Amazing!
by Kevin Delahunty

“We had no idea what an important part Drawloop would play in our business, and in hindsight could not have hoped for a better product and more delightful user experience. The product works as, or better than, advertised. The support team is proactive, helpful, patient, and has offered creative solutions that have improved our efficiency. We have been big fans for 3 years, and hope to be for many more!”

Does what you need and more…. and best customer support in the business!
by Clayce Rodamer

“Drawloop really helps my clients improve their efficiency and quality of product related to document creation and communications with their customers. The range of features almost assures you can solve any document creation/distribution task you need to get done. And if you get stumped, their customer support is always right there to help.”

Great app with fantastic support!
by Peter Grealey

“We are using Drawloop to manage all of our insurance company communications (e.g. Quotation Pack, Policy Pack, Renewal Pack, 7 Day Cover Notes, etc). These are very complex documents, but we have found it straightforward using Drawloop. You have to try it to believe it!”

NEW DDP FEATURES

• Merge Originals

  We have expanded what a DDP administrator can do with “Deliver Original Docs”. Historically, LOOPlus allowed you to build and deploy dynamic document creation merging Salesforce data into any combination of Word, Excel, PowerPoint and PDF files. The DDP administrator could determine to return a single PDF, a PDF of each document in the DDP or each original merged document in the DDP. With LOOP 6.0, you now have the option to merge and then combine multiple Word, Excel and PowerPoint documents to a single Word, Excel or PowerPoint file.

  - Merge Word to Word (doc to doc)
  - Merge PowerPoint to PowerPoint (ppt to ppt)
  - Merge Excel to Excel (xls to xls)

   

  Word Example:
  You have a proposal or statement of work that is made up of 4 different Word template documents. Regardless of the required documents, you want to return back a single merged Word document. Now, you can simply add “merge from previous” to your DDP manager. This allows you to build all of the required DDP logic and workflow and specify if you want all of the Word template documents to merge to a single Word file. In addition to merging to a single Word file, you can evaluate Salesforce fields or other form field logic to determine for example if an additional disclosure needs to be included. For contract negotiations, you can even deliver the single merged Word file with tracking turned on. This is great to start the redlining process.

   
  
   

  PowerPoint Example:
  You can now return a single PowerPoint file managed at the DDP level with various optional and/or required presentation elements of a PowerPoint slide deck. This provides the DDP administrator and end-user with ultimate control over dynamic PowerPoint document generation. See our support site for more information.
   

 
 

• EchoSign Enhancements

  Now, you can send a DDP for e-signature through EchoSign with the single click of a button. The button click allows you to automatically generate highly customizable dynamic documents (NDAs, Quotes, Contracts, Service Agreements, Statements of Work) to an EchoSign Agreement within Salesforce. The DDP can be defaulted with all of the appropriate agreement settings and recipients. Additionally, the EchoSign Agreement can be signed in person either on a computer or mobile device.

  • Send a DDP to EchoSign in one click
    From the click of a single button, you and your users can send DDPs to EchoSign automatically submitted for e-signature!

   
  

 
 

• Permission Sets

  We have listened to our DDP Admins – with LOOP 6.0, you can easily add Permission Sets for DDP Admins and DDP Users. You can grant DDP access to individual users without having to clone your profiles. The DDP Admin Permission Set includes full CRUD rights to all of the LOOP custom objects as well as Read, Create, and Edit rights on documents. The DDP User Permission Set includes only Read access to LOOP custom objects and documents, and full CRUD rights on the Document Queue.
   
  

Contact us today to see how you can take advantage of these new DDP enhancements!
 

• Document Service class update with new response class
• Relationships Edit – Order By fields update, fixes
• DDP Migration styling
• Auto run test service and fixes
• Clone DDP and Delivery Option update
• Check object access before DDP run
• Case attachment / article updates and fixes
• E-Signature enhancements
• Dynamic Image keys fix
• Support for new Salesforce tab styling
• Insert-Update enhancements and fixes
• Field Tagger – Primary Contact Role tags
• DDP Admin update for Salesforce Summer ’12 update

Drawloop as a Compliment to Visualforce Pages

Since 2010, our customers have been able to use any Visualforce page as part of their Dynamic Document Package (DDP). The DDP simply treats the Visualforce page like any other document. With this capability, the DDP Admin can build document packages using any combination of template documents to make up the final DDP — a Visualforce page can be required, optional or included in the final DDP with advanced logic referencing Salesforce field values.

A common use case is when a company wants to include a cover letter with a Visualforce page and/or needs to include T&Cs (Word doc) with a Visualforce quote. With DDPs, it’s an easy drag and drop of the various documents to include before or after the Visualforce page. This integration provides you with maximum flexibility around all of your dynamic document creation.

Drawloop as an Alternative to Visualforce Pages

We have also seen customers look to Drawloop as an alternative to Visualforce pages. As requirements become more complex and customization is needed, the power of leveraging DDPs with a Word, Excel and/or PowerPoint template can provide a more cost-effective solution. Visualforce pages will often become difficult to manage around headers, footers, and customizations required for different products, channels or regions.

For example, a company needs flexibility on their quote to customize per channel and has merge requirements that often run the PDF document beyond one page where formatting needs create a programming challenge and/or lack of professionalism in the resulting Visualforce page PDF document. Drawloop’s merge capabilities to any combination of Word, Excel and PowerPoint often eliminate the need for Visualforce programming and, instead, leverage native functionality that exists in the template document itself.

Please contact us today to learn more about how to use Visualforce pages with DDPs or as an alternative to Visualforce pages.

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

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 to help empower DDP users of other languages, they should be able to read the instructions provided to run a DDP. That is why, in the latest release of LOOP Document Services (version 5.5 on the AppExchange) we have provided administrators the ability to translate many text elements displayed when running a DDP.

To get started translating your DDP run page, you will need to enable your organization’s translation workbench and start adding languages (Salesforce Setup – Administration Setup – Translation Workbench – Translation Settings). All of the DDP run options that can be translated are in Setup – App Setup – Create – Custom Labels. Click on the linked Name of any item you want to translate, then click New Local Translations / Overrides.

Let us know how we can help you automate the documents you use everyday in any language, country, or region necessary for your business needs.

Automated Our Donation Acknowledgement Process
by Alan Corcoran

“I’m a volunteer with a non-profit organization and we have to send paper based receipts as well as “thank you’s” for all donations we receive. Even with an enhanced non-profit version of Salesforce, we could only partially automate this process. With the Drawloop DDP concept plus some excellent tips from the Drawloop team, I was able to completely automate the generation, population, attachment and queueing of the Donation Acknowledgement package, saving us time and eliminating the need for generating “task” reminders and additional manual steps. Drawloop gives us more time to focus on fundraising and the arts, reduces Inbox overload, allows us to schedule and delegate printing and helps make sure we don’t forget to send our donors a “Thank-you”, as well as their tax documents.”

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!

1) Attachments
2) Content
3) Documents (including external URL references)
4) Knowledge Articles

With the DDP manager, a Pharma admin can control how various dynamic document packages get combined to a single PDF.

Apex Trigger

A DDP can also be called from an Apex trigger. You can have your Pharma documents packaged into a DDP programmatically via Apex to take the documents and combine them to a single PDF. You can establish and control various methods for determining which documents are used in a particular DDP. The DDP can also create other Salesforce events at run time. For example, a DDP can be stored in Content, sent through Chatter or an attachment on a record. You can also create or update an existing record in Salesforce.

Please contact us to learn how you can automate and combine your Pharma documents within Salesforce.

Why would you need to use DDP Forms?

1) You can’t get a field added to Salesforce

If you are like many of our enterprise Salesforce customers, you know the pain of getting a new field approved and added. We lived through some of this pain with customers often waiting weeks, months and in one case, over a year!

2) You don’t want to create a new field

When you begin to evaluate your documents (contracts, quotes and agreements), you will discover that fields required to merge your documents are missing from Salesforce. DDP Forms solve this problem by allowing you to capture the data required for document generation without having to add a new Salesforce field.

3) You want a quick wizard to isolate fields for input or review

For example, your Opportunity object may contain lots of fields that are not required to generate an initial quote or generate a sales contract. With DDP Forms, you can present ONLY the required fields to generate the DDP. A DDP Form allows you to complete the form and then have the DDP automatically populate the data back to Salesforce while generating your customized quote or sales contract.

Some uses of DDP Forms include:

• Quote that relies on outside data:
  You may have outside services that are not integrated with Salesforce and critical data is required for input before generating a sales quote. DDP Forms allow you to have users click a button, be presented with a web form to capture any additional information and then run the DDP.




• Want to isolate inputs for sales proposal:
  DDP Forms allow you to give sales reps a simple and easy interface to collect only the data required to generate a sales proposal. This can be helpful when a Salesforce object has a lot of fields.

Please contact us today to learn more about DDP Forms.