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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.
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iDialogue Leverages Salesforce™ Financial Services Cloud (FSC)
The iDialogue accelerator for FSC provides a pre-integrated document automation solution.
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iDialogue Leverages Salesforce™ Nonprofit Success Pack (NPSP)
Easily transform Salesforce™ data into donation acknowledgement receipts and year-end letters and much more.
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iDialogue Leverages Healthcare & Salesforce™ Health Cloud
Generate, store, share and management healthcare documents in a HIPPA compliant environment with audit trails.
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TESTIMONIALS
“We use iDialogue to manage the customer onboarding process from Salesforce™.
iDialogue's AppExchange solution and concierge services give me the ability to facilitate dialogues between customers and internal Sales Reps, and deliver a quality of service customers have come to expect from a fast-growing SaaS company.” Mark Petrie | Head of Business Operations, Addigy |
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 |
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 |
Clear Winner in the Salesforce™ Ecosystem "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 Document Lifecycle Management and Digital Transformation Management space 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!"
Charles Wagner | Founder AviateNow, Inc. |
iDialogue Studio
Tools for Building Interactive Customer Experiences
Convert existing Word documents into Salesforce merge templates
- Create pixel perfect documents from MS Word templates and Salesforce records
- Leverage a library of pre-built templates or create your own custom MS Word templates with merge tags
- Manage merge tags and tables
- Validate, debug, test and preview templates in Salesforce
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Build secure portals for personalized customer experiences.
- Easily launch portal "rooms" from Salesforce records
- Send contact requests to review and eSign documents, submit web forms, or submit payment methods
- Customize and brand portals 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 interactions with Leads and Contacts
- Generate documents, setup rooms, and invite contacts directly from flows
- Customize pre-built flow templates or create your own
- Screen flows for guided wizard-based document generation flows
- Autolaunched flows to handle portal room events
- No-code approach to implementing custom business processes
Compare Plans and Pricing
STARTER |
STANDARD |
PROFESSIONAL |
ENTERPRISE |
0 |
20 |
40 |
Contact Us |
Free |
user/month (billed annually) |
user/month (billed annually) |
user/month (billed annually) |
Licenses 1 User License 1 Document Template 1 Portal Template 3 eSignatures (user/month) Features Salesforce™ Integration Document Generation MS Word Merge Templates Customer/Document Portals eSignatures Collaboration & Messaging Read Receipts & Activity Tracking Extension Packages Not Included |
Licenses 3 Document Templates 3 Portal Templates 20 eSignatures (user/month) 500 Batch Documents (user/month) Features All Features of the Starter Package + iDialogue Studio Free Add-On Extension Packages Non-Profit Success Pack Accelerator iDialogue for Marketing iDialogue Quotes iDialogue Contracts |
Licenses 10 Document Templates 10 Portal Templates 50 eSignatures (user/month) 2,000 Batch Documents (user/month) Features All Features of the Starter Package + Payments-Stripe Integration iDialogue Studio Free Add-On Extension Packages Non-Profit Success Pack Accelerator iDialogue for Marketing iDialogue Quotes iDialogue Contracts People Tools for HR Financial Services Accelerator Membership Management |
Licenses Unlimited Document Templates Unlimited Portal Templates Unlimited eSignatures Unlimited Batch Documents (user/month) Features All Features of the Starter Package + Payments-Stripe Integration Process Builder Action & Workflow iDialogue Studio Free Add-On Extension Packages Non-Profit Success Pack Accelerator iDialogue for Marketing iDialogue Quotes iDialogue Contracts People Tools for HR Financial Services Accelerator Membership Management Subscriber Management Quote-to-Cash |
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