The thing I like best about Tinderbox is the ability to deliver fantastic looking quotes FAST and EASY. Not only that, but the quotes can be easily customized on a per-customer basis, and offer enough flexibility to build & organize them how you like, from a design and structured standpoint.
I have used Tinderbox (not Octiv) for over two or three years. I have submitted several support tickets to have new features added, but unfortunately nothing has been finished.
I dislike that quite often a customer clicks "Approve" on a quote and signs it electronically, but did it accidentally. Unfortunately the app is not intuitive enough for non-technical users to view the additional pages on a quote. This causes an awkward conversation when we communicate with the client to move forward with their project.
Also, we have to ability to filter the quotes we sent based on the Send Date. Instead it displays all quotes only by Activity Date. Therefore, if I wish to look at the number of quotes that we sent out in the past 30 days, I have to manually filter through all the quotes that had an Activity (like an Open Date or View Date) to get to the data I want.
Additionally, Tinderbox/Octiv does not offer the ability to require the end-user to enter in an email address. It only allows First Name, Last Name and Access Code (optional). If we were able to capture the Email Address of each person viewing the quotes we send out, we could set up little drip emails to them as part of a small marketing sequence. And even with Zapier, there is no work around.
Unless you have a high budget ($200/mo) I would not recommend using Tinderbox/Octiv. It is no longer worth the price. Even when they were priced at $45/mo, there were simple things that the software should have done, but was never implemented.
I switched to Tinderbox in 2013 because I wanted a fast way to generate nice-looking quotes and the cost was $45/mo. I received an email from Tinderbox (now Octiv) in August 2016 with a notification that the minimum price was going to be $2,000 and I had two months until the price would increase.
I WOULD NOT recommend using this company anymore like I had previously done. The price has increased by five-fold.