CPQ & Quote Documents
Use approved Salesforce quote and Opportunity context to prepare the customer-facing documents and experiences that surround an existing CPQ process.
How the components assemble
- Context: use verified Opportunity, Quote, product, pricing-output, signer, and account context.
- Document work: generate proposals, quote explanations, order summaries, or agreements from approved templates; analyze related files when review requires it.
- Agentic workflow: collect missing narrative inputs and follow configured approval and document rules.
- Customer experience: request eSignatures or share approved content through a Deal Room.
- Control: keep pricing calculations, approvals, extracted values, and customer commitments under human and system-of-record control.
Where iDialogue fits
iDialogue complements CPQ by improving the documents, explanations, file review, signatures, and customer-facing experience around a quote. It does not replace pricing rules, product configuration, taxation, billing, ERP, orders, invoicing, amendments, renewals, or revenue recognition.