Amazing!
by Kevin Delahunty

“We had no idea what an important part Drawloop would play in our business, and in hindsight could not have hoped for a better product and more delightful user experience. The product works as, or better than, advertised. The support team is proactive, helpful, patient, and has offered creative solutions that have improved our efficiency. We have been big fans for 3 years, and hope to be for many more!”

Does what you need and more…. and best customer support in the business!
by Clayce Rodamer

“Drawloop really helps my clients improve their efficiency and quality of product related to document creation and communications with their customers. The range of features almost assures you can solve any document creation/distribution task you need to get done. And if you get stumped, their customer support is always right there to help.”

Great app with fantastic support!
by Peter Grealey

“We are using Drawloop to manage all of our insurance company communications (e.g. Quotation Pack, Policy Pack, Renewal Pack, 7 Day Cover Notes, etc). These are very complex documents, but we have found it straightforward using Drawloop. You have to try it to believe it!”

When a business adopts dynamic document creation in the cloud, it enables the enterprise to connect all of the activities required before and after the dynamic document package (DDP) is created. Dynamic document creation drives the behaviors required for the business to become a social enterprise.

Drawloop helps drive adoption and improve the quality of data in the social enterprise. By integrating dynamic document creation from within the sales and service clouds, users must go to the platform to create their proposal or quote or contract which insures the accuracy of all data share with everyone in the business. Documents are no longer downloaded trapping critical data on the desktop or within the document itself.

Let’s look at typical example:

“The Sales Proposal”

Most enterprises still expose the template documents of a Sales Proposal to the end user. This allows changes to pricing, customer data and other critical information to be stored outside of the social enterprise. Drawloop challenges this well-established business process and enables the enterprise to connect in new and powerful ways allowing the business to become social with all of its document creation. By making the Sales Proposal a dynamic document package (DDP), the social enterprise can connect and track all of the activity knowing the data is 100% accurate and up-to-date in real time.

Moving dynamic document creation to the cloud results in:

• 100% adoption – docs are created in the cloud
• Data is accurate and up-to-date
• All sales quote and pricing data is captured
• The DDP is stored and feed through the Social Enterprise
• Users can create, modify and share all document creation from any device

Is your document creation social? Take a look at Drawloop to allow your business to work better, together!

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 as a first step to place workflow management into the hands of a business analyst vs. a programmer. Our Drawloop team immediately saw the power and vision of incorporating Dynamic Document Packages (DDPs) into Flow. We are pleased to announce this powerful new feature is available today on the AppExchange. Install a 30-day free trial or update to the latest version of LOOP Document Services.

Sample Flow Use Case:

A Call center has developed various business rules and workflows depending on the type of a new Lead. Flow allows you to visually map out the various workflows for each new Lead depending on your business rules. With the new Flow DDP integration, a user of Flow Designer can now add a DDP “to the flow”.

- New Lead comes in
- Flow exposes a process to collect data on forms
- Flow calls the appropriate dynamic document package (DDP) to run
- New Lead receives an email with the customized DDP per the appropriate workflow

Learn more about Flow Designer or take some time to review a recent Webinar about Visual Workflow and the Cloud Flow Designer.

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 to your production account in a few easy clicks!

 


 

• DDP Admin Tab
  We have moved DDP administration into the new DDP Admin tab. From here, you can authorize a new or refreshed sandbox account or specify users that are allowed to test the DDP Preview service when it is available.

 

 
Contact us today to see how you can take advantage of these new DDP enhancements!

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 week pulling all the pieces together to email out to the various stakeholders . . . too many manual steps!

Solution:
Give all of your stakeholders a scheduled Chatter post displaying your weekly sales report formatted exactly how you want it . . . no more manual steps or lost email attachments.

Click here to learn more about LOOP Reports!

- Adobe EchoSign
- Apple Mail
- Dropbox
- DocuSign Ink
- EasySign
- Evernote
- iBooks
- iFiles
- SignMyPad
- Sign-N-Send
- Softsign

Send DDPs to virtually any App that accepts a PDF (“Open In” iPad feature).

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 to help empower DDP users of other languages, they should be able to read the instructions provided to run a DDP. That is why, in the latest release of LOOP Document Services (version 5.5 on the AppExchange) we have provided administrators the ability to translate many text elements displayed when running a DDP.

To get started translating your DDP run page, you will need to enable your organization’s translation workbench and start adding languages (Salesforce Setup – Administration Setup – Translation Workbench – Translation Settings). All of the DDP run options that can be translated are in Setup – App Setup – Create – Custom Labels. Click on the linked Name of any item you want to translate, then click New Local Translations / Overrides.

Let us know how we can help you automate the documents you use everyday in any language, country, or region necessary for your business needs.

Some of our latest PowerPoint features include:

1) Dynamic Organizational Charts

This feature allows you to dynamically create organizational charts in PowerPoint based on hierarchy data in Salesforce. You can use the “out-of-the-box” Reports To function in Salesforce.

Or, you can also establish your own custom hierarchy relationships by using a lookup field to reference the same object.

2) Dynamic Charts & Graphs

With dynamic charts, you can set up a DDP to display dynamically generated charts & graphs in PowerPoint based on data in Salesforce. It is as simple as setting up a chart or graph in PowerPoint and then referencing the name of the chart when setting up the DDP. You can also have the data source be dynamic. (For example, you may have 15 records in Salesforce that are summarized into 5 rows of data for the chart.)

3) Row and Slide Replication in PowerPoint

You can set up a PowerPoint table to dynamically replicate rows in a table based on the number of Salesforce records as well as have the slide duplicate based on number of rows dynamically merged into PowerPoint.

Please contact us to schedule a time to learn more about using our services in Salesforce to dynamically create documents.

By adding SMTP delivery option to your DDPs, you can control and eliminate Salesforce email limitations. This obviously helps when customers create DDPs from list views or have thousands of DDPs automatically sent through email.

Please contact us with any questions about sending DDPs to your own or a third party SMTP service.

Control document delivery: Some of your options include: (i) email document (as a combined PDF or original merged docs) through Salesforce email and associate with an email template, (ii) download, (iii) attach to an object, (iv) send through content delivery and (v) virtually any custom delivery option like send to an e-signature service.

One of the latest features of our document merge and automation service on Salesforce is its integration with Chatter. You can now add specific Chatter messages to DDP delivery options. For example, you can specify a Chatter message to be sent when a Sales Proposal is run and sent out through Salesforce email. Or, you might want to send a Chatter message when a Sales Quote is sent via a specific workflow.

Here’s how it works:

1) Add a Chatter message to a DDP

2) Run your DDP

3) Chatter message is automatically posted

Contact us today to learn more about adding Chatter when your Salesforce users create dynamic document packages (DDPs).