Easy to use tool with a great integration with Salesforce

What are the best aspects of this product?

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.

What aspects are problematic or could work better?

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 specific problems in your company were solved by this product?

We use it to send proposals to clients and it has streamlined the way we do things as a business across departments. Since it is integrated with Salesforce it can merge a lot of the information we need for renewals, helping us save a great deal of time and effort. We are also able to see when the client has reviewed the proposal and if they have questions which can help us in closing the renewal.

Are you a current user of this product?

Yes