Drawloop Blog

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.

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