Posts Tagged ‘Merge Docs in Salesforce’

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A Compliment or Alternative to Visualforce?

Jan 13

Here at Drawloop, we see the value of Salesforce.com Visualforce pages. This is why we added the ability to use Visualforce pages as a “document” within any Dynamic Document Package (DDP). Even with this integration, some prospective customers and Salesforce integrators will still ask “how is using Drawloop different than using a Visualforce page.” We [...]

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Empower DDP Users in Any Language

Nov 16

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 [...]

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Excel as Middleware in Salesforce

Nov 7

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 [...]

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“Send to Box Folder” DDP Delivery Option

Oct 19

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” [...]

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Salesforce_Knowledge

Merge & Package Docs with Knowledge Articles

Sep 28

Our latest release of LOOP Document Services allows you to build and deploy a dynamic document package with Salesforce Knowledge Article files. This new feature provides powerful capabilities around packaging multiple files to a single PDF using any combination of documents. For example, you may need to automate the creation of a cover letter along [...]

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Documents + Salesforce = Drawloop

Aug 19

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 [...]

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DDP Forms SF

New Feature in Salesforce: DDP Forms

Jun 29

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, [...]

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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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