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 [...]
We recently were able to help an existing customer with a new requirement for his quotes. Based on his unique business requirements, he was able to leverage our document service and use Microsoft Excel as “middleware” to avoid having to add lots of custom Salesforce fields and complex formulas. Microsoft Excel – With Drawloop’s LOOPlus [...]
Many of our customers have asked if a DDP can automatically run “behind the scenes” and then email the merged DDP directly to the Saleforce user (sales rep). We listened and our team is pleased to announce that this new delivery option has been added to LOOPlus. Confused on how to use this delivery option? [...]
Our team wanted to post a quick “thank you” to JP for the nice mention of Drawloop in his recent blog post on Salesforce.com. You can learn more about JP at his blog. AppExchange All-Star: view blog post JP Seabury, New Hampshire User Group Leader “When Sara Varni Bright (Sr. Marketing Manager, AppExchange) asked me [...]
We recently helped a Salesforce.com customer move over 120 gigabytes of documents to LOOP Storage (our document storage solution for Salesforce). The seamless integration of LOOP Storage within Salesforce combined with the competitive pricing of Amazon S3 made this transition a “win-win” for the customer! The transition to LOOP Storage delivered improved document management, integration, [...]
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