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Looking for NPSP accelerator, or pricing for other industry solutions?

Starter
Pro
​Growth
​Scale
Month-to-Month
$99
$249
$999
​(Annual only)
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
​5,000
 
Document Templates
2
5
20
Unlimited
​Room Templates
 
2
10
​Unlimited
 
 
​Features
​Sales Enablement (SE)
​
​Generate PDF and Word Docs from Salesforce Records
​✔️
​✔️
​✔️
​✔️
​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
​✔️
✔️​
✔️
​Create Rooms for Standard Salesforce Objects
✔️
​✔️
​✔️
​Create Rooms for Custom Objects
 
​✔️
​✔️
​Auto-Suggested Deal Content
✔️
✔️
Search Content From Opportunities
​✔️
​✔️
​Extension Packages (SaaS, Industry Clouds)
✔️
​✔️
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
Value
​Document Templates
​✔️
​✔️
​​✔️
​✔️
​Microsoft Word Merge Tags
​✔️
​✔️
​✔️
​​✔️
Batch Document Generation
​✔️
​✔️
​✔️
​Content Enablement Rules
​​✔️
​✔️
​Content Intelligence - Metadata Extensions
​✔️
​​✔️
Learn more
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  • Solutions
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  • Pricing
  • Resources
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