LOOP Document Services 4.1 for Salesforce

Jul 20

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
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