iDialogue
Salesforce User Experience
Enable Salesforce Users to engage with customers
using content and digital tools.

$20 per user/month

Enablement Features

• Sales Content Management
• Just-In-Time Enablement
• Content Search
• Flow CPQ
• Document Generation
• MS Word merge templates
• One-click add content to rooms
• Slack notifications
• Reports and Dashboards​

Engagement Features

• Document delivery and read receipts
• eSignatures
• Email automation
• Payment processing (Stripe)
• Chat with room visitors
• Batch document processing
• Omni-Channel messaging (SMS / Email)

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iDialogue CX
Customer Experience
Share personalized content with customers.
Build portals, landing pages, and rooms. No code required.

iDialogue CX

iDialogue CX Pro

$0 (Included with iDialogue
​user licenses)

$495 per month

Features

• Document  rooms
• Personalized room links for contacts
• Review / sign / accept quotes and documents
• Room activity history
• Data grids
• iDialogue Platform Events
• Supports all standard objects
• Orgs up to 5,000 contacts

​Standard Support

• Deal room template setup
• Quote document(s) support

​

All Core CX Features Plus

• Payment method capture
• Web forms
• Onboarding checklists
• File uploads
• Custom domain names
• Dialogue script / custom apps
• Product configurators
• 2FA / MFA authentication
• SMS Text Delivery
• Custom object rooms
• Unlimited portal users / contacts

​Premier Support

• Room development
• Platform event handling

Questions?