We’ve recently launched the newest version of our document merge and automation services within Salesforce – LOOP Document Services 3.1. The following is a summary of cool new features, new integrations and a brief glimpse into our next releases.
Cool New Features
- LOOP Reports can now use dynamic values for advanced filtering
- LOOP Reports date last sent is now being tracked at the DDP level
- Developer and Sandbox accounts can now be authorized with the click of a button
- Mass Merge and automatically send emails to records (contacts, leads, opportunities, etc.) with LOOP Merge
- LOOP Merge now allows users to select an email template
- LOOPlus and LOOP Merge allow users to attach a DDP back to a record
- LOOPlus: specify related objects to be used in a DDP
- LOOPlus excluded standard delivery options are now hidden instead of disabled
New Integrations
- DocuSign Recipients can now be specified as required or not required.
- DocuSign Recipient Secure Fields and Envelope Custom Fields are now supported
Upcoming Releases
- Download PDF, original documents, or both
- Deployment Wizard
