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Octiv REVIEW

Sales Software

12 user reviews
USER SATISFACTION 75%
OUR SCORE 8.4

What is Octiv?

Octiv is a sales productivity platform that is designed to add value and efficiency to process workflows for creating and managing sales presentations, proposals, and contracts. It integrates data from CRM, CPQ, ERP and other systems to streamline workflows, save time, and accelerate sales opportunities.

At the same time, Octiv is serving the needs of over 400 companies and organizations in sales and related work since its introduction in 2010. As such, it has transformed the way people do business, not just in facilitating connections, but also has revolutionized the way sales are created, distributed, and tracked as it has been touted as a pioneer in introducing such technologies.

Overview of Octiv Benefits

Octiv’s platform streamlines the creation and distribution of complex sales assets, reducing cycle time, increasing volume and driving pipeline momentum in the process. Users get to create any document, whether a presentation, proposal, or a contract, with various themes available for easy document creation and a best in class WYSIWYG editor TinyMCE. This feature is built on a point and click dynamic logic, making it easy for people to create documents.

Octiv also has a powerful asset management and search, providing unlimited storage to its users over cloud applications such as Google Drive and Dropbox. Electronic signatures can also be set up, especially on the documents, allowing users to attach a digital signature that is compliant with existing laws. The docs, as well as the app itself, is mobile responsive, so it can be scaled for use in any device.

Account managers can set up multiple users on the account while putting in place role-based permissions to control user access to the account. For international use, users can set up localization for language and currency, providing better engagement with anyone in the team regardless of the location and improving communication as well. Teams get to spend less time generating proposals, contracts and presentations, and more time doing the more important work that is selling.

Overview of Octiv Features

  • Document generation
  • Electronic signature
  • Asset management search
  • Mobile responsive docs and app
  • Role based permissions
  • Tasks and messaging
  • Localization of language and currency
  • Reporting
  • Customer report designer
  • Conditional alerts on recipient activity

Octiv Position In Our Categories

Position of Octiv in our main categories:

10

Octiv is one of the top 10 Contract Lifecycle Management Software products

10

Octiv is one of the 10 Sales Proposal Automation Software products

200

Octiv is one of the top 200 Sales Software products

10

Octiv is one of the 10
Contract Lifecycle Management Software products

10

Octiv is one of the 10
Sales Proposal Automation Software products

200

Octiv is one of the 200
Sales Software products


If you are interested in Octiv it may also be sensible to check out other subcategories of Best Contract Lifecycle Management Software listed in our base of B2B software reviews.

Organizations have diverse needs and requirements and no software application can be perfect in such a situation. It is futile to try to find an ideal off-the-shelf software product that fulfills all your business requirements. The intelligent thing to do would be to modify the solution for your special needs, staff member skill levels, finances, and other elements. For these reasons, do not hasten and subscribe to well-publicized leading solutions. Though these may be widely used, they may not be the best fit for your unique wants. Do your research, check out each short-listed platform in detail, read a few Octiv reviews, speak to the vendor for explanations, and finally select the application that offers what you require.

How Much Does Octiv Cost?

Octiv Pricing Plans:

Octiv’s SMB and enterprise pricing information is available only upon request. Contact the company for more details, and ask for your quote.

User Satisfaction

We realize that when you make a decision to buy Sales Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Octiv reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Octiv. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

POSITIVE SOCIAL MENTIONS

13

NEGATIVE SOCIAL MENTIONS

4

Technical details

Devices Supported
  • Windows
  • Mac
  • Web-based
Language Support
  • English
Pricing Model
  • Quote-based
Customer Types
  • Small Business
  • Large Enterprises
  • Medium Business
Deployment
  • Cloud Hosted

What Support Does This Vendor Offer?

  • EMAIL
  • PHONE

Octiv User Reviews

What are Octiv pricing details?

Octiv Pricing Plans:

Octiv’s SMB and enterprise pricing information is available only upon request. Contact the company for more details, and ask for your quote.

What integrations are available for Octiv?

Octiv integrates with the following business systems and applications:

  • Netsuite
  • Salesforce
  • Docusign
  • Adobe Sign
  • MS Dynamics CRM
  • Webhooks

User reviews


User reviews in total: 12

9
3
0
0
0

Average Rating:

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The most favorable review

Leslie

2 months ago


Pros: We love how Octiv integrates into Salesforce and can pull data right from the opportunity into the proposal. Then the triggers once the deal is signed creates an automated process for when we seal the deal. It's been great! I also have to say that the latest update with the live editor is awesome! Now, I don't need to have 3 tabs open whenever I create a proposal.

Cons: The formstack integration needs some work. I believe there may be a way to better transition from the signature to the payment. Also on the top where it says "Form" I would like to be able to change it to whatever the name of the form is. A deeper Salesforce integration would be nice as well, perhaps have it run natively within Salesforce.

The least favorable review

Dan

5 months ago


Pros: How Octiv defines the concept of assets really enjoyable. It looks at assets as a collection of images, content and text snippets that can be continually revised and used by simply dragging and dropping the asset into the document. It has provided us a single authoritative source for proposal content where all assets are located and helps us determine the most up-to-date content.

Cons: Some of the software WYSIWYG editor tools (particularly tables and ordered/unordered lists) don't behave like you would expect when you export the document as a PDF or Word file. Everything works fine in the web view of the proposals however. I was able to find workarounds for the issues I was experiencing, but they are not very intuitive.

Published 2 months ago
Verified
user
We love how Octiv integrates into Salesforce and can pull data right from the opportunity into the proposal. Then the triggers once the deal is signed creates an...



What do you think about this review? Great Poor
Published 3 months ago
Verified
user
Octiv is one application built specially for the user. Our sales team has the flexibility to...



What do you think about this review? Great Poor
Published 4 months ago
Verified
user
I like its modern interface. It's really easy to use. Once we included initial work in setting up templates and including assets, it's a lot easier now in preserving and...



What do you think about this review? Great Poor
Published 5 months ago
Verified
user
How Octiv defines the concept of assets really enjoyable. It looks at assets as a collection of images, content and text snippets that can be continually revised and used...



What do you think about this review? Great Poor
Published 5 months ago
Verified
user
I love Octiv's visibility when sending proposals. The response time we have when we get notification of views has changed our sales process for the better. Now, our team...



What do you think about this review? Great Poor
Published 6 months ago
Verified
user
It's simple to utilize. Works well with Sales force. It streamlined our processes through the setting of proper expectation when initially signing on as a customer....



What do you think about this review? Great Poor
Published 6 months ago
Verified
user
Octiv is very easy to use and it works well with our Salesforce setup. In the past the initial proposals would look so different from the renewal that we would find...



What do you think about this review? Great Poor
Published 7 months ago
Verified
user
I like Octiv for letting us put together in a matter of minutes. I no longer have to spend a day or so to have something ready for the client; it makes it is easy to pull...



What do you think about this review? Great Poor
Published 7 months ago
Verified
user
I like having that in standard proposals. Anything can be placed together in minutes. This is better than spending the entire day (or more) to get something for a client....



What do you think about this review? Great Poor
Published 7 months ago
Verified
user
I like how every proposal template can be completely edited. This leads to the necessary amount of time in making proposals in a matter of minutes. In addition, I get...



What do you think about this review? Great Poor

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