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 |
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Sales Enablement (SE) |
|
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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 |
✔️ |
✔️ |
|
|