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Octiv Review

Octiv
Our score: 8.4 User satisfaction: 75%

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

Since businesses have distinct business-related demands, it is only rational that they abstain from selecting a one-size-fits-all, “perfect” system. However, it is nearly futile to stumble on such an app even among branded software systems. The better thing to undertake would be to write the numerous vital factors which necessitate careful thought such as key features, packages, skill aptitude of staff members, company size, etc. Thereafter, you must do the product research to a full extent. Read these Octiv evaluations and scrutinize each of the applications in your shortlist more closely. Such detailed research ascertain you circumvent mismatched software solutions and select the one which meets all the benefits your business requires.

Position of Octiv in our main categories:

TOP 10

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

TOP 20

Octiv is one of the 20 Sales Proposal Automation Software products

TOP 200

Octiv is one of the top 200 Sales Software products

If you are interested in Octiv it might also be a good idea to examine other subcategories of Sales Software listed in our database of B2B software reviews.

Every business has its own characteristics, and might need a specific Sales Software solution that will be designed for their business size, type of customers and employees and even individual industry they cater to. It's not wise to count on getting an ideal software that will work for every business regardless of their history is. It may be a good idea to read a few Octiv Sales Software reviews first and even then you should remember what the service is intended to do for your business and your staff. Do you need an easy and straightforward service with only basic functions? Will you actually use the advanced functionalities required by experts and big enterprises? Are there any specific tools that are especially practical for the industry you work in? If you ask yourself these questions it is going to be much easier to find a reliable service that will fit your budget.

How Much Does Octiv Cost?

Octiv Pricing Plans:

Free Trial

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

Positive Social Media Mentions 13
Negative Social Media Mentions 4

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

Deployment

  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Quote-based

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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Octiv Comparisons

Octiv user reviews

A proposal software with a professional appearance and all-arounder.

Read full review >
Cornelius
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 28.09.2019 Company Size: More than 100 Employees Industry: Information Technology

Octiv was able to streamline the process.

Read full review >
Rudy
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 11.09.2019 Company Size: 11-50 Employees Industry: Non-Profit Organization

Made proposal building more enjoyable

Read full review >
Dan
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 05.09.2019 Company Size: More than 100 Employees Industry: Computer Software

Awesome tool

Read full review >
Leslie
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 07.10.2018 Company Size: 1-10 Employees Industry: Information Technology

An application built especially for the user

Read full review >
Michelle
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 22.09.2018 Company Size: More than 100 Employees Industry: Marketing and Advertising

What are Octiv pricing details?

Octiv Pricing Plans:

Free Trial

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

Octiv average rating:

Average score
5/5 (12 user reviews)
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Write your own review of this product

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The most favorable review

Bob

PROS: 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 ourselves spending so much time time explaining the renewal to the client. Being able to have templates and be able to set proper expectations for renewals to our new customers has helped us in streamlining our proposal process.

CONS: Many times we create 2-3 versions of the same proposal and we have to copy and republish and then send new link to the client. It would be extremely helpful and a time saver if we didn't have to create a new proposal every time we make an edit. Also, we've had issues with other users not being able to view each others proposals. This makes it very difficult when a client changes ownership internally.

Reviewed 2 years ago

Read full review >

The least favorable review

Dan

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.

Reviewed 6 months ago

Read full review >

More reviews from 12 actual users:

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  • Most negative

A proposal software with a professional appearance and all-arounder.

Read full review >
Cornelius
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 28.09.2019 Company Size: More than 100 Employees Industry: Information Technology

PROS: 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 visbility in all aspects. These include when the client views the proposal, which pages they've lookin into, and the amount of time spent going through each proposal.

CONS: The part that I don't favor most is the URL being sent over to each client. This is ridiculous. Relevance can already be seen in Tinder. Some clients even told me they thought that I sent them a link to my "dating" profile. There should be some functionality that involves the customizations of URL.

What do you think about this review? Great Poor

Octiv was able to streamline the process.

Read full review >
Rudy
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 11.09.2019 Company Size: 11-50 Employees Industry: Non-Profit Organization

PROS: 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 updating proposals as well as the process of training as we move along. Report features are awesome. I like seeing comprehensive analytics of the sales team as one and certain metrics related for each proposal.

CONS: We've had issues editing our own proposal template. We gave it a try in making our proposals image-based and attractive to look at. Linking images in documents are hard. But I'm able to get things to work through code edting.

What do you think about this review? Great Poor

Made proposal building more enjoyable

Read full review >
Dan
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 05.09.2019 Company Size: More than 100 Employees Industry: Computer Software

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.

What do you think about this review? Great Poor

Awesome tool

Read full review >
Leslie
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 07.10.2018 Company Size: 1-10 Employees Industry: Information Technology

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.

What do you think about this review? Great Poor

An application built especially for the user

Read full review >
Michelle
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 22.09.2018 Company Size: More than 100 Employees Industry: Marketing and Advertising

PROS: Octiv is one application built specially for the user. Our sales team has the flexibility to either add existing content provided by marketing or add their own custom material. It is simple to clone from successful documents yet secure enough to ensure legal details are not modified. Tracking activity is easy to view and alerts can be set up with CRM integration. Administrators also have plenty of options to ensure that security is enforced even with multiple users in place.

CONS: As an Administrator it is sometimes hard to know which security fields should be turned on, but reaching out to support has always resolved our issues.

What do you think about this review? Great Poor

Fostering internal competition while realizing gains and improvements

Read full review >
Clarence
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 22.03.2018 Company Size: More than 100 Employees Industry: Computer Software

PROS: 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 has a better grasp on proposals, the information for our deals is available indefinitely, and it’s helped us become more organized. It has also helped streamline our onboarding process for non-sales staff as well. We are excited about utilizing the new Pitch platform for more dynamic product presentations and the like.

CONS: I have yet to find a dislike. It is easy to use and they have a very quick support team that is always available if we have an issue.

What do you think about this review? Great Poor

Highly effective in proposal creation for both client success and the sales team.

Read full review >
Phil
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 20.02.2018 Company Size: 11-50 Employees Industry: Computer Software

PROS: 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. Before Octiv, the proposal would appear a bit differnt from the renewa and we'd see ourselves spending a lot of time making lengthy explanations of renewal to the client.

CONS: Not having the ability to edit a proposal after its publications. There were a lot of times where we were making several versions of a proposal. We had to copy and re-publish them and then sending a client another link. It'd be a huge help and would save a great deal of time if we didn't have to always come up with a new proposal whenever we're editing.

What do you think about this review? Great Poor

Easy to use tool with a great integration with Salesforce

Read full review >
Bob
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 10.02.2018 Company Size: 11-50 Employees Industry: Computer Software

PROS: 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 ourselves spending so much time time explaining the renewal to the client. Being able to have templates and be able to set proper expectations for renewals to our new customers has helped us in streamlining our proposal process.

CONS: Many times we create 2-3 versions of the same proposal and we have to copy and republish and then send new link to the client. It would be extremely helpful and a time saver if we didn't have to create a new proposal every time we make an edit. Also, we've had issues with other users not being able to view each others proposals. This makes it very difficult when a client changes ownership internally.

What do you think about this review? Great Poor

A game-changing tool that is now a crucial part of our business

Read full review >
Pat
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 01.02.2018 Company Size: More than 100 Employees Industry: Management Consulting

PROS: 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 everything together. The ability to track the views of the document is tied with production time for what I like best. I can easily tell if the document has been viewed, how long it was viewed for, etc. which helps me with the follow up I need to complete.

CONS: When i have an extremely customized and unique document to create, it can be a little harder to customize, but this is not a frequent issue.

What do you think about this review? Great Poor

It greatly streamlined and standardized the entire process.

Read full review >
Willard
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 28.01.2018 Company Size: More than 100 Employees Industry: Management Consulting

PROS: 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 I love most is tracking document views.

CONS: It can be difficult to created whenver I'm in possession of a cutomized dic. Although this issue comes every now and then.

What do you think about this review? Great Poor

Our sales process was revolutionized thanks to Tinder!

Read full review >
Janie
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 14.01.2018 Company Size: More than 100 Employees Industry: Consumer Services

PROS: I lover our team's visibility when it comes to sending out proposals. Response times whenever we receive views alerts has revolutionize our sales process. The compliments we've been receiving regarding our proposal process has been excellent. Customers like how it's easy to use, being able to push forward, and appreciating its appearance.

CONS: So far, there's nothing that I hate. Tinderbox is a breeze in terms of usage. Support is always there when you need them.

What do you think about this review? Great Poor

Used with Tinderbox for managing proposals.

Read full review >
Pauline
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 16.12.2017 Company Size: More than 100 Employees Industry: Computer Software

PROS: I like the assets concept within Tinderbozx. Assets contains content and texts that can be revised and utilized by means of draggin and dropping the asset in the doc.Before, we had content pieces for proposals that have been stash just about everywhere. Tbis makes it hard to seek out updated content. Tinderbox assets fosters a single authoritative source when it comes to proposal content.

CONS: Certain WYSIWYG editor tools won't behave like you'd expect when exporting the doc as a Word or PDF file. Just about everything functions reasonably well when proposals are in web-view. Thing is, our response to bids would entail a submision of a Word or PDF file. I can spot workarounds for problems that we've run into.

What do you think about this review? Great Poor
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Reviewed By Nestor Gilbert
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