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 [...]
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 [...]
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 [...]
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 [...]
Many of our customers have asked if a DDP can automatically run “behind the scenes” and then email the merged DDP directly to the Saleforce user (sales rep). We listened and our team is pleased to announce that this new delivery option has been added to LOOPlus. Confused on how to use this delivery option? [...]
If you are like our customers, you probably have a lot of time, intellectual capital and critical business rules living inside various Excel files. As more companies move to the cloud, the business intelligence wrapped up in Excel can present a huge problem. Do you build a custom program to replace the Excel calculations? Do [...]
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