Drawloop as a Compliment to Visualforce Pages

Since 2010, our customers have been able to use any Visualforce page as part of their Dynamic Document Package (DDP). The DDP simply treats the Visualforce page like any other document. With this capability, the DDP Admin can build document packages using any combination of template documents to make up the final DDP — a Visualforce page can be required, optional or included in the final DDP with advanced logic referencing Salesforce field values.

A common use case is when a company wants to include a cover letter with a Visualforce page and/or needs to include T&Cs (Word doc) with a Visualforce quote. With DDPs, it’s an easy drag and drop of the various documents to include before or after the Visualforce page. This integration provides you with maximum flexibility around all of your dynamic document creation.

Drawloop as an Alternative to Visualforce Pages

We have also seen customers look to Drawloop as an alternative to Visualforce pages. As requirements become more complex and customization is needed, the power of leveraging DDPs with a Word, Excel and/or PowerPoint template can provide a more cost-effective solution. Visualforce pages will often become difficult to manage around headers, footers, and customizations required for different products, channels or regions.

For example, a company needs flexibility on their quote to customize per channel and has merge requirements that often run the PDF document beyond one page where formatting needs create a programming challenge and/or lack of professionalism in the resulting Visualforce page PDF document. Drawloop’s merge capabilities to any combination of Word, Excel and PowerPoint often eliminate the need for Visualforce programming and, instead, leverage native functionality that exists in the template document itself.

Please contact us today to learn more about how to use Visualforce pages with DDPs or as an alternative to Visualforce pages.

Drawloop for Salesforce is the easiest way for the social enterprise to dynamically create all of its documents in the cloud. With mobile deployment, the enterprise can extend traditional desktop document creation tasks to the mobile device. From an iPad®, you can dynamically create any combination of documents merging any data from salesforce.com. You can now create, present and deliver your dynamic documents directly from the iPad®.

“Customers are continuing to look to our partners as they reinvent themselves as social enterprises and partners like Drawloop are helping them in that shift,” said Ron Huddleston, vice president, ISV Alliances, salesforce.com. “Apps like Drawloop for Salesforce exemplify the extraordinary reach of the AppExchange marketplace and continue to push the social, open, mobile and trusted capabilities customers expect from the salesforce.com ecosystem.”

Features Include:

- Integration with Salesforce
- Integration with LOOP Platform (Force.com)
- Create documents using data from Salesforce
- Search and select records
- Store and retrieve dynamic document packages (DDPs)
- Filter DDPs by Object (e.g. Account, Contact, Opportunity)
- Use forms to capture and/or update data back to Salesforce
- Final DDP documents can be stored as an attachment or in Salesforce content

Salesforce Knowledge Article Files

Knowledge Article files can be found as a related list under Cases. Dynamic Document Packages (DDPs) can now include Knowledge Article files as part of the elements that will go into the final packaged PDF file.

DDP with Knowledge Articles Files

1) Select your DDP to run

2) Select which Knowledge Article files to include and you can then organize the order of the articles

3) Run the DDP

Please contact us to learn more about integrating Knowledge Article files with your DDP.

1) Attachments
2) Content
3) Documents (including external URL references)
4) Knowledge Articles

With the DDP manager, a Pharma admin can control how various dynamic document packages get combined to a single PDF.

Apex Trigger

A DDP can also be called from an Apex trigger. You can have your Pharma documents packaged into a DDP programmatically via Apex to take the documents and combine them to a single PDF. You can establish and control various methods for determining which documents are used in a particular DDP. The DDP can also create other Salesforce events at run time. For example, a DDP can be stored in Content, sent through Chatter or an attachment on a record. You can also create or update an existing record in Salesforce.

Please contact us to learn how you can automate and combine your Pharma documents within Salesforce.

Customer Success – Reduced Document Generation by 90%

Great technology and even better customer care!
by Paul Bush

“I wanted to take a minute to recognize the people at Drawloop Technologies for the excellent level of service that they provide. As an IT Manager at a small financial services company in Atlanta, I wear many hats. I am responsible for every system, device, software, hardware and bit of data utilized by our company. I am often unable to devote the quality time needed to fully implement or integrate a system to the extent that it needs to be, as I am needed on so many fronts. The people at Drawloop have made it possible for me to quickly and easily integrate a document generation solution with our customized Salesforce.com CRM solution, saving us lots of time and money.

In researching Salesforce.com add-on applications for document generation, I discovered that the Drawloop solution was not only extremely inexpensive, but was by far the easiest solution to implement and utilize for two reasons: The application required absolutely none of the expensive and time-consuming custom coding that the other solutions required, in order to fully integrate with a highly customized implementation of Salesforce.com, and the level of support and assistance provided by the staff at Drawloop Technologies is second to none. My calls were answered immediately by knowledgeable staff, my emails responded to within minutes every time, and several one-on-one training sessions were provided to me via webcast, to help me with installation, configuration, and customization of the solution – all before we even decided to purchase the solution!

I am delighted with the solutions provided by Drawloop Technologies, and even more impressed by the level of quality customer service and technical support provided by their staff. The greatest value of all is in the outstanding support that is provided with the technology solutions offered by the company. I look forward to a long-term business relationship with the fine people at Drawloop Technologies.”

We are excited to announce a new API integration with Polaris Management. Polaris is a management consulting firm helping life sciences companies with their compliance, finance, sales and marketing processes. Polaris offers a suite of services that specifically target the compliance risks confronting the Life Science industries.

Polaris is utilizing our API to help streamline document creation and packaging for its latest technology platform. We are helping Polaris deliver document conversion and packaging processes within its suite of technology products.

“We have already launched our integration with Drawloop for Pfizer. The integration of Drawloop into what Polaris does for customers is a perfect fit,” say Marc Eigner, Partner Polaris Management Partners.

Contact us today to learn how you can leverage our cloud-based document services.

Confused on how to use this delivery option?  Here’s an example of where “email user” functionality can be used.  Let’s say your sales reps don’t want to wait for the DDP to be created or they need to include other elements or more thoughtful email communication with the proposal. With email user delivery, the sales rep can click a button and then receive an email with the attached merged DDP. From there, the user can work within email to deliver the DDP later in the day when he or she has time to review and complete the communication to go out with the sales proposal.

Your organization can also leverage Salesforce email services to archive and store the email of the DDP to the customer. Learn more about Salesforce email services.

Members of our team had a great time attending Dreamforce 2010. Dreamforce was full of action-packed days. We heard from amazing speakers, reviewed some new products and services from Salesforce, and were amazed to witness over 25,000 Dreamforce attendees at the Moscone Center. The most rewarding part of the event for us was connecting with customers from around the world and extending our relationships with salesforce integrators.

It was also fun to see many of our customers presenting at breakout sessions throughout the week. Customers like Iron Mountain talking about leveraging applications like Drawloop from the AppExchange and Austin Ventures discussing how they customized Force.com to manage its unique business requirements around venture capital.

Some of our customers who presented include Iron Mountain, Austin Ventures, IMS Health, DocuSign, and LI-COR, Inc. The Dreamforce sessions covered:

- Sales Insider: Secrets of a Successful CPQ Deployment

- There’s an App for  That! Improve Your Sales Toolkit with the AppExchange

- Capital Markets: Going Beyond the Basics with Force.com

- Creating Centers of Excellence- Enterprise eCommerce in a Cloud 2 World

We are looking forward to Dreamforce 2011!

AppExchange All-Star: view blog post
JP Seabury, New Hampshire User Group Leader

“When Sara Varni Bright (Sr. Marketing Manager, AppExchange) asked me to write an article on my favorite AppExchange apps, my first thought was “Oh my, where do I begin?” Then she said, “3-5 paragraphs would be ideal,” and my next thought was “Mission: Impossible.”

I currently work as Principal Salesforce.com Architect for Comcast, but I’ve also managed a Force.com technical consulting company and volunteered development / admin time for Salesforce Foundation grant recipients. I’ve downloaded and used more than 30 different apps, for various organizations. It is tough narrowing the list down, but here are my Top 5:

App: LOOP Document Services

Publisher:
Drawloop Technologies

Description:
Drawloop is an extremely powerful, highly flexible application that allows you to automate various types of documents. Have a PowerPoint presentation that you need to update monthly and deliver to your executive team? Don’t spend hours exporting the raw data from Salesforce, making it pretty in Excel graphs and then building a PowerPoint slidedeck! Use Drawloop to simplify that process to a click of a button – and let your management team get their weekly/monthly updates “on demand”. I’ve used Drawloop and DocuSign as a tool for getting customer survey feedback directly into Salesforce. It can also be used to automate price quotes, proposals, contracts, and more. The company has fantastic product support, as I commented on my AppExchange review of this product.”