How does a Salesforce user send the DDP with a Box Share Link?

The user simply clicks a button from any Object, selects the DDP to run and then he/she will automatically go to a Salesforce email template with a Box Share Link in the email text rather than having the DDP attached to the email.

Benefits of Box Share Link DDP delivery include:

• Control how your customer or prospective customer views the DDP (document package)
• Allows you to control and monitor all DDP views
• Automatically creates a dynamic document package (e.g. Sales Quote) and sends an email from Salesforce with the Box Share Link placed directly into your Salesforce email template
• Allows you to send larger DDP file sizes via email as you are not limited to Salesforce email attachment constraints
• Automatically stores the DDP within a Box folder allowing you to leverage all of Box’s features

Requirements:

1) Salesforce.com
2) LOOP Document Services
3) Box for Salesforce

Install LOOP Document Services today and begin to use the power of Salesforce + Drawloop + Box. Contact us if you would like to schedule a time to learn more.

Example:

Weekly Sales Report

Requirement:
Need to send out a weekly sales report analyzing data for various divisions and product lines.

Problem:
Wasting time every week pulling all the pieces together to email out to the various stakeholders . . . too many manual steps!

Solution:
Give all of your stakeholders a scheduled Chatter post displaying your weekly sales report formatted exactly how you want it . . . no more manual steps or lost email attachments.

Click here to learn more about LOOP Reports!

Description:

Drawloop for Salesforce on the iPad® is the easiest way to dynamically generate all your documents in the cloud. We provide a native document creation service that is built for the Apple® iPad®. Quickly create the same customer and client-specific documents you have used for years to close more deals, increase revenue and improve productivity. From the iPad, you can create (DDPs) using data from Salesforce.

Requirements:

In order to use the free iPad app, you are required to have:

1) Latest version of LOOP Document Services installed into your Salesforce org

OR

2) Registered on LOOP Platform – get a 30-day free trial today!

Salesforce Knowledge Article Files

Knowledge Article files can be found as a related list under Cases. Dynamic Document Packages (DDPs) can now include Knowledge Article files as part of the elements that will go into the final packaged PDF file.

DDP with Knowledge Articles Files

1) Select your DDP to run

2) Select which Knowledge Article files to include and you can then organize the order of the articles

3) Run the DDP

Please contact us to learn more about integrating Knowledge Article files with your DDP.

Some of our latest PowerPoint features include:

1) Dynamic Organizational Charts

This feature allows you to dynamically create organizational charts in PowerPoint based on hierarchy data in Salesforce. You can use the “out-of-the-box” Reports To function in Salesforce.

Or, you can also establish your own custom hierarchy relationships by using a lookup field to reference the same object.

2) Dynamic Charts & Graphs

With dynamic charts, you can set up a DDP to display dynamically generated charts & graphs in PowerPoint based on data in Salesforce. It is as simple as setting up a chart or graph in PowerPoint and then referencing the name of the chart when setting up the DDP. You can also have the data source be dynamic. (For example, you may have 15 records in Salesforce that are summarized into 5 rows of data for the chart.)

3) Row and Slide Replication in PowerPoint

You can set up a PowerPoint table to dynamically replicate rows in a table based on the number of Salesforce records as well as have the slide duplicate based on number of rows dynamically merged into PowerPoint.

Please contact us to schedule a time to learn more about using our services in Salesforce to dynamically create documents.

Why would you need to use DDP Forms?

1) You can’t get a field added to Salesforce

If you are like many of our enterprise Salesforce customers, you know the pain of getting a new field approved and added. We lived through some of this pain with customers often waiting weeks, months and in one case, over a year!

2) You don’t want to create a new field

When you begin to evaluate your documents (contracts, quotes and agreements), you will discover that fields required to merge your documents are missing from Salesforce. DDP Forms solve this problem by allowing you to capture the data required for document generation without having to add a new Salesforce field.

3) You want a quick wizard to isolate fields for input or review

For example, your Opportunity object may contain lots of fields that are not required to generate an initial quote or generate a sales contract. With DDP Forms, you can present ONLY the required fields to generate the DDP. A DDP Form allows you to complete the form and then have the DDP automatically populate the data back to Salesforce while generating your customized quote or sales contract.

Some uses of DDP Forms include:

• Quote that relies on outside data:
  You may have outside services that are not integrated with Salesforce and critical data is required for input before generating a sales quote. DDP Forms allow you to have users click a button, be presented with a web form to capture any additional information and then run the DDP.




• Want to isolate inputs for sales proposal:
  DDP Forms allow you to give sales reps a simple and easy interface to collect only the data required to generate a sales proposal. This can be helpful when a Salesforce object has a lot of fields.

Please contact us today to learn more about DDP Forms.

Install latest release

DDP NEW FEATURES

• Send to Box.net
  DDP admins can now select Box.net as a delivery and storage option for Dynamic Document Packages (DDPs). This integration helps extend out collaboration and sharing of DDPs through Box.net. This new delivery option requires an install of Box.net

• Send DDP to Chatter

  LOOP 5.3 allows you to send messages to Chatter when DDPs are run and also send the DDP file as a Chatter attachment. Click here to learn more.

• DDP Stamping

  This powerful new feature allows you to stamp your DDP PDFs. Some examples include page numbers – which is powerful in that a DDP can include any combination of Word, Excel, PowerPoint, PDF, Salesforce Quotes and Visualforce Pages – and watermarks.

• Include Merge Fields in Attachments

  DDPs allow selected Salesforce attachments to include merge fields. For example, if you have “ad hoc” documents to include with DDPs, you can upload them to attachments and then include with any DDP that “allows” attachments. The attachment can include any merge fields.

• Send DDP to FTP

  You can now include an attachment option to automatically or optionally send your DDPs to your FTP server to be stored. You can also specify dynamic folders so a DDP can be stored within a specific folder on your FTP server.

• Dynamic Images

  We have extended our dynamic image feature to allow you to include dynamic image merge fields in headers within your DDP Word template documents. This is helpful for dynamic branding or other uses for images within headers.

FORM DDPs

A powerful new feature of DDPs is the ability to use dynamic forms with any DDP. The latest version of LOOP Document Services includes Forms. To create forms, you simply place double brackets at the beginning and end of any text (or range name) you would like to convert to a web form on Salesforce. The DDP manager includes a new form edit feature where you can change any field and field label.

When do you use Form DDPs?

Many of our enterprise customers have a need to capture additional data to dynamically merge to a DDP at runtime, but do not want to create a field or store the data in Salesforce. Form DDPs provide the same enterprise level automation and compliance control and simply add functionality to capture required information for document creation.

DDPs with DocuSign

• Multiple DocuSign Accounts

  Allows an admin to associate multiple DocuSign accounts to different users within the same Salesforce.com org.

• DocuSign Templates by Template ID

  DDPs now integrate directly with DocuSign templates by referencing the Template ID from the DocuSign Console. This DDP deployment provides easier integration with DocuSign templates.

Now, not only can you post Chatter messages at DDP run time, you can stream the DDP document with the message. This new feature extends the power of our document merge and automation service within Salesforce by allowing dynamic documents to be pushed to Chatter so you always know what’s going on.

The DDP admin can determine which DDP delivery option posts a message to Chatter.

Take a minute to watch DDPs with Chatter in action!

Let us know how you are using DDPs with Chatter!

One of the latest features of our document merge and automation service on Salesforce is its integration with Chatter. You can now add specific Chatter messages to DDP delivery options. For example, you can specify a Chatter message to be sent when a Sales Proposal is run and sent out through Salesforce email. Or, you might want to send a Chatter message when a Sales Quote is sent via a specific workflow.

Here’s how it works:

1) Add a Chatter message to a DDP

2) Run your DDP

3) Chatter message is automatically posted

Contact us today to learn more about adding Chatter when your Salesforce users create dynamic document packages (DDPs).

Confused on how to use this delivery option?  Here’s an example of where “email user” functionality can be used.  Let’s say your sales reps don’t want to wait for the DDP to be created or they need to include other elements or more thoughtful email communication with the proposal. With email user delivery, the sales rep can click a button and then receive an email with the attached merged DDP. From there, the user can work within email to deliver the DDP later in the day when he or she has time to review and complete the communication to go out with the sales proposal.

Your organization can also leverage Salesforce email services to archive and store the email of the DDP to the customer. Learn more about Salesforce email services.