We wanted to share a few recent customer reviews where Drawloop was able to help maximize resources, drive user adoption, and deliver a one-click solution for all document creation needs within Salesforce. By deploying LOOP Document Services, we are helping our customers transform into social enterprises. Contact us today to schedule a time to learn [...]
We are excited to announce and highlight some of the new features available in the latest edition of LOOP Document Services. It is available to install today from the Salesforce.com AppExchange! NEW DDP FEATURES Merge Originals We have expanded what a DDP administrator can do with “Deliver Original Docs”. Historically, LOOPlus allowed you to build [...]
With Salesforce extending features like Chatter, we have helped our customers transform document creation into a critical part of their social enterprise. We believe that dynamic document creation is one of the most important and critical daily tasks for nearly every business. With Drawloop, our customers are connecting dynamic document creation to Chatter allowing them [...]
Our most recent release of LOOP Document Services includes a seamless integration with the new Salesforce Visual Workflow and Cloud Flow Designer (“Flow”). Salesforce Flow is a new feature available in the Spring ’12 release. It allows SFDC users to create a “point and click” visual process for building any business workflows. We see Flow [...]
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 [...]
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