​Feature
iDialogue
​​Other Solutions*
​Notes
​Microsoft Word Support
​Yes
Yes
​Integrated with industry-leading word processor. ​
​Document Generation from Salesforce Records
Yes
Yes
Transform Salesforce data into documents.
Salesforce Classic Support
​Yes *
Yes 
iDialogue works best on Lightning, but many features are supported in Classic including:
  • Custom buttons to generate docs
  • eSign
  • Batch processing​
(* All Document Room Lightning Experience features require Lightning)
​Activity Logs and Audit Trail Tracking
​Yes
No
​iDialogue tracks and reports all document events; from delivery, document views, forwarding, acceptance, and execution.
Read receipts and messaging
Yes
No
​Real-time feedback when contacts view documents. Inline messaging and chat in document rooms.
​​Lightning Process Builder Flows
Yes
No
​iDialogue events, criteria, and actions are natively integrated with Lightning Process Builder. Competing solutions typically implement workflows and orchestrations outside of Salesforce on their own proprietary platform.
​Lightning Handlebars Merge Language (HML)
Yes
No
Salesforce Lightning introduces a new HML syntax for use in templates. Most competing solutions still use legacy Microsoft Mail Merge syntax. As of Feb 2019, Salesforce has retired support for MS Mail Merge tags.
​​Mobile delivery
Yes
No
​80% of B2B buyers are using mobile at work (report), and more than 60% report that mobile played a significant role in a recent purchase. iDIalogue's mobile-first architecture uses the Lightning Design System to deliver documents across all mobile devices.
Single Seat License Support
Yes
No
Competing solutions typically require a 10-seat minimum license
​​Branded Document Portal
Yes
No
​All documents are hosted in a fully customizable portal with support for personalized page content and lightning plugins.
Professional Edition Support
Yes
Varies
​Native Document solutions are often dependent on Salesforce Enterprise features. iDialogue supports all editions.
For the purposes of comparison, "Other Solutions" refers to vendors like:
  • Conga Composer
  • Nintex Drawloop
  • S-Docs

Seamless Document Collaboration

Easily setup secure interactive document rooms. Invite colleagues, customers and partners to collaborate on document generation, modification and completion.

Templates & Interactive Forms

Create custom templates or choose from our library of templates. Create interactive electronic forms that others can fill out or merge the data from your existing applications and data storage.

Secure Cloud Storage

iDialogue + AWS means your data is securely stored and accessible from anywhere: Flexibility in meeting small to enterprise business models; Encrypted at rest and in transit; Secure storage, backup and recovery; & Document archiving

Document Workflow Automation

Create document workflows to automate tasks. Setup reminders and notifications as documents move through your business process. ​
  • ​CPQ & Quote To Cash​
  • ​Financial Services
  • ​Non-Profit
  • ​Healthcare
<
>

​iDialogue CPQ & Quote to Cash Solutions

​The ability to dynamically generate quotes, contracts, orders, and invoices from Salesforce™ makes iDialogue an essential tool in any Configure-Price-Quote (CPQ) or Quote-to-Cash solution.
  • ​iDialogue "Flow CPQ" uses standard out of the box Sales Cloud objects for routine quoting.
  • ​iDialogue for Salesforce CPQ supports direct interaction with customers via rooms.
  • Invite customers to customize and configure products online
  • Pre-built Microsoft Word templates
CASE STUDIES

​iDialogue Accelerator for Salesforce™ Financial Services Cloud (FSC)

​The iDialogue accelerator for FSC provides a pre-integrated document automation solution.
  • Quotes and Proposals
  • eStatements
  • Financial Disclosures
  • Loan documents
  • Person Accounts / Contacts
  • Multi-Currency / Multi-Language
  • Wealth Management
  • Banking
  • Insurance
  • ​Pre-built Microsoft Word templates

​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​

iDialogue Accelerator for Healthcare & Salesforce™ Health Cloud

Generate, store, share and manage healthcare documents in a HIPAA compliant environment with audit trails.
  • Convert and digitize patient consent, privacy statements, claims, contracts and many other forms of healthcare documents.
  • Improve patient care coordination by sharing vital healthcare documentation across care teams and patients.
  • Increase patient satisfaction and member engagement through 1:1 personalized document portal experiences.
  • Improve compliance with secure document repositories and pre-approved templates.
CASE STUDIES

APP INTEGRATION

iDialogue + ​Salesforce solution and office productivity tools means a seamless experience for you and your customers
  • Integration with Salesforce means you can utilize all the awesome features of iDialogue inside the Salesforce environment
  • Merge data with your documents using Microsoft Word templates

MOBILE ENABLED

iDialogue's mobile first architecture allows you to take your documents on the go.
  • Stay connected with your team members and customers
  • Responsive layout. View documents on mobile or desktop.
  • Manage your documents from anywhere on any device
  • Increase productivity and responsiveness
One simple & flexible pricing plan that includes all the great features of iDialog​ue ​that will scale & grow to meet your business needs.
$20
/user/month​
​Pixel perfect document templates using MS Word
​Generate documents from Salesforce® records
​Invite contacts to secure document rooms
​Secure, encrypted, cloud storage
Activity tracking and read receipts
Workflow customization and automation
eSignature integration
​Copyright © 2022 Pacific Apps