DocGen for Salesforce

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Perform direct download to computer without extra clicks

When we request "Download" we expected that the document would download. Instead, we get a cute but not very useful icon in the middle of the screen, and we have to click on it to download the PDF. Can we get Drawloop to download directly, as Cong...

Guest over 9 years ago in Documents / Document Automation 1 Planned

2 VOTE

Allow LWC tabs to be optional

There are times when running a package that the contact selection and even document selection tabs are not needed. If all the documents in the package are set to always required then the document selection tab is useless. It would also cut down on...

Lauren K over 1 year ago in Documents / UX/UI 0 Open for voting

3 VOTE

Fix the Button wizard to support the Other Object list for Orgs with extensive amount of Objects

The Button Wizard does not load past a certain number/ letter when Orgs with a large amount of objects try to use it. The current work around is to create a button in the backend of salesforce and use the parameters from the documentation.

Brent Byhre almost 2 years ago in Documents / Setup and Configuration 0 Open for voting

1 VOTE

Reinstate ability to upload multiple images at once

We used to have the ability to upload multiple images in one go, but this has recently been removed. Uploading many images now takes an age

Guest 8 months ago in Documents / UX/UI 0 Not Planned

1 VOTE

Add an Original Test Download option with Keep word formulas to the DDP Test component

Brent Byhre 8 months ago in Documents / DocGen for Salesforce 0 Open for voting

2 VOTE

Support Integration users for SFDC-DocGen integration

Salesforce recently added a feature where it allows SFDC admins to create dedicated integration users with no extra cost. It is now a best practice to use them for integrations. Read more about this feature here: https://admin.salesforce.com/blog/...

Guest over 1 year ago in Documents / Setup and Configuration 1 Open for voting

11 VOTE

Preview document in browser

Our customer who are using drawloop are seeking for document preview feature. They want to user to stick its current window and view the document which is generated. once user check that document is generated fine then user click on continue to mo...

Guest over 7 years ago in Documents / Document Automation 1 Under Review

10 VOTE

Send generated documents to the Document Queue as Files instead of attachments

When a document is sent to the queue, it is sent as an attachment instead of a file. Our process is automated through an outbound message so when a generated document goes over the 5MB attachment size limit, the outbound message errors out and no ...

Guest over 6 years ago in Documents / DDP Management and Creation 0 Open for voting

6 VOTE

Allow Drawloop Access to be given to the Permission Set Group Level.

Currently The access is only available for Profiles, Role, Permission Set and Group.We would like to request you to add access to the Permission Set Group as well.

Guest about 4 years ago in Documents / Setup and Configuration 0 Open for voting

7 VOTE

Enhance addendum documents function to allow setting the position of where they are included

Right now you can specify an Addendum Doc Id Field on the DocGen Package. If you then have a child relationship that contains multiple records that each specify a different salesforce document id, these all get merged onto the end of the rendered ...

Craig Hayashi almost 5 years ago in Documents / DDP Management and Creation 0 Open for voting

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