Automate Docs in Salesforce - Automate and merge the same documents you have used for years to close more deals, increase revenue and improve productivity. From within Salesforce, users click a button to create dynamic document packages (DDPs) using data from multiple objects, including custom objects and product line items. Or, automatically create DDPs from workflows. Drawloop is a certified solutions partner of Salesforce.com.

1. Salesforce.com Document Service
Automate Docs in Salesforce
Automate and merge data from any salesforce objects into any
combination of documents - Word, Excel, PowerPoint, PDFs,
Visualforce pages or Quotes. Automate and merge the same
documents you have used for years to close more deals,
increase revenue and improve productivity.
The document service youʼve been looking for
“My reps love this solution,
and I love the fact that it frees
up more of their time to spend
with customers rather than
filling out paperwork and
creating proposals.”
IntraLinks
Drawloop Sales
949.242.0455, option 1
DDP Merge - Merge any salesforce data dynamically into your docs
sales@drawloop.com
• Dynamically create a document package (DDP) from any object merging salesforce
data from any combination of objects.
• Merge into any combination of Word, Excel, PowerPoint, PDF, Visualforce pages and
Quotes - return a single combined PDF or the original merged documents
• Allow user to include optional sections or pages at run time and include required
elements based on the DDP or salesforce field values (if this, then include)
DDP Delivery - Send a DDP to any required delivery for your business
• Allow users to select DDP delivery option (email, download, document queue, content
workspace) or control at the administrative level where the DDP is delivered
• Send DDP based on custom delivery options - send for e-signature, send to SMTP
service, send to web-service (HTTPs), or route through salesforce workflows
Merge from Objects Easy to Build Leverage Salesforce
Merge salesforce data from multiple Quickly drop merge fields into docs, DDPs can (1) be delivered through
objects into any combination of Microsoft upload to salesforce, and then build a salesforce email and workflows, (2)
Word, Excel and PowerPoint. You can DDP by selecting pages (required, stored on objects, (3) create tasks and
return a combined PDF or the original optional and/or based on field values), update records at run time, and (4) be
merged document(s). user security and DDP delivery options. deployed by object, roles and profiles.
© Drawloop Technologies, Inc. - 4199 Campus Drive, Irvine, California 92612 USA - www.drawloop.com - sales@drawloop.com

2. Salesforce.com Document Service
Features
Merging Salesforce data into documents
Dynamically merge any salesforce data (coming from any combination of
objects) into any combination of documents. Allows your admin to build
dynamic document packages (DDPs) using Microsoft Word, Excel and
PowerPoint along with Visualforce pages, PDFs, Mail Merge templates,
Salesforce Reports, Quotes and Content.
Control document delivery
Control how you want different document packages (DDPs) to be
delivered. Some of your options include: (i) email document (as a
combined PDF or original merged docs) through Salesforce email and
associate with an email template or send through your SMTP server, (ii)
download, (iii) attach to an object, (iv) send through content delivery and
(v) virtually any custom delivery option like send to an e-signature service.
Control the contents of your document packages
Allow your admin to control how a dynamic document package (DDP) is
put together. A DDP can contain documents and/or pages of documents
dynamically packaged, based on what elements are required, optional
(selected at run time by the user) or advanced (included or excluded
based on Salesforce data).
An example is your sales proposal. You want the cover letter and
overview of services to be included in the sales proposal (required
elements), but you want to allow the user at run time to decide whether to
include information about existing customers (optional elements). And
finally, the sales proposal needs to include product disclosures based on
which products are selected (advanced elements – based on Salesforce
data).
“With Drawloop, we have
automated the entire sales contract
process, and most importantly, our
customer data is accurate in
Salesforce. This has saved our
team hours of manual work.”
LinkedIn Corporation
© Drawloop Technologies, Inc. - 4199 Campus Drive, Irvine, California 92612 USA - www.drawloop.com - sales@drawloop.com

3. Salesforce.com Document Service
Features
Consolidated document management
From the DDP manager (Salesforce object), you can control all of the
elements for your dynamic document package from one location in
Salesforce. This includes documents, final DDP page order, DDP output
file name, security, related objects, custom integration options and a
document tagging tool.
Run DDPs from Salesforce workflows
Any DDP can be triggered via an outbound message. Examples include
web-to-lead forms to generate a custom document package, or generate
and send a DDP based on a change in a Salesforce record. This can also
be accomplished with Apex.
Update fields in Salesforce
Update any related record or related field when the DDP is run. For
example, this allows you to change an Opportunity stage from “Proposed”
to “Quoted”. Another example is changing a Salesforce field to then
trigger a specific workflow action.
Create new records in Salesforce
Create a new record from Salesforce and/or DDP data when the DDP is
run. As an example, you may want to automatically create a follow-up task
when your sales proposal DDP is generated. This helps to create more
visibility and accountability for actions within Salesforce at the time of
document creation.
“Drawloop allowed us to About Drawloop
dynamically package our Founded in 2001, Drawloop delivers cloud-based document services to
documents to meet the needs of
merge and automate the same documents you have used for years. We
our unique and specific outgoing
licensing document requirements.” take great pride in our document services and our global customer base
comprised of enterprise corporations, financial service firms, technology
ASCAP companies, small businesses and individuals.
© Drawloop Technologies, Inc. - 4199 Campus Drive, Irvine, California 92612 USA - www.drawloop.com - sales@drawloop.com