Drawloop Blog

We have just updated and are pleased to announce that our Salesforce.com customers can now add Opportunity (or Product) Line Items to their Dynamic Document Packages or DDPs.

Our LOOPlus service allows your business to customize, control and manage document creation at the enterprise level for all users within Salesforce.com. You can dynamically customize and package any combination of Microsoft Word, Excel, PowerPoint and PDF files into a single combined file. This combined file can then be delivered through Salesforce.com email or virtually any required delivery option, like electronic signature, a work flow, a document queue or a required approval process.

We offer LOOPlus training every Tuesday and Thursday, on the hour, from 10:00am to 2:00pm PT. Please email us at support@drawloop.com to register for a training session - please identify the date and time slot.

Dun & Bradstreet, the leading provider of information and technology solutions to help businesses reduce credit risk, find profitable customers and manage vendors efficiently, has selected LOOPlus for Salesforce.com to automate document creation for its Canadian operations.

Like many of our enterprise customers, Dun & Bradstreet has specific requirements and work flows around the creation and delivery of documents. Our service will allow Dun & Bradstreet to standardize the document creation process while complying with their requirements and work flows. For example, one requirement is to be able send the created document through EchoSign’s e-signature process. With LOOPlus, this is not a problem. Our service can seamlessly integrate with virtually any service or work flow within Salesforce.com.

Learn more about our services within Salesforce.com.

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 by EchoSign.
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.