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iDialogue for Salesforce CPQ

Bring the configure, price, and quote experience directly to the Customer!

Customers that get hands on with product configurators, virtual modeling, and price calculations feel a stronger sense of ownership about products.

Sales Reps can monitor the customer self-service activity and configuration changes at every step in the CPQ sales cycle.

Get more value out of your Salesforce CPQ investment with an assortment of essential customer experience tools:
  • Secure portal "rooms"
  • Product configurators
  • Price calculators
  • Messaging and chat
  • Real-time updates of SBQQ records
  • Quote, contract, and invoice generation
  • eSignatures and approvals
  • Web forms for billing contact information
  • Payment methods / credit cards / PO numbers / ACH
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Customers that design and configure their own products are 5x more likely to purchase.
Product configurators

​Product configurators put the customer in control...
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Quote Activity
All Customer self-service activities are visible in Salesforce.
Quote are updated in real-time (not primary)
Make the customers quote primary, or create a new quote.
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iDialogue extends Salesforce CPQ with personalized, secure rooms for creating sophisticated and stunning proposals.
  • Pixel perfect documents

One of the benefits of CPQ is the ability to generate many quotes for a single opportunity. This gives prospects and customers several options to choose from. iDialogue for CPQ supports publishing several quotes into a single, cohesive presentation and allows the customer to select their preferred quote.

Multi quote "Rooms"
One of the primary benefits of any CPQ solution is giving the customer multiple configuration options and letting them choose.
iDialogue for S CPQ puts multiple quote options in front of your customers and gives them the ability to communicate their preferred quote option.

eSignature
You've invested a lot of time into your quoting solution, but the real finish line is deal execution. Getting the agreement accepted and/or signed is the ultimate goal.
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Are you still emailing quotes to customers?
Loss of read receipt
mobile friendly
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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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