LOOP Document Services 3.0 went live on AppExchange today. As an active user of Salesforce, we often find ourselves looking for help within the Salesforce community or posting feature requests on the Salesforce Idea Exchange. While participating in this amazing community, we kept seeing ideas shared that related to documents (our expertise). Those ideas presented an opportunity for us to review our current document services (LOOP, LOOPlus and LOOP Reports) and see how we could incorporate real solutions to posts on Idea Exchange.
We are pleased to officially announce LOOP Merge - the answer to over thirty (30) Salesforce Ideas. LOOP Merge significantly enhances, compliments and extends the out-of-the-box Salesforce Mail Merge functionality.
Our Objectives:
Enhance the current Salesforce merge process
Improve maintenance and organization of merge templates
Support multiple browsers and operating systems
Extend merge to other applications and file types
Pricing: $4 per user/month (no minimum users)
Enhancements (11 ideas)
Increase File Size Limitation of 1MB: LOOP Merge allows you to upload your merge templates into the Salesforce documents tab which has a file size limit of 5MB. Like LOOPlus, you can also work with publicly accessible URL based documents which allow you to go beyond the 5MB limit if needed.
Date Formatting: All dates used by any of LOOP Document Service format the date using the long date format by locale.
Empty Fields: All fields that do not have values pass as a blank instead of “______”.
Ability to Select a Contact: Accounts, Cases, Opportunities and Contracts allow you to select contacts related to the object.
Customize the Button: You can easily deploy your own buttons and point to the LOOP Merge s-control.
Additional Delivery Options: You can Email, Email and Attach, Attach Only or send the Mail Merge Document to our free LOOP service where you can download or add any additional documents to the final merged PDF file.
Maintenance and Organization (7 ideas)
Folder Support: LOOP Merge allows you to upload your merge templates into the documents tab and store in any document folder - any security established within document folders will control access for available LOOP Merge documents.
Update and Tracking: Deploying templates in the documents tab also allows you to update and track templates.
Filter by Object: Document keyword tags allow you to limit documents by object.
Browser and OS Support (4 ideas)
Web Browsers: Our LOOP Document Services support Firefox, IE, Safari and Chrome.
OS: Our LOOP Document Services support any OS that can run Firefox, IE, Safari or Chrome.
Applications and Document Types (11 ideas)
Additional Application Support: LOOP Merge works with Google Docs and Spreadsheets as well as OpenOffice. Although we work with the Saleforce Office Plugin, this is not a requirement for any of our services. Any document that can be saved as an Microsoft Office document can be used with our document services.
Additional Document Types: Works with Mail Merge Templates or any Microsoft Word, PowerPoint, Excel (up to 2007 versions) or PDF file.
You can now convert your CSS, MHTML, and Word Perfect files to PDF with our online service, LOOP. Below is a listing of all file types supported by LOOP.
This is an honest questionnaire which will tell you a lot about your true self. Take your time with this test and you will be amazed. Give an answer for each item. The first thing that comes to mind is usually your best answer.
We wanted to share some quick thoughts on why our customers have utilized our on-demand services to automate document creation. On LOOP Exchange, you can automate document creation for your entire organization. You can quickly web-enable the same Microsoft Office files you have been using in your business for years.
Web-Enable Your Documents
You can quickly convert all of the Microsoft Office files your organization has been using for years and deliver them on-demand. Instead of having your sales and service reps download and customize documents, you can web-enable the documents allowing a sales rep to complete inputs on a web form and get back a secure and customized file . . . combining any combination of Word, PowerPoint, Excel and PDF files.
Control
Are your files exposed to sales reps within your organization? With the Exchange, you can deliver a web service for users to generate documents rather than losing control and exposing your core documents.
Compliance
On the Exchange, your organization can deliver a compliant process for delivering mass customization and control over all of your document creation through various sales and product channels.
Efficiency
Is your sales team wasting time customizing the documents required to close and service business? If you are like our customers, the answer was yes before Drawloop. Automating document creation allows your sales team to focus on managing leads and following up on opportunities rather than wasting sales time customizing documents.
Integration
By automating document creation, you can then incorporate our web-service with other work flows and internal systems. With LOOP API, you can deploy our document creation services with virtually any other web service or on-demand platform, like e-signatures from EchoSign.
Register today and start automating document creation on LOOP Exchange.
As high school seniors prepare to move on to college, parents struggle with the increasing expense required to send their children to college. Beyond financial aid, parents can help offset this burden by planning ahead and getting their arms around the financial commitment and required annual savings. The College Tuition Planner factors in how much you should save for your child(ren)’s college education. The calculator factors in your current balance for college savings, expected earnings rates on your savings and expected annual costs for college.
Assumptions:
Child Age 10
Starts College at Age 18
Results:
Based on the above assumptions, the total college costs for your child are $119,400. You should annually save $7,640 each year for 8 years until your child enrolls in college.
Are you ready for retirement? This month’s DDP, Retirement Snapshot, will estimate how much of a shortfall you may have by the time you reach retirement.
DDP of the Month Share Link:
http://apps.drawloop.com/ddps/10145/details#ddp
Feel free to email, post, or distribute this link to share Retirement Snapshot with others.
With the recent launch of LOOP Exchange, we will start highlighting unique and recommended Dynamic Document Packages (DDPs) on our blog each week. Since most of the public DDPs to start are compliments of our Drawloop Team, we will highlight some of our unique DDPs for the first several weeks. We encourage you to register today and begin building your own DDPs (learn more).
As 2007 comes to a close, many people are evaluating the performance of their retirement assets as well as planning for 2008 retirement contributions. A 401(k) plan generally represents the largest portion of retirement savings for professionals. Our DDP of the Week, 401(k) Planner, provides a quick and helpful planning tool for your 401(k) plan. The planner allows you to analyze the potential projected earnings for your 401(K) plan based on inputs for your age, account balance, annual deferrals and company match (if any).
LOOP Document Services 3.0 went live on AppExchange today. As an active user of Salesforce, we often find ourselves looking for help within the Salesforce community or posting feature requests on the Salesforce Idea Exchange. While participating in this amazing community, we kept seeing ideas shared that related to documents (our expertise). Those ideas presented an opportunity for us to review our current document services (LOOP, LOOPlus and LOOP Reports) and see how we could incorporate real solutions to posts on Idea Exchange.
Enhance the current Salesforce merge process
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DDP of the Month, Development, Helpful Tools, Products & Services | 
appexchange, Salesforce Idea Exchange, Salesforce Mail Merge, salesforce.com
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 simple questions and tells you how to vote based on the source of money (donations). You may be surprised when you follow the money.</p>
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Run Follow the Money: 2008 Presidential Election
