- Adobe EchoSign
- Apple Mail
- Dropbox
- DocuSign Ink
- EasySign
- Evernote
- iBooks
- iFiles
- SignMyPad
- Sign-N-Send
- Softsign

Send DDPs to virtually any App that accepts a PDF (“Open In” iPad feature).

Customer Success – Reduced Document Generation by 90%

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.

Confused on how to use this delivery option?  Here’s an example of where “email user” functionality can be used.  Let’s say your sales reps don’t want to wait for the DDP to be created or they need to include other elements or more thoughtful email communication with the proposal. With email user delivery, the sales rep can click a button and then receive an email with the attached merged DDP. From there, the user can work within email to deliver the DDP later in the day when he or she has time to review and complete the communication to go out with the sales proposal.

Your organization can also leverage Salesforce email services to archive and store the email of the DDP to the customer. Learn more about Salesforce email services.

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.

HIGHLIGHTS

1. 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.

     

   • Store a merged DDP in Content – you can specify a workspace
     This extends DDP output storage to now include Content in addition to Salesforce attachment and Amazon S3 through LOOP Storage.

     

   • Send a DDP to Content Delivery
     This powerful new delivery option allows a DDP to leverage all of the functionality available in Content Delivery. This includes the ability to email a link to the DDP, know when the DDP is viewed, and expire the DDP from being viewed. Learn more

     

2. SMTP Service
   This feature allows companies to send emails through their own SMTP servers. If you are frustrated with Salesforce mass email limits, contact us today to learn more.
3. Related Object Aliases
   This feature provides the ability to include multiple tables for one object. Related Object Filters allow records in a table to be limited based on certain criteria. With Related Object Aliases, DDPs can now contain one or more tables for these filtered records of the same object. This is particularly handy if you wanted to list products of type A in one table and products of type B in another table.
4. Field Tagger
   Our new Field Tagger makes it even easier to insert Salesforce values into your DDP files. This is very useful for our Mac users and admins that can’t or don’t want to use the Salesforce Connect for Office tool.

   

5. DDP Filter
   DDP Filters simplifies the process to limit DDPs based on any data in Salesforce. For example, you can limit marketing DDPs to only be available when an Opportunity’s stage is Prospecting and limit quote or contract DDPs to only be available when the stage is Proposal/Quote. This can also be used to add layers of security to DDPs (beyond Profiles, Roles, and object types).
6. DDP Insert-Update Salesforce Records
   This feature can create a new Salesforce record or update an existing record when a DDP is run. More to come on this exciting new feature in our next blog post.

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.”

HIGHLIGHTS

1) Visualforce Pages

Now, you can treat any visualforce page as a document or section in your DDP. This allows your organization to include a cover letter, sales quote or sales contract with your visualforce pages. Because we treat a visualforce page just like any other document, you can leverage all of the business logic and intelligence available to any dynamic document package (DDP).

2) Real-Time Quotes

Real-time quotes provides an easy way for your Salesforce users to generate quotes for customers. Our new DDP integration with Real-Time Quotes allows you to expand this functionality to include additional elements which are often part of a sales quote – things like a cover letter, a product exhibit, terms & conditions. Again, this combines the power of Salesforce with the power of real-time document packaging.

In addition to integrating with the real-time quote PDFs, we also allow you to include Quote and Quote Line Item data in any DDP merge files (Word, Excel or PowerPoint).

3) UI for Advanced DDP Logic

We have created a point-and-click interface to relate multiple object relationships to a DDP. This includes any one-to-many object relationship or look-up to an object. This new UI has a familiar interface to filter and sort on those related objects. This delivers the best of DDPs with Salesforce filtering while keeping the simplicity of document tagging.

4) DDP Routing Options

We have expanded DDP routing options allowing our customers to not only dynamically create the document packages required to sell and service their products, but equally important, deliver their DDPs based on required business rules. DDPs can be routed as follows:

- Email
- 3rd Party SMTP service
- Any external web form (web service)
- Outbound messaging
- Work flows (like approvals)
- Scheduled reports (e.g. every Monday at 8:00am)
- Document storage (Amazon S3)
- Electronic Signature (DocuSign)
- Document Queue (for 3rd party fulfillment)
- LOOP (DDP output with ad hoc files)
- Download
- Attach as attachment, activity history, LOOP Storage

5) Performance Enhancements

Our development team has been working hard to improve the DDP user experience. We are pleased to pass along these improvements with our Summer release. With some changes and enhancements to our document merge and packaging service, our pre-release tests show a 20% to 50% improvement in performance.

Please contact us with any questions or if you need assistance from support to test the pre-release.

This week, Salesforce.com announced Aloha Apps. Aloha Apps* don’t count against your system limits for apps, tabs, and objects—no matter which salesforce.com edition** you’re using. If you are familiar with system limits on Salesforce, the decision to add an application to your Salesforce org was often impacted due to number of objects, apps and/or tabs used in the org.

Drawloop is pleased to be an Aloha App on Salesforce. Again, this means you can install and deploy our powerful document services without any impact on your Salesforce org. We encourage you to learn how our document merge and automation service can be deployed for your entire organization. Thinking about deploying a Force.com application? Add our powerful document features within your Force App.

Contact us today for more information.