Amazing!
by Kevin Delahunty

“We had no idea what an important part Drawloop would play in our business, and in hindsight could not have hoped for a better product and more delightful user experience. The product works as, or better than, advertised. The support team is proactive, helpful, patient, and has offered creative solutions that have improved our efficiency. We have been big fans for 3 years, and hope to be for many more!”

Does what you need and more…. and best customer support in the business!
by Clayce Rodamer

“Drawloop really helps my clients improve their efficiency and quality of product related to document creation and communications with their customers. The range of features almost assures you can solve any document creation/distribution task you need to get done. And if you get stumped, their customer support is always right there to help.”

Great app with fantastic support!
by Peter Grealey

“We are using Drawloop to manage all of our insurance company communications (e.g. Quotation Pack, Policy Pack, Renewal Pack, 7 Day Cover Notes, etc). These are very complex documents, but we have found it straightforward using Drawloop. You have to try it to believe it!”

- Adobe EchoSign
- Apple Mail
- Dropbox
- DocuSign Ink
- EasySign
- Evernote
- iBooks
- iFiles
- SignMyPad
- Sign-N-Send
- Softsign

Send DDPs to virtually any App that accepts a PDF (“Open In” iPad feature).

With LOOP Document Services, you can leverage Excel as middleware to run dynamic calculations at run time. Picture an Excel file that gives you a series of calculated numbers (or text values) in cells B20, C20 and D20. You can have the calculated numbers dynamically merged from cells B20, C20 and D20 in your Excel file to a Quote summary (.doc or .ppt) file.

Some examples include:

1) Use Excel for Internal Pricing Calcs

Perhaps you need to run a DDP for internal purposes that provides management with profit margins and other internal pricing metrics based on Sales Quotes generated by all of the sales reps. All of the confidential pricing metrics are calculated in an Excel file at DDP run time (never exposed to anyone) and merged to an internal Pricing Summary for management.

2) Use Excel for Complicated Formulas

A financial institution provides DDPs to financial service representatives to run analytics for customers. The financial institution uses a combination of Salesforce values and Excel calculations to generate the Customer Profile Summary. The Excel file contains calculations and metrics to take in assumption data from Salesforce and then run all of the required calculations in Excel.

Please contact us today to schedule a time to learn more about how your organization can leverage our document service using Excel as middleware.

Business Requirement:

Dave needed to dynamically create his “Weekly Deal Summary” spreadsheet using data from Salesforce.com for all of the stakeholders at Austin Ventures. Many of the stakeholders are mobile and need to access the Weekly Deal Summary from a mobile device (smart phone / iPad). In order to track the history and provide easy “download and view” capabilities, Dave wanted to have the spreadsheet stored on Salesforce and on Box.net.

Solution:

Dave created “Send to Box Folder” as a new DDP Delivery Option.

By leveraging our “Send to Box” integration for DDPs within Salesforce, Dave was able to automate (i) the dynamic creation of his Weekly Deal Summary and (ii) the automatic storage of the document on Box.net where all of the stakeholders can view the document at anytime.

Nice work Dave and a very creative new use case for our Box integration within Salesforce!

Administrative Steps to Create “Send to Box Folder”:

DDP Steps:

1) Add a New Delivery Option

Select “Email” delivery option and name it “Send to Box Folder”

2) Check to email the DDP to “Internal Email” which will enable the DDP creation via Salesforce email without the need for a Contact at run time (you can run from a button click or Salesforce workflow)

3) Copy and paste the Box Folder email address into the “Additional To” field

Box Steps:

1) Create a new Box folder or go to an existing Folder

2) Click Folder Options and select “Folder Properties | Advanced Properties”

3) Click on “Email Options” and the select “Allow uploads to this folder via email”

Now, you are ready to get the unique Box Folder email address. To get the address, go to “Folder Properties” and then select the “General” tab. You will see the Folder Email Address at the bottom.

Contact us to learn more about our document merge and creation services within Salesforce as well as how to extend DDP delivery to Box.

Automated Our Donation Acknowledgement Process
by Alan Corcoran

“I’m a volunteer with a non-profit organization and we have to send paper based receipts as well as “thank you’s” for all donations we receive. Even with an enhanced non-profit version of Salesforce, we could only partially automate this process. With the Drawloop DDP concept plus some excellent tips from the Drawloop team, I was able to completely automate the generation, population, attachment and queueing of the Donation Acknowledgement package, saving us time and eliminating the need for generating “task” reminders and additional manual steps. Drawloop gives us more time to focus on fundraising and the arts, reduces Inbox overload, allows us to schedule and delegate printing and helps make sure we don’t forget to send our donors a “Thank-you”, as well as their tax documents.”

Some of our newest features will be highlighted at Dreamforce:

1) Introduce dynamic document creation to Chatter

2) Mobile document creation on an iPad

3) Use dynamic forms with DDPs (capture/update to Salesforce)

4) Automated DDPs – Use DDPs with workflows and Apex Triggers

5) Powerful new Salesforce merge features for Word, Excel and PowerPoint

Please visit Booth 27 in the Cloud Expo! We would love to say hello and walk you through how your organization can leverage DDPs for all your document needs, discover exciting new DDP features and enhancements, and check out DDPs on an iPad!

Dreamforce – Booth 27
Aug 30 – Sept 2, 2011
Moscone Center, San Francisco, CA

We encourage you to take 5 minutes to learn how you can help your company save countless hours! Learn why Salesforce customers like ASCAP, KONE, Scheider Electric, HTC, IntraLinks, 24 Hour Fitness, CIGNA, LinkedIn, DuPont, Iron Mountain, DocuSign and Citi rely on Drawloop to dynamically create their critical document packages!

1) Attachments
2) Content
3) Documents (including external URL references)
4) Knowledge Articles

With the DDP manager, a Pharma admin can control how various dynamic document packages get combined to a single PDF.

Apex Trigger

A DDP can also be called from an Apex trigger. You can have your Pharma documents packaged into a DDP programmatically via Apex to take the documents and combine them to a single PDF. You can establish and control various methods for determining which documents are used in a particular DDP. The DDP can also create other Salesforce events at run time. For example, a DDP can be stored in Content, sent through Chatter or an attachment on a record. You can also create or update an existing record in Salesforce.

Please contact us to learn how you can automate and combine your Pharma documents within Salesforce.

Salesforce Blog Post

Luke Cushanick is a certified developer and advanced admin and directs a team of admins and developers building orgs for 2tor, Inc. He is the leader of the NYC Developer Users Group and is expanding the Salesforce community in NYC through user groups, virtual communities and presentations to technical training institutes. You can also follow him on Twitter: @alwaysthinkin.

LOOPlus and LOOP Reports from Drawloop Technologies

“We started with LOOPlus as a solution to automating the creation and delivery of DocuSign docs. Using only workflow, we built a solution that determines the appropriate document and attachments, merges the unique fields into the text and sends as the appropriate user. The integration with DocuSign has allowed us to enroll new students with minimum delay, paperwork and cost.”

Customer Success – Reduced Document Generation by 90%

Great technology and even better customer care!
by Paul Bush

“I wanted to take a minute to recognize the people at Drawloop Technologies for the excellent level of service that they provide. As an IT Manager at a small financial services company in Atlanta, I wear many hats. I am responsible for every system, device, software, hardware and bit of data utilized by our company. I am often unable to devote the quality time needed to fully implement or integrate a system to the extent that it needs to be, as I am needed on so many fronts. The people at Drawloop have made it possible for me to quickly and easily integrate a document generation solution with our customized Salesforce.com CRM solution, saving us lots of time and money.

In researching Salesforce.com add-on applications for document generation, I discovered that the Drawloop solution was not only extremely inexpensive, but was by far the easiest solution to implement and utilize for two reasons: The application required absolutely none of the expensive and time-consuming custom coding that the other solutions required, in order to fully integrate with a highly customized implementation of Salesforce.com, and the level of support and assistance provided by the staff at Drawloop Technologies is second to none. My calls were answered immediately by knowledgeable staff, my emails responded to within minutes every time, and several one-on-one training sessions were provided to me via webcast, to help me with installation, configuration, and customization of the solution – all before we even decided to purchase the solution!

I am delighted with the solutions provided by Drawloop Technologies, and even more impressed by the level of quality customer service and technical support provided by their staff. The greatest value of all is in the outstanding support that is provided with the technology solutions offered by the company. I look forward to a long-term business relationship with the fine people at Drawloop Technologies.”