Merge Object Data to Docs

Let us help you automate document creation using any combination of Word, Excel, PowerPoint and PDF files. Customize proposals, contracts, quotes, and other document packages using data from multiple objects. LOOPlus is seamlessly integrated into your Salesforce org allowing you to leverage all Salesforce functionality.

LOOPlus Pricing

• Features

  • Object Data: Use data from any objects (including custom objects)
  • Merge to Docs: Merge from multiple objects into any combination of MS Word, Excel, PowerPoint and PDF
  • Relating Objects: DDP works with one-to-many or many-to-many relationships (including product line items)
  • DDP Security: Set security based on user profiles, user roles, user groups or salesforce field values
  • Salesforce: Integrate with Salesforce functionality (workflows | insert-update records)
  • iPad: Free iPad App for deployment to all of your Salesforce users

• How It Works

  • Merge Data: Merges any Salesforce data into your documents (any combination of Word, Excel, PowerPoint or PDF files)
  • Package Files: DDPs are created with required docs or pages, optional docs or pages, and prior Object attachments
  • File Output: As a single combined PDF or original merged documents
  • DDP Security: Limit access to DDPs by Roles, Profiles, and salesforce field values (x and y field values provide z DDP)
  • DDP Delivery: Send customized DDP to email, download, attach, outbound message, workflows and outside serices like e-signature
  • DDP Storage: Store back to Salesforce, LOOP Storage or with fetch links to retrieve from outside doc storage services

• Requirements

  • 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)