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:
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.”
With the latest release of our document services within Salesforce, you can now add any Visualforce pages to your dynamic document package (DDP). A DDP includes one or more documents that will be merged with data from any Salesforce object and packaged into one single document for delivery. As an example, your sales contract is a DDP.
The addition of Visualforce pages is another example of the power and flexbility of the DDP manager within Salesforce. We treat a visualforce page as just another document that you can “drag and drop” when building a DDP. This allows an admin to build business logic around Visualforce pages. This logic can be as simple as making a Visualforce page required or optional in a DDP or advanced by using Salesforce fields to determine whether or not to include the Visualforce page with the DDP.
The Summer release of our LOOP Document Services for Salesforce is now available on the AppExchange to allow any of your users to test the latest version of LOOPlus. The Summer release includes exciting and powerful new features like Visualforce pages in DDPs, out-of-the-box Real-Time Quotes integration, and significant performance enhancements.
HIGHLIGHTS
1) Visualforce Pages
Now, you can treat any visualforce page as a document or section in your DDP. This allows your organization to include a cover letter, sales quote or sales contract with your visualforce pages. Because we treat a visualforce page just like any other document, you can leverage all of the business logic and intelligence available to any dynamic document package (DDP).
2) Real-Time Quotes
Real-time quotes provides an easy way for your Salesforce users to generate quotes for customers. Our new DDP integration with Real-Time Quotes allows you to expand this functionality to include additional elements which are often part of a sales quote – things like a cover letter, a product exhibit, terms & conditions. Again, this combines the power of Salesforce with the power of real-time document packaging.
In addition to integrating with the real-time quote PDFs, we also allow you to include Quote and Quote Line Item data in any DDP merge files (Word, Excel or PowerPoint).
3) UI for Advanced DDP Logic
We have created a point-and-click interface to relate multiple object relationships to a DDP. This includes any one-to-many object relationship or look-up to an object. This new UI has a familiar interface to filter and sort on those related objects. This delivers the best of DDPs with Salesforce filtering while keeping the simplicity of document tagging.
4) DDP Routing Options
We have expanded DDP routing options allowing our customers to not only dynamically create the document packages required to sell and service their products, but equally important, deliver their DDPs based on required business rules. DDPs can be routed as follows:
- Email
- 3rd Party SMTP service
- Any external web form (web service)
- Outbound messaging
- Work flows (like approvals)
- Scheduled reports (e.g. every Monday at 8:00am)
- Document storage (Amazon S3)
- Electronic Signature (DocuSign)
- Document Queue (for 3rd party fulfillment)
- LOOP (DDP output with ad hoc files)
- Download
- Attach as attachment, activity history, LOOP Storage
5) Performance Enhancements
Our development team has been working hard to improve the DDP user experience. We are pleased to pass along these improvements with our Summer release. With some changes and enhancements to our document merge and packaging service, our pre-release tests show a 20% to 50% improvement in performance.
Please contact us with any questions or if you need assistance from support to test the pre-release.
Our team continues to work hard expanding our integrations and “mashups” with other cloud technologies. One interesting integration relates to Box.net and how our OpenBox service can easily be deployed and integrated to the Box.net Gmail Gadget.
We continue to aggressively integrate with cloud technologies to help our document automation enterprise customers seamlessly work in the cloud for all of their business needs. These integrations have allowed our document automation services to expand functionality for the benefit of all users who have embraced the cloud. For example, with our Box.net and Google Apps integrations, we can now offer our customers cloud content management, collaboration and communication services while keeping our focus on document creation and automation.
Gmail + Box.net + Drawloop
The Box.net Gmail gadget is located in the left-hand sidebar of your Gmail account, where you can access all your Box files and folders, as well as utilize the Drawloop OpenBox service.
Box.net Gmail Gadget Set-up
Step 1:
Log into Gmail -> Settings -> Labs -> Enable “Add any gadget by URL”
If you don’t have Labs enabled in Gmail / Google Apps, click here.
Step2:
Settings -> Gadget -> past in the URL below
Now, you are ready to use the integration between Gmail, Box.net and Drawloop. From the Box.net Gmail Gadget, simply select the file or files you want to convert and/or combine to a single PDF and right-click to do so with Drawloop. When complete, you can right-click to send as a link through Gmail.
We continue to expand and strengthen our cloud integrations on a daily basis. We will be announcing some exciting new enhancements and features for Google Apps soon!
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.”
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.
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 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.
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