With the latest release of LOOP Document Services on the Salesforce.com AppExchange, Drawloop customers can now create and send DDPs through Salesforce email using Box’s “Share with links” feature. This is a powerful new delivery option for DDPs highlighting yet another value add when businesses combine our dynamic document creation service with Salesforce and Box. [...]
The latest release of LOOP Document Services includes some new features to allow scheduled DDP reports to go social. LOOP Report DDPs can be scheduled and automatically sent to Chatter. Example: Weekly Sales Report Requirement: Need to send out a weekly sales report analyzing data for various divisions and product lines. Problem: Wasting time every [...]
The new release is available today on the App Store. Drawloop for Salesforce (1.1.0) provides fixes for iOS 5 and adds the “Open In” feature to connect DDPs to other iPad Apps. Our iPad deployment allows social enterprises to extend Salesforce CRM and transition from creating documents on the desktop to dynamic document creation in [...]
Due to some exciting new customer deployments, we wanted to share again how you can use Excel as middleware when running dynamic document packages (DDPs) within Salesforce. It is often the case that companies have “legacy” Excel files with complicated calculations and intellectual capital wrapped around business rules. Or, have a need to incorporate complicated [...]
One of our favorite DDP Admins, Dave Benton at Austin Ventures, has recently deployed a powerful “Send to Box.net” DDP delivery option. Another example of the creativity we see from our customers and the power of connecting cloud services (Salesforce + Drawloop + Box). Business Requirement: Dave needed to dynamically create his “Weekly Deal Summary” [...]
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 [...]
The latest release of LOOP Document Services on the AppExchange includes powerful new document merge and creation features in PowerPoint. Many of our enterprise customers use PowerPoint to dynamically merge data from Salesforce into customized presentations. We have helped customers deploy PowerPoint DDPs for both internal and external use. Drawloop enables your company to create [...]
Drawloop is excited to support Dreamforce ’11 and participate as an Exhibitor this year in the Cloud Expo. Please come by and visit our booth (#27) to learn how we can help you merge and automate all of your documents within Salesforce. Some of our newest features will be highlighted at Dreamforce: 1) Introduce dynamic [...]
We have had the privilege of working with pharmaceutical companies over the past several months helping them create and manage their critical documents. Documents are often pulled together from various locations both in and outside of Salesforce. LOOP Document Services allows a Pharma company to convert and combine various documents into a single PDF. You [...]
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