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 ​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.

Secure Portal "Rooms" for Collaboration
Easily setup interactive rooms to securely deliver documents. Invite leads, contacts, and users to collaborate, chat, negotiate, and transact. 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.

Document Workflow Automation
Create workflows to automate document tasks using Salesforce™ Process or Flow Builder. Generate documents on the fly. Automate the creation of rooms. Send room invites to contacts. All within Flow Builder. 

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

<

>

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 "Simple CPQ" uses standard out of the box Sales Cloud objects for routine quoting.
• ​iDialogue for Salesforce CPQ supports direct interaction with customers via rooms.
• ​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

Start Free 15-Day Trial

TESTIMONIALS

“We use iDialogue to manage the entire quote-to-cash lifecycle within Salesforce™.  
​iDialogue's AppExchange solution, SaaS Subscription Accelerator, and Professional 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

---

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

---

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

---

Learn More

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 Document Lifecycle Management space. We are thrilled about our partnership with Pacific Apps, Inc.!"
Charles Wagner | Founder AviateNow, Inc.

---

LEARN MORE

 

iDialogue Studio

Tools for Building Interactive Customer Experiences

• Template Builder
• Room Builder
• Flow Builder

<

>

Convert 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
• Customize queries for generating table rows
• Validate, debug, test and preview templates in Salesforce

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
• Screen flows for guided wizard-based document generation flows
• Autolaunched flows to handle portal room events​
• No-code approach to implementing custom business processes

FREE TRIAL

 

Compare Plans and Pricing

* Subject to usage based billing