LOOPlus

Merge Salesforce data into Word, Excel, PowerPoint and PDF

Pricing

	Basic	Standard	Enterprise	Unlimited
Per User / Month	$7	$12	$18	$30
Minimum Users	1	1	25	50
Salesforce Edition	Enterprise Unlimited Force.com Developer	Enterprise Unlimited Force.com Developer	Enterprise Unlimited Force.com Developer	Enterprise Unlimited Force.com Developer
DDP Delivery Options
Email
Download
Attach
LOOP Storage
Workflows
Approvals
E-Signature
Http service
Outbound messaging¹
Mass DDPs¹
Features
Duplicate rows per child record
Duplicate table per child record
Duplicate page per child record
Update existing record
Create new record
Return original documents
Dynamic images
Advanced optional sections
Product addendums
3rd party storage
Document batch process
Custom data queries
Excel values to Word or PPT
Contact roles
Salesforce reports²

¹ Contact Drawloop for per DDP pricing

Features

Use data from any custom objects
Merge data into any combination of MS Word, Excel, PowerPoint, and PDF
Use data from objects with one-to-many or many-to-many relationships (including product line items)
Set security based on user profiles, user roles, user groups or field values
Integrate with any Salesforce functionality

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 field value (x and y field values provide z DDP)
DDP Delivery: Send customized DDP to email, download, attach, outbound messaging, approvals, workflows and outside serices like e-signature
DDP Storage: Store back to Salesforce 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)