The latest version of LOOP Document Services available on the AppExchange takes advantage of the powerful capabilities of Visualforce and Apex in order to provide LOOP admins and users a faster and more flexible tool. Automating the creation of your contracts, quotes, proposals, and letters with LOOP Document Services within Salesforce offers the following features:
- Create Dynamic Document Packages, or DDPs, from Word, Excel, PowerPoint, PDF, and existing Mail Merge Templates
- Send Salesforce report data to Excel to analyze or summarize – send output to PowerPoint charts, Excel charts, PDF, or Word
- Order Opportunity Line Items based on any line item field
- Include dynamic images in Word
- Pull data from any objects whether they be standard or custom
- Using Advanced Line Items, pull data from child object records
- Limit document package selection based on record data
- Enable Drawloop subscription services through the app
- Route document packages to be downloaded, attached, or e-signed
- Automatically send document packages using Workflows and Outbound Messaging
- Return original documents from a package, optionally with tracking turned on in Word








