Octiv REVIEW

Item: Octiv
Rating: 8.4
Author: Nestor Gilbert

Sales Software

12 user reviews

USER SATISFACTION

75%

OUR SCORE

8.4

What is Octiv?
Octiv Benefits
Overview of Octiv Features
Octiv Pricing
User satisfaction
Technical details
Support details
User reviews

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 10 Contract Lifecycle Management Softwareproducts

Octiv is one of the 20 Sales Proposal Automation Softwareproducts

200

Octiv is one of the top 200 Sales Softwareproducts

If you are interested in Octiv it might also be sensible to investigate other subcategories of Best Contract Lifecycle Management Software gathered in our base of B2B software reviews.

Organizations have different wants and requirements and no software solution can be perfect in such a scenario. It is futile to try to find a perfect off-the-shelf software system that meets all your business requirements. The intelligent thing to do would be to modify the solution for your special requirements, staff member skill levels, finances, and other aspects. For these reasons, do not hasten and pay for well-publicized trendy solutions. Though these may be widely used, they may not be the perfect fit for your particular needs. Do your homework, check out each short-listed platform in detail, read a few Octiv reviews, call the maker for explanations, and finally choose the application that offers what you want.

How Much Does Octiv Cost?

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.