Drawloop Blog

Our team wanted to post a quick “thank you” to JP for the nice mention of Drawloop in his recent blog post on Salesforce.com. You can learn more about JP at his blog.

AppExchange All-Star: view blog post
JP Seabury, New Hampshire User Group Leader

“When Sara Varni Bright (Sr. Marketing Manager, AppExchange) asked me to write an article on my favorite AppExchange apps, my first thought was “Oh my, where do I begin?” Then she said, “3-5 paragraphs would be ideal,” and my next thought was “Mission: Impossible.”

I currently work as Principal Salesforce.com Architect for Comcast, but I’ve also managed a Force.com technical consulting company and volunteered development / admin time for Salesforce Foundation grant recipients. I’ve downloaded and used more than 30 different apps, for various organizations. It is tough narrowing the list down, but here are my Top 5:

App: LOOP Document Services

Publisher:
Drawloop Technologies

Description:
Drawloop is an extremely powerful, highly flexible application that allows you to automate various types of documents. Have a PowerPoint presentation that you need to update monthly and deliver to your executive team? Don’t spend hours exporting the raw data from Salesforce, making it pretty in Excel graphs and then building a PowerPoint slidedeck! Use Drawloop to simplify that process to a click of a button – and let your management team get their weekly/monthly updates “on demand”. I’ve used Drawloop and DocuSign as a tool for getting customer survey feedback directly into Salesforce. It can also be used to automate price quotes, proposals, contracts, and more. The company has fantastic product support, as I commented on my AppExchange review of this product.”

Our team has just added yet another cloud delivery option for our document merge service on Google Apps, send to box.net. Our seamless document merge service for Google Docs within Google Apps allows your sales and service reps to create customized documents and mail merge in the cloud.

Our latest DDP delivery option provides a simple and easy way for users to work with Drawloop, Box and Google Apps.

Learn more about our latest integration on Google Apps with Box.net at Google I/O – visit us in the Enterprise Developer Sandbox (# 4 – Enterprise Sandbox). You can run a DDP and redeem a Coupon at Box.net (# 1 – Google APIs Sandbox). Learn how to dynamically create documents in the cloud and send the output to Box.net . . . all from within Google Apps.

Developer Sandbox @ Google I/O

The Developer Sandbox, first introduced at I/O 2009, is the demo area at Google I/O where Google features a wide range of developers who have built applications based on technologies and products featured at I/O.

Representing large and small companies, individual developers, and a diverse collection of apps, these developers will be participating in the Sandbox to demo their applications, answer questions, and exchange ideas.

westbrook International, our EMEA partner, has put together a nice demo reviewing some of their customer implementations leveraging our document merge and automation service within Salesforce.

Watch Now

The integrations highlight westbrook’s knowledge of our document services to leverage efficiency and functionality within Salesforce.

westbrook provides the business expertise and technical knowledge to implement document automation solutions to guarantee time and cost savings. Thanks westbrook for the great work! You can learn more about westbrook International by visiting their website at http://www.wigroup.com.

Our team is excited to announce a new DDP (“Dynamic Document Package”) delivery option for Google Apps – “View/Email”. Our seamless document merge service for Google Docs within Google Apps allows your sales and service reps to create customized documents and mail merge in the cloud.

DDP Delivery Options

You can deliver the DDP output as (i) Download, (ii) Original merged document(s), (iii) Send to Google Docs, and now, (iv) View/Email. We encourage you to install a 30-day free trial to start merging your documents in the cloud!

The “View/Edit” DDP delivery option allows users to email the merged DDP as an attachment through Gmail. We will be announcing additional Google Apps features later this week. Please contact us with any questions.

You can also visit our support site for Google Apps to learn more.

This week, Salesforce.com announced Aloha Apps. Aloha Apps* don’t count against your system limits for apps, tabs, and objects—no matter which salesforce.com edition** you’re using. If you are familiar with system limits on Salesforce, the decision to add an application to your Salesforce org was often impacted due to number of objects, apps and/or tabs used in the org.

Drawloop is pleased to be an Aloha App on Salesforce. Again, this means you can install and deploy our powerful document services without any impact on your Salesforce org. We encourage you to learn how our document merge and automation service can be deployed for your entire organization. Thinking about deploying a Force.com application? Add our powerful document features within your Force App.

Contact us today for more information.

Our team has been working hard since Drawloop launched on the new Google Apps Marketplace at Tuesday’s Campfire One event. We have already seen the global reach with Google Apps as one of our first customers is based in Italy.

Today, we officially released our support site on Google Sites to better enable Google Apps customers to automate the creation of their documents. Learn how you can stop manually customizing your documents . . . take the next step and improve productivity within Google Apps!

How a DDP Admin Creates a Dynamic Document Package

Step 1: Prepare Your Docs
Step 2: Build a DDP
Step 3: Run a DDP

Now you are ready to authorize DDPs for Google Apps users (merge, customize and create documents from a web form).

We encourage you to visit our support site to learn more. We’ve got some exciting enhancements coming up and are looking forward to growing with the Google Apps Marketplace!

Our latest product offering was announced tonight at the Google Campfire One event at Google’s headquarters in Mountain View, California. Drawloop is honored to participate as a Google Apps Marketplace launch partner and excited to offer its document automation service to the millions of Google Apps users who have embraced the cloud.

DDPs for Google Apps is a cloud-based business application that allows users to customize and manage document creation in seconds using Dynamic Document Packages (DDP™). With DDPs, businesses have document control and visibility while reducing the cost associated with traditional document creation. DDPs for Google Apps is ideal for document packages such as sales proposals, quotes, contracts, service agreements, presentations, and any other documents critical to selling or supporting a business’ products and/or services. With DDPs for Google Apps, users can quickly create a DDP to email, download or share using the integration between Drawloop and Google Apps.

Extend Google Apps to Meet Your Business Needs

Users will be able to use and access DDPs from Google’s universal navigation. Rather than manually customizing your sales proposal (cutting, pasting, locating files and manually updating), simply complete a web form and get back your merged and customized sales proposal in seconds. With DDPs, the web form is automatically created.

Use Google Docs in combination with any other docs on your computer. Data can merge into Google Docs, Microsoft Word, Microsoft PowerPoint and Microsoft Excel. A DDP can include one (1) or any combination of documents.

DDPs can merge data from a web form into the docs below:

Google Document
Google Spreadsheet
Google Presentation
Microsoft Word
Microsoft Excel
Microsoft PowerPoint

A DDP can also include any of the following file types – PDFs, JPG, Microsoft Visio, Microsoft Publisher, Bitmap, GIF, PNG, Plain Text, Rich Text, XML, HTM/HTML, MHT and WPD files.

Pricing: 30-day free trial – $5 per user / month – A user is defined as any person who is authorized to access DDPs within your Google Apps domain.

Google Blog Post – More great apps for Google Apps

“We are very excited to have Drawloop in the Google Apps Marketplace. Through the Google Apps Marketplace, software vendors like Drawloop are helping us build a rich ecosystem of integrated apps that work seamlessly with Google Apps, allowing IT administrators to leverage the benefits of cloud computing and extend Google Apps to meet more of their business needs. We are happy to offer Drawloop to the millions of Google Apps users who have embraced the cloud.”

Google Apps Partner Lead for Google Enterprise
Google, Inc.

Salesforce users rely on Drawloop to help them automate the creation of proposals, sales quotes, presentations and many other document packages critical to selling or servicing their products. Our on-demand services will allow you to deliver a one-click process for the creation of Dynamic Document Packages (DDPs).

We’re proud to have launched the most recent version of our document merge, automation and packaging service within Salesforce. We’re launching the latest version (v4.5) of LOOP Document Services today. The following is a summary of the new features available with LOOP Document Services:

Dynamic Ordering of Attachments
A powerful new feature is your ability to add and order any static or dynamic (doc contains merge fields) documents that have been uploaded to Notes & Attachments on an Object.

Dynamic ordering of attachments allows “ad hoc” or “custom” docs to be added to a DDP at run time.

Parameter Based Sections
All DDP Admins will love this new feature — parameter based DDP sections. In addition to making sections (pages) of a DDP optional to the user at run time, you can now quickly and easily have sections (pages) included or excluded based on field values.

Example: You want to include the Quote section of the DDP only when Account Level field value = Enterprise

Product Addendums
If you use Products and Product Line Items, you will appreciate the ability to dynamically add Product Addendums to DDPs. This new feature simplifies administration of DDPs while you are utilizing product line items in Word or Excel files.

Example: Sales rep has just added Product A, F and M to his new Opportunity. He clicks a button on the Opportunity to run his customized Sales Proposal. The DDP delivers to him a merged and customized Sales Proposal as a single PDF that also includes the addendums for the products he selected (A, F and M).

Mass DDPs
This new feature is extremely valuable a business use case where you need to send a DDP to hundreds of customers at the same time. DDPs can now be emailed, attached, downloaded, printed, and e-signed en masse with Mass DDPs.

Example: Tim needs to email a DDP to hundreds of Salesforce Contacts in a list view. He selects the contacts to be emailed, clicks Mass LOOPlus, selects the DDP he wants to send, and clicks Run. When the emails have finished being sent, Tim receives the Mass DDP results via email.

DDPs with DocuSign Embed Signing
This new feature was added to take advantage of business use cases where DDPs are created and delivered directly to DocuSign’s embedded signing process within a Force.com application or a Customer Portal.

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.