Archive for the ‘Helpful Tools’ Category

salesforce_spring_12

Salesforce Spring ’12 Release

Feb 3

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 [...]

Keep Reading

box_drawloop

Create & Send DDPs with a Box Share Link

Jan 20

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. [...]

Keep Reading

Visualforce_rgb

A Compliment or Alternative to Visualforce?

Jan 13

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 [...]

Keep Reading

translate_button

Empower DDP Users in Any Language

Nov 16

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 [...]

Keep Reading

Drawloop_Excel_as_Middleware

Excel as Middleware in Salesforce

Nov 7

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 [...]

Keep Reading

austin_ventures

“Send to Box Folder” DDP Delivery Option

Oct 19

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” [...]

Keep Reading

Salesforce_Knowledge

Merge & Package Docs with Knowledge Articles

Sep 28

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 [...]

Keep Reading

Salesforce_Merge_to_PowerPoint

Salesforce Merge to PowerPoint Features

Sep 7

The latest release of LOOP Document Services on the AppExchange includes powerful new document merge and creation features in PowerPoint. Many of our enterprise customers use PowerPoint to dynamically merge data from Salesforce into customized presentations. We have helped customers deploy PowerPoint DDPs for both internal and external use. Drawloop enables your company to create [...]

Keep Reading

DDP

Send Through SMTP Service on Salesforce

Feb 4

Over the past six months, our team has seen a lot of new and creative delivery options for dynamic document packages (DDPs). One of the more interesting is sending a DDP to a customer’s own SMTP service. As more of our customers leverage workflows and other automated ways to create and send DDPs, the limitations [...]

Keep Reading

Chatter

Add Salesforce Chatter to Document Merge

Jan 20

With Salesforce Chatter now free to all Salesforce customers, we wanted to share how dynamic document packages (DDPs) can be integrated with Chatter. First, what is Chatter? Chatter allows you to work more efficiently and closely with colleagues on your own private and secure social network. Chatter gives you updates on the people, project, and data [...]

Keep Reading

© 2012 Drawloop Technologies, Inc. - All Rights Reserved.