Drawloop Blog

LOOP Document Services 3.0 went live on AppExchange today. As an active user of Salesforce, we often find ourselves looking for help within the Salesforce community or posting feature requests on the Salesforce Idea Exchange. While participating in this amazing community, we kept seeing ideas shared that related to documents (our expertise). Those ideas presented an opportunity for us to review our current document services (LOOP, LOOPlus and LOOP Reports) and see how we could incorporate real solutions to posts on Idea Exchange.

We are pleased to officially announce LOOP Merge - the answer to over thirty (30) Salesforce Ideas. LOOP Merge significantly enhances, compliments and extends the out-of-the-box Salesforce Mail Merge functionality.

Our Objectives:

Enhance the current Salesforce merge process

Improve maintenance and organization of merge templates

Support multiple browsers and operating systems

Extend merge to other applications and file types

Pricing: $4 per user/month (no minimum users)

Enhancements (11 ideas)

1. Increase File Size Limitation of 1MB: LOOP Merge allows you to upload your merge templates into the Salesforce documents tab which has a file size limit of 5MB. Like LOOPlus, you can also work with publicly accessible URL based documents which allow you to go beyond the 5MB limit if needed.
2. Date Formatting: All dates used by any of LOOP Document Service format the date using the long date format by locale.
3. Empty Fields: All fields that do not have values pass as a blank instead of “______”.
4. Ability to Select a Contact: Accounts, Cases, Opportunities and Contracts allow you to select contacts related to the object.
5. Customize the Button: You can easily deploy your own buttons and point to the LOOP Merge s-control.
6. Additional Delivery Options: You can Email, Email and Attach, Attach Only or send the Mail Merge Document to our free LOOP service where you can download or add any additional documents to the final merged PDF file.

Maintenance and Organization (7 ideas)

1. Folder Support: LOOP Merge allows you to upload your merge templates into the documents tab and store in any document folder - any security established within document folders will control access for available LOOP Merge documents.
2. Update and Tracking: Deploying templates in the documents tab also allows you to update and track templates.
3. Filter by Object: Document keyword tags allow you to limit documents by object.

Browser and OS Support (4 ideas)

1. Web Browsers: Our LOOP Document Services support Firefox, IE, Safari and Chrome.
2. OS: Our LOOP Document Services support any OS that can run Firefox, IE, Safari or Chrome.

Applications and Document Types (11 ideas)

1. Additional Application Support: LOOP Merge works with Google Docs and Spreadsheets as well as OpenOffice. Although we work with the Saleforce Office Plugin, this is not a requirement for any of our services. Any document that can be saved as an Microsoft Office document can be used with our document services.
2. Additional Document Types: Works with Mail Merge Templates or any Microsoft Word, PowerPoint, Excel (up to 2007 versions) or PDF file.

LOOPlus and DocuSign Mashup on AppExchange

We are pleased to announce our latest DDP integration partner - DocuSign. DocuSign has combined its e-signature service with our LOOPlus document creation service within Salesforce.com. A Salesforce.com user can now deliver DDPs for e-signature with enhanced features like dynamic placement of initials and signatures, powerful routing, workflow options and data capture back to Salesforce.com at the time of signature.

“The combined power of Drawloop and DocuSign on the Salesforce platform enables companies to achieve efficiencies, reduce costs and speed time to revenue like never before,” says Bob DeSantis, Vice President of Sales & Business Development at DocuSign. “Our joint solution completes the vision of straight through processing (STP) in a cloud computing environment with zero upfront capital expenditures. The combined solution enhances our customer’s ability to increase pipeline velocity, achieve greater agreement visibility throughout the sales lifecycle, and realize massive efficiencies from the reduction of paper, shipping and data entry costs. LOOPlus with DocuSign agreements will be consistent and remain digital during the entire sales process. In essence our joint customers will immediately execute leaner, greener, faster and more profitably.”

“Our partnership with Drawloop Technologies represents a very strategic relationship and tremendous value for Salesforce users,” commented Ken Cavallon, Business Development Manager, DocuSign. “Together we offer a powerful solution that provides the ability to originate, manage and complete sales contracts through a single work space, which in turn simplifies and expedites the entire contract execution process and helps businesses close deals faster, increase revenue and improve productivity.”

Please visit our LOOP Document Services on AppExchange.

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.

There’s now a simple way to consolidate, report and analyze Salesforce.com data right on your mobile device. With LOOP Reports Mobile, powered by Webalo, you can schedule any standard or custom Salesforce.com report to be delivered to your smartphone or wireless PDA. Just create the required reports, configure them using the step-by-step wizard, and Webalo transforms them instantly for your BlackBerry, Windows Mobile, Pocket PC, Palm, Symbian, or Java-enabled device. Delivery is immediate, you can set any schedule you want, and you can be sure of having the latest information right at your fingertips.

LOOP Reports Mobile does not deliver reports to the browser. Therefore, off line capability exists and the ability to drill down into the data goes far beyond anything available today. LOOP Reports Mobile requires an install by your Salesforce.com administrator of LOOP Document Services on AppExchange.

View Product Data Sheet

Miller Weldmaster and AussieHQ join our growing customer base on Salesforce.com. Like all of our enterprise customers, Miller Weldmaster and AussieHQ were looking to improve efficiency, increase revenue and control document creation. With our LOOPlus service, all of their document creation is generated with the click of a mouse pulling together the required documents and data from any Salesforce.com Object, including Custom Objects and Product Line Items.

Click here to learn more about our document services within Salesforce.com.

We are pleased to announce an improved user interface and additional functionality to LOOP for Salesforce.com. With LOOP, you can convert and combine files to PDF with the option to email or archive in Salesforce.com.

New User Interface

We have created a new interface for LOOP to make it look and feel more like a normal Salesforce page.

Log a File

Users can now create an activity history record that links to a PDF created within LOOP with the simple click of a button. The PDF is stored on Drawloop’s servers and the link in the comments of the activity history allows anyone to download the PDF. The PDF will not count toward your allowed Salesforce storage.

Attach a File

LOOP now offers a quick and easy way to attach a PDF to a Salesforce record. By clicking the “Attach File” button or link, your PDF will be stored as an attachment under the object you clicked LOOP It from.

Add to Salesforce Documents

A PDF created with LOOP can be saved to the Salesforce Documents tab. Click the “Add to SF Documents” button or link, select the folder to save the document to, and the document is stored in Salesforce.

We are excited to announce the new release of LOOP Reports within our Salesforce.com document automation service. You can automate and schedule the email delivery of Salesforce.com reports as one combined file. A powerful feature of LOOP Reports is your ability to dynamically send Salesforce.com reports into an Excel file allowing you to create any required analytics. The end result is a scheduled email report designed, calculated and structured to meet the unique needs and requirements for your reps, managers and executives.

Do you need to customize your scheduled Salesforce.com reports?
No problem. We work with CRM Advantage who provides both training and professional services for LOOP Reports.

We encourage you to install our free trial from AppExchange to begin automating and scheduling your Salesforce.com reports.

We are proud to announce three new enhancements for LOOPlus, our document automation service within Salesforce.com.

Easily run LOOPlus from any Custom Object

LOOPlus out-of-the-box now supports running DDPs from any custom object. Once the LOOPlus Detail Page button has been added to the Custom Object, simply select the Custom Object record type when creating a new DDP and type in the custom object’s API name in the Object Name field. The same security settings still apply as in any other DDP.

Automate Salesforce Reports with LOOP Reports

LOOP Reports allows you to automate and schedule any combination of Salesforce reports to be emailed to anyone. This reporting feature is extremely powerful since you can automatically “dump” multiple Salesforce reports into an Excel file to perform custom analytics on the data for reporting purposes. The end result is emailed, per the schedule, as a single PDF.

Use Opportunity Product Line Items in Word 2007

LOOPlus now supports Opportunity Product Line Items in Word 2007 documents. You can create multiple tables and include Product fields to create customized quotes, proposals or contracts.

LOOPlus can be run on any browser and can fill Microsoft (versions 97/2000 and higher) Word, Excel, PowerPoint and PDF files.

All of this and more is available with LOOP Document Services.

We have just updated and are pleased to announce that our Salesforce.com customers can now add Opportunity (or Product) Line Items to their Dynamic Document Packages or DDPs.

Our LOOPlus service allows your business to customize, control and manage document creation at the enterprise level for all users within Salesforce.com. You can dynamically customize and package any combination of Microsoft Word, Excel, PowerPoint and PDF files into a single combined file. This combined file can then be delivered through Salesforce.com email or virtually any required delivery option, like electronic signature, a work flow, a document queue or a required approval process.

We offer LOOPlus training every Tuesday and Thursday, on the hour, from 10:00am to 2:00pm PT. Please email us at support@drawloop.com to register for a training session - please identify the date and time slot.

Dun & Bradstreet, the leading provider of information and technology solutions to help businesses reduce credit risk, find profitable customers and manage vendors efficiently, has selected LOOPlus for Salesforce.com to automate document creation for its Canadian operations.

Like many of our enterprise customers, Dun & Bradstreet has specific requirements and work flows around the creation and delivery of documents. Our service will allow Dun & Bradstreet to standardize the document creation process while complying with their requirements and work flows. For example, one requirement is to be able send the created document through EchoSign’s e-signature process. With LOOPlus, this is not a problem. Our service can seamlessly integrate with virtually any service or work flow within Salesforce.com.

Learn more about our services within Salesforce.com.