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 AppExchange (version 5.8) comes some major enhancements. NEW DDP FEATURES DDP Wizard Create DDPs quickly and easily with this step-by-step process that walks you through the DDP foundations. See our support pages for more details! DDP Migration Tool Migrate DDPs from your Salesforce sandbox [...]
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 [...]
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 [...]
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” [...]
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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