iDialogue Accelerator for Nonprofits

$20 per user/month (billed annually)
Generate 2,000 documents or letters per year from Salesforce records using iDialogue batch document processing or manual document generation tools.
(Additional document volume, Flow automation actions, Document rooms and Stripe payments available separately)

Stress Free Donation Letter Generation

Year-end is such a critical time for nonprofit organizations. It’s an important fundraising season and an opportunity to deepen the donor-nonprofit relationship. It’s also time to make sure that all administrative tasks are completed such as acknowledgements, receipts and written disclosures are sent out at a timely manner to meet IRS requirements.
​iDialogue's NPSP Solution allows you to show donors your appreciation with a personalized year-end message and the opportunity for them to donate more.

Generate Documents ​On-Demand and In Batch with Ease.

  • Several pre-built NPSP donation letter templates available for branding and customization. Download  ready-to-use customizable Microsoft Word templates  
  • Generate thousands of donation letters in batch.
  • Generate acknowledgments and receipts on-demand by merging the templates with Salesforce™ records with iDialogue's 100% Lightning component. 
  • On-Demand
  • Batch
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​Pre-built NPSP document utilities
  • ​Batch Job templates for print and email
  • Email cleaner
  • HTML donation table generator
  • Merge tag builder
  • Household donation letter workflow


Batch Letter Generation

Pre-built batch definitions for Household Account end of year donation letters.
Workflow and Reports

Integrated workflow and pre-built reports to identify Household by stage
  • Pending letter generation
  • Generated
  • Sent

​Timestamps for all stages of annual donation letter campaigns.

​Print and Email Delivery

Zip or combine all batch files into a single file for archiving or print.

Deliver letters as attachments using enhanced Lightning email templates.

Personalized Donor Portal for Secure Document Sharing and Payment Processing.

  • Utilize iDialogue's Room Builder to create a secure donor portal with your organization’s branding and personalized year-end call-to-action message.
  • Add document and Stripe payment plugins to room page layouts. Enable document sharing and payment processing. 
  • Invite your donors to secure rooms where they can download year-end tax receipts and make additional year-end donations using the Stripe payment platform.
  • Save donation records directly in Salesforce™ records and generate receipts immediately. 

Let Our Volunteers Do the Work!
For a limited time, Pacific Apps will provide unlimited support and volunteers to setup your iDialogue year-end campaign.
Service provided:
Configure 1-2 donation letter templates.
Setup a batch letter generation process.
Setup email delivery template.
​Copyright © 2022 Pacific Apps