Merging Salesforce data into documents

Dynamically merge any salesforce data (coming from any combination of objects) into any combination of documents. Allows your admin to build dynamic document packages (DDPs) using Microsoft Word, Excel and PowerPoint along with Visualforce pages, PDFs, Mail Merge templates, Salesforce Reports, Quotes and Content.

Send DDPs to Chatter

Keep updated with Chatter when a document is created. Not only can you post Chatter messages at DDP run time, you can stream the DDP document with the message. Chatter allows you to bring the power of social networks inside your company. With Chatter.com and Drawloop, you can connect with your coworkers to work together and be more productive.

Control document delivery

Control how you want different document packages (DDPs) to be delivered. 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 or send through your SMTP server, (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.

Control the contents of your document packages

Allow your admin to control how a dynamic document package (DDP) is put together. A DDP can contain documents and/or pages of documents dynamically packaged based on what elements are required, optional (selected at run time by the user) or advanced (included or excluded based on Salesforce data).

An example is your sales proposal. You want the cover letter and overview of services to be included in the sales proposal (required elements), but you want to allow the user at run time to decide whether to include information about existing customers (optional elements). And finally, the sales proposal needs to include product disclosures based on which products are selected (advanced elements – based on Salesforce data).

Consolidated document management

From the DDP manager (Salesforce object), you can control all of the elements for your dynamic document package from one location in Salesforce. This includes documents, final DDP page order, DDP output file name, security, related objects, custom integration options and a document tagging tool.

Run DDPs from Salesforce workflows

Any DDP can be triggered via an outbound message. Examples include web-to-lead forms to generate a custom document package or generate and send a DDP based on a change in a Salesforce record. This can also be accomplished with Apex.

Update fields in Salesforce

Update any related record or related field when the DDP is run. For example, this allows you to change an Opportunity stage from “Proposed” to “Quoted”. Another example is changing a Salesforce field to then trigger a specific workflow action.

Create new records in Salesforce

Create a new record from Salesforce and/or DDP data when the DDP is run. As an example, you may want to automatically create a follow-up task when your sales proposal DDP is generated. This helps to create more visibility and accountability for actions within Salesforce at the time of document creation.