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 [...]
We are pleased to see our customers sending dynamic document packages (DDPs) through Salesforce Content Library. This is a powerful new feature of the latest release of our document merge and automation services within Salesforce. So, here’s what you can do with a DDP: 1) Send your DDP to Content for delivery and tracking Select [...]
The newest version of LOOP Document Services is now available on the AppExchange! This version includes several much awaited features. HIGHLIGHTS Integration with Salesforce Content Use Content within a DDP This feature allows the DDP admin to include any documents stored in Salesforce Content within a DDP. This includes template documents that contain merge fields. [...]
We recently had the pleasure of helping a new customer deploy their document merge and automation needs on Google Apps. Our document merge service was the perfect solution to complete an important missing piece for the customer who had moved from the “desktop” to the “cloud” for all of its business needs. Drawloop DDP – [...]
Our team is excited to announce a new DDP (“Dynamic Document Package”) delivery option for Google Apps – “View/Email”. Our seamless document merge service for Google Docs within Google Apps allows your sales and service reps to create customized documents and mail merge in the cloud. DDP Delivery Options You can deliver the DDP output [...]
With our document merge and automation service (LOOP Document Services) on the AppExchange, you can merge data from Salesforce Real-Time Quotes into your Word, Excel, and PowerPoint files. The Winter ’10 release introduced Real-Time Quotes to Salesforce customers to help reps use Salesforce CRM to create sales quotes. At Drawloop, we see Real-Time Quotes (which [...]
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