With Salesforce extending features like Chatter, we have helped our customers transform document creation into a critical part of their social enterprise. We believe that dynamic document creation is one of the most important and critical daily tasks for nearly every business. With Drawloop, our customers are connecting dynamic document creation to Chatter allowing them [...]
With the latest release of LOOP Document Services on the AppExchange (version 5.8) comes some major enhancements. NEW DDP FEATURES DDP Wizard Create DDPs quickly and easily with this step-by-step process that walks you through the DDP foundations. See our support pages for more details! DDP Migration Tool Migrate DDPs from your Salesforce sandbox [...]
We have received lots of inquiries about whether our dynamic document creation service within Salesforce.com can merge to Office 2010 documents – primarily Word 2010. The answer is Yes. LOOP Document Services can provide dynamic merge and packaging of documents to any version of Microsoft Office documents (Word, Excel and PowerPoint) work in any operating [...]
Earlier this week, there was a bug introduced into the Salesforce Spring ’12 release. Unfortunately, the result of this bug causes some of the newer versions of LOOP (versions 5.5.0 – 5.8.4.6) to return a blank page instead of the normal LOOPlus DDP selection page (or will not auto run if it is enabled on [...]
With the latest release of LOOP Document Services on the Salesforce.com AppExchange, Drawloop customers can now create and send DDPs through Salesforce email using Box’s “Share with links” feature. This is a powerful new delivery option for DDPs highlighting yet another value add when businesses combine our dynamic document creation service with Salesforce and Box. [...]
Here at Drawloop, we see the value of Salesforce.com Visualforce pages. This is why we added the ability to use Visualforce pages as a “document” within any Dynamic Document Package (DDP). Even with this integration, some prospective customers and Salesforce integrators will still ask “how is using Drawloop different than using a Visualforce page.” We [...]
We know that Dynamic Document Packages, or DDPs, have helped our clients generate and deliver documents they use every day. Companies across the world are using our services to automate their contracts, letters, quotes, servicing documents, proposals, and much more. Because of the global reach of our services, it has come to our attention that [...]
Due to some exciting new customer deployments, we wanted to share again how you can use Excel as middleware when running dynamic document packages (DDPs) within Salesforce. It is often the case that companies have “legacy” Excel files with complicated calculations and intellectual capital wrapped around business rules. Or, have a need to incorporate complicated [...]
One of our favorite DDP Admins, Dave Benton at Austin Ventures, has recently deployed a powerful “Send to Box.net” DDP delivery option. Another example of the creativity we see from our customers and the power of connecting cloud services (Salesforce + Drawloop + Box). Business Requirement: Dave needed to dynamically create his “Weekly Deal Summary” [...]
Our latest release of LOOP Document Services allows you to build and deploy a dynamic document package with Salesforce Knowledge Article files. This new feature provides powerful capabilities around packaging multiple files to a single PDF using any combination of documents. For example, you may need to automate the creation of a cover letter along [...]
toll-free: 877.462.5667, option 1
international: 949.242.0455, option 1
facsimile: 949.266.9120
sales@drawloop.com
Terms of Use | Privacy
