Drawloop Blog

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!

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 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.

We are pleased to add Greenlight Titles, Global Exchange and Search Strategies 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.

All of this and more is available with LOOP Document Services.

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.

Take a look at a sample embed on our website.

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:

1. 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.
2. 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.
3. 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.
4. 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.
5. 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.

Zillion Business Review – “Automating to PDF”
view the article