Octiv

Octiv

(201)
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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Showing 206 Octiv reviews
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Octiv review by <span>Leah P. C.</span>
Leah P. C.
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Octiv Review

What do you like best?

I like the ability for it to be a repository. I also like the referenced document/asset feature. Making changes to the asset in one place updates in the templates/documents it is used in eliminates having to make those changes in multiple places, potentially missing a document that needed to be updated.

What do you dislike?

I don't like the way the tasking works. I also do not like that a document/template/asset shows as modified if you click somewhere in it. We have no way of tracking whether or not the document/template/asset was actually changed.

Recommendations to others considering the product

Communicate with the Octiv team very clearly what your needs are for using the tool. They had a good development team when we first were introduced to Octiv and they were able to implement some of the things we needed Octiv to do to help us keep Octiv as our tool of choice. They might be able to implement immediately in some cases and it’s web based so it can go live sooner rather than later.

What business problems are you solving with the product? What benefits have you realized?

We want to create proposal templates that reside in a single place and are connected to the same reusable content. We want to be able to download the templates and they be immediately usable without having to do a lot of desktop publishing in order to use it. We want the templates and assets to be accessible from anywhere as we are mobile workers who are not always static at a desk

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Octiv review by <span>Christopher V.</span>
Christopher V.
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The Benefits of Octiv Documents

What do you like best?

My favorite things about Octiv:

- Support (my CSM Caitlin has built or touched nearly all of our documents).

- Functionality. I have used a lot of document generation tools and this one is, I think has the best:

- - multiquote ability

- - interface of querying child objects (like quote line items or opportunity line items)

- - custom integration ease with other applications: formstack and salesforce.

What do you dislike?

Buggy in browsers. I have a very real concern that when my sales reps are sending out our Sales Order for signature that the end user may or may not be able to sign because of the end user's browsers. 90-95% of my documents are signed with no problem, but having to support either/both of these processes is a real pain and you can never plan for when this issue is going to happen:

- trouble-shooting with end user via comunication with rep (restart computer, update browser, try in safari, etc.)

- printing .pdf of document and getting manual signature of recipient.

Recommendations to others considering the product

There are lots of good solutions out there. They all get the job done, for the most part. Octiv is the best solution I've used for:

- multiquotes

- easily configuring custom documentation

What business problems are you solving with the product? What benefits have you realized?

- Sales Process

- Billing Form

Wish we were using it for more (like being a content repository for the most updated marketing collateral).

What Contract Management solution do you use?

Thanks for letting us know!
Octiv review by <span>Steven S.</span>
Steven S.
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Revolutionized our sales process!

What do you like best?

Sales process was low-pressure. The user interface is easy-to-use, and Octiv's training/onboarding set us up for success from day one. Great company with great people!

What do you dislike?

We weren't able to integrate a payment /processor gateway but that has more to do with our current stack than a gap in Octiv's capabilities.

What business problems are you solving with the product? What benefits have you realized?

We used Google Docs / Word Docs for proposals prior to implementing Octiv, which caused two problems:

1) They looked terrible.

2) It was hard to maintain a standard format for proposals team-wide while still giving individual AEs the ability to customize proposals.

3) We couldn't get any intelligence (when they viewed the proposal, what they looked at, etc.)

4) Lacked an electronic signature.

Now, our proposals look great and really 'wow' prospects, they're easy to customize within pre-defined templates, our reps can follow-up based on when proposals get viewed, and our close rate has increased since we're no longer collecting scanned signature pages.

Octiv review by <span>Alyssa H.</span>
Alyssa H.
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Totally Customizable Experience with Octiv

What do you like best?

As a web design firm, we had our team of developers create custom page templates for our Octiv proposals to fit our exact specifications and branding. Octiv's online proposal system has upgraded our sales process and viewing experience for our clients, with tools like "Ask a Question", "Submit Online Signature", and additional payment integrations that we may take advantage of in the future. Receiving notifications about clients viewing our proposals has helped me time my responses and improved overall sales. The Formstack survey integration is crucial to our business as well.

What do you dislike?

I've only had a few hiccups when updates to Octiv affect the display of the Formstack survey, or when unexpected downtime makes our proposal unviewable to clients. However, Octiv's support team is very thorough about following up with tickets.

Recommendations to others considering the product

Not sure if the out-of-the box version of Octiv is right for you? Seen a demo but still not convinced? Try customizing your templates and consult the Octiv team for additional integrations to make your business run smoother.

What business problems are you solving with the product? What benefits have you realized?

Octiv has modernized our quote process, taking us from offline PDFs that required traditional signatures to living documents with space for attachments and other integrations that make closing a deal that much quicker for us. The number of proposals I'm able to produce each day has increased since we started using Octiv, and now it takes less time to get the final sign-off from decision-makers.

Octiv review by <span>Adam S.</span>
Adam S.
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Organic
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Great app for creating good looking, consistent proposals

What do you like best?

Ease of use; mobile interface; searchable asset library; multiple templates; PDF exports; variables inside content for customization; Tracking when someone opens the document online and being able to see how much time they spent on a page is great.

What do you dislike?

The portal for viewing a proposal as a customer should be more customizable such that you can ask for more fields when logging in (e.g. Company Name)

Recommendations to others considering the product

This is a great tool for generating good looking proposals consistently. It's relatively easy to create a template and provide additional optional content for proposals. We have not used the contracting/signing component but anticipate doing so in the future.

If you are looking to create a customer or partner portal with multiple documents and links, this is probably not the best tool for the job.

What business problems are you solving with the product? What benefits have you realized?

Consistency across proposals. Speeding up delivery of proposals. Subject matter experts do not require as much time when contributing to a proposal and can spend more time on their core responsibilities.

Octiv review by <span>Roman K.</span>
Roman K.
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Verified Current User
Invitation from the software vendor
Reviewed On

Great Solution for integrating a contract process

What do you like best?

It's integration with Salesforce has been very good. We are able to map and use Account and Opportunity objects from Salesforce directly onto the contracts our sales team uses. We are also able to track the progress of these contracts and the different status.

What do you dislike?

There isn't as much customization allowed on these templates (changing names, creating custom buttons, etc). Some feedback we have received is that the receiving party of these templates does not understand how to properly use the Octiv Document, so they use alternative methods. It's a bit difficult to setup at first.

Recommendations to others considering the product

The Octiv support team is fantastic and is the reason we have been successful using Octiv

What business problems are you solving with the product? What benefits have you realized?

Reduce the time it takes to create and send a Sales Contract.

Be able to track the progress of an Octiv Document

Integrate our Salesforce data directly onto the Sales Contract

Globalize our sales process

Learn more about Octiv

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Octiv
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