Templates & Pixel Perfect Document Generation
Create beautiful document templates using an industry standard word processor: Microsoft Word. Create your own MS Word templates with merge tags, or choose from our library of templates. iDialogue generates pixel perfect documents every single time leveraging data in Salesforce™ records.

eSignature & Approval
eSignatures are now internationally recognized for executing documents and agreements. Streamline the customer acceptance process by including eSignatures in documents. Attach signed documents directly in Salesforce. Learn more about eSignatures.

Secure Cloud Storage
iDialogue ​deal rooms are securely hosted on AWS; which meets all leading compliance and IT governance requirements. All content is encrypted at rest and in transit. Backup, recovery and document archiving services ensure data is never lost. Create your own custom rooms.yourDomain.com domains. 

Deal Rooms
Easily setup interactive virtual deal rooms to securely share personalized content with customers. Invite leads, contacts, and users to rooms with personalized links and SMS codes. Responsive and mobile design ensures customers can access rooms from anywhere.

Online Payment Processing
Add a payment processing component to any room layout. Collect credit cards, ACH, and PO numbers; along with billing contact information; within the scope of any iDialogue flow. Dramatically reduces time and errors related to collection.

Workflow Automation
Natively integrated with Salesforce™ Flow Builder for complete end-to-end automation. Automate common customer interactions, like sending PDF quotes, reminders, invoices and receipts. Collecting payment methods and sending credit card expiration reminders. Requesting customer onboarding documents and billing information.

• CPQ & Quote To Cash
• Financial Services
• Non-Profit
• Healthcare

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iDialogue CPQ & Quote to Cash Solutions
The ability to dynamically generate quotes, contracts, orders, and invoices from Salesforce™ makes iDialogue an essential tool in any Configure-Price-Quote (CPQ) or Quote-to-Cash solution.

• iDialogue "Flow CPQ" uses standard out of the box Sales Cloud objects for routine quoting.
• ​iDialogue for Salesforce CPQ supports direct interaction with customers via rooms.
• Invite customers to customize and configure products online
• ​Pre-built Microsoft Word templates

CASE STUDIES

iDialogue Accelerator for Salesforce™ Financial Services Cloud (FSC)
​The iDialogue accelerator for FSC provides a pre-integrated document automation solution.

• Quotes and Proposals
• eStatements
• Financial Disclosures
• Loan documents
• Person Accounts / Contacts
• Multi-Currency / Multi-Language
• Wealth Management
• Banking
• Insurance
• ​Pre-built Microsoft Word templates

iDialogue Accelerator for Salesforce™ Nonprofit Success Pack (NPSP)
Easily transform Salesforce™ data into donation acknowledgement receipts and year-end letters and much more.

• Acknowledge charitable donations with personalized letters and receipts.
• Summarize all annual donations into a year-end receipt for use in claiming tax deductions.
• Pre-Integrated with Salesforce Account Households, Contacts, and Opportunities.
• ​Pre-built Microsoft Word templates

Learn more about Npsp solution

iDialogue Accelerator for Healthcare & Salesforce™ Health Cloud
Generate, store, share and manage healthcare documents in a HIPAA compliant environment with audit trails.

• Convert and digitize patient consent, privacy statements, claims, contracts and many other forms of healthcare documents.
• Improve patient care coordination by sharing vital healthcare documentation across care teams and patients.
• Increase patient satisfaction and member engagement through 1:1 personalized document portal experiences.
• Improve compliance with secure document repositories and pre-approved templates.

   ​CASE STUDIES

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TESTIMONIALS

"Our Network-as-a-Service (NaaS) platform is highly configurable, so we needed a flexible Salesforce quoting solution. iDialogue, with the UnofficialSF flow components, allows our Salesforce Developers and Admins to quickly develop and deploy new product configurations to our Sales channels.”

Joe Oligny | VP of Customer and Sales Success at PacketFabric

Jet RVSM is a very document-driven business. Moving our inquiry, quoting, and onboarding processes to the cloud with Salesforce and iDialogue gave us a central system to manage all our customer relationships.

We've mapped our customer journey across several iDialogue "rooms" for lead inquiries, quoting, and project onboarding.

John Clark | COO of Jet RVSM, Inc.

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“We use iDialogue to configure SaaS subscriptions, generate and send quotes, and collect eSignatures. ​iDialogue's SaaS accelerator enabled us to capture usage-based billing metrics for our Apple device management platform for a complete Customer 360° view in Salesforce.”
Jack  Michel | Sr. Salesforce Administrator, Addigy

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Addigy Case Study

Changed the Landscape for Treatment Protocol   iDialogue ​and Pacific Apps, Inc. have given us the ability to create an incredible platform that transforms the way we share vital information, manage healthcare documents and collaborate in a real time environment while caring for our disabled loved ones.
Kerrie Lloyd | Founder & CEO, ​Integrative Solution Services LLC

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Collaborapp Case Study

Great New App for Document Automation   "This is a fantastic app that definitely simplifies document automation within Salesforce™. Mike and the folks at Pacific Apps are great people that will go the extra mile to help you be successful and get the most out of the app. I highly recommend iDialogue, especially for non-profits using NPSP. "
Danny Davis | VP/Director of Operations, Together for Haiti

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Clear Winner in the Salesforce™ Ecosystem   "AviateNow is very excited to bundle iDialogue into our AppExchange product for the Aviation industry. iDialogue greatly enhances our product offerings and is a clear winner in the quoting automation space. We are thrilled about our partnership with Pacific Apps, Inc.!"
Charles Wagner | Founder AviateNow, Inc.

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LEARN MORE ABOUT AVIATE NOW

 

iDialogue Studio

Tools for Building Interactive Customer Experiences

• Doc Template Builder
• Room Builder
• Flow Builder Actions

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Generate Documents Directly from Any Salesforce Record Using Templates

• Dynamically generate Microsoft Word and Adobe PDF files from Salesforce records.
• Merge field values into templates.
• Generate dynamic itemized tables from related child records.
• Contract clause library.
  
• Dynamically merge clauses into quotes and agreements using Opportunity entitlement rules
• Merge product images into quotes.
• Render payment and revenue schedules into document Appendices.
  
• Create eSignature tags and workflows.
  

Build secure deal rooms and portals for a personalized customer experience

• Easily launch personalized rooms from Salesforce records
• Send contact requests to review and eSign documents, upload documents, submit web forms, or submit payment methods
• Customize and brand rooms with logos, content, and color schemes
• No usernames or passwords required. Flow-initiated invitations include personalized secure links to rooms
• Audit trail of all room activity. Read receipts, opened documents, eSignatures, payment events, and more.
• Manage "action buttons" that trigger autolaunched flows​

Orchestrate and automate all deal room interactions

• Generate documents, setup rooms, and invite contacts directly from flows
• Screen flows for guided wizard-based product configuration and  quote generation
• Autolaunch triggered flows in response to deal room events​
• No-code approach to implementing custom business processes

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