The Summer release of our LOOP Document Services for Salesforce is now available on the AppExchange to allow any of your users to test the latest version of LOOPlus. The Summer release includes exciting and powerful new features like Visualforce pages in DDPs, out-of-the-box Real-Time Quotes integration, and significant performance enhancements.

HIGHLIGHTS

1) Visualforce Pages

Now, you can treat any visualforce page as a document or section in your DDP. This allows your organization to include a cover letter, sales quote or sales contract with your visualforce pages. Because we treat a visualforce page just like any other document, you can leverage all of the business logic and intelligence available to any dynamic document package (DDP).

2) Real-Time Quotes

Real-time quotes provides an easy way for your Salesforce users to generate quotes for customers. Our new DDP integration with Real-Time Quotes allows you to expand this functionality to include additional elements which are often part of a sales quote – things like a cover letter, a product exhibit, terms & conditions. Again, this combines the power of Salesforce with the power of real-time document packaging.

In addition to integrating with the real-time quote PDFs, we also allow you to include Quote and Quote Line Item data in any DDP merge files (Word, Excel or PowerPoint).

3) UI for Advanced DDP Logic

We have created a point-and-click interface to relate multiple object relationships to a DDP. This includes any one-to-many object relationship or look-up to an object. This new UI has a familiar interface to filter and sort on those related objects. This delivers the best of DDPs with Salesforce filtering while keeping the simplicity of document tagging.

4) DDP Routing Options

We have expanded DDP routing options allowing our customers to not only dynamically create the document packages required to sell and service their products, but equally important, deliver their DDPs based on required business rules. DDPs can be routed as follows:

- Email
- 3rd Party SMTP service
- Any external web form (web service)
- Outbound messaging
- Work flows (like approvals)
- Scheduled reports (e.g. every Monday at 8:00am)
- Document storage (Amazon S3)
- Electronic Signature (DocuSign)
- Document Queue (for 3rd party fulfillment)
- LOOP (DDP output with ad hoc files)
- Download
- Attach as attachment, activity history, LOOP Storage

5) Performance Enhancements

Our development team has been working hard to improve the DDP user experience. We are pleased to pass along these improvements with our Summer release. With some changes and enhancements to our document merge and packaging service, our pre-release tests show a 20% to 50% improvement in performance.

Please contact us with any questions or if you need assistance from support to test the pre-release.