---
template: "marketing.peb"
title: "Sales Cloud Documents"
displayName: "Sales Cloud Documents"
description: "Generate, review, sign, share, and understand Salesforce sales documents and account files."
category: "solutions"
contentType: "overview"
audience: "end-user"
tags: "solutions,sales-cloud,revops,proposals,agreements,document-generation,idp"
section: "solutions"
seoTitle: "Sales Cloud Document Generation and File Intelligence"
seoDescription: "Use iDialogue with Salesforce Sales Cloud to generate proposals and agreements, analyze files, collect eSignatures, and share Deal Rooms."
videoSrc: "https://www.idialogue.app/assets/video/quote_agent_walkthrough.mp4"
videoPoster: "/assets/img/agents/quote_agent_poster.jpg"
videoAlt: "Quote Builder Agent walkthrough poster."
videoTitle: "Quote Builder Agent walkthrough"
videoCta: "Watch the Quote Builder Agent walkthrough"
videoCaption: "See how Salesforce context can become customer-ready sales document output."
---

## Sales Cloud Documents

Help Sales and RevOps teams generate customer-ready documents and understand the files connected to Accounts,
Contacts, Opportunities, Quotes, and related sales processes.

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## How the components assemble

1. **Context:** use Account, Contact, Opportunity, Quote, product, stakeholder, and related File context.
2. **Document work:** generate proposals, quote explainers, agreements, and handoff documents; use IDP for account
   files, contracts, and supporting uploads.
3. **Agentic workflow:** collect missing inputs, apply approved templates, run configured file analysis, and use
   only permitted Salesforce tools.
4. **Customer experience:** share approved documents through a Deal Room or request an eSignature.
5. **Control:** keep people responsible for extracted values, commercial language, approvals, and customer sharing.

## Common outcomes

- Proposal and quote-explainer generation from current Salesforce context.
- Agreement review, contract summaries, and Document Q&A.
- Business-card or supporting-document OCR around a sales record.
- Signer and countersigner workflows for approved PDFs.
- Deal Rooms that organize documents, members, activity, and next steps.

iDialogue complements Sales Cloud, CPQ, billing, ERP, invoicing, tax, legal review, order orchestration, and revenue
recognition systems. It does not replace those responsibilities.

<!-- Phase 2: add supplied Sales Cloud, Deal Room, and document screenshots. -->

## Related capabilities

- [Document Generation](/product/document-content-processing.html)
- [Intelligent Document Processing](/product/intelligent-document-processing.html)
- [ESignatures](/product/esignatures.html)
- [Experiences & Document Rooms](/product/customer-experience.html)