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Templates & Pixel Perfect Document Generation
Create beautiful custom MSWord templates with merge tags or choose from our library of templates. iDialogue generates pixel perfect documents every single time leveraging data in Salesforce™ record. 
eSignature & Approval
Streamline the document approval process, speed up sales cycle and automate contract execution by securely capture eSignature and approval. Track and create audit trail to prove the validity of the signature. Learn more about eSignatures.
Secure Cloud Storage
iDialogue ​+ AWS means documents are securely stored in the Cloud and accessible from anywhere. Documents are encrypted at rest and in transit. Backup, recovery and document archiving services ensure data is never lost.
Secure Collaboration Portal
Easily setup interactive portals to securely deliver documents. Invite others in and outside the organization to collaborate, chat, negotiate, and transact. Simple, easy and get the job done fast!
Online Payment Processing
Get paid fast! Drag and drop online payment processing component to the secure portal. Deliver documents and get paid all at the same time. Drive revenue by significantly reduce the Quote-to-Cash cycle.
Document Workflow Automation
Create workflows to automate tasks using Salesforce™ Process Builder. Trigger events, reminders and notifications as documents move through your business process. 
  • 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 "Simple CPQ" uses standard out of the box Sales Cloud objects for routine quoting.
  • ​iDialogue for Salesforce CPQ supports more advanced pricing scenarios like tiered-pricing and product bundles.
  • iDialogue is part of best of breed quote to cash solution bundled with payment providers like Blackthorn Payments.
  • ​Pre-built Microsoft Word templates
CASE STUDIES
iDialogue Leverages 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 Leverages 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
iDialogue Leverages Healthcare & Salesforce™ Health Cloud
Generate, store, share and management healthcare documents in a HIPPA 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 experience with messaging and collaboration.
  • Improve compliance with secure document repository and pre-approved templates.
TESTIMONIALS
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“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
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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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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 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
  • Document Builder
  • Room Builder
  • Flow Builder
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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
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

  • BILLED MONTHLY
  • BILLED ANNUALY (SAVE UP TO 20%)
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​PROFESSIONAL
ENTERPRISE
UNLIMITED
20
40
CUSTOMIZED
user/month
user/month
 
Licenses
75 Documents Generated (user/month)
2 Document Templates
2 Room Templates
Licenses
250 Documents Generated (user/month)
10 Document Templates
10 Room Templates
​Licenses
Unlimited Documents Generated (user/month)
Unlimited Document Templates
Unlimited Room Templates
​PROFESSIONAL
ENTERPRISE
(MOST POPULAR)
UNLIMITED
17
32
CUSTOMIZED 
user/month
user/month
  
​Licenses
75 Documents Generated (user/month)
2 Document Templates
2 Room Templates
​Licenses
250 Documents Generated (user/month)
10 Document Templates
10 Room Templates
​Licenses
Unlimited Documents Generated (user/month)
Unlimited Document Templates
Unlimited Room Templates
Compare Plans and Pricing
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​PROFESSIONAL
​ENTERPRISE
UNLIMITED
Salesforce Integration
(Supports Salesforce Essentials and Up)
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DOCUMENT BUILDER 
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Document Generation
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Microsoft Word Template Support
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Dynamic Images & Content Controls
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eSignatures
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​Batch Document Generation
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ROOM BUILDER
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​Room Templates (Responsive Mobile Layout)
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Document Sharing & File Upload
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Text & Images
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Collaboration & Messaging
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Read Receipts & Activity Tracking
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SFields Web Form Builder
 
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​Dynamic Page Content/Merge Tags
 
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Payment - Strip Integration
 
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Custom Domains
 
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FLOW BUILDER
 
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Workflow: Process Builder & Flow Actions
 
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Generate Document Action
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Deliver Document Action
 
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Generate Room Action
 
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Invite Member to Room Action
 
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    Keep up to date with free tips, guides, and instructional videos on how to enable more dialogues through Salesforce. 
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