Octiv

Octiv

(202)
4.1 out of 5 stars

Octiv is a cloud-based sales productivity suite that provides a more effective way to build and deliver sales proposals, contracts, and presentations directly from CRM.

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Octiv Features

Document Creation
Customizability: Variables and Fields

Define fields to pull in dynamic information.

82%
(Based on 113 reviews)
Template Creation and Flexibility

Easily assemble custom fields and variables into reusable templates to automate the proposal creation process.

80%
(Based on 115 reviews)
Rich Media

How well the platform supports images, audio, and video in proposals.

78%
(Based on 93 reviews)
Online Document Creation

Create adaptive online documents for view via browser or mobile device.

86%
(Based on 108 reviews)
PDF Creation

Create attractive PDF versions of proposals.

81%
(Based on 114 reviews)
Custom Branding

Brand proposals and the application's portal with your company's logos and branding.

85%
(Based on 112 reviews)
Contract Management Platform Features
Contract Creation

Users can create new contracts within the platform using built-in document creation features.

85%
(Based on 36 reviews)
Contract Templates

Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields.

82%
(Based on 37 reviews)
Contract Editing

Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts.

75%
(Based on 36 reviews)
Contract Attachments

Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources.

80%
(Based on 33 reviews)
Contract Collaboration

Internal and external users are able to collaborate on contracts through a shared web portal with messaging features.

75%
(Based on 25 reviews)
Approval Process

Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system.

84%
(Based on 30 reviews)
Notifications & Reminders

Receive notifications and schedule reminders with alerts according to contract milestones.

83%
(Based on 36 reviews)
Contract Database

Contracts can be stored in a central online repository with built in search capabilities.

83%
(Based on 26 reviews)
Integrations / APIs

The contract management platform can integrate with CRM software to associate contracts with customer records, and with CPQ software to feed calculated quote details into the contract.

85%
(Based on 33 reviews)
Reporting & Dashboards

Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities.

83%
(Based on 26 reviews)
Workflow
Document Builder Interface

Easily search for and add elements to a proposal.

77%
(Based on 110 reviews)
Collaborative Creation

Multiple users can edit a single document.

75%
(Based on 86 reviews)
Assembly and Approval Workflows

Automate workflows by routing documents to the correct individuals for adding content and approval.

74%
(Based on 82 reviews)
Content Management
Content Import

Ability to import sales and marketing collateral built outside of the solution

77%
(Based on 18 reviews)
Content Creation

Overall functionality of building unique sales and marketing collateral within the product

72%
(Based on 20 reviews)
Templates

Pre-built templates for fast and simple content creation

81%
(Based on 20 reviews)
Advanced Search

Ability to search through all content to easily find necessary collateral

66%
(Based on 15 reviews)
Content Storage

Overall storage and organziation capabilities

86%
(Based on 17 reviews)
Analytics
Engagement Tracking

Track who is looking at proposals and how often or for how long.

85%
(Based on 101 reviews)
Proposal Effectiveness Reporting

Find out which pieces of content are performing best.

83%
(Based on 87 reviews)
Reporting and Dashboards

Access pre-built and custom reports and dashboards on proposal volume and acceptance.

81%
(Based on 92 reviews)
Analytics
Reporting

Reports created by the user, custom or otherwise, that report on prospect interaction and helpfulness of the collateral

73%
(Based on 17 reviews)
Alerts

Notification as to when a prospects interacts with a piece of collateral

84%
(Based on 18 reviews)
Account-Based Engagement

The level of engagement for a specific account based on the presented collateral

n/a
Content Utilization

How frequently sales teams use a particular piece of content and its effectiveness

78%
(Based on 17 reviews)
Administration and Platform
User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

83%
(Based on 104 reviews)
Alerts and Notifications

Program in-app and email notifications for approval milestones or actions.

84%
(Based on 108 reviews)
CRM Integration

Push and pull data from CRM to build proposals and update statuses with clients.

86%
(Based on 89 reviews)
E-Signature Integration

Couple accepting proposals and signing contracts together in one workflow.

85%
(Based on 80 reviews)
API / Integrations

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

85%
(Based on 61 reviews)
CPQ Integration

Push and pull data from quote applications to build proposals.

83%
(Based on 42 reviews)
Presentation
Live Presentation

Ability to present to a prospect in-person

58%
(Based on 5 reviews)
Screenshare

Virtual presentation capabilities via sharing screens

Not enough data available

Mobile Presentation

The option to present live on a mobile device

72%
(Based on 7 reviews)
Octiv
(202)