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Sales Software

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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:


Octiv is one of the top 5 Contract Lifecycle Management Software products


Octiv is one of the top 100 Sales Software products


Octiv is one of the top 5
Contract Lifecycle Management Software products


Octiv is one of the top 100
Sales Software products

If you are considering Octiv it may also be beneficial to investigate other subcategories of Best Contract Lifecycle Management Software collected in our base of SaaS software reviews:

It's essential to note that virtually no software in the Contract Lifecycle Management Software category is going to be an ideal solution that can meet all the goals of different business types, sizes and industries. It may be a good idea to read a few Octiv reviews first as certain solutions might excel just in a really small group of applications or be prepared with a really specific type of industry in mind. Others might work with a goal of being simple and intuitive and therefore lack complex functionalities needed by more experienced users. You can also find services that support a wide group of users and give you a complex feature toolbox, but this in most cases comes at a more significant price of such a service. Ensure you're aware of your requirements so that you choose a software that provides specifically the elements you search for.

How Much Does Octiv Cost?

Octiv Pricing Plans For Enterprises & Small Business:

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.





Technical details

Devices Supported
  • Windows
  • Mac
  • Web-based
Language Support
  • USA
  • UK
  • Canada
  • International
Pricing Model
  • Quote-based
Customer Types
  • Small Business
  • Large Enterprises
  • Medium Business
  • Cloud Hosted

What Support Does This Vendor Offer?


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

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