Excel has new array functions such as UNIQUE and FILTER. While these are currently in beta, they are available through the Insider program. Microsoft has not given a date for the release of this new functionality, but why wait. It would be great if Drawloop can incorporate these in sooner rather than later.1 vote
Add multiple filter criteria to dynamically include template files to Salesforce-DDP application for document generation.
Currently, only a single criteria for fetching the templates during RunDDP is available. It will be really useful when multiple criteria can be set up for template selection. This feature can reduce multiple document creation for the same object and process flow.31 votes
When creating a DocGen form with multiple checkboxes, please include an option to be to Select All options
We have a form with 40+ checkbox options which requires the ability to be able to "Select All" otherwise the user has to go through and select each option individually to get all items checked. This is affecting functionality in a critical business report within a multi-million dollar, two year project which is scheduled to go live in Jan 2018. Please place this request on high priority, thank you!22 votes
Sometimes it is necessary to include a document file in DDP based on multiple AND/OR conditions with 'contains' logic. For example, Include a file only when Field 1 contains 'xxx' AND Field 2 contains 'yyy'. It shall be possible to allow these multiple data field and value pair with AND/OR conditions which is currently not supported.74 votes
I would like the ability to create a Scheduled Report DDP that can send out one copy of the report to anyone listed on the report, for example the Opportunity Owner. Today a Scheduled Report can send to anyone listed in the report however if they are listed more than once they will receive the Scheduled Report DDP more than once which is not a good end user experience.30 votes
Using Drawloop with DocuSign
Able to add a 2nd recipient with In person Signing and routed via LoopPlus.
i.e the 2nd signer is able to sign (within Salesforce) after the first signer10 votes
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