Drawloop Blog

We wanted to share a recent review and use case from one of our LOOPlus customers, Dawson Cole Fine Art, on Salesforce.com. We continue to expand our salesforce.com users while refining our document automation services. If you use Salesforce.com, we encourage you to install our free trial and begin automating document creation for your entire team.

Excellent Option for Document Creation with Salesforce.com 04/22/09 by Dawson Cole Fine Art
This is a great app if you need to create documents! Great functionality and great support team. Huge time buster!

Customer Success

Need:
Dawson Cole Fine Art needed to be able to email or print a custom data sheet on a particular sculpture or painting. This data sheet includes images, pricing and details about a particular piece. The manual steps involved in creating this data sheet made it difficult to quickly respond to existing and new customers.

Solution: LOOPlus
With the click of a button, a customized letter package (cover letter, data sheet and other optional elements) is created for the new prospective or existing customer. The automated process allows Dawson Cole Fine Art to quickly respond to the specific needs of its customers.

Learn more about our LOOP Document Services on Salesforce.com

We wanted to highlight a new DDP delivery option, “Download”, in our latest Salesforce.com release. With the Download delivery option, you can now create custom Download delivery options that include:

1) Deliver DDP as a one combined PDF for download

2) Deliver each separate merged file as a PDF for download

3) Deliver original merged files for download (.doc, .xls, and/or .ppt)

4) Deliver originals and PDFs (#2 and #3 above)

Watch a quick 30 second video on how to add this new delivery option to your DDPs in Salesforce.com – watch now.

We’ve recently launched the newest version of our document merge and automation services within Salesforce – LOOP Document Services 3.1. The following is a summary of cool new features, new integrations and a brief glimpse into our next releases.

Cool New Features

• LOOP Reports can now use dynamic values for advanced filtering
• LOOP Reports date last sent is now being tracked at the DDP level
• Developer and Sandbox accounts can now be authorized with the click of a button
• Mass Merge and automatically send emails to records (contacts, leads, opportunities, etc.) with LOOP Merge
• LOOP Merge now allows users to select an email template
• LOOPlus and LOOP Merge allow users to attach a DDP back to a record
• LOOPlus: specify related objects to be used in a DDP
• LOOPlus excluded standard delivery options are now hidden instead of disabled

New Integrations

• DocuSign Recipients can now be specified as required or not required.
• DocuSign Recipient Secure Fields and Envelope Custom Fields are now supported

Upcoming Releases

• Download PDF, original documents, or both
• Deployment Wizard