Posts Tagged ‘Automate Document Creation’

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AppExchange All-Star: Luke Cushanick, 2tor

Jun 28

We wanted to share out some thoughts from Luke Cushanick of 2tor. Thanks Luke for all of the support! Salesforce Blog Post Luke Cushanick is a certified developer and advanced admin and directs a team of admins and developers building orgs for 2tor, Inc. He is the leader of the NYC Developer Users Group and [...]

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Summer'11 Salesforce Release

LOOP Document Services 5.3

Jun 8

With the Summer ’11 version of Salesforce.com, we will be releasing the latest version of LOOP Document Services on the AppExchange. This version includes several exciting new features and enhancements. Install latest release DDP NEW FEATURES Send to Box.net DDP admins can now select Box.net as a delivery and storage option for Dynamic Document Packages [...]

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ASCAP

Goodbye Lotus, Hello Cloud

Jun 8

We wanted to share out a nice new promotional piece put together by Salesforce.com. The video outlines the success ASCAP has experienced since switching from Lotus to Salesforce. Our team has had the pleasure of working with ASCAP from the beginning. We helped ASCAP automate all of the dynamic document creation around its licensing packages [...]

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Dynamic Document Creation in Salesforce

Jan 28

We are excited to close out the first month of 2011 with significant customer growth. Our dynamic document service within Salesforce continues to expand delivering new features focused on seamless integration with Salesforce. Dynamic document packages (DDPs) delivery options include: (i) email (as a combined PDF or original merged docs) through Salesforce and associate with [...]

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Chatter

Add Salesforce Chatter to Document Merge

Jan 20

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 [...]

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Send DDP to Salesforce User Email

Dec 22

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? [...]

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Drawloop Customers Speak at Dreamforce

Dec 10

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 [...]

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LOOP Document Services 4.9 Released

Sep 16

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. [...]

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AppExchange All-Star: JP Seabury

Sep 2

Our team wanted to post a quick “thank you” to JP for the nice mention of Drawloop in his recent blog post on Salesforce.com. You can learn more about JP at his blog. AppExchange All-Star: view blog post JP Seabury, New Hampshire User Group Leader “When Sara Varni Bright (Sr. Marketing Manager, AppExchange) asked me [...]

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Send to Box Delivery Option

May 17

Our team has just added yet another cloud delivery option for our document merge service on Google Apps, send to box.net. 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. Our latest DDP delivery option provides a [...]

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Dynamic Document Merge, Document Creation Service for Salesforce.com and Force.com