Digital Document Solutions for Salesforce.com

Generate quotes, invoices, proposals, offer letters, and much more.

iDialogue is seeking Bay Area Tech companies for a pilot program to test a new document generation solution for Salesforce.com tm.

Features include:

• Merge templates pre-integrated with FSC records
• One-click document generation
• Document delivery
• Secure document portal with private group messaging
• Activity trail of all document interactions

Pilot program benefits include:

• Free assistance installing and configuring iDialogue
• Converting 1-3 Word documents to merge templates
• Configuring a branded portal document room for sharing documents with customers
• Configuring a lightning component on Salesforce record page layout

 
Please contact [email protected] or submit the contact form below for a free consultation.