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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. |
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. |
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. |
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. |
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CPQ & Quote To Cash
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Financial Services
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Non-Profit
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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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Testimonials
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iDialogue Studio
Tools for Building Integrated Content Enablement and Customer Experiences
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Doc Template Builder
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Room Builder
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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
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Orchestrate and automate all deal room interactions
Questions?