March 19th, 2009
We wanted to give you a sneak peek into some new LOOP DDP functionality around electronic signatures and online contract execution. Within LOOP Apps, you can now link your DDPs (like non-disclosure agreements, sales quotes and contracts) with DocuSign’s electronic signature and contract execution service.
Convert your manual process into an automated online service
In seconds, learn how you can create and execute documents (for simplicity, this sample NDA is set-up with a one-way electronic signature . . . use your own email on the web form to go through the entire document signing process):
Contact us today to learn more about how your enterprise can combine the power of our document automation service with electronic signatures and contract execution.
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Posted by
drawloop
March 16th, 2009
We’ve recently launched the newest version of our document merge and automation services within Salesforce – LOOP Document Services 3.1. The following is a summary of cool new features, new integrations and a brief glimpse into our next releases.
Cool New Features
- LOOP Reports can now use dynamic values for advanced filtering
- LOOP Reports date last sent is now being tracked at the DDP level
- Developer and Sandbox accounts can now be authorized with the click of a button
- Mass Merge and automatically send emails to records (contacts, leads, opportunities, etc.) with LOOP Merge
- LOOP Merge now allows users to select an email template
- LOOPlus and LOOP Merge allow users to attach a DDP back to a record
- LOOPlus: specify related objects to be used in a DDP
- LOOPlus excluded standard delivery options are now hidden instead of disabled
New Integrations
- DocuSign Recipients can now be specified as required or not required.
- DocuSign Recipient Secure Fields and Envelope Custom Fields are now supported
Upcoming Releases
- Download PDF, original documents, or both
- Deployment Wizard

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appexchange, Merge Docs in Salesforce, Merge Documents, salesforce.com
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Posted by
tmpowell