Suggestions for attaching documents - trouble with proposals

Anonymous
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Suggestions for attaching documents - trouble with proposals

We've recently launched Marketo and Sales Insight within our org. I'm struggling with the fact that our sales team can't attach documents using Sales Insight. Our company generates proposals for potential clients, each one is different. We've historically been using Draw Loop (Loop Plus) to auto-generate the proposals, and send them out of Salesforce. 

I'm curious if anyone else uses Loop Plus and/or has a work around to the attachment issue with Marketo. For our standard documents, I've been uploading to Marketo and inserting the link to the document in an email template. This approach won't work as we're generating hundreds of proposals each month. 

Thanks in advance for the suggestions! 
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Anonymous
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Re: Suggestions for attaching documents - trouble with proposals

LOOP should be able to post documents automatically to a file system (FTP, Box.net, etc.) and spit back a URL, which may be slightly more scalable than your current way of doing it. No way to overcome the MSI attachment issue. You could send via the Outlook or GMail plugin with attachment maybe?
Anonymous
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Re: Suggestions for attaching documents - trouble with proposals

Thanks Jason!

That's helpful, we'll look into those options.