Experiences & Document Rooms
Move the customer dialogue beyond an email attachment.
iDialogue Experiences are secure, branded workspaces where customers and internal teams can review documents, complete checklists and forms, upload files, provide information, and participate in eSignature workflows. Each Experience is connected to a Salesforce business process, so approved customer input can update the corresponding record and the next workflow can continue without manual rekeying.
Document Rooms organize the people, documents, invitations, activity, review, and signing steps around that process. Sales and RevOps teams can describe a customer-facing Document Room as a Deal Room when that language fits the workflow.
Core capabilities
- Share proposals, quote explanations, agreements, onboarding documents, and supporting files in a secure customer-facing workspace.
- Collect forms, checklist responses, uploads, review decisions, and other customer input.
- Write permitted information or completed outcomes to Salesforce through configured workflows.
- Invite intended participants and manage member roles, access, expiration, and document visibility.
- Support document review, signer and countersigner steps, and completed eSignature outcomes.
- Keep internal drafts, instructions, and reasoning separate from approved customer-facing content.
Common outcomes
- A proposal or quote explainer shared through a Deal Room for customer review.
- An agreement delivered to the intended signer and countersigner through a Document Room.
- An onboarding Experience that combines approved documents, checklists, uploads, and next steps.
- A customer intake workflow that validates submitted information and updates the corresponding Salesforce record.
- A branded Experience that keeps the document, customer response, and next action in one workflow.
Access and data lifecycle
An invited member receives access only to the content and actions configured for that Experience or Document Room. Room access is not a Salesforce login and does not provide general CRM access.
Documents, uploaded files, customer responses, review activity, signatures, and related artifacts may be retained for the configured Experience or Room lifecycle. Approved information and completed outcomes may also be written or attached to Salesforce, where the customer's Salesforce access and retention policies apply.
Review the Trust Center, including Security & Data Handling and the Data Retention Policy, for details on data handling, retention, sharing, agent authority, and available assurance evidence.