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, [...]
With the latest release of our document services within Salesforce, you can now add any Visualforce pages to your dynamic document package (DDP). A DDP includes one or more documents that will be merged with data from any Salesforce object and packaged into one single document for delivery. As an example, your sales contract is [...]
The Summer release of our LOOP Document Services for Salesforce is now available on the AppExchange to allow any of your users to test the latest version of LOOPlus. The Summer release includes exciting and powerful new features like Visualforce pages in DDPs, out-of-the-box Real-Time Quotes integration, and significant performance enhancements. HIGHLIGHTS 1) Visualforce Pages [...]
westbrook International, our EMEA partner, has put together a nice demo reviewing some of their customer implementations leveraging our document merge and automation service within Salesforce. Watch Now The integrations highlight westbrook’s knowledge of our document services to leverage efficiency and functionality within Salesforce. westbrook provides the business expertise and technical knowledge to implement document [...]
This week, Salesforce.com announced Aloha Apps. Aloha Apps* don’t count against your system limits for apps, tabs, and objects—no matter which salesforce.com edition** you’re using. If you are familiar with system limits on Salesforce, the decision to add an application to your Salesforce org was often impacted due to number of objects, apps and/or tabs [...]
With our document merge and automation service (LOOP Document Services) on the AppExchange, you can merge data from Salesforce Real-Time Quotes into your Word, Excel, and PowerPoint files. The Winter ’10 release introduced Real-Time Quotes to Salesforce customers to help reps use Salesforce CRM to create sales quotes. At Drawloop, we see Real-Time Quotes (which [...]
Salesforce users rely on Drawloop to help them automate the creation of proposals, sales quotes, presentations and many other document packages critical to selling or servicing their products. Our on-demand services will allow you to deliver a one-click process for the creation of Dynamic Document Packages (DDPs). We’re proud to have launched the most recent [...]
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