Drawloop Blog

We are pleased to announce the beta release of LOOP Merge, our latest document automation service within Salesforce.com on AppExchange. Our service significantly extends and enhances the Salesforce Mail Merge. LOOP Merge automates your existing Salesforce.com Mail Merge Templates, any Microsoft Word, Excel, PowerPoint file or any 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 merged file.

Easily incorporate Salesforce data in Word, PowerPoint, Excel and PDF documents. Use all of your sophisticated mail merge templates in Salesforce with LOOP Merge!

FEATURES:

Mail Merge Templates: Works with any Salesforce Mail Merge Template.

Web Browser: Works in any web browser (Firefox, IE, Safari and Chrome), you are not limited to IE.

LOOP Merge Process:

1. Merge Document: Merge your document with Salesforce data. This includes any Mail Merge Template as well as any Word, Excel, PowerPoint or PDF file.
2. Converts to PDF: The merged document automatically converts to a PDF file.
3. Delivery Options: You control the delivery options for the merged document. You can 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 combined PDF).

Additional Document Types: Works with Mail Merge Templates or any Microsoft Word, PowerPoint, Excel (up to 2007 versions) or PDF file.

Security: Any security established within Document Folders will control access for LOOP Merge documents.

Merge Documents by Object: You can tag documents to limit “merge templates” available per object. For example, a document tagged as a Lead will only show up as a merge template within Leads.

PRICING:
LOOP Merge is available for $4 per user / month (Enterprise and Unlimited only) - no user minimum. We will be announcing a LOOP Merge promotion for existing and new customers in early November.

Contact us today to learn more about LOOP Merge.

LOOP to PDF has successfully passed antivirus and antispyware tests provided by DownloadRoute.com. We were given the 100% CLEAN award!

LOOP to PDF was tested by:

- NOD32 antivirus
- Kaspersky Anti-Virus
- Avira AntiVir Premium

We are pleased to announce the release of our Silverlight 2 embed code for Dynamic Document Packages (DDPs). Our Silverlight embed functionality for DDPs allows our enterprise customers to quickly deploy document automation anywhere on the Web.

Install Microsoft Silverlight 2

The ease of use and flexibility of our Silverlight application has allowed our on-demand document automation service to accommodate the deployment needs of our customers. It is reported that one in four consumers worldwide now have access to Silverlight. Silverlight penetration is quickly approaching 50 percent in some countries.

Drawloop remains committed to continuing our development to allow anyone to deploy document automation in seconds anywhere on the web.

Learn more

If you encounter any problems, please uninstall Silverlight and then reinstall. To uninstall, go to add/remove programs under your control panel.

Today, we’re rolling out two important changes we thought you should know about.  We attacked these upgrades aggressively to enhance our end user experience. The first of these changes is an upgrade to our javascript libraries. Read the rest of this entry »

This week, we are pleased to welcome several new enterprise customers. Some new customers include ReachForce, Comfort Care & Resources, Inc. and Telecom. Our commitment to adding new delivery options for DDPs has allowed us to expand our customer base and accommodate their unique and specific requirements for deploying Dynamic Document Packages or DDPs.

New DDP Delivery Options:

Mobile Device: There’s now a simple way to consolidate, report and analyze Salesforce.com data right on your mobile device. With LOOP Reports Mobile, powered by Webalo, you can schedule any standard or custom Salesforce report to be delivered to your smartphone or wireless PDA (BlackBerry, Windows Mobile, Pocket PC, Palm, Symbian, or Java-enabled device).

Salesforce.com Outbound Messaging: DDPs can be seamlessly integrated with Salesforce.com workflow management and automation capabilities. The result is greater control over document creation within Approvals and Workflows. One powerful option is to incorporate document creation with outbound messaging within Salesforce.com. Contact Drawloop today to learn more.

HTML Embed: In addition to Microsoft Silverlight Embed, our customers can now deploy DDPs using HTML embed code. We are also working on Flash Embed code to be released at the end of this year.

Life Insurance Illustration Engines: We are close to launching DDP integration with life insurance illustration engines through our partnership with Ebix. The seamless integration allows an insurance company, agency, brokerage firm or producer group to integrate life insurance illustrations and numbers into sales proposals and quotes. Contact Drawloop today to learn more.

We are also working to add e-fax and print on-demand as delivery options for DDPs in the coming months. As you can see, we are committed to provide seamless integration with multiple DDP delivery options for all of our customers. We understand what you need and can deliver on-demand document creation to meet the unique and specific requirements of your business. We encourage you to register today for our free on-demand document services and get your feet wet with automating document creation on-demand.