​For Marketing: Enable Sales with relevant content.
​For Sales:  Just-in-Time enablement.
Quote generation and delivery.
Close deals faster.
For customers: 
Self-service buying experience.
Digital-first buying and onboarding.
​For Revenue Ops: Onboard customers faster. Collect payment and billing info.

Deal Rooms - Quoting Automation - eSignatures - Payments​
​Sales Enablement

​Templates & Pixel Perfect Document Generation
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. 

​Deal Rooms
Easily setup interactive 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.

​eSignature & Approval
eSignatures are now 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.

​Online Payment Processing
Add a payment processing component to any 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 collection.

​Secure Cloud Hosting and Storage
​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.

​Workflow Automation
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.
  • ​CPQ & Quote To Cash​
  • ​Financial Services
  • ​Non-Profit
  • ​Healthcare
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​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

Testimonials

​Kerrie Lloyd

​Founder & CEO, ​Integrative Solution Services LLC

"iDialogue ​and Pacific Apps, Inc. have given us the ability to create an incredible platform that transforms the way we share vital information."
Collaborapp Case Study

Danny Davis

VP/Director of Operations, Together for Haiti​

"This is a fantastic app that definitely simplifies document automation within Salesforce™. Mike and the folks at Pacific Apps are great people that will go the extra mile to help you be successful and get the most out of the app. I highly recommend iDialogue, especially for non-profits using NPSP."
Learn More

​Charles Wagner

Founder AviateNow, Inc

"AviateNow is very excited to bundle iDialogue into our AppExchange product for the Aviation industry. iDialogue greatly enhances our product with quoting automation."
Learn More

​Mark Petrie

Sales Operations, Addigy​

We use iDialogue to configure products, generate and send quotes, then collect signatures and payment methods to execute subscriptions. ​Building "CPQ Light" solutions on Sales Cloud is simple with iDialogue"
Addigy Case Study

​iDialogue Studio

Tools for Building Integrated Content Enablement and Customer Experiences

  • Doc Template Builder
  • Room Builder
  • ​Flow Builder Actions
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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 experience

  • Easily launch personalized rooms from Salesforce records
  • Send contact requests to review and eSign documents, upload documents, submit web forms, or submit payment methods
  • Customize and brand rooms with logos, content, and color schemes
  • No usernames or passwords required. Flow-initiated invitations include personalized secure links to rooms
  • Audit trail of all room activity. Read receipts, opened documents, eSignatures, payment events, and more.
  • Manage "action buttons" that trigger autolaunched flows

​Orchestrate and automate all deal room interactions

  • Generate documents, setup rooms, and invite contacts directly from flows
  • Screen flows for guided wizard-based product configuration and  quote generation
  • Auto launch triggered flows in response to deal room events​
  • No-code approach to implementing custom business processes
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