Drawloop Mobile for Salesforce

Drawloop Mobile for Salesforce is the easiest way to dynamically generate all your documents in the cloud. We provide a native document creation service that is built for the Apple® iPad®. Quickly create the same customer and client-specific documents you have used for years to close more deals, increase revenue and improve productivity. From the iPad, you can create (DDPs) using data from Salesforce.

- Integrated with Salesforce

- Create Dynamic Document Packages (DDPs)

- Use forms to capture and/or update data back to Salesforce

LOOP Platform

LOOP Platform is a cloud-based document application that allows users to customize and manage document creation in seconds using Dynamic Document Packages (DDP™). With DDPs, businesses have document control and visibility while reducing the cost associated with traditional document creation. So whether your business is small, large, a non-profit or anything else, LOOP Platform provides powerful document merge and automation for your entire organization.

- Automate doc creation in the cloud

- Merge data from a web form into a DDP

- Use Word, Excel and/or PowerPoint

Mail Merge for Google Docs

Mail Merge for Google Docs is a cloud-based business application that allows users to customize and manage document creation in seconds using Dynamic Document Packages (DDP™). With DDPs, businesses have document control and visibility while reducing the cost associated with traditional document creation. Mail Merge for Google Docs is ideal for document packages such as sales proposals, quotes, contracts, service agreements, presentations, and any other documents critical to selling or supporting a business’ products and/or services.

- Automate doc creation within Google Docs

- Merge data from a web form or Google spreadsheet into a DDP

- Use Google Docs, Word, Excel and/or PowerPoint

Automate and Merge Docs in Salesforce

Automate and merge the same documents you have used for years to close more deals, increase revenue and improve productivity. From within Salesforce, users click a button to create dynamic document packages (DDPs) using data from multiple objects, including custom objects and product line items. Or, automatically create DDPs from workflows. Drawloop is a certified solutions partner of Salesforce.com.

- Use data from any objects (including custom objects)

- Merge from multiple objects into any combination of docs

- DDP works with one-to-many or many-to-many relationships

- Set security based on user profiles, user roles, user groups or field values

- Integrate with Salesforce functionality (workflows | insert-update records)

Document Storage for Salesforce

Offers file storage for Salesforce. LOOP Storage provides a simple interface to store and manage any files, at any time, from within a documents tab or within any object in Salesforce. Interface for third party storage, Amazon S3 (Amazon Simple Storage Service). You can store virtually any kind of file format, including media files.

- A simple interface to store and manage any files or documents

- Use single or multiple folder hierarchies

- Add security to docs (profile, role, user or user group)

Build a Quick DDP

LOOP Platform is a cloud-based document application that allows users to customize and manage document creation in seconds using Dynamic Document Packages (DDP™). Take a few minutes to learn how quick and easy it is to build a Quick DDP. All you need is your documents and a web browser

- Build with any combination of Word, Excel and PowerPoint documents

- Merge data from a web form into a DDP

- Send the DDP through email, download or custom delivery like e-sign