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.