Content Cloud for Salesforce™

AI-Enabled Content Automation

AI Assistants
Document Generation and Delivery
Digital Signatures
File GPT / Flow GPT

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Doc Gen
Send
Sign
AI/GPT

MS Word Templates with support for Salesforce merge tags.

Manage documents directly on Salesforce Records.

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Key Features

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

AI Assistants

AI Assistants and GPT flows guide both Salesforce users and customers towards conversion, sales execution and support case resolution.

Define ChatBot intelligence using simple PDF / FAQ documents
Infuse assistants with business and process knowledge
Guides Salesforce Users towards lead conversion, quote generation, opportunity close or case resolution.
Supports standard or custom objects

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
Personalized AI Assistants to guide and support Leads/Contacts
Customize rooms with pre-built plugins for web forms, data grids, payments, and more.
Complete audit-trail of activity, document chain-of-custody, and AI transcripts
Recall room invites. Unsend documents.

eSignatures

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

Onboarding

Support for customer file uploads, checklists, payments.
Inline AI Assistants to answer questions and suggest next steps.

Features of iDialogue Studio

Document Builder
Room Builder
Flow Builder
AI 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 CRM methodology
Initialize AI Assistants and ChatBots
Automate workflows that respond to key CRM events
Automate GPT actions: summarizations, translations, categorizations
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

Manage AI Models, Prompts and Actions natively in Salesforce

AI Assistant model definition
Prompt engineering. Template driven, customer-centric, dynamic system context prompts
Suggested and Favorited Prompts for one-click interactions.
Flow GPT: Orchestrate GPT tasks
AI Transcripts

Testimonials

Our Network-as-a-Service (NaaS) platform is highly configurable, so we needed a flexible Salesforce quoting solution.

iDialogue, with the UnofficialSF flow components, allows our Salesforce Developers and Admins to quickly develop and deploy new product configurations to our Sales channels.

Joe Oligny

VP of Customer and Sales Success at PacketFabric

We mapped our customer journey across several iDialogue rooms for Lead inquiries, Quote generation, and Project Onboarding.

This gives customers self-service access to their projects, and provides us with real-time insights into which customers may require assistance.

John Clark

COO at Jet RVSM, Inc.

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.

Danny Davis

VP/Director of Operations, Together for Haiti

Case Studies

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

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."