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iDialogue Product Roadmap

In our quest to become the leading customer-facing transaction platform for Salesforce, we provide iDialogue customers with a transparent roadmap of upcoming new features.
Q1 2020
  • NPSP Accelerator
Generate year-end donation letters for Salesforce NonProfit Success Pack.

  • Stripe Payments
Collect payment information using iDialogue portal.

  • Subscription Quote-to-Cash Accelerator
Built on Sales Cloud. Provides basic CPQ and Quote-to-Cash features for subscription-based companies.
Q2 2020
  • eSignatures
Support for simple eSignatures using iDialogue document templates.
Multi-party agreement signatures.

  • Web Forms
Publish web forms that automatically update Salesforce records. For use in collecting billing and shipping information, or basic contact information.

  • Document Checklists
Guide customers through onboarding steps using checklists.
Q3 2020
  • COA Accelerator for Salesforce ISVs
For Salesforce AppExchange partners. This accelerator provides subscription management and customer onboarding integrated with the Salesforce Channel Order Application (COA).

  • People Tools Accelerator
Manage document-centric HR workflows. Generate offer letters, 1099 and W2 fillable forms. Employee eSignatures.

    Keep up to date with free tips, guides, and instructional videos on how to enable more dialogues through Salesforce. 

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  • Home
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    • Releases and Roadmap
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