Drawloop Blog

We are pleased to add Greenlight Titles, Global Exchange, Search Strategies and United Pacific Assets 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 pleased to announce the beta release of LOOP Merge, our latest document automation service within Salesforce.com on AppExchange. Our service significantly extends and enhances the Salesforce Mail Merge. LOOP Merge automates your existing Salesforce.com Mail Merge Templates, any Microsoft Word, Excel, PowerPoint file or any PDF file. We have streamlined the user experience to allow a user to click a button and then determine how to deliver the merged file as a PDF. You can Email, Email and Attach, Attach Only or send the Mail Merge Document to our free LOOP service where you can add any additional documents to the merged file.

Easily incorporate Salesforce data in Word, PowerPoint, Excel and PDF documents. Use all of your sophisticated mail merge templates in Salesforce with LOOP Merge!

FEATURES:

Mail Merge Templates: Works with any Salesforce Mail Merge Template.

Web Browser: Works in any web browser (Firefox, IE, Safari and Chrome), you are not limited to IE.

LOOP Merge Process:

1. Merge Document: Merge your document with Salesforce data. This includes any Mail Merge Template as well as any Word, Excel, PowerPoint or PDF file.
2. Converts to PDF: The merged document automatically converts to a PDF file.
3. Delivery Options: You control the delivery options for the merged document. You can send the merged PDF document to (i) email, (ii) email and attach (goes to email and automatically attaches the PDF file to the object), (iii) attach only, or (iv) LOOP It (our free document service to add any additional documents, page order and then deliver as one combined PDF).

Additional Document Types: Works with Mail Merge Templates or any Microsoft Word, PowerPoint, Excel (up to 2007 versions) or PDF file.

Security: Any security established within Document Folders will control access for LOOP Merge documents.

Merge Documents by Object: You can tag documents to limit “merge templates” available per object. For example, a document tagged as a Lead will only show up as a merge template within Leads.

PRICING:
LOOP Merge is available for $4 per user / month (Enterprise and Unlimited only) - no user minimum. We will be announcing a LOOP Merge promotion for existing and new customers in early November.

Contact us today to learn more about LOOP Merge.