iDialogue Product Releases and Roadmap
iDialogue v1.126
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iDialogue v1.124
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iDialogue v1.119
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iDialogue v1.117
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iDialogue v1.12
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iDialogue v1.110
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iDialogue v1.108
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iDialogue v1.103
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iDialogue v1.102
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iDialogue v1.100
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iDialogue v1.99
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https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007vNBM
- Removes dependency on Orders for installation
iDialogue v1.124
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- Improves formatting of long file names in document rooms
- Improves formatting of dynamically generated files when format and extension do not match (format is authoritative)
- Adds support for Organization-Wide Address in Batch Emailer
- When deleting members from rooms, first validates that member has not already signed a document
iDialogue v1.119
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- Adds support to ensure room links are available in common Opportunity LEX flows
- Adds Signer role check when adding Collaborators/Viewers to rooms requiring signatures
iDialogue v1.117
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- Adds Enablement Rules data modeling and File screenflow for content categorization (Beta release).
- Stabilizes Multi-Quote rooms.
- ContentVersion trigger performance optimizations
iDialogue v1.12
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007cMwz
- Optimizes document rendering with dynamic query optimizations
- Optimizes batch definitions and performance. Moves max batch size to SETTING_MAX_BATCH_SIZE
- Improves Counter Signer flows
- Adds type ahead field selector for document tag object selector.
- Fixes issue with Data Grid losing column field mappings in certain edge cases.
- Script plugin dynamically sets height and width based on detected view port onLoad
iDialogue v1.110
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- Adds Script plugin
- Adds support for Room Links in Lightning Experience
iDialogue v1.108
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- Adds Flow template for publishing quote room events to Slack
- Improvements to Lightning Experience (LEX) component. Better performance and room context switching.
- Improvement to LEX in console apps.
- Multi-Doc action supports more parameters for action button state.
- Fixes issue with certain line breaks in text plugin.
- Adds Room Refresh Action for flow builder
iDialogue v1.103
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- Adds room settings gear icon to iDialogue Lightning component.
- One-click access to switch rooms, refresh, or delete a room.
iDialogue v1.102
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- Adds support for data grids.
- Adds type ahead picklist to tag builder and data grid field selector
- Improves rendering of LEX icons when CORS is disabled.
- Improves versioning of room templates
iDialogue v1.100
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- Fixed issue where shorthand tag field mappings were not re-initialized upon new document version upload
iDialogue v1.99
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- Added support for multi-record rooms
- Attach docs as Files by default
Quote to Cash v1.106
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Quote to Cash v1.105
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Quote to Cash v1.104
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- Adds Order.Amended__c checkbox (enabled on amendment action)
- Adds Order.AmendmentOrder__c link to new Amendment order
Quote to Cash v1.105
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- Adds verbose logging to Xero integration batches to review async transactions
Quote to Cash v1.104
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- Adds revenue rollup summary object
- Adds revenue recognition fields to Invoice Item
- Adds Invoice Item flow template to assign revenue
- Adds scheduled service for rolling up revenue summaries
- Adds Xero Invoice and Payment batch delay to custom settings
2021 Q2
2021 Q1
2020 Q4
2020 Q3
2020 Q2
- Content Categorization
- Sales Enablement: Starting customer dialogues using internal sales guides, training, and onboarding.
- Content recommendation engine. Auto-include content in rooms.
2021 Q1
- Data grids. Display opportunity/quotes/order line items as inline HTML in rooms.
- Dialogue script.
2020 Q4
- Multi quote rooms
- Attach all rendered docs as Files by default. Backwards compatible with Attachments.
2020 Q3
2020 Q2