Drawloop Blog

Our team has been working hard to incorporate the latest features of Salesforce Winter ‘10 with our dynamic document creation (DDP) service. Below we have highlighted some of the upcoming enhancements for DDPs that can help you take advantage of new features in Salesforce’s Winter ‘10 release:

Real Time Quotes
Add Salesforce Quotes to your DDPs. This allows you to add a Salesforce Quote along with your other required documents like a proposal (.doc), a product data sheet (.pdf) and product terms and conditions (.doc) . . . delivering one packaged document to your prospective or existing customer.

Example: ACME has deployed Real-Time Quotes for Salesforce, but the Director of Sales wants to include a cover letter, company overview and product slick.  These documents also need contact information (Salesforce data) merged into the documents.  LOOPlus works with Real-Time Quotes and includes all of the additional merged documents as a single PDF for delivery.

Product Addendums

Upload your product addendums to the Salesforce document tab and tie them to your products in your product library. This can be useful when you need to include in your DDP a product info sheet for each Product added under an Opportunity.

Example: ACME has leveraged Saleforce Opportunity Line Items and Products, but at run time wants to include a detailed product specification sheet when the proposal is generated.

Capture Data to Salesforce

Email the DDP (.pdf) to your contact; he or she then completes the PDF form fields and returns the completed PDF via email. By leveraging Salesforce email services, the data will automatically update fields in Salesforce or create new records. This can be tied to various work flows as well as tied to other DDP generation.

DDPs with Visualforce Pages
Like adding a Salesforce quote to a DDP, you can add any Visualforce page to a DDP. This is a powerful feature providing you with the ability to add additional documents or collateral to any Visualforce page.

Salesforce Tasks or Workflows with DDPs
Create a Salesforce task, update a Salesforce record or trigger a workflow when a DDP is created and delivered. This is extremely useful for generating invoices, proposals, sales contracts and other document packages that require a “next action” upon delivery of the DDP.

Mass DDPs
Send DDPs en masse directly from a Contact (Opportunity, Case, Contract, etc.) List View. You can deliver Mass DDPs through email, attach back to Salesforce, attach back to Salesforce with LOOP Storage or log the DDP as an Activity History.

Attachments with DDPs
Order attachments with your DDP. This powerful new feature allows users to not only add attachments to a DDP but also to order the attachments at run time. This is often used for incorporating redlined terms and conditions with a DDP.

Since the launch of LOOP Storage (document storage solution for Salesforce), we have seen several creative deployments. One of those includes an integration for the real estate industry.

Excellent Support. Unmatched Value.
By James Pasquarella

“We’ve just completed an implementation using LOOP Storage Services to save documents right on opportunities, contacts and the custom objects that we created specialized to our business.

Now everything is available in one place. Our team uses Salesforce everyday and now we have the documents we need right at our fingertips. When viewing an opportunity or custom object, etc, I can just click the file to download the relevant file and view it. No separate file server with old folder systems to navigate while on a call. I only see the documents related to what I’m working on.

We can even share certain documents with our customers via our Customer Portal in Salesforce. And since Salesforce works the same no matter if we’re at the office, at home, or on the road, we can get to our related files without having to log on to the office network. That just makes life a little easier.

The best feature of all is LOOP Storage’s high value proposition relative to other solutions we looked at in the AppExchange. The highly responsive support staff and efficient combined pricing of both this service and Amazon’s S3 storage space makes for the best value solution for storing documents related to Salesforce records.”

LOOP Storage Demo:

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