Drawloop Blog

We wanted to share a recent review from a new LOOPlus customer. We continue to expand our salesforce.com users while refining our document automation services. If you use Salesforce.com, we encourage you to install our free trial on AppExchange and begin automating document creation for your entire team.

Great Application and Top Notch Support
by LinkedIn
“We recently installed a new e-signature application utilizing Drawloop to merge data and publish documents quickly and accurately through Salesforce. With Drawloop, we have automated the entire process, and most importantly, our customer data is accurate in SFDC. This has saved our team hours of manual work. Drawloop was instrumental in the implementation of our new contract process and made it a great success with our team. They are top notch and I highly recommend them!”

Learn more about our LOOP Document Services on Salesforce.com

Our on-demand document creation service within Salesforce.com continues to grow. We have added some awesome new features for Dynamic Document Packages (DDPs) with our latest update (LOOP Document Services Version: 3.4.2).

This post focuses on a new feature we believe will help virtually all Salesforce users. This feature allows a company to automate the creation of custom PowerPoint presentations with any Salesforce.com data. In other words, you can dynamically create custom PowerPoint presentations to update graphs, data and any other items within your PowerPoint file(s).

Let’s say your company needs to update managers on sales numbers, by region, each week. We have found that many people like to report this data in a PowerPoint presentation to be shared internally or shared via online meetings. Right now, you are probably spending a lot of time manually updating your PowerPoint to prepare for these weekly update meetings. With our latest update, you can automate this entire process leveraging your data that already exists in Salesforce.

It’s Simple:

1) Create your Salesforce Reports
2) Create your DDP (links Salesforce data with PowerPoint)
3) Click run to create your customized PowerPoint*

*Delivery Options: The customized PowerPoint can be (a) returned as an original PowerPoint file to be emailed, downloaded or attached back to Salesforce or (b) returned as a PDF to be emailed, downloaded or attached back to Salesforce.

Contact us today to schedule a time to learn more.

We are excited to announce a free new business service on LOOP Apps – DocuSign Express. DocuSign Express allows anyone to upload any combination of documents on LOOP and send through DocuSign for electronic signature.

Here’s how it works: (NO registration or account required)

1) Upload your files on LOOP Apps

2) Name your new combined file (e.g. Sales Contract)

3) Click Free ESIGN button

4) Complete the web form, set your recipient and submit for delivery

What happens after you submit?

Your recipient will receive an email to sign your documents. The recipient clicks the review link and then drops their signature on the document to sign. You also have the option to select for you to sign as well. That’s it. You will receive an email copy of the final executed document.

Click here to experience the power of LOOP and DocuSign Express!

LOOP with DocuSign Express (1:49) – expanded overview

Salesforce offers its customers a simple and excellent way to capture leads directly from your website. We have found that many Salesforce customers are unaware of the standard web-to-lead functionality that is available to every Salesforce account. As a result, we are spreading the word and educating our customers about this functionality as well as our new DDP delivery option for completing the sales cycle. We have recently added the ability for our customers to have DDPs delivered as part of a web-to-lead (or web-to-anything) business workflow.

So where does document automation fit into capturing leads from your website?

By allowing a dynamic document package (DDP) to be created by an event that starts from a customers website, we can allow companies to completely automate everything from emailing customized marketing materials based on the prospect’s interests, to creating a sales contract, to obtaining a new sales quote. Anything is possible.

Here’s where the DDP fits into the puzzle: You have your web-to-lead form up on your website and you are capturing data for a new lead. This data is automatically populated into your Salesforce Lead object. This is often where things stop. By adding custom document creation to the puzzle, you can now have lead data trigger a workflow that generates the appropriate customized document package and then automatically deliver the document package by email to the new lead via outbound messaging.

For a quick and simple Drawloop example, click here.

Visit Two-Minute Tip on Web to Lead on Salesforce’s blog to learn more about getting started with website lead capture.

We are pleased to announce that Dawson Cole Fine Art, KONE, LI-COR, LinkedIn and Salmat have chosen Drawloop as part of their Salesforce.com application. Like all of our customers, they were looking to improve efficiency, do “more with less” and increase revenue by automating document creation for all users. With our LOOPlus service, document creation is generated from within Salesforce merging data from any Objects (including Custom Objects and Product Line Items) into the required document or set of documents. The document packages, or DDPs, range from proposals to sales contracts to product data sheets.

Learn how to increase your success in challenging times.

Our LOOPlus service remains simple . . . all you need is your documents and you are ready to deploy LOOPlus! Our team is committed to continually expand our service and accommodate customer requirements around the creation and delivery of DDPs. This includes thousands of workflows, approvals, force applications and mashups with other services like electronic signatures from DocuSign.

Originally established in 1993, Dawson Cole Fine Art specializes in Contemporary and Modern sculpture, drawings, prints, and unique works on paper by American and European Masters.

KONE’s objective is to offer the best People Flow™ experience by developing and delivering solutions that enable people to move smoothly, safely, comfortably and without waiting in buildings in an increasingly urbanizing environment.

LI-COR Biosciences is a leader in the design and manufacture of instrument systems for biotechnology and environmental research.

LinkedIn is an interconnected network of experienced professionals from around the world, representing 170 industries and 200 countries. You can find, be introduced to, and collaborate with qualified professionals that you need to work with to accomplish your goals.

There are millions of people out there. We’re talking to them one to one. Through its four divisions, Salmat assists consumers and enhances businesses every day, with the force of one to one communication. Salmat is communicating one to one with individuals in Australia, New Zealand and around the world.