​For Marketing:

• Enable Sales with relevant content
• Sales Content Management
• Rich Email Templates
• Content Usage Insights

​For Sales: 

• Generate PDF quotes and documents
• Just-in-Time Enablement
• Guided Quote Configuration
• Powerful B2B Email Automation
• ​Buyer Activity Insights

For Customers / Buyer Experience

• Self-service buying experience
  
• Digital-first buying and onboarding
  
• One-click quote approvals and signatures
  
• Product configurators and pricing calculators
• ​Onboarding checklists and forms
  
• Sign or upload documents

​For Revenue Ops:

• Onboard customers faster
• Collect payment and billing info
• Centrally manage agreements and documents
  

Enablement - Quoting - Deal Rooms 
eSignatures - Payments

​Templates & Pixel Perfect Document Generation

Create beautiful document templates using an industry standard word processor: Microsoft Word. Create your own MS Word templates with merge tags, or choose from our library of templates. iDialogue generates pixel perfect documents every single time leveraging data in Salesforce™ records. 

Customer Experience Rooms

Easily setup interactive landing pages and virtual deal rooms to securely share personalized content with customers. Invite leads, contacts, and users to rooms with personalized links and SMS codes. Responsive and mobile design ensures customers can access rooms from anywhere.

​eSignature & Approval

eSignatures are now internationally recognized for executing documents and agreements. Streamline the customer acceptance process by including eSignatures in documents. Attach signed documents directly in Salesforce. Learn more about eSignatures.

​Online Payment Processing

Add a payment processing component to any Salesforce record or room layout. Collect credit cards, ACH, and PO numbers through deal rooms or Salesforce records. Keep billing contact information up to date. Dramatically reduces time and errors related to payment processing.

​Secure Cloud Hosting and Storage

​iDialogue ​deal rooms are securely hosted on AWS; which meets all leading compliance and IT governance requirements. All content is encrypted at rest and in transit. Backup, recovery and document archiving services ensure data is never lost. Create your own custom domains for rooms.
Example: https://secure.DomainName.com.

​Workflow Automation

Natively integrated with Salesforce™ Flow Builder for unlimited extensibility, customization, and automation. Automate common customer interactions, like sending PDF quotes, reminders, invoices and receipts. Request customer onboarding documents and billing information. Auto-schedule subscription renewals and charges.

Solutions
iDialogue provides pre-built solutions for all lines of business that utilize Salesforce.

• Sales & ​CPQ
• Marketing
• ​Non-Profit
• ​Legal
• For Developers

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​iDialogue Sales and CPQ Solutions

Dynamically configure and generate quotes from Salesforce™ and share them with customers in personalized "rooms".

• ​iDialogue "Flow CPQ" uses standard out of the box Sales Cloud objects for routine quoting.
• Just-In-Time content enables Sales Reps as they configure quotes
• Generate quotes, contracts, and agreements from Salesforce
• Invite customers to customize and configure products online
• Pre-built Microsoft Word templates

CASE STUDIES

Content Enablement, Account-Based Marketing (ABM) and Account-Based Experiences (ABX)

Marketing content is core to iDialogue. Provides Marketers with the tools to deliver highly personalized content for Salesforce Leads, Accounts, and Opportunities.

• Native content management system (CMS)
• Create enablement rules that auto-suggest PDF customer brochures, case studies, and playbooks on Opportunities
• Web-to-Lead Auto responders. Respond with more than just emails. Send links to personalized rooms.
• Account-Based Marketing. Create room templates for multiple buyer and decision maker personas.
• Account-Based Experience - Dynamically personalize content based on Account information
• Marketing Dashboards and Reports: Real-time feedback on content usage​

​iDialogue Accelerator for Salesforce™ Nonprofit Success Pack (NPSP)

​Easily transform Salesforce™ data into donation acknowledgement receipts and year-end letters and much more.

• Acknowledge charitable donations with personalized letters and receipts.
• Summarize all annual donations into a year-end receipt for use in claiming tax deductions.
• Pre-Integrated with Salesforce Account Households, Contacts, and Opportunities.
• ​Pre-built Microsoft Word templates​

Learn about Npsp Accelerator

Compliance-Driven Contract Lifecycles in Salesforce

iDialogue provides a pre-built workflow for Legal teams that draft and publish boilerplate agreements for use in Sales agreements.

• Upload pre-approved Legal agreements and quote templates to Salesforce
• Guided quote creation flows for dynamic clause generation, based on configured Opportunity products and services.
• Generate Account-level NDAs and MSAs.
• PDF and Word doc generation directly from Salesforce records
• Share links to secure document rooms with customers. Full activity audit trail.
• eSignature and one-click approvals for Sales orders and agreements.

An unlimited number of solutions can be built using Salesforce Flow Builder and iDialogue.
iDialogue provides a toolkit of essential features for use in any industry or application:

• Content Management
• Document Generation and Batch Delivery
• Opportunity configuration, pricing, and quotes
• eSignatures
• Payment method capture and processing
• Portal / Room solutions
• Web Forms
• Platform event-based programming
• And many more Flow-centric features (see iDialogue Studio below)

Testimonials

​Kerrie Lloyd

VP Sales & Marketing - Prudent Investors

"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."

Collaborapp / Prudent Investors Case Study

Danny Davis

VP/Director of Operations, Together for Haiti​

"This is a fantastic app that definitely simplifies document automation within Salesforce™. Mike and the folks at Pacific Apps are great people that will go the extra mile to help you be successful and get the most out of the app.

Learn More

​Charles Wagner

Founder AviateNow, Inc

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

Learn More

​Mark Petrie

Sales and Revenue Operations

We use iDialogue to configure products, generate and send quotes, collect order signatures, and execute NDA/MSA documents. iDialogue accelerates every step in our sales cycle."

​iDialogue Studio

• Doc Template Builder
• Room Builder
• ​Flow Builder 
• Sales Content Management

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Generate Documents Directly from Any Salesforce Record Using Templates

• Dynamically generate Microsoft Word and Adobe PDF files from Salesforce records.
• Merge field values into templates.
• Generate dynamic itemized tables from related child records.
• Contract clause library.
• Dynamically merge clauses into quotes and agreements using Opportunity entitlement rules
• Merge product images into quotes.
• Render payment and revenue schedules into document Appendices.
• Create eSignature tags and workflows.

​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

• Built on Salesforce Files and Libraries
• Version control
• Indexed for searching
• Content enablement rules
• Reports and dashboards with insights into content utilization

Tools for Building Integrated Employee and Customer Experiences

Try It Free

Questions?