Drawloop for Salesforce is the easiest way for the social enterprise to dynamically create all of its documents in the cloud. With mobile deployment, the enterprise can extend traditional desktop document creation tasks to the mobile device. From an iPad®, you can dynamically create any combination of documents merging any data from salesforce.com. You can now create, present and deliver your dynamic documents directly from the iPad®.

“Customers are continuing to look to our partners as they reinvent themselves as social enterprises and partners like Drawloop are helping them in that shift,” said Ron Huddleston, vice president, ISV Alliances, salesforce.com. “Apps like Drawloop for Salesforce exemplify the extraordinary reach of the AppExchange marketplace and continue to push the social, open, mobile and trusted capabilities customers expect from the salesforce.com ecosystem.”

Features Include:

- Integration with Salesforce
- Integration with LOOP Platform (Force.com)
- Create documents using data from Salesforce
- Search and select records
- Store and retrieve dynamic document packages (DDPs)
- Filter DDPs by Object (e.g. Account, Contact, Opportunity)
- Use forms to capture and/or update data back to Salesforce
- Final DDP documents can be stored as an attachment or in Salesforce content

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!

Some of our newest features will be highlighted at Dreamforce:

1) Introduce dynamic document creation to Chatter

2) Mobile document creation on an iPad

3) Use dynamic forms with DDPs (capture/update to Salesforce)

4) Automated DDPs – Use DDPs with workflows and Apex Triggers

5) Powerful new Salesforce merge features for Word, Excel and PowerPoint

Please visit Booth 27 in the Cloud Expo! We would love to say hello and walk you through how your organization can leverage DDPs for all your document needs, discover exciting new DDP features and enhancements, and check out DDPs on an iPad!

Dreamforce – Booth 27
Aug 30 – Sept 2, 2011
Moscone Center, San Francisco, CA

We encourage you to take 5 minutes to learn how you can help your company save countless hours! Learn why Salesforce customers like ASCAP, KONE, Scheider Electric, HTC, IntraLinks, 24 Hour Fitness, CIGNA, LinkedIn, DuPont, Iron Mountain, DocuSign and Citi rely on Drawloop to dynamically create their critical document packages!

Customer Success – Reduced Document Generation by 90%

When Firmex started with Salesforce.com, they deployed and used the native Salesforce Mail Merge functionality for their document creation needs. The process worked but it required many manual steps for users. The Salesforce Mail Merge required the following manual steps:

1 – Input the data

2 – Merge to a single document

3 – Open the file to review

4 – Save the file

5 – Go back to Salesforce email

6 – Create a new email

7 – Manually browse and attach the file

8 – Send

After using Salesforce.com Mail Merge, Firmex was looking for a better solution to eliminate all of the extra manual steps while at the same time delivering functionality to make sure native merged documents were not exposed to users. With Drawloop’s document service, Firmex eliminated all of the extra steps and delivered a process that is quick, easy and compliant for all document creation.

“Drawloop has made the process of sending quotes and contracts faster and easier. Drawloop has saved us both time and money, which is extremely important as we strive to run a lean business and transfer those benefits to our clients. I would highly recommend Drawloop.” Fraser Schad, Firmex

Firmex also added “Send to DocuSign” as a DDP delivery option. With this additional functionality, Firmex reps can click a button to dynamically create all of their documents and automatically send to DocuSign for electronic signature. Now, Firmex has real time data to know the contracts have been delivered, opened, and signed.

Firmex has continued to leverage our service and incorporated the use of DDPs to create all of its invoices directly from within Salesfore. The automated process with Drawloop allows them to send invoices directly to customers, and automatically save a copy of the invoice at the account as a record.

We are excited to announce a new API integration with Polaris Management. Polaris is a management consulting firm helping life sciences companies with their compliance, finance, sales and marketing processes. Polaris offers a suite of services that specifically target the compliance risks confronting the Life Science industries.

Polaris is utilizing our API to help streamline document creation and packaging for its latest technology platform. We are helping Polaris deliver document conversion and packaging processes within its suite of technology products.

“We have already launched our integration with Drawloop for Pfizer. The integration of Drawloop into what Polaris does for customers is a perfect fit,” say Marc Eigner, Partner Polaris Management Partners.

Contact us today to learn how you can leverage our cloud-based document services.

As we implement enhancements for 2011, our solutions will continue to leverage the Salesforce platform and integrate closely with Salesforce and the Force.com platform.

Members of our team had a great time attending Dreamforce 2010. Dreamforce was full of action-packed days. We heard from amazing speakers, reviewed some new products and services from Salesforce, and were amazed to witness over 25,000 Dreamforce attendees at the Moscone Center. The most rewarding part of the event for us was connecting with customers from around the world and extending our relationships with salesforce integrators.

It was also fun to see many of our customers presenting at breakout sessions throughout the week. Customers like Iron Mountain talking about leveraging applications like Drawloop from the AppExchange and Austin Ventures discussing how they customized Force.com to manage its unique business requirements around venture capital.

Some of our customers who presented include Iron Mountain, Austin Ventures, IMS Health, DocuSign, and LI-COR, Inc. The Dreamforce sessions covered:

- Sales Insider: Secrets of a Successful CPQ Deployment

- There’s an App for  That! Improve Your Sales Toolkit with the AppExchange

- Capital Markets: Going Beyond the Basics with Force.com

- Creating Centers of Excellence- Enterprise eCommerce in a Cloud 2 World

We are looking forward to Dreamforce 2011!

Drawloop got a little love from Salesforce during George Hu’s ISVforce presentation at the keynote on Wednesday, December 8th (a few second logo flash from the main stage). At Drawloop, we are committed to extend our cloud-based document services and integrate dynamic document packages (DDPs) across all Salesforce clouds. For Salesfoce, 2010 saw an 82% increase in application installs on the AppExchange compared to 2009. Drawloop was definitely part of that increase!

About ISVforce

ISVforce provides all the tools and resources you need to distribute your apps and grow your cloud business. More than 1,000 independent software vendors use ISVforce to reach millions of customers.

Take a look at 1:12 of the video.

AppExchange All-Star: view blog post
JP Seabury, New Hampshire User Group Leader

“When Sara Varni Bright (Sr. Marketing Manager, AppExchange) asked me to write an article on my favorite AppExchange apps, my first thought was “Oh my, where do I begin?” Then she said, “3-5 paragraphs would be ideal,” and my next thought was “Mission: Impossible.”

I currently work as Principal Salesforce.com Architect for Comcast, but I’ve also managed a Force.com technical consulting company and volunteered development / admin time for Salesforce Foundation grant recipients. I’ve downloaded and used more than 30 different apps, for various organizations. It is tough narrowing the list down, but here are my Top 5:

App: LOOP Document Services

Publisher:
Drawloop Technologies

Description:
Drawloop is an extremely powerful, highly flexible application that allows you to automate various types of documents. Have a PowerPoint presentation that you need to update monthly and deliver to your executive team? Don’t spend hours exporting the raw data from Salesforce, making it pretty in Excel graphs and then building a PowerPoint slidedeck! Use Drawloop to simplify that process to a click of a button – and let your management team get their weekly/monthly updates “on demand”. I’ve used Drawloop and DocuSign as a tool for getting customer survey feedback directly into Salesforce. It can also be used to automate price quotes, proposals, contracts, and more. The company has fantastic product support, as I commented on my AppExchange review of this product.”