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:
|
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
-
CPQ & Quote To Cash
-
Financial Services
-
Non-Profit
-
Healthcare
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iDialogue CPQ & Quote to Cash SolutionsThe 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.
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iDialogue Accelerator for Salesforce™ Financial Services Cloud (FSC)The iDialogue accelerator for FSC provides a pre-integrated document automation solution.
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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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iDialogue Accelerator for Healthcare & Salesforce™ Health CloudGenerate, store, share and manage healthcare documents in a HIPAA compliant environment with audit trails.
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APP INTEGRATIONiDialogue + Salesforce solution and office productivity tools means a seamless experience for you and your customers
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