iDialogue - AI-Powered Document Generation and File Processing

Awesome Document Automation - And Support

AI-driven document management has been a game changer for our team. We use the inline AI assistant to set up templates, generate quotes, and prepare renewal agreements directly within the document editor. The reconciliation agent is especially powerful. We can draft quotes and agreements in the document, then automatically reconcile the final content with the corresponding Salesforce records. We no longer allow quotes or agreements to move forward without this reconciliation step because it helps keep our documents and CRM data aligned. We were up and running within one to two days, and the iDialogue team has been highly responsive throughout onboarding and support.

Super supportive

We utilised Mike as his team to send end of financial year donation statements to our supporters. We were lacking technical expertise in our team to changes in staffing. Mike was super supportive and very patient to ensure we had a great outcome. The product and Mike's support made the whole process very simple.

Pacific Apps Team + iDialogue App = Game Changer!

Addigy initially adopted iDialogue to provide a highly customizable quoting experience with e-signature approvals, which was a huge success. During that process, Mike learned a lot about our SaaS subscription business model and our unique usage-based billing approach. I shared that we had spent considerable time searching (unsuccessfully) for a subscription billing solution that met all of our current needs and could also scale with our rapidly growing business. As fortune would have it, Mike was about to release an iDialogue quote-to-cash accelerator complete with a customizable billing and invoicing engine! Pacific Apps quickly became a strategic partner and together we were able to transform our entire quote-to-cash business process. With iDialogue as the foundation, we have dramatically improved visibility across the entire organization by connecting a customer’s intent to buy with the realization of revenue. Now we have a single solution that handles quotes, e-signatures, subscriptions, invoices, payments, credits, renewals and add-ons. We use Salesforce flows and the included Xero API feature to automatically sync invoices and payments. The solution is also integrated with our own SaaS platform. The billing engine retrieves daily customer usage data and dynamically calculates any monthly overages. Our customers can view their invoices and manage payment methods directly from their Addigy portal billing page. Our billing team can easily suspend or activate subscriptions from the related Salesforce account. We’re even able to accommodate multi-month ramp deals using billing schedules. I can’t say enough about the iDialogue platform and the outstanding support we consistently receive from Mike and his team. Highly recommended!

Excellent Product - Excellent Support

Mike and the team have provided amazing support and have helped us to solve the problem of delivering EOFY tax receipts to our donors in an efficient and timely manner. Highly Recommended.

Simplicity with Extraordinary Flexibility

I can't imagine using any other document management solution. iDialogue is the tool I use to create personalized quotes, contracts, and personalized documentation for my customers in seconds with just one click of a button. While we appreciated the out of the box quote templates that Salesforce.com offers, we needed something more. With iDialogue, I am able to quickly send a quote to a customer, see exactly when they've accessed the document, and interact directly with them in a Chat Room to make sure they get everything they need. No more phone calls. No more going back and forth over the course of days or weeks. iDialogue gives me the document management tools I need to help me deliver outstanding service to my customers.

Great Product, Great Customer Support

Idialogue was a fantastic app that fit all of our needs. Additionally, the developer team was extremely attentive, helpful, dedicated, and knowledgable. They helped us through the entire process to ensure that we had the exact outcome we needed. We used the app in the NPSP package to generate about 650 documents at once for our year-end summary receipts. I highly recomend this app!

CollaborApp TM

We utilized iDialogue to create an app for the disabilities community and it will revolutionize collaboration for treatment teams and caregivers who are serving individuals who are not able to help themselves. CollaborApp TM is a dream come true for me and the care community that works with my son Adam, who is deaf with Autism. The app is applicable for the care coordination of any individual and patient from anywhere at any time. The app offers calendaring, secure messaging, contact management and document sharing features that allow care givers, parents and institutional care providers to communicate in real time regarding treatment plans, appointments, and care instructions as well as sharing healthcare information and documentation. The app also supports multi-patient/multi-households that allows for the management of multiple patients from a single secure app in a a real time environment. iDialogue is the flagship Document Lifecycle Management product of Pacific Apps, Inc. and it provides the functionality for CollaborApp TM to perform all of the functions above and more. iDialogue staff was highly professional and valuable in the development and ongoing support of CollaborApp and they have changed the landscape for treatment protocols for the disabilities community as a result of that. Needless to say, I would highly recommend iDialogue to anyone who has a need for their functionality in a digital environment. My experience with them has been nothing short of transformational.

Great New App for Document Automation

Working in Salesforce NPSP. iDialogue is a new app from Pacific Apps. This is a fantastic app that definitely simplifies document automation within Salesforce. Mike and the folks at Pacific Apps are great people that will go the extra mile to help you be successful and get the most out of the app. I highly recommend iDialogue, especially for non-profits using NPSP.

Welcome to iDialogue!

Hi! I'm the Co-Founder and CEO of Pacific Apps. I hope you'll review the various testimonials and customer case studies on our website www.GetPacificApps.com, in addition to leaving reviews here. We love Salesforce and have a great passion for document automation solutions. Please feel free to contact me directly with any questions. I guarantee you will receive my utmost attention: mike at getPacificApps.com