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DDP NEW FEATURES

• Send to Box.net
  DDP admins can now select Box.net as a delivery and storage option for Dynamic Document Packages (DDPs). This integration helps extend out collaboration and sharing of DDPs through Box.net. This new delivery option requires an install of Box.net

• Send DDP to Chatter

  LOOP 5.3 allows you to send messages to Chatter when DDPs are run and also send the DDP file as a Chatter attachment. Click here to learn more.

• DDP Stamping

  This powerful new feature allows you to stamp your DDP PDFs. Some examples include page numbers – which is powerful in that a DDP can include any combination of Word, Excel, PowerPoint, PDF, Salesforce Quotes and Visualforce Pages – and watermarks.

• Include Merge Fields in Attachments

  DDPs allow selected Salesforce attachments to include merge fields. For example, if you have “ad hoc” documents to include with DDPs, you can upload them to attachments and then include with any DDP that “allows” attachments. The attachment can include any merge fields.

• Send DDP to FTP

  You can now include an attachment option to automatically or optionally send your DDPs to your FTP server to be stored. You can also specify dynamic folders so a DDP can be stored within a specific folder on your FTP server.

• Dynamic Images

  We have extended our dynamic image feature to allow you to include dynamic image merge fields in headers within your DDP Word template documents. This is helpful for dynamic branding or other uses for images within headers.

FORM DDPs

A powerful new feature of DDPs is the ability to use dynamic forms with any DDP. The latest version of LOOP Document Services includes Forms. To create forms, you simply place double brackets at the beginning and end of any text (or range name) you would like to convert to a web form on Salesforce. The DDP manager includes a new form edit feature where you can change any field and field label.

When do you use Form DDPs?

Many of our enterprise customers have a need to capture additional data to dynamically merge to a DDP at runtime, but do not want to create a field or store the data in Salesforce. Form DDPs provide the same enterprise level automation and compliance control and simply add functionality to capture required information for document creation.

DDPs with DocuSign

• Multiple DocuSign Accounts

  Allows an admin to associate multiple DocuSign accounts to different users within the same Salesforce.com org.

• DocuSign Templates by Template ID

  DDPs now integrate directly with DocuSign templates by referencing the Template ID from the DocuSign Console. This DDP deployment provides easier integration with DocuSign templates.

Great Product for Enterprise Use and Really Great Support Team
by Geraldine Gray

“We installed and configured Drawloop for a CoreMatrix customer so that they would be able to create letters and mailing addresses for thousands of records per day in a couple of clicks and update the records to reflect mailing status.

Drawloop worked with us to build a demo for the customer in the customer’s sandbox environment; this meant that the client could see in real life how it would work for their end users with their own data.

Drawloop continued to assist us with the building of numerous templates which incorporated complicated logic based on the Salesforce record to mass produce the appropriate (correct!) letters and labels.

Like any new product, there is a learning curve with Drawloop, but their support team are 5-Star for good attitude, willingness to help and ability to offer technical advice and training. I’d highly recommend this product.”

Great Application and Top Notch Support
by LinkedIn
“We recently installed a new e-signature application utilizing Drawloop to merge data and publish documents quickly and accurately through Salesforce. With Drawloop, we have automated the entire process, and most importantly, our customer data is accurate in SFDC. This has saved our team hours of manual work. Drawloop was instrumental in the implementation of our new contract process and made it a great success with our team. They are top notch and I highly recommend them!”

Learn more about our LOOP Document Services on Salesforce.com