iDialogue Sales Enablement (SE)Enable internal Salesforce user to generate documents and quotes. Review product related training materials and guides. Access customer brochures relevant to Opportunities, and search the Salesforce content catalog.
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iDialogue Customer Experience (CX)Invite customers to personalized quote rooms to review content and execute agreements, and upload documents. Batch document generation and customer engagement analytics.
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| Starter | Pro | Premium | Enterprise | |
|---|---|---|---|---|
| Month-to-Month | $99 | $249 | $999 | Request a Quote |
| Annual Pricing 2 Months Free! |
$990 Annual prepay saves $198 by getting 2 months free. |
$2,490 Annual prepay saves $498 by getting 2 months free. |
$9,990 Annual prepay saves $1,998 by getting 2 months free. |
Request a Quote |
| Max Salesforce Users | 5 | 10 | 25 | Unlimited |
| Portal Users / Room Members per month | 500 members | 2,000 members | Unlimited | |
| Max Dynamic Content Generations (per month) | 500 | 1,500 | 5000 | |
| Document Templates | 2 | 5 | 20 | Unlimited |
| Room Templates | 2 | 10 | Unlimited | |
| Features | ||||
| Sales Enablement (SE) | ||||
| Dynamic Quote and Document Generation | ||||
| Send Documents via Email | ||||
| Screen Flow Document Generation | ||||
| Flow CPQ Extensions / Guided Product Configurations | ||||
| Quote Delivery and Read Receipts | ||||
| Collect eSignatures | ||||
| Slack Notifications for Room Events | ||||
| Chat with Quote Room Visitors | ||||
| Extension Packages (SaaS, Industry Clouds) | ||||
| Auto-Suggested Deal Content | ||||
| Search Content From Opportunities | ||||
| Customer Experience (CX) Portals and Rooms | ||||
| Review, Accept, eSign Documents | ||||
| Personalized Room Content | ||||
| Web Forms | ||||
| File Upload | ||||
| Data Grids | ||||
| Payment Collection | ||||
| Dialogue Script / Custom Apps | ||||
| Chat/Message with Salesforce Users in Rooms | ||||
| Customer Onboarding Checklists | ||||
| Room Reminders | ||||
| Custom Domain Names | ||||
| Content Management | ||||
| Document Templates | ||||
| Microsoft Word Merge Tags | ||||
| Batch Document Generation | ||||
| Content Enablement Rules | ||||
| Content Intelligence - Metadata Extensions |
* Enablement edition supports 3 dynamic content templates. Engage supports unlimited templates.
iDialogue Add Ons
Extend the core content features of iDialogue with pre-built solutions for industries and processes.
Add-On |
Description |
Price |
Additional Batch Documents |
2,500 per user / year included |
$0.05 - $0.25 per additional document |
Salesforce CPQ Extension |
Adds support for SBQQ documents and entities. |
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Flow CPQ Extension |
Adds product configuration flows, utilizing iDialogue for quoting. |
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Product Configurators |
Interactive product configurators and price calculators. |
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SaaS Quote to Cash Extension |
Turn key support for subscriptions, start-end date, prorated amendments, renewals, monthly recurring invoices, usage-based billing, Stripe payments, Xero back office |
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Health Cloud Extension |
Prebuilt document templates for Health Cloud |
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Financial Services Cloud Extension |
Prebuilt document templates for Financial Service Cloud |
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NPSP Extension |
Prebuilt document templates for Nonprofit Success Pack |
$0 (Free to Nonprofits) |
