We wanted to share a recent customer review where Drawloop was able to help maximize limited resources at a non-profit. By deploying LOOP Document Services, the non-profit was able to completely automate its time consuming document process around receipts and donations. The power of automating document creation is huge when complemented with Salesforce workflows and [...]
Our team is excited to announce our first mobile app – Drawloop for Salesforce. The app is available for download on Apple’s App Store. Drawloop customers can now create and deploy dynamic document packages on their iPad®, using any data from Salesforce or LOOP Platform. Description: Drawloop for Salesforce on the iPad® is the easiest [...]
We are excited to announce DDP Forms as part of our Summer ’11 release of LOOP Document Services on Salesforce.com. DDP Forms extend the power of dynamic document packages by allowing enterprise Salesforce customers to create forms and capture additional data required to merge and create dynamic documents. As we work with more enterprise customers, [...]
As Chatter continues to build powerful private social networks for Salesforce.com customers, Dynamic Document Packages (DDPs) are beginning to become part of the conversation. Our team is excited to announce a new feature for all Drawloop Salesforce customers — Send DDP to Chatter. Now, not only can you post Chatter messages at DDP run time, [...]
We recently were able to help an existing customer with a new requirement for his quotes. Based on his unique business requirements, he was able to leverage our document service and use Microsoft Excel as “middleware” to avoid having to add lots of custom Salesforce fields and complex formulas. Microsoft Excel – With Drawloop’s LOOPlus [...]
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? [...]
If you are like our customers, you probably have a lot of time, intellectual capital and critical business rules living inside various Excel files. As more companies move to the cloud, the business intelligence wrapped up in Excel can present a huge problem. Do you build a custom program to replace the Excel calculations? Do [...]
We are pleased to see our customers sending dynamic document packages (DDPs) through Salesforce Content Library. This is a powerful new feature of the latest release of our document merge and automation services within Salesforce. So, here’s what you can do with a DDP: 1) Send your DDP to Content for delivery and tracking Select [...]
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 [...]
With the latest release of our document services within Salesforce, you can now add any Visualforce pages to your dynamic document package (DDP). A DDP includes one or more documents that will be merged with data from any Salesforce object and packaged into one single document for delivery. As an example, your sales contract is [...]
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