobile

Nov 30

Today at Cloudforce New York, we announced our new mobile document creation service for Salesforce. Drawloop for Salesforce is now available on the Mobile AppExchange – we are continuing to extend our document services tapping into the social, mobile and open capabilities of cloud computing to help businesses transform themselves into social enterprises. Drawloop for [...]

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Empower DDP Users in Any Language

Nov 16

We know that Dynamic Document Packages, or DDPs, have helped our clients generate and deliver documents they use every day. Companies across the world are using our services to automate their contracts, letters, quotes, servicing documents, proposals, and much more. Because of the global reach of our services, it has come to our attention that [...]

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Excel as Middleware in Salesforce

Nov 7

Due to some exciting new customer deployments, we wanted to share again how you can use Excel as middleware when running dynamic document packages (DDPs) within Salesforce. It is often the case that companies have “legacy” Excel files with complicated calculations and intellectual capital wrapped around business rules. Or, have a need to incorporate complicated [...]

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“Send to Box Folder” DDP Delivery Option

Oct 19

One of our favorite DDP Admins, Dave Benton at Austin Ventures, has recently deployed a powerful “Send to Box.net” DDP delivery option. Another example of the creativity we see from our customers and the power of connecting cloud services (Salesforce + Drawloop + Box). Business Requirement: Dave needed to dynamically create his “Weekly Deal Summary” [...]

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Drawloop Helps Non-Profit Maximize Resources

Oct 10

We wanted to share a recent customer review where Drawloop was able to help maximize limited resources at a non-profit. By deploying LOOP Document Services, the non-profit was able to completely automate its time consuming document process around receipts and donations. The power of automating document creation is huge when complemented with Salesforce workflows and [...]

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