We are pleased to add Greenlight Titles, Global Exchange, Search Strategies and United Pacific Assets to our growing customer base who have recognized the significant cost savings and increased productivity generated through automating document creation with Drawloop.
Automate Document Creation:
All you need is your documents and a web browser! You can use Firefox, Internet Explorer, Safari and Chrome.
Deployment Options:
Your blog, website, Drawloop mini site, on LOOP Exchange, on Salesforce.com or anywhere on the web with our Embed code.
ROI Calculator: Start now by running our ROI Calculator. This calculator collects high level information about document creation for your business and then computes a customized estimate of ROI for your business. This calculation shows the financial impact you may see by using Drawloop to automate document creation in place of your current document creation process.
Contact us today to schedule a time to discuss your current document creation process and how Drawloop can help automate document creation to drive real savings and efficiencies for your business.
We are proud to announce three new enhancements for LOOPlus, our document automation service within Salesforce.com.
Easily run LOOPlus from any Custom Object
LOOPlus out-of-the-box now supports running DDPs from any custom object. Once the LOOPlus Detail Page button has been added to the Custom Object, simply select the Custom Object record type when creating a new DDP and type in the custom object’s API name in the Object Name field. The same security settings still apply as in any other DDP.
Automate Salesforce Reports with LOOP Reports
LOOP Reports allows you to automate and schedule any combination of Salesforce reports to be emailed to anyone. This reporting feature is extremely powerful since you can automatically “dump” multiple Salesforce reports into an Excel file to perform custom analytics on the data for reporting purposes. The end result is emailed, per the schedule, as a single PDF.
Use Opportunity Product Line Items in Word 2007
LOOPlus now supports Opportunity Product Line Items in Word 2007 documents. You can create multiple tables and include Product fields to create customized quotes, proposals or contracts.
LOOPlus can be run on any browser and can fill Microsoft (versions 97/2000 and higher) Word, Excel, PowerPoint and PDF files.
We have been busy over the past several months, but not too busy to launch a new way to embed Dynamic Document Packages (DDPs) on LOOP Exchange using Microsoft’s new Silverlight Technology. Our embed functionality for DDPs will help our enterprise customers easily deploy document automation anywhere on the Web.
The initial embed functionality exists within LOOP Exchange. You can dynamically customize and package any combination of Microsoft Word, Excel, PowerPoint and PDF files into a single combined file. LOOP Exchange with Silverlight makes implementation fast and easy. The dynamic document package or DDP can run from LOOP Exchange, from within your website or from your blog. To embed a DDP, just copy the code from the “Embed” box on LOOP Exchange. Once you’ve copied the code, just paste it into your website or blog to embed it.
Our LOOPlus users have already significantly reduced their document preparation time and automated the manual steps typically required to deliver a contract, sales proposal or virtually any set of documents that require customization. Our latest version of LOOPlus introduces new features that will help companies of any size increase efficiency around document creation enabling them to deliver mass customization and control around document creation throughout their entire organization.
New features include:
Document Queue: Allows a Dynamic Document Package (DDP) to be sent to a Queue for fulfillment allowing the salesforce user to create multiple document packages, from any Objects, with the click of a button. From the Queue, the user can deliver the document through email, download the document or send through another work flow, like e-signatures by EchoSign.
File Options for the DDP: You can now map any field from Salesforce.com into Microsoft Word, Microsoft PowerPoint, Microsoft Excel and PDF. In addition, we have opened up the service to allow a creator of the DDP to include (as required or optional files) any JPG, GIF, Bitmap, PNG, Plain Text, Rich Text, XML, Visio, Publisher and/or HTM/HTML files to the packaged document.
Work Flows: DDPs can now be triggered by a work flow in Salesforce.com. This allows a company to have Dynamic Document Packages created based on work flows on the front and/or back-end of the document creation. This integration is extremely powerful for organizations that require mass customization for a high volume of document packages. We have a single organization generating over 4,000 DDPs a week with LOOPlus.
Images: A DDP can now have images dynamically passed into the files used to create the final packaged document. This can be extremely valuable for documents that require private labeling or letters that required an image of a sales rep signature.
Outbound Messaging: Using Salesforce’s outbound messaging, a DDP can be deployed behind the scenes, i.e. without any user intervention. The DDP is created based on the information in the outbound message and the final PDF is sent back to Salesforce for any further work flows to be completed.
Please contact us today if you are interested in learning more abour our LOOPlus service for Salesforce.com. You can also install LOOPlus from AppExchange and use our 30-day free trial.
Zillion Business Review has interviewed our Co-founder, Jim Roberson, about our company and our on-demand document automation services. Zillion Business Review is published by the Dutch publisher Zillion Media B.V. The magazine is an international business magazine aimed at the top management and executives in international companies.
Zillion became interested in our company due to our recent LOOP Exchange announcement. One of the editors contacted us for an interview. The interview was recently published in the Zillion Business Review and we wanted to share the article with you.
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