NEW DDP FEATURES

• Merge Originals

  We have expanded what a DDP administrator can do with “Deliver Original Docs”. Historically, LOOPlus allowed you to build and deploy dynamic document creation merging Salesforce data into any combination of Word, Excel, PowerPoint and PDF files. The DDP administrator could determine to return a single PDF, a PDF of each document in the DDP or each original merged document in the DDP. With LOOP 6.0, you now have the option to merge and then combine multiple Word, Excel and PowerPoint documents to a single Word, Excel or PowerPoint file.

  - Merge Word to Word (doc to doc)
  - Merge PowerPoint to PowerPoint (ppt to ppt)
  - Merge Excel to Excel (xls to xls)

   

  Word Example:
  You have a proposal or statement of work that is made up of 4 different Word template documents. Regardless of the required documents, you want to return back a single merged Word document. Now, you can simply add “merge from previous” to your DDP manager. This allows you to build all of the required DDP logic and workflow and specify if you want all of the Word template documents to merge to a single Word file. In addition to merging to a single Word file, you can evaluate Salesforce fields or other form field logic to determine for example if an additional disclosure needs to be included. For contract negotiations, you can even deliver the single merged Word file with tracking turned on. This is great to start the redlining process.

   
  
   

  PowerPoint Example:
  You can now return a single PowerPoint file managed at the DDP level with various optional and/or required presentation elements of a PowerPoint slide deck. This provides the DDP administrator and end-user with ultimate control over dynamic PowerPoint document generation. See our support site for more information.
   

 
 

• EchoSign Enhancements

  Now, you can send a DDP for e-signature through EchoSign with the single click of a button. The button click allows you to automatically generate highly customizable dynamic documents (NDAs, Quotes, Contracts, Service Agreements, Statements of Work) to an EchoSign Agreement within Salesforce. The DDP can be defaulted with all of the appropriate agreement settings and recipients. Additionally, the EchoSign Agreement can be signed in person either on a computer or mobile device.

  • Send a DDP to EchoSign in one click
    From the click of a single button, you and your users can send DDPs to EchoSign automatically submitted for e-signature!

   
  

 
 

• Permission Sets

  We have listened to our DDP Admins – with LOOP 6.0, you can easily add Permission Sets for DDP Admins and DDP Users. You can grant DDP access to individual users without having to clone your profiles. The DDP Admin Permission Set includes full CRUD rights to all of the LOOP custom objects as well as Read, Create, and Edit rights on documents. The DDP User Permission Set includes only Read access to LOOP custom objects and documents, and full CRUD rights on the Document Queue.
   
  

Contact us today to see how you can take advantage of these new DDP enhancements!
 

• Document Service class update with new response class
• Relationships Edit – Order By fields update, fixes
• DDP Migration styling
• Auto run test service and fixes
• Clone DDP and Delivery Option update
• Check object access before DDP run
• Case attachment / article updates and fixes
• E-Signature enhancements
• Dynamic Image keys fix
• Support for new Salesforce tab styling
• Insert-Update enhancements and fixes
• Field Tagger – Primary Contact Role tags
• DDP Admin update for Salesforce Summer ’12 update

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.

The conference itself was a great experience. Talking to developers and seeing what’s coming down the line for businesses helped a lot with focusing our own ideas. We also enjoyed meeting Google Apps integrators. It was encouraging to receive confirmation that the direction we’ve been moving for our cloud-based document merge and automation service is exactly in the right direction.

I’m also enjoying the free Evo 4G we all were given a couple weeks early! Thanks Google!

Developer Sandbox @ Google I/O

The Developer Sandbox, first introduced at I/O 2009, is the demo area at Google I/O where Google features a wide range of developers who have built applications based on technologies and products featured at I/O.

Representing large and small companies, individual developers, and a diverse collection of apps, these developers will be participating in the Sandbox to demo their applications, answer questions, and exchange ideas.

Our latest DDP delivery option provides a simple and easy way for users to work with Drawloop, Box and Google Apps.

Learn more about our latest integration on Google Apps with Box.net at Google I/O – visit us in the Enterprise Developer Sandbox (# 4 – Enterprise Sandbox). You can run a DDP and redeem a Coupon at Box.net (# 1 – Google APIs Sandbox). Learn how to dynamically create documents in the cloud and send the output to Box.net . . . all from within Google Apps.

Developer Sandbox @ Google I/O

The Developer Sandbox, first introduced at I/O 2009, is the demo area at Google I/O where Google features a wide range of developers who have built applications based on technologies and products featured at I/O.

Representing large and small companies, individual developers, and a diverse collection of apps, these developers will be participating in the Sandbox to demo their applications, answer questions, and exchange ideas.

Watch Now

The integrations highlight westbrook’s knowledge of our document services to leverage efficiency and functionality within Salesforce.

westbrook provides the business expertise and technical knowledge to implement document automation solutions to guarantee time and cost savings. Thanks westbrook for the great work! You can learn more about westbrook International by visiting their website at http://www.wigroup.com.

DDP Delivery Options

You can deliver the DDP output as (i) Download, (ii) Original merged document(s), (iii) Send to Google Docs, and now, (iv) View/Email. We encourage you to install a 30-day free trial to start merging your documents in the cloud!

The “View/Edit” DDP delivery option allows users to email the merged DDP as an attachment through Gmail. We will be announcing additional Google Apps features later this week. Please contact us with any questions.

You can also visit our support site for Google Apps to learn more.

DDPs for Google Apps is a cloud-based business application that allows users to customize and manage document creation in seconds using Dynamic Document Packages (DDP™). With DDPs, businesses have document control and visibility while reducing the cost associated with traditional document creation. DDPs for Google Apps is ideal for document packages such as sales proposals, quotes, contracts, service agreements, presentations, and any other documents critical to selling or supporting a business’ products and/or services. With DDPs for Google Apps, users can quickly create a DDP to email, download or share using the integration between Drawloop and Google Apps.

Extend Google Apps to Meet Your Business Needs

Users will be able to use and access DDPs from Google’s universal navigation. Rather than manually customizing your sales proposal (cutting, pasting, locating files and manually updating), simply complete a web form and get back your merged and customized sales proposal in seconds. With DDPs, the web form is automatically created.

Use Google Docs in combination with any other docs on your computer. Data can merge into Google Docs, Microsoft Word, Microsoft PowerPoint and Microsoft Excel. A DDP can include one (1) or any combination of documents.

DDPs can merge data from a web form into the docs below:

Google Document
Google Spreadsheet
Google Presentation
Microsoft Word
Microsoft Excel
Microsoft PowerPoint

A DDP can also include any of the following file types – PDFs, JPG, Microsoft Visio, Microsoft Publisher, Bitmap, GIF, PNG, Plain Text, Rich Text, XML, HTM/HTML, MHT and WPD files.

Pricing: 30-day free trial – $5 per user / month – A user is defined as any person who is authorized to access DDPs within your Google Apps domain.

Google Blog Post – More great apps for Google Apps

“We are very excited to have Drawloop in the Google Apps Marketplace. Through the Google Apps Marketplace, software vendors like Drawloop are helping us build a rich ecosystem of integrated apps that work seamlessly with Google Apps, allowing IT administrators to leverage the benefits of cloud computing and extend Google Apps to meet more of their business needs. We are happy to offer Drawloop to the millions of Google Apps users who have embraced the cloud.”

Google Apps Partner Lead for Google Enterprise
Google, Inc.

Excellent Tool – Easy to USe
02/15/08 by 1913

Great tool (LOOPlus) to automate document merge and publishing processes. Very easy to maintain. The support team is quick to answer any question.

Learn more about LOOP and LOOPlus on Salesforce.com