Key Features

iDialogue powers a document-driven "flywheel" that accelerates AI-assisted content creation, document generation, delivery, and agreement execution.

Document Generation

  • Manage a library of document templates within Salesforce
  • Embed merge tags, dynamic tables, clauses, and images
  • Pre-built components and screen flows to generate docs
  • Flow actions to automate doc generation
  • Batch doc processing

Document Rooms / Secure Delivery

  • Securely send customers personalized links to document "rooms"
  • Intelligent email templates with inline content
  • Customize rooms with pre-built plugins for web forms, data grids, payments, and more.
  • Records audit-trail activity and entire document chain-of-custody
  • Guaranteed delivery. Emails bypass 99.9% of spam filters
  • Recall room invites. Unsend documents.


  • Add eSignature to any document template
  • Unique time-stamped signatures with online verification service
  • Counter-signature support
  • eSigned documents auto-attach to Salesforce records
  • Auto-update records upon eSignature events


  • Support for customer file uploads, checklists, payments.

Features of iDialogue Studio

  • Document Builder
  • Room Builder
  • ​Flow Builder

Generate Documents Directly from Any Salesforce Record Using Templates

  • Dynamically generate Microsoft Word and Adobe PDF files from Salesforce records.
  • Define merge fields in templates.
  • Map merge tags to data sources.
  • Generate dynamic itemized tables from related child records.
  • Multi-currency and multi-locale support.
  • Contract clause library.
  • Dynamically rendered sections and clauses.
  • Merge product images into documents.
  • Render payment and revenue schedules into document Appendices.
  • Define placement of eSignature tags and timestamps.

​Build secure deal rooms and portals for a personalized customer / buyer experience

  • Easily launch personalized rooms from Salesforce records
  • Send contacts requests to review and eSign documents, upload documents, submit web forms, or submit payment methods
  • Add deal-specific content to rooms for personalized digital selling
  • Customize and brand rooms with logos, content, and color schemes
  • No usernames or passwords required! Flow-initiated invitations include personalized secure links to rooms
  • Audit trail of all room activity. Email read receipts, opened documents, eSignatures, payment events, and more.

​Orchestrate and automate all deal room interactions

  • Event-driven sales methodology
  • Automate workflows that respond to key sales cycle events
  • Generate documents, setup rooms, and invite contacts directly from screen flows
  • Guided wizard-based product configuration flows
  • No-code approach to implementing custom business processes


Case Studies

  • Addigy
  • Aviate
  • Prudent Investors

​Addigy Implements Quoting and Customer Onboarding Using iDialogue on the Salesforce Platform™

"We use iDialogue to configure SaaS subscriptions, generate and send quotes, and collect eSignatures. ​iDialogue's SaaS Accelerator enables us to capture usage-based billing metrics for our Apple device management platform in Salesforce for a complete Customer 360° view."

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Jack Michel

Jack Michel

Senior Salesforce Administrator at Addigy

AviateNow Implements CPQ for Aviation Using iDialogue for Salesforce

"AviateNow is very excited to bundle iDialogue into our AppExchange product for the Aviation industry. iDialogue greatly enhances our product with quoting automation."

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​Charles Wagner

​Charles Wagner

Founder of AviateNow, Inc

CollaborApp Uses iDialogue to Connect Care Communities for the Disabled

"iDialogue ​and Pacific Apps, Inc. have given us the ability to create an incredible customer experience platform that transforms the way we share vital information with clients."

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​Kerrie Lloyd

​Kerrie Lloyd

VP Sales & Marketing at Prudent Investors

Create automated "flywheels" in your org today.

Automate document-driven processes in Salesforce™ using Flows and AI.