Drawloop http://www.drawloop.com Data-Driven Document Automation in the Cloud with Salesforce Mon, 14 Apr 2014 23:08:02 +0000 en-US hourly 1 http://wordpress.org/?v=3.5.1 It's no Joke - Drawloop is on the Move! http://www.drawloop.com/blog/2014/04/01/its-no-joke-drawloop-is-on-the-move/ http://www.drawloop.com/blog/2014/04/01/its-no-joke-drawloop-is-on-the-move/#comments Tue, 01 Apr 2014 22:54:15 +0000 drawloop http://www.drawloop.com/?p=7552 After busting at the seams for years and sacrificing space for service, today our deserving team is officially in our brand new offices!  We’re still in Irvine – 1 Post, Suite 175, Irvine, CA 92618 – but now have room to support our tremendous growth and rock star customers.  We couldn’t be more proud of [...]

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After busting at the seams for years and sacrificing space for service, today our deserving team is officially in our brand new offices!  We’re still in Irvine – 1 Post, Suite 175, Irvine, CA 92618 – but now have room to support our tremendous growth and rock star customers.  We couldn’t be more proud of the team we’ve assembled, who on average have been with us for six years and have given their all to make Drawloop what it is today.  Here’s to a fabulous future!

drawloop-team-2

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Salesforce and Drawloop Help the American Society of Composers Boost Their Music Licensing Process http://www.drawloop.com/blog/2014/03/26/salesforce-and-drawloop-help-the-american-society-of-composers-boost-their-music-licensing-process/ http://www.drawloop.com/blog/2014/03/26/salesforce-and-drawloop-help-the-american-society-of-composers-boost-their-music-licensing-process/#comments Wed, 26 Mar 2014 23:19:37 +0000 drawloop http://www.drawloop.com/?p=7525 Salesforce.com Blog, By Katherine An – Making sure that musicians get paid for their work is a complex business that involves licensing the public performance of music to business entities – from major movie productions down to local country bars. That means the business process requires hyper-connectivity and flexibility. This is the perfect case for [...]

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ASCAP Drawloop SalesforceSalesforce.com Blog, By Katherine An – Making sure that musicians get paid for their work is a complex business that involves licensing the public performance of music to business entities – from major movie productions down to local country bars. That means the business process requires hyper-connectivity and flexibility. This is the perfect case for leveraging cloud technology like Salesforce and document automation from Drawloop.

Mary Katherine Simmons, Director of Licensing Business Systems and lead Salesforce administrator at ASCAP, joined us on App Talks to share how Salesforce and Drawloop allow her small team to distribute 7,500+ customer communications and licensing agreements per week in a simple, point-and-click environment.

Read more

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LOOP 6.7 Available Now http://www.drawloop.com/blog/2014/03/24/loop-6-7-available-now/ http://www.drawloop.com/blog/2014/03/24/loop-6-7-available-now/#comments Mon, 24 Mar 2014 16:11:44 +0000 drawloop http://www.drawloop.com/?p=7433 LOOP Document Services version 6.7 is available now on the AppExchange!  This update has many new features and enhancements that cover everything from security to overall admin and user experience. CipherCloud Integration Veeva Vault Integration Mass DDPs via Reports Document Queue Enhancements Job Queue Status Page Dynamic eSign Recipients DocuSign Secure Field Fonts Mass & [...]

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LOOP Document Services version 6.7 is available now on the AppExchange!  This update has many new features and enhancements that cover everything from security to overall admin and user experience.

Please take a look below for more details.

  • CipherCloud Integration 
    CipherCloud enables you to protect your data before it leaves your organization, ensuring persistent security that only you can unlock. CipherCloud makes it easy to ensure data privacy, data residency and regulatory compliance, prevent data leaks, encrypt or tokenize sensitive data and get unrivaled visibility into cloud activity.DDPs now allow for two types of integration with CipherCloud.

    ddps_with_ciphercloud

    1. With no changes to DDPs, encrypted data will flow between Salesforce and Drawloop. This option requires that the output document be in a format that CipherCloud can decrypt (.docx, .xlsx) and that the document be accessed from a location that CipherCloud can decrypt (Attachments, Documents (allows Salesforce Email Delivery Option), Content).
    2. With LOOP 6.7 installed, you can run a DDP with data decrypted. This option allows users to generate PDFs (possibly containing sensitive data) to be stored or delivered however needed.
  • Veeva Vault Integration 
    Veeva Vault is the first content management platform built from the ground up to meet the rigorous content management requirements of the life sciences industry. Utilizing the very latest in cloud computing software and hardware technology and delivered purely as Software-as-a-Service (SaaS), the Vault Platform provides life sciences companies with an enterprise class platform to store and manage all the company’s important documents.A previous release (v6.5) introduced Veeva Vault articles to DDPs. Users can select Vault articles to be included as ad hoc documents for their DDP. With LOOP 6.7, Salesforce admins and developers can now include Vault articles as part of a Workflow or Apex DDP process.

    ddps_with_vault_articles

  • Mass DDPs Via Reports 
    No longer are the bounds of mass DDPs tied to list views! DDPs can now be run in mass via a Salesforce report. Use the Button Wizard to generate a button or tab for running Mass DDPs via Reports.

    mass_ddps_via_reports

  • Document Queue Enhancements 
    There are several enhancements included in LOOP 6.7 for the Document Queue. Now, in addition to being able to send one combined PDF to the Queue, DDP admins have the option to send any document output type to the Queue: originals, separate PDFs, and PDF plus originals. New download and merge options are available to download by type (like files (Word, Excel, PPT, PDF) are merged together) and as a zip file. And in the event of an error occurring during the DDP process, the error information will be passed into the Document Queue record for heightened visibility.

    document_queue

  • Job Queue Status Page 
    By popular demand, we have released a page that allows admins visibility into automated DDP requests. From this page, admins can see how many requests have been received and completed for the last seven days. Error information is also available for these requests.

    job_queue_status_page

  • Dynamic eSign Recipients 
    Now you can more easily setup a dynamic recipient for eSign with a new recipient option.

    dynamic recipient

    Also you can use the button wizard to more easily add the parameters to the button!

    dynamic recipient in button wizard

  • DocuSign Secure Field Fonts 
    It is now possible to change the out font of secure fields to better match your documents for electronic signature.

    secure field font

  • Mass & Apex DDP Notification Options 
    Since its inception, Mass DDPs have always sent notifications at the beginning of the process to notify the user that the requests have been received and at the end of the process to notify the user of the completion of the requests and provide details into any issues that may have occurred. Now, for both Mass DDPs and Apex DDPs, the user or developer can specify what type of batch notification to send: normal (beginning and complete), on complete only, on error only, and none.

    mass_ddp_notifications

    Here is a partial snippet of some sample Apex code using this feature:

    Loop.loopMessage lm = new Loop.loopMessage();
    
    // Set the desired batch notification. If this is not done, the default is NONE.
    // Other options are: ON_COMPLETE, ON_ERROR
    lm.batchNotification = Loop.loopMessage.Notification.BEGIN_AND_COMPLETE;
    
    lm.requests.add(new Loop.loopMessage.loopMessageRequest(
        recordId,
        ddpId,
        new Map<string, string>{ 'deploy' => 'autoemail' }
    ));
    
    lm.sendAllRequests();

Contact us today to take advantage of and learn more about these exciting new features!

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For Every Pin Kids Win http://www.drawloop.com/blog/2013/12/12/for-every-pin-kids-win/ http://www.drawloop.com/blog/2013/12/12/for-every-pin-kids-win/#comments Thu, 12 Dec 2013 17:48:26 +0000 drawloop http://www.drawloop.com/?p=7307 We are pleased to announce that our Dreamforce bowling event with the Salesforce Files team raised over $6,500 for the UCSF Benioff Children’s Hospital. The event took place on Wednesday, November 20th and was co-hosted by the Salesforce Files team. For every strike, spare and pin knocked down, we made a monetary donation to UCSF [...]

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We are pleased to announce that our Dreamforce bowling event with the Salesforce Files team raised over $6,500 for the UCSF Benioff Children’s Hospital. The event took place on Wednesday, November 20th and was co-hosted by the Salesforce Files team. For every strike, spare and pin knocked down, we made a monetary donation to UCSF Benioff Children’s Hospital.

UCSF_Benioff_Children's_Hospital

We made the donation, but it’s our fabulous customers, partners and attendees that made it all possible. We appreciate all of our customers and partners that took the time to support our event during Dreamforce 2013 – we are able to make a meaningful contribution to the UCSF Benioff Children’s Hospital.

Also, a big thanks to Kim Murphy at UCSF Benioff Children’s Hospital for her support.

Dreamforce-13-Bowling

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Connected Apps: What Enterprise Orgs Want http://www.drawloop.com/blog/2013/11/26/connected-apps-what-enterprise-orgs-want/ http://www.drawloop.com/blog/2013/11/26/connected-apps-what-enterprise-orgs-want/#comments Wed, 27 Nov 2013 00:29:13 +0000 drawloop http://www.drawloop.com/?p=7290 Our team is pleased to announce the addition of Connected App capabilities to LOOP Document Services. One of our largest global customers went live with Drawloop as a Connected App in October. We are dedicated to ensuring that our document generation services meet the security standards, guidelines, and protocols recommended by Salesforce, which are important [...]

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Connected AppOur team is pleased to announce the addition of Connected App capabilities to LOOP Document Services. One of our largest global customers went live with Drawloop as a Connected App in October.

We are dedicated to ensuring that our document generation services meet the security standards, guidelines, and protocols recommended by Salesforce, which are important aspects of any app for enterprise companies. Our development team participated in the Salesforce Connected Apps pilot program and formally launched LOOP as a Connected App in October to release shortly after Connected Apps became generally available as part of the Summer ’13 release.

What is a Connected App?

A “Connected App” is an application that can connect to salesforce.com over Identity and Data APIs. Connected Apps use the standard OAuth 2.0 protocol to authenticate, provide Single Sign-On, and acquire access tokens for use with Salesforce APIs. In addition to the standard OAuth capabilities, Connected Apps add additional levels of control, allowing administrators explicit control over who can use the application and various security policies to be enforced by the application.

Contact our team today to learn more about using LOOP as a Connected App with Salesforce.

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Drawloop + Salesforce Communities http://www.drawloop.com/blog/2013/11/11/drawloop-salesforce-communities/ http://www.drawloop.com/blog/2013/11/11/drawloop-salesforce-communities/#comments Mon, 11 Nov 2013 17:51:51 +0000 drawloop http://www.drawloop.com/?p=7257 We are committed to our partnership with Salesforce and continue to integrate and expand our document services to work in any Salesforce environment. The most recent example of this is Salesforce Communities. We have seen rapid growth and acceptance of Communities and have successfully deployed Drawloop within Communities for several customers. What is Salesforce Communities? [...]

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Salesforce_CommunitiesWe are committed to our partnership with Salesforce and continue to integrate and expand our document services to work in any Salesforce environment. The most recent example of this is Salesforce Communities. We have seen rapid growth and acceptance of Communities and have successfully deployed Drawloop within Communities for several customers.

What is Salesforce Communities?

Salesforce Communities is an online platform that enables rich collaboration between employees, customers, partners, suppliers, and distributors. Organizations can create fully-branded public or private communities that connect members directly with each other – and with relevant content, data and business processes. Salesforce Communities is the only community platform that combines the power of social with mobile participation, trusted security, and direct connection to business processes.

Salesforce_Communities_Example

Where does Drawloop fit into Communities?

The same value-add we provide in Sales Cloud or Service Cloud exists within Communities — dynamic document creation using Salesforce data and business rules to deliver within Communities and post to Chatter Groups.

We have successfully deployed with several customers in Salesforce Communities. The seamless integration between our service and Communities has empowered our customers to extend business value to their partners, customers, resellers, suppliers, and employees.

Contact Drawloop today to learn more about how you can deliver dynamic document packages (DDPs) within your Customer or Partner Community.

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Dreamforce: Connecting with Our Amazing Customers & Partners http://www.drawloop.com/blog/2013/11/07/dreamforce-connecting-with-our-amazing-customers-partners/ http://www.drawloop.com/blog/2013/11/07/dreamforce-connecting-with-our-amazing-customers-partners/#comments Thu, 07 Nov 2013 18:57:42 +0000 drawloop http://www.drawloop.com/?p=7236 We are excited to be part of Dreamforce ’13 later this month. The best part of the week is spending time with our amazing customers and partners. This year, we have a lot going on and want to make sure we connect with all of you. Visit Our Booth Drawloop is proud to be a [...]

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Dreamforce '13We are excited to be part of Dreamforce ’13 later this month. The best part of the week is spending time with our amazing customers and partners. This year, we have a lot going on and want to make sure we connect with all of you.

Visit Our Booth

Drawloop is proud to be a Bronze Sponsor at the Dreamforce Cloud Expo. Please come visit our booth (#W835 – Moscone West), meet our team and learn about new and exciting features. We also would love to connect with you on our Dreamforce Chatter page.

Bowl with Drawloop

Join the Drawloop and Salesforce Files product management teams on Wednesday, November 20th from 7 – 9pm for bowling, suds and snacks – all in the name of charity. Our goal is to raise money for the UCSF Benioff Children’s Hospital.

Invite-Only Registration (request an invitation, 7pm to 9pm)
Open Registration (register now, 9pm to 12pm)

Our Customers

Our team is excited to meet with you, put faces with names and continue to be a critical partner in your success! 2013 has been a year of significant growth for Drawloop — working with the largest companies around the world proving that our best of class document generation service in Salesforce is Built for the Enterprise.

We would love to meet with you, please schedule a meeting at a day and time that work for you at Dreamforce. Thanks to our customers for sharing their thoughts about Drawloop and our service within Salesforce. Below are some recent reviews on the AppExchange:

Excellent Product and Customer Service
by Maira Dos Santos

“We’ve only just started using Drawloop but it’s already saved us so much time. It’s got a very easy to use interface and everyone I’ve spoken with in customer service has been extremely helpful. Drawloop blows CongaMerge out of the water in every way I can think of. Great app!”

Why we moved away from Conga to Drawloop
by Francis Pindar

“Conga is Drawloop’s competitor and they do much the same thing but for three differences. For us Drawloop was cheaper, the user interface was easier to use, and if you wanted to do complex queries of data in Salesforce, you didn’t have to buy anything additional that still limited you (number of records returned is limited in Conga).

Another value add is that you can simply drag and drop your visualforce pages into Drawloop packs. So if you have (eg) FinancialForce you don’t have to re-create the invoice document in word and figure out all the queries you need to display the information. This also means when the visualforce invoice page is updated its updated in all your document packs which reduced re-work even more.”

Saving Time & Money With Excellent Service
by Mary Katherine Simmons

“We have been partners with Drawloop for almost eight years! They have saved us so much time and money processing letters, emails & mass mailings for our 150+ people Sales Department. Their service has been & remains the best I have experienced from any other vendor we are using! Thank you Drawloop!”

Our Partners

We have some amazing product partners and Salesforce SI partners. Our success is shared with their success! Please come visit our booth to learn more about the various delivery options that are provided with our service – Send DDPs to DocuSign, Send DDPs to Evernote, Send DDPs to SendGrid, Send DDPs to Box, and many more.

You can also see Drawloop and learn more about our integration with DocuSign at the DocuSign DevZone Booth (DZ #15) – next to the Hackathon Campground.

Learn About the Future with Drawloop & Salesforce Files

We are excited to share the results of our hard work with the Salesforce Files team — come see the future of Drawloop working with Salesforce Files.

The Future of Salesforce Files
Sync, Share and Beyond

Session 1
Wednesday, November 20th
10:30am to 11:30am
San Francisco Marriott Marquis — Golden Gate A
Register

Session 2
Thursday, November 21st
10:30am to 11:30am
Hilton San Francisco Union Square — Imperial A
Register

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Evernote, Welcome to the AppExchange http://www.drawloop.com/blog/2013/10/21/evernote-welcome-to-the-appexchange/ http://www.drawloop.com/blog/2013/10/21/evernote-welcome-to-the-appexchange/#comments Mon, 21 Oct 2013 23:02:57 +0000 drawloop http://www.drawloop.com/?p=7088 It is no surprise that Evernote has rocketed to the top of the Salesforce AppExchange as one of the most popular apps. Here at Drawloop, we have used Evernote to manage communication around customer support and marketing. When Evernote for Salesforce launched on September 27th, our team quickly installed and looked to new best practices [...]

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It is no surprise that Evernote has rocketed to the top of the Salesforce AppExchange as one of the most popular apps. Here at Drawloop, we have used Evernote to manage communication around customer support and marketing. When Evernote for Salesforce launched on September 27th, our team quickly installed and looked to new best practices for sharing and capturing information on our customers. This allowed information we already had on Evernote to be instantly available to our entire team and has helped enhance the speed of troubleshooting issues.

As part of implementing best practices, we quickly enabled what we are calling our Evernote DDP. With some basic settings, one can have a DDP deliver to a specific notebook with tags and add reminder due dates.

Please contact us today if you would like to learn how to send DDPs to Evernote notes!

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New 6.4 Features for Your Summer Projects http://www.drawloop.com/blog/2013/08/02/new-6-4-features-for-your-summer-projects/ http://www.drawloop.com/blog/2013/08/02/new-6-4-features-for-your-summer-projects/#comments Fri, 02 Aug 2013 22:43:59 +0000 drawloop http://www.drawloop.com/?p=6391 You’ve been asking for it, and now it’s here! LOOP Document Services version 6.4 is now available on the AppExchange. We have some exciting new features that we want to share with you that are available in this update. Take a look at our video overview and descriptions below. VIDEO OVERVIEW NEW LOOP FEATURES DDP [...]

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You’ve been asking for it, and now it’s here! LOOP Document Services version 6.4 is now available on the AppExchange. We have some exciting new features that we want to share with you that are available in this update. Take a look at our video overview and descriptions below.

VIDEO OVERVIEW

NEW LOOP FEATURES

  • DDP Button Wizard

    We are the most excited for this new feature. The DDP Button Wizard allows DDP Admins to easily generate buttons or links for running DDPs using this point-and-click interface. The URL or JavaScript for the button is automatically generated by changing the available options, and the Generate Button wizard will navigate the user through the Salesforce setup pages to create the button.

  • ddp button wizard

     

  • Chatter Files & Related Content as Ad Hoc Files

    DDPs that allow or require attachments to be included can now pull attachments from Chatter files and Content files in addition to the standard Notes & Attachments and LOOP Storage.

  • content_and_feed_attachments

     

  • DocuSign Branding

    Deliver all of your DocuSign Envelopes using whatever branding you have set up in your DocuSign account. You can set up multiple branding options and use separate Delivery Options to allow users to choose which branding to use, or use filtered DDPs to automatically determine which branding to use.

  • docusign_branding

     

  • DocuSign In Person Signing

    DDPs now support DocuSign’s In Person Signing feature. This allows a DocuSign user to host the signing experience for the signer. Read more about In Person Signing here.

  • docusign_in_person_signing

     

  • DDP Migration Enhancements

    Now, in addition to migrating your DDPs and Documents, you can migrate Content files that are part of your DDPs and match existing Salesforce reports, Visualforce pages, and email templates between orgs.

  • migrate_reports

     

  • SpringCM Integration

    In addition to storing your DDP outputs in Salesforce Notes & Attachments, Chatter, Content, LOOP Storage, Box, and an FTP server, you can now store your DDP generated files in SpringCM for Salesforce, a cloud storage solution provided by SpringCM.

  • store_in_springcm

 

Please contact us to see how you can take advantage of these new enhancements!

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Test Drive Available on the AppExchange http://www.drawloop.com/blog/2013/07/17/test-drive-available-on-the-appexchange/ http://www.drawloop.com/blog/2013/07/17/test-drive-available-on-the-appexchange/#comments Wed, 17 Jul 2013 17:57:19 +0000 drawloop http://www.drawloop.com/?p=6364 We are excited to announce the new Test Drive that is available for LOOP Document Services on the Salesforce AppExchange. With the Test Drive, you will be able to run sample Dynamic Document Packages (DDPs) which will generate files with data merged from Salesforce records. The Test Drives gives you examples of the Drawloop end-user [...]

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DDPWe are excited to announce the new Test Drive that is available for LOOP Document Services on the Salesforce AppExchange.

With the Test Drive, you will be able to run sample Dynamic Document Packages (DDPs) which will generate files with data merged from Salesforce records. The Test Drives gives you examples of the Drawloop end-user experience as well as an idea of what’s possible.

Our enterprise document service allows you to automate all of your documents and deliver those docs based on your business and workflow rules – send to email, route for approval, post to chatter, sent to e-sign, queue up to print, and more. If you are already in Salesforce, why leave to generate your docs?

Take a test drive today!

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