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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
Over the past six months, our team has seen a lot of new and creative delivery options for dynamic document packages (DDPs). One of the more interesting is sending a DDP to a customer’s own SMTP service. As more of our customers leverage workflows and other automated ways to create and send DDPs, the limitations [...]
With Salesforce Chatter now free to all Salesforce customers, we wanted to share how dynamic document packages (DDPs) can be integrated with Chatter. First, what is Chatter? Chatter allows you to work more efficiently and closely with colleagues on your own private and secure social network. Chatter gives you updates on the people, project, and data [...]
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