For Customers / Buyer Experience:
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All-In-One Document and Content Management Suite |
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. |
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. |
eSignatures are 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. |
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. |
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. |
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.
iDialogue provides pre-built solutions for all lines of business that utilize Salesforce.
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Sales & CPQ
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Marketing
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Non-Profit
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Legal
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For Developers
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iDialogue Sales and CPQ SolutionsDynamically configure and generate quotes from Salesforce™ and share them with customers in personalized "rooms".
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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.
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iDialogue Accelerator for Salesforce™ Nonprofit Success Pack (NPSP)Easily transform Salesforce™ data into donation acknowledgement receipts and year-end letters and much more.
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Compliance-Driven Contract Lifecycles in SalesforceiDialogue provides a pre-built workflow for Legal teams that draft and publish boilerplate agreements for use in Sales agreements.
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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 solution or application:
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Testimonials











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iDialogue Studio
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Doc Template Builder
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Room Builder
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Flow Builder
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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
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Orchestrate and automate all deal room interactions
Tools for Building Integrated Employee and Customer Experiences
Questions?