Extends Salesforce Mail Merge

LOOP Merge automates your existing Salesforce.com Mail Merge Templates, any Microsoft Word, Excel, PowerPoint file or PDF file. We have streamlined the user experience to allow a user to click a button and then determine how to deliver the merged file as a PDF. You can Email, Email and Attach, Attach Only or send the Mail Merge Document to our free LOOP service where you can add any additional documents to the single merged file. Included with LOOPlus.

• Features

  • Mail Merge: Works with any Salesforce Mail Merge Template
  • Browsers: Works in any browser (Firefox, IE, Safari and Chrome), you are not limited to IE
  • Templates: Works with Mail Merge Templates or any Microsoft Word, PowerPoint, Excel (up to 2007 versions) or PDF file
  • Doc Security: Any Security established within Document Folders will control access for LOOP Merge templates – tag documents to limit the templates that are available per object

• How It Works

  • Merge Document: Merge your document with Salesforce data. This includes any Mail Merge Template as well as any Word, Excel, PowerPoint or PDF file.
  • Converts to PDF: The merged document automatically converts to a PDF file
  • Delivery: Send the merged PDF document to (i) email, (ii) email and attach (goes to email and automatically attaches the PDF file to the object), (iii) attach only, or (iv) LOOP It (our free document service to add any additional documents, page order and then deliver as one combinded PDF)

• Requirements

  • LOOPlus: Requires a LOOPlus license.
  • Salesforce Edition: Enterprise, Unlimited, Force.com, Developer
  • Hardware: None
  • Browsers: IE, Firefox, Safari, Chrome
  • Server: None
  • Operating Systems: Any
  • Languages: English, German, Italian, Spanish, Dutch, Swedish, Finnish, Portugese, Portugese (Brazilian)