Automate Documents on Salesforce.com
We understand the investment many of our customers have made to sales automation within salesforce.com, and we are committed to providing smooth integration between our document automation and your salesforce.com account.
Our integration with salesforce.com allows your company to use our services within your account. This integration allows you to pass data back and forth from salesforce.com into your dynamic document packages and track activity and/or trigger work flows within salesforce.com.
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LOOPlus - $7 User / Month
With LOOPlus, you can leverage merge fields to automate document creation. Let us help you automate document creation and delivery using any Word, Excel, PowerPoint and PDF files to quickly create one combined PDF. You can dynamically pass data into your documents and package into one PDF file from any Object, including Custom Objects and Product Line Items.
We offer custom LOOPlus deployments where customers can create custom s-controls and other integrations. Charge $10 to $30 User / Month based on requirements. Please contact us today to learn more. -
LOOP Reports - $500 to $1,200 Organization / Year
We are excited to announce the new release of LOOP Reports within our Salesforce document automation service. You can automate and schedule the email delivery of Salesforce reports as one combined file. A powerful feature of LOOP Reports is your ability to dynamically send Salesforce reports into an Excel file allowing you to create any required analytics. The end result is a scheduled email report designed, calculated and structured to meet the unique needs and requirements for your reps, managers and executives. -
LOOP to PDF - Free
LOOP to PDF is the easiest way to combine multiple documents into one secure PDF online. Your customer will appreciate receiving one PDF rather than a series of attached files. LOOP to PDF automatically attaches the PDF to an email and creates activity events within salesforce.com.
Latest release 
LOOPlus and EchoSign Mashup on AppExchange
Customers can now add EchoSign's written and electronic signature service as a delivery option for LOOPlus on salesforce.com's AppExchange. Our customers can now add "deliver through EchoSign" as one of their document delivery options. EchoSign enables clients to send contracts for written or electronic signature directly from their salesforce.com account and then track their real-time execution status.
Click here to learn more about e-signatures.
Document Queue and Work Flows
We have just deployed an update to LOOPlus allowing users to send Dynamic Document Packages(DDPs) to a Document Queue. This enables a company to quickly execute a number of DDPs and then come back to the Document Queue to either download, email or route the DDP through other services, like EchoSign, or work flows.
Contact us today if you are interested in learning more about our services within salesforce.com.
