To maintain its industry-leading position,
was on a quest to streamline several of its core operational
Pre-built CPQ Templates: Extending Salesforce
Sales Cloud with product bundles, templates and workflows to aid
in configuration, pricing, and quotation processes.
Document Generation: Efficient and accurate
generation of documents like quotes, contracts, and packing
eSignature: Execution of quotes with quick
conversion to Contracts and Orders.
Document Rooms: Secure delivery of quotes and
Flow Automation & Orchestration: The ability to
automate key processes to reduce manual intervention and
Print & Delivery: Simplified printing processes
and secure document delivery mechanisms.
Pain points like extended quoting durations and the cumbersome
handling of configuration products added layers of complexity.
Additionally, foreign importers' requirement for accessible packing
slips outside the box presented logistical challenges.
GPS Trackit needed a solution, and they found it in iDialogue.
iDialogue from the Salesforce AppExchange iDialogue, a standout tool
for Document Process Automation on Salesforce, emerged as the
perfect fit for GPS Trackit. It provided comprehensive solutions
Quote Configuration & Pricing, Document Generation, Quote
Delivery, eSignature, and Fulfillment Automation.
The Gen-Send-Sign workflow of iDialogue resonated with GPS Trackit's
requirements. The package’s pre-built event handlers, particularly
for common processes like document eSignature, enabled GPS Trackit
to easily extend their existing flows. This facilitated auto-updates
of Opportunity statuses to 'Closed-Won', efficient Contract & Order
generation, and simplified creation of packing slips.
Key Implementation Highlights
Upon achieving a 'Closed-Won' status, a Contract record was
automatically generated with the signed Quote attached as a file.
Via Salesforce, packing slips were automatically generated in PDF
format, printed, and attached to packages, ensuring compliance with
foreign importers' requirements.
No Code Implementation
The end-to-end implementation was seamlessly carried out by Business
Process Analyst, Mr. Willingham. Leveraging Salesforce Flows in
conjunction with the iDialogue content API, every document process
was orchestrated to perfection, without a line of code.
GPS Trackit's partnership with iDialogue is a testament to the
transformative power of Document Process Automation. From Leads to
Opportunities, Quotes, Orders, and Contracts, every stage of the
Sales and Fulfillment lifecycle witnessed marked optimization.
To learn more about GPS Trackit visit