Drawloop Blog

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:

App: LOOP Document Services

Publisher:
Drawloop Technologies

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.”

It’s been a busy couple of weeks since we got back from Google I/O. While at the conference, we had the opportunity to talk to developers both from Google and from other companies, and received quite a bit of good feedback. We’ve spent the last couple weeks starting plans to incorporate that feedback and finalize the next phase of our product road map.

The conference itself was a great experience. Talking to developers and seeing what’s coming down the line for businesses helped a lot with focusing our own ideas. We also enjoyed meeting Google Apps integrators. It was encouraging to receive confirmation that the direction we’ve been moving for our cloud-based document merge and automation service is exactly in the right direction.

I’m also enjoying the free Evo 4G we all were given a couple weeks early! Thanks Google!

Check out our guest blog post introducing Drawloop’s Mail Merge in the Cloud at Google I/O today!

Mail Merge in the Cloud with Google APIs

“Finally a tool to Mail Merge with Docs”

Visit us today in the Enterprise Developer Sandbox (# 4 – Enterprise Sandbox). You can meet some of our team, run a DDP and even redeem a Coupon. Learn how to dynamically create documents in the cloud . . . all from within Google Apps.

Our team is excited to announce a new DDP (“Dynamic Document Package”) delivery option for Google Apps – “View/Email”. Our seamless document merge service for Google Docs within Google Apps allows your sales and service reps to create customized documents and mail merge in the cloud.

DDP Delivery Options

You can deliver the DDP output as (i) Download, (ii) Original merged document(s), (iii) Send to Google Docs, and now, (iv) View/Email. We encourage you to install a 30-day free trial to start merging your documents in the cloud!

The “View/Edit” DDP delivery option allows users to email the merged DDP as an attachment through Gmail. We will be announcing additional Google Apps features later this week. Please contact us with any questions.

You can also visit our support site for Google Apps to learn more.

Our latest product offering was announced tonight at the Google Campfire One event at Google’s headquarters in Mountain View, California. Drawloop is honored to participate as a Google Apps Marketplace launch partner and excited to offer its document automation service to the millions of Google Apps users who have embraced the cloud.

DDPs for Google Apps is a cloud-based business application that allows users to customize and manage document creation in seconds using Dynamic Document Packages (DDP™). With DDPs, businesses have document control and visibility while reducing the cost associated with traditional document creation. DDPs for Google Apps is ideal for document packages such as sales proposals, quotes, contracts, service agreements, presentations, and any other documents critical to selling or supporting a business’ products and/or services. With DDPs for Google Apps, users can quickly create a DDP to email, download or share using the integration between Drawloop and Google Apps.

Extend Google Apps to Meet Your Business Needs

Users will be able to use and access DDPs from Google’s universal navigation. Rather than manually customizing your sales proposal (cutting, pasting, locating files and manually updating), simply complete a web form and get back your merged and customized sales proposal in seconds. With DDPs, the web form is automatically created.

Use Google Docs in combination with any other docs on your computer. Data can merge into Google Docs, Microsoft Word, Microsoft PowerPoint and Microsoft Excel. A DDP can include one (1) or any combination of documents.

DDPs can merge data from a web form into the docs below:

Google Document
Google Spreadsheet
Google Presentation
Microsoft Word
Microsoft Excel
Microsoft PowerPoint

A DDP can also include any of the following file types – PDFs, JPG, Microsoft Visio, Microsoft Publisher, Bitmap, GIF, PNG, Plain Text, Rich Text, XML, HTM/HTML, MHT and WPD files.

Pricing: 30-day free trial – $5 per user / month – A user is defined as any person who is authorized to access DDPs within your Google Apps domain.

Google Blog Post – More great apps for Google Apps

“We are very excited to have Drawloop in the Google Apps Marketplace. Through the Google Apps Marketplace, software vendors like Drawloop are helping us build a rich ecosystem of integrated apps that work seamlessly with Google Apps, allowing IT administrators to leverage the benefits of cloud computing and extend Google Apps to meet more of their business needs. We are happy to offer Drawloop to the millions of Google Apps users who have embraced the cloud.”

Google Apps Partner Lead for Google Enterprise
Google, Inc.

Salesforce users rely on Drawloop to help them automate the creation of proposals, sales quotes, presentations and many other document packages critical to selling or servicing their products. Our on-demand services will allow you to deliver a one-click process for the creation of Dynamic Document Packages (DDPs).

We’re proud to have launched the most recent version of our document merge, automation and packaging service within Salesforce. We’re launching the latest version (v4.5) of LOOP Document Services today. The following is a summary of the new features available with LOOP Document Services:

Dynamic Ordering of Attachments
A powerful new feature is your ability to add and order any static or dynamic (doc contains merge fields) documents that have been uploaded to Notes & Attachments on an Object.

Dynamic ordering of attachments allows “ad hoc” or “custom” docs to be added to a DDP at run time.

Parameter Based Sections
All DDP Admins will love this new feature — parameter based DDP sections. In addition to making sections (pages) of a DDP optional to the user at run time, you can now quickly and easily have sections (pages) included or excluded based on field values.

Example: You want to include the Quote section of the DDP only when Account Level field value = Enterprise

Product Addendums
If you use Products and Product Line Items, you will appreciate the ability to dynamically add Product Addendums to DDPs. This new feature simplifies administration of DDPs while you are utilizing product line items in Word or Excel files.

Example: Sales rep has just added Product A, F and M to his new Opportunity. He clicks a button on the Opportunity to run his customized Sales Proposal. The DDP delivers to him a merged and customized Sales Proposal as a single PDF that also includes the addendums for the products he selected (A, F and M).

Mass DDPs
This new feature is extremely valuable a business use case where you need to send a DDP to hundreds of customers at the same time. DDPs can now be emailed, attached, downloaded, printed, and e-signed en masse with Mass DDPs.

Example: Tim needs to email a DDP to hundreds of Salesforce Contacts in a list view. He selects the contacts to be emailed, clicks Mass LOOPlus, selects the DDP he wants to send, and clicks Run. When the emails have finished being sent, Tim receives the Mass DDP results via email.

DDPs with DocuSign Embed Signing
This new feature was added to take advantage of business use cases where DDPs are created and delivered directly to DocuSign’s embedded signing process within a Force.com application or a Customer Portal.

A quick thank you to all of the Drawloop users from around the world. The continued growth of our DDP volume for new and existing customers reflects the need for businesses to automate document creation. We have enabled our customers to quickly respond, capture and close opportunities through the automation of sales contracts, proposal, quotes and virtually any document package required to sell or service a product.

What do you need to get started? Just your documents, that’s it!

Our on-demand document automation service allows you to DDP Enable the same Microsoft Office documents you have used for years. There are no templates or file conversions required. You do not need programming experience to create Dynamic Document Packages. Our document technology is built on a proven platform utilized by enterprise organizations for years.

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’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

We are pleased to see our user base continue to grow both within and outside of the United States. As we work with more international companies, we see two fundamental realities that exist every business:

The business uses Microsoft Office files to create and customize documents (Word, Excel and PowerPoint)

The business is looking for a simple solution to help them automate critical document packages (proposals, sales quotes and contracts) to reduce expenses, eliminate inefficiencies, and increase revenues

Learn today how you can start automating document creation anywhere on the web!