This tutorial demonstrates how to generate documents using Salesforce Flow. Checkout our Flow Actions under the "Document" and "Room" categories once iDialogue is installed.
I'm excited to announce our partnership with AviateNow, a Salesforce ISV partner, to deliver a SaaS solution to the Aviation industry. Full press release here.
By embedding iDialogue's document generation API into their managed package, AviateNow was able to rapidly extend their Aviation FBO app with comprehensive quoting capabilities.
“As the Aviation industry re-emerges from the 2020 lockdown, apps like AviateNow will help Fixed-Base Operators (FBOs) deliver an end-to-end digital user experience that will revitalize and optimize the aviation industry. Integrating iDialogue’s API into AviateNow gives Aviation Ops Managers the power and flexibility to generate documents for any stage of their process; including quotes, flight plans, agreements, contracts, invoices, and maintenance schedules,” said Michael Leach, CEO of Pacific Apps. Inc.
iDialogue’s no-code document automation solution allowed AviateNow to substantially shorten product development lifecycle by delivering CPQ functionality to its customers in record time while achieving notable savings compared to other platforms. Adding the iDialogue lightning component to AviationNow’s Reservation page layout provides one-click access to generating pixel perfect PDF quotes that can be delivered using personalized portals with an all-in-one experience of quote delivery, eSignature, Chat Room and ePayment functionality.
"AviateNow is very excited to bundle iDialogue into our product offerings for the aviation industry. iDialogue greatly enhances our product offerings and is a clear winner in the Salesforce ecosystem. iDialogue's flexible architecture seamlessly integrates with AviateNow’s product offerings. We are thrilled about our partnership with Pacific Apps, Inc. and the product features that we can offer by combining the power of both platforms!" says Charles Wagner, Founder of AviateNow, Inc.
Pacific Apps and AviateNow will continue to collaborate on the development of the best-of-breed solution for the Aviation industry by offering additional workflow automation and document templates to streamline processes and increase operational efficiencies.
There is something very magical about pulling up a report of customers who’ve spent the most in the past 12 months.
The ability to relate customer Accounts with Invoices in a single Salesforce™ environment is a testament to the platform's utility to both front and back office business functions.
When front and back office are combined, the level of reporting is endless:
Let's face it. The financial attributes of a customer often determine who are the "best" and most valuable customers.
From a profit and loss perspective, the back office knows generally accepted accounting, but rarely can relate the cause to specific customers. Yes, the back office may know the receivables for a customer, but not the number of open unresolved cases.
Yes, many of these metrics could be obtained via integration. Many companies routinely spend millions to import spend history using data loader or services like MuleSoft.
But what if your CRM, billing and invoicing were all natively integrated on the same platform, using solutions such as our Quote-to-Cash accelerator? What new metrics and reports would you create? How would it impact your business to have real-time financial data side-by-side with CRM Accounts, Contacts, and Opportunities?
So, what does this have to do with iDialogue documents? Invoices are the most commonly generated business document, both in terms of volume and costs. Our goal is to help companies realize the tremendous cost and time savings of moving the entire customer experience to Salesforce™, and not just the marketing and service interactions. But the entire customer lifecycle, including billing and invoicing.
Salesforce formula fields are an extremely expressive and powerful tool for generating data-driven documents.
Anything from quote "good til" dates to dynamic terms and conditions can be merged into documents with just one click.
The needs of Software-as-a-Service (SaaS) companies are truly unique. While most SaaS companies use Salesforce to some extent for Lead and Opportunity management, many of them are unable to truly unlock Salesforce's full potential without considerable customization for subscription management.
We built the SaaS Accelerator for Salesforce with all the enhancements necessary to manage the entire SaaS Quote-to-Cash lifecycle from Salesforce.
The SaaS Quote-to-Cash accelerator includes
CollaborApp, an iDialogue customer, has a mobile solution to support home-based healthcare. Pacific Apps has partnered with CollaborApp to match Salesforce’s no-cost 90 day offer to deliver Healthcloud solutions to homecare workers.
Inviting a caretaker into your home during times of “Shelter In Place” can be a stressful decision. CollaborApp allows a parent, guardian or caretaker to create a secure online experience for sharing detailed patient information with Doctors and Caregivers, and remotely treating patients.
Salesforce is the system of record for Households, Contacts, Calendars, Messages, and Documents in this online collaboration experience.
Institutions and Hospitals can manage treatment teams and household assignments from Salesforce Healthcloud. Caretaker accreditations and latest COVID-19 test results can be recorded directly in Salesforce, building trust between households and their treatment teams.
I'm excited to announce that iDialogue is now available in 4 licensing plans.
The Starter Edition is free to Developers and Salesforce System Administrators who want to get "hands on" with the tools. Or for Salesforce Partners and Systems Integrators building their own iDialogue solutions or providing demonstrations.
The Standard Edition supports teams of up to 25 members and includes sufficient document generation and eSignature capacity for a "deal a day" sales pace.
The Professional Edition adds support for collecting payment methods in the document portal, plus additional resources and transactions.
Enterprise Edition allows for unlimited transactions (doc gen and eSignatures) and includes integration with Salesforce Process Builder for automating advanced customer-facing dialogues and workflows.
All plans, except Starter, support batch document generation. The number of documents generated per month increases with each plan tier.
And finally, each plan provides access to pre-built extension packages for rapidly implementing Salesforce "Dialogues" that interact directly with customers. Pre-built solutions are available for CPQ-lite, Subscriber Management, Quote to Cash, Marketing HR People Tools, Financial Services, and Nonprofit Success Pack. The costs of the extension packages are included in the base plan.
Visit our homepage to learn more www.GetPacificApps.com.
By most measures the digital document revolution started at Xerox Parc in the 1970’s and has evolved into silos of innovation involving word processing, collaboration, cloud storage, data-driven generation and eSignature.
The next evolution in digital documents brings these silos together; similar to what Salesforce and Siebel did in the 90’s when they integrated Leads, Campaigns, Opportunities, Contacts, and Cases and defined the “CRM” category. They recognized that the disparate silos were actually supporting one common customer and created a pre-integrated solution.
With the addition of eSignatures to the iDialogue platform, I'm excited to announce we are one step closer to providing a pre-integrated, comprehensive digital document solution. No systems integration required!
End-to-end document-driven workflows are now seamlessly integrated across all the silos. Microsoft Word documents are merged with Salesforce records to create pixel-perfect Adobe PDFs delivered to customers for eSignature then safely stored in the cloud.
Please take a look at the various features offered by iDialogue eSignature and schedule a one-hour free demo and consultation. You'll be amazed at the cost savings and speed at which digital document solutions are deployed.
One of my favorite quotes from Marc Benioff on the foundation of Salesforce and the Pledge One model:
"It's easy to take the 1-1-1 pledge as a startup because you have no product, you have no money, and you have no time."
I'm paraphrasing his actual statement, but Marc's message to startups was clear.... build Philanthropy into the DNA of a company early on.
When we launched iDialogue, we borrowed a strategy from the book "Crossing The Chasm" and studied several industry solutions to determine which markets we could most readily serve.
There were so many use cases to choose from, it made the decision very difficult. But our Pledge 1% inner compass kept pointing to "helping others first", which resulted in developing several document templates for the Salesforce Nonprofit Success Pack (NPSP). These templates are now free to download to all Salesforce NPSP Admins.
For Salesforce Administrators at Nonprofits, the task of generating year-end tax donation receipts may seem arduous. But since the majority of new donations come from current donors, this year-end "dialogue" between nonprofits and donors can become an opportunity.
At Pacific Apps, we break this type of campaign down into a few basic steps (which our Concierge support team can help setup and configure).
The donation letters support merge tags. Free Microsoft Word templates are available for download and customization. Templates are available for one-time donations or summarizing many donations in table rows.
Generate the documents either on-demand for each Account, Opportunity, Payment or Recurring Donation. Or generate the documents in batch.
Learn more about the iDialogue Accelerator for Salesforce NPSP or watch the video below.
iDialogue 1.0 launched in 2006 as one of the first apps on the Salesforce AppExchange. At that time, iDialogue was an "enterprise portal" solution with a focus on providing self-service to Salesforce data through a secure website. A recurring pattern emerged among our early adopters. The majority of those visionary customers all implemented some sort of document management solution in their portal. Document-related experiences like generating and delivering quotes, uploading files and resumes, onboarding customers and employees, publishing product guides and manuals, and downloading invoices were common.
Now, more than 12 years later, the concept of an enterprise portal has evolved to primarily support direct, personalized, and secure customer transactions. This transaction tier is the final stage in what I'll refer to as the "Customer Dialogue Funnel".
At the top of the funnel there are mass marketing campaigns using TV, Print, Radio, and CPM Internet ads. Eventually a more direct dialogue evolves using direct marketing solutions; such as CPC/CPA ad campaigns, landing pages, email and chat.
The third layer in the funnel represents community dialogues, where Customers are educating themselves about products, researching reviews and comments, and participating in discussion forums, the Idea Exchange, or Chatter groups.
Ultimately these dialogues result in a secure and personalized 1:1 customer experience that involves accepting a quote, signing an agreement, renewing a subscription, submitting a payment, or any number of transactions.
We refer to these personalized experiences as "rooms". A well-balanced customer experience architecture will funnel their customers through all 4 stages of the funnel and into "rooms" for direct interactions.
iDialogue "rooms" are the personalized transaction layer in this architecture.
Customer Dialogue Funnel
Mass marketing evolving to personalized, secure transactions.
Transactions tend to be document-centric, but may also include payment processing and intake forms. Much of the compliance, regulatory, and governance requirements tend to occur at the transaction layer.
We've rebuilt iDialogue from the ground up with a document-centric focus on the Salesforce Lightning platform. The same portal builder features are included for building secure websites, portals, and landing pages... in what we now refer to as "Room Builder".
To achieve a high level of personalization, the Rooms experience is built around the context of a Salesforce record. Every document merge tag, signature, text, image, and piece of content are merged with the Salesforce record. Itemized tables in documents are automatically bound to related child records. The record context can be an Account or Contact with a broad range of available details. Or the room context could be specific to an Opportunity, Quote, Job Offer, or Home Mortgage Loan. Any standard or custom object can be used in a room dialogue.
We worked closely with the Salesforce Security Review Team to ensure our frictionless customer onboarding process; using one-time use tokens; is both convenient to customers but secure enough to host the most sensitive documents and transactions. Unlike portals, rooms do not require a username/password. Invitations to rooms are initiated from Salesforce records or flows (however, traditional username/password authentication can be enabled).
Messaging and comments are built-in to rooms as more customers expect a messaging app experience when interacting with organizations. The concepts of "redlining" contracts and sending email attachments back forth are progressively moving to shared, online collaboration spaces with secure messaging in the context of a document.
Rooms are responsive to both desktop and mobile user experiences. Customers now experience an organization's website and brand through mobile more than ever. Taking a mobile-first approach to iDialogue required completely rethinking basic interactions like previewing documents, eSigning, fillable forms and data entry, and credit card processing.
Many Salesforce Veterans and System Administrators will naturally ask how does iDialogue compare to other document solutions like Conga, Drawloop, Spring, Docusign and dozens of others on the AppExchange. Over time it'll become evident that document-driven interactions are just one feature in the rooms customer experience; as are electronic signatures and payments. Ultimately our focus on industry solutions with pre-built accelerators and AI-assisted workflows will be our greatest differentiator.
iDialogue's document generation technology certainly has had the benefit of experience, observing the best features in other solutions, and leveraging out-of-box capabilities of Lightning that were not available to competing solutions many years ago when they were pioneering the market.
The goal of Customer Relationship Management (CRM) is to facilitate dialogues between an organization and their customers, donors, partners, employees, patients... really any person defined by a Salesforce Lead or Contact. And the role of iDialogue is to provide a Customer Experience Management (CEM) framework for the essential interactions and transactions that occur between a company and a customer.