Project Description

Now with Salesforce1 integration! In minutes, LOOP Document Services generates custom sales & service document packages with data dynamically merged from any object in Salesforce w/ any combination of Word, PowerPoint, Excel or PDF documents.

  • No more jumping between screens to edit proposals, presentations, contracts, account summaries, account plans, or any other types of documents.

  • Eliminate time wasted searching for files; forget outdated versions and inaccuracies.

  • Multiple delivery options to send to anyone at anytime. Document generation integrated with Salesforce1, Salesforce Files Sync, DocuSign, EchoSign, Sertifi, Barracuda SignNow, Box for Salesforce, Amazon S3, SpringCM, Chatter, Content, FTP, SMTP, Reports.

LOOP Document Services addresses both your document and reporting needs. With LOOP Document Services, Salesforce customers now have an end-to-end document generation and reporting solution that eliminates manual processes and increases productivity.

LOOP automates document creation from contact to contract to delivery. Unlike manual solutions that sit outside the Salesforce environment, your document process is managed entirely through a single interface in Salesforce. LOOP Document Services utilizes the same documents you currently use no matter what the format – Word, Excel, PowerPoint or PDF – and merges them with your Salesforce data to create and deliver a Dynamic Document Package (DDP) to customers anywhere at anytime.

Scheduled reporting can be added to your LOOP Document Services subscription which schedules the email delivery of Salesforce reports to anyone. You can use Excel to summarize data from Salesforce reports to conduct any required analytics. The end result is a scheduled report designed, calculated and structured to meet the unique needs and requirements for your organization.

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