Drawloop Blog

Our on-demand document creation service within Salesforce.com continues to grow. We have added some awesome new features for Dynamic Document Packages (DDPs) with our latest update (LOOP Document Services Version: 3.4.2).

This post focuses on a new feature we believe will help virtually all Salesforce users. This feature allows a company to automate the creation of custom PowerPoint presentations with any Salesforce.com data. In other words, you can dynamically create custom PowerPoint presentations to update graphs, data and any other items within your PowerPoint file(s).

Let’s say your company needs to update managers on sales numbers, by region, each week. We have found that many people like to report this data in a PowerPoint presentation to be shared internally or shared via online meetings. Right now, you are probably spending a lot of time manually updating your PowerPoint to prepare for these weekly update meetings. With our latest update, you can automate this entire process leveraging your data that already exists in Salesforce.

It’s Simple:

1) Create your Salesforce Reports
2) Create your DDP (links Salesforce data with PowerPoint)
3) Click run to create your customized PowerPoint*

*Delivery Options: The customized PowerPoint can be (a) returned as an original PowerPoint file to be emailed, downloaded or attached back to Salesforce or (b) returned as a PDF to be emailed, downloaded or attached back to Salesforce.

Contact us today to schedule a time to learn more.

We are proud and excited to introduce the beta release of LOOP Exchange. LOOP Exchange is a simple yet revolutionary way for you to web-enable Microsoft® Office® documents for file sharing.

Register today for LOOP Exchange, it’s free! If you are already part of our LOOP community, you can login to LOOP Exchange with your LOOP email and password to begin building and deploying Dynamic Document Packages (DDPs) for sharing.

LOOP Exchange is an industry first as it lets anyone create, build and deploy web-based solutions with the same Microsoft Office files that people have used for years. Since LOOP Exchange is built on a simple and proven technology, no programming experience is needed to create and deploy Dynamic Document Packages. Our LOOP community will be able to easily and safely share all of their hard work and intellectual capital without exposing their documents, formulas or secrets. LOOP Exchange brings web-based solutions to anyone who has ever worked with Microsoft Word, Excel and PowerPoint files.

What makes LOOP Exchange different?
Unlike other file sharing services where files are posted for sharing in their original format, LOOP Exchange goes beyond just sharing. We allow you to share your document or set of documents as a web-based solution protecting your original files and delivering dynamic output to the user. LOOP Exchange converts the files into a web-based solution to capture inputs on a web form and dynamically create output as a single PDF. The original files remain secure and untouched.

Since LOOP Exchange is part of LOOP, it also leverages our document packaging technology, which makes it easy to add other file types to your DDP, including any PDF, JPG, HTML, XML, Text, BMP, GIF, PNG, Publisher and Visio files, and deliver all of them as single PDF.

What is a Dynamic Document Package (DDP)?
A DDP is a document or group of documents consisting of Microsoft Excel, Word and/or PowerPoint files used to create web-based solutions. All of this is done without exposing any of the formulas or other confidential information from your original files.

To learn more, click here. We look forward to seeing you on the LOOP Exchange!