Drawloop Blog

We recently helped a Salesforce.com customer move over 120 gigabytes of documents to LOOP Storage (our document storage solution for Salesforce). The seamless integration of LOOP Storage within Salesforce combined with the competitive pricing of Amazon S3 made this transition a “win-win” for the customer! The transition to LOOP Storage delivered improved document management, integration, and document security while saving over 95% in document storage expense.

Storage as it should be . . .
by John Johnson
“This is an incredible tool that seamlessly integrates our Amazon S3 storage account with our instance of Salesforce.com. The support staff and development team at Drawloop also provided us with custom tools that allow us to batch upload files as our operations require. The app is very intuitive for users and is priced right! Ease of use, priced right and excellent support.”

LOOP Storage Demo:

Install our free trial on AppExchange

We recently had the pleasure of completing an exciting new deployment for Expedia that combines the power of Salesforce, Drawloop and DocuSign. The integrated solution allows Salesforce users to create and package multiple documents for execution merging over 500 Salesforce fields . . . all with the click of a button!

Drawloop’s document integration technology is suberb!
by Gene Harden, Expedia
“I needed a solution to combine Salesforce field data into multiple documents to send to our hotel suppliers. The suppliers could then update and add additional information and sign the document using Docusign. After all that was finished, I needed all the data and documents back into Salesforce. To complicate the issue, one of the documents has close to 500 fields. Drawloop pulled all of this together! If you need to manage your documents and their contents, then contact Drawloop. Beyond having a great application their support and tech staff is just outstanding.”

Thanks Gene!

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:

Install our free trial on AppExchange

We continue to extend our LOOPlus document services within Salesforce to accommodate deployment within Salesforce and now within Force.com applications.

How can you use Drawloop within your Force.com application?

If you need to generate customized documents or document packages, we can help. With LOOPlus, you can quickly add document creation and delivery to your application. Some examples include:

1) Sales Proposals
2) Quotes
3) Contracts
4) NDAs
5) Invoicing
6) Service Agreements
7) New Employee Packages

Any document package required to sell or service your product!

Force.com Drawloop Mashup: AdvologixPM

Advologix has deployed LOOPlus within its Force.com application, AdvologixPM™. AdvologixPM is the most comprehensive web-based practice management solution for legal and other service professionals. AdvologixPM provides complete client relationship management to streamline your business. Drawloop’s LOOPlus service has been integrated into AdvologixPM’s Force.com application to deliver document automation services for invoices, contracts and legal forms.

“The ability to integrate Drawloop into our total solution for law practice management, has given AdvologixPM a distinct competitive advantage. Having document automation services embedded in our application is something no other traditional or SaaS practice management solution can claim.”

Paul Deschenes
CEO Advologix.com

Force.com Cloud Platform

The Force.com cloud platform makes building applications faster and easier than ever. It includes a database, security, workflow, user interface, and other tools that step you through the process of building powerful business applications, Web sites, and mobile applications.

Contact us today to learn how you can add all of our document services into your Force.com application.

We recently had the pleasure of meeting and working with JP Seabury, a Force.com Technical Architect, Developer, Business Analyst, and Blogger. JP was helping a new customer implement and deploy our LOOPlus service integrated with DocuSign.

Fantastic Product, Fantastic Support
by JP Seabury
“We ran into an early snag when deploying Drawloop, related to DocuSign / Drawloop / Salesforce integration with Person-Accounts. Drawloop came through, and had a patch in less than 24-hours. I was impressed with their ability to turn this requirement around in such a short time frame . . . I couldn’t be more pleased with the results, and I won’t hesitate to recommend Drawloop to all my clients.”

Thanks JP! We were also impressed with your work and understanding of our LOOPlus service.

A quick thank you to all of the Drawloop users from around the world. The continued growth of our DDP volume for new and existing customers reflects the need for businesses to automate document creation. We have enabled our customers to quickly respond, capture and close opportunities through the automation of sales contracts, proposal, quotes and virtually any document package required to sell or service a product.

What do you need to get started? Just your documents, that’s it!

Our on-demand document automation service allows you to DDP Enable the same Microsoft Office documents you have used for years. There are no templates or file conversions required. You do not need programming experience to create Dynamic Document Packages. Our document technology is built on a proven platform utilized by enterprise organizations for years.

We are pleased to announce that IMRO (Irish Music Rights Organisation) has chosen Drawloop as part of their Salesforce.com service. IMRO was looking to extend Salesforce functionality by linking document creation and fulfillment with the appropriate Salesforce objects. With LOOPlus, IMRO has automated the entire work flow for their license agreements.

Document Requirements:

1) Dynamically create license agreements from Salesforce
2) Send the license to a local web application
3) Send the executed license back into Salesforce

Solution:

IMRO deployed LOOPlus using our new HTTPS DDP delivery option. Their licenses are generated and sent from Salesforce directly into a local web application to facilitate tablet signing. Then, the user drags and drops the executed license agreement onto our desktop Applet to send back to the appropriate Salesforce record.

Contact us today to learn more about the capabilities of our new HTTPS DDP delivery option and our desktop Applet.

Drawloop is pleased to be working with the International Federation of Organic Agriculture Movements (IFOAM). Our document automation services have allowed IFOAM to streamline member communications, annual membership contracts and other personalized official documents. This automation has improved staff efficiency and provided tangible cost-savings to the non-profit organization.

You can learn more about IFOAM by visiting the website.

The International Federation of Organic Agriculture Movements (IFOAM) is a grassroots and democratic organization that currently unites 750 member organizations in 108 countries. IFOAM’s mission is leading, uniting and assisting the organic movement in its full diversity. Their goal is the worldwide adoption of ecologically, socially and economically sound systems that are based on the principles of Organic Agriculture.

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

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.