Salesforce users rely on Drawloop to help them automate the creation of proposals, sales quotes, presentations and many other document packages critical to selling or servicing their products. Our on-demand services will allow you to deliver a one-click process for the creation of Dynamic Document Packages (DDPs).
We’re proud to have launched the most recent version of our document merge, automation and packaging service within Salesforce. We’re launching the latest version (v4.5) of LOOP Document Services today. The following is a summary of the new features available with LOOP Document Services:
Dynamic Ordering of Attachments
A powerful new feature is your ability to add and order any static or dynamic (doc contains merge fields) documents that have been uploaded to Notes & Attachments on an Object.
Dynamic ordering of attachments allows “ad hoc” or “custom” docs to be added to a DDP at run time.
Parameter Based Sections
All DDP Admins will love this new feature — parameter based DDP sections. In addition to making sections (pages) of a DDP optional to the user at run time, you can now quickly and easily have sections (pages) included or excluded based on field values.
Example: You want to include the Quote section of the DDP only when Account Level field value = Enterprise
Product Addendums
If you use Products and Product Line Items, you will appreciate the ability to dynamically add Product Addendums to DDPs. This new feature simplifies administration of DDPs while you are utilizing product line items in Word or Excel files.
Example: Sales rep has just added Product A, F and M to his new Opportunity. He clicks a button on the Opportunity to run his customized Sales Proposal. The DDP delivers to him a merged and customized Sales Proposal as a single PDF that also includes the addendums for the products he selected (A, F and M).
Mass DDPs
This new feature is extremely valuable a business use case where you need to send a DDP to hundreds of customers at the same time. DDPs can now be emailed, attached, downloaded, printed, and e-signed en masse with Mass DDPs.
Example: Tim needs to email a DDP to hundreds of Salesforce Contacts in a list view. He selects the contacts to be emailed, clicks Mass LOOPlus, selects the DDP he wants to send, and clicks Run. When the emails have finished being sent, Tim receives the Mass DDP results via email.
DDPs with DocuSign Embed Signing
This new feature was added to take advantage of business use cases where DDPs are created and delivered directly to DocuSign’s embedded signing process within a Force.com application or a Customer Portal.
