LOOP Merge

Significantly enhance, compliment and extend Salesforce Mail Merge

works in any browser ...

merge beyond Word ...

control security for docs ...

Pricing
Basic

Per User / Month

$4

Minimum Users

1

Salesforce Edition

Enterprise
Unlimited
Force.com
Developer

Merge Options (Single File Only)

Word
Excel
PowerPoint
PDF

Opportunity / Product Line Items

Delivery Options

Email (or with Mass)
Download (or with Mass)
Attach (or with Mass)

Security

Users
Profile
Documents
User Groups
Objects
Features
  • Works with any Salesforce Mail Merge Template
  • Works in any browser (Firefox, IE, Safari and Chrome), you are not limited to IE
  • Works with Mail Merge Templates or any Microsoft Word, PowerPoint, Excel (up to 2007 versions) or PDF file
  • 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 Merger 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 the deliver as one combinded PDF)
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)