Octiv is the leading document generation and contract management platform that enables sales teams to dramatically increase sales efficiency and improve sales effectiveness. We provide sophisticated organizations with a robust cloud platform to create, share, review, edit and sign contracts on any device.
Octiv is primarily built for sales professionals who need to create and send a presentation, proposal or contract over to a prospect quickly. The platform provides the tools to easily negotiate with key stakeholders and sign contracts on the go.
Unlike other platforms, Octiv allows multiple people to work on a contract together and redline the document without worrying about managing versions, accelerating the contract signature and approval processes.
We used Google Docs / Word Docs for proposals prior to implementing Octiv, which caused two problems:
1) They looked terrible.
2) It was hard to maintain a standard format for proposals team-wide while still giving individual AEs the ability to customize proposals.
3) We couldn't get any intelligence (when they viewed the proposal, what they looked at, etc.)
4) Lacked an electronic signature.
Now, our proposals look great and really 'wow' prospects, they're easy to customize within pre-defined templates, our reps can follow-up based on when proposals get viewed, and our close rate has increased since we're no longer collecting scanned signature pages.
Sales process was low-pressure. The user interface is easy-to-use, and Octiv's training/onboarding set us up for success from day one. Great company with great people! Proposals are beautiful, and we get great analytics.
We weren't able to integrate a payment /processor gateway but that has more to do with our current stack than a gap in Octiv's capabilities.
Likelihood to recommend
Our proposal team has been using this tool for almost two years. When the tool was called Tinderbox, we found it to be pretty good with minor functionality issues. Since it became Octiv, we've gotten into the habit of calling customer support 2 - 3 times per month. There seem to be more bugs than before. Asset pages get lost, user privileges get messed-up, and the whole tool seems slower and clunky.
User-friendly, easy to teach others how to use, good organizational system
Since the tool became Octiv, there are more glitches.
Likelihood to recommend
We've been able to streamline and easily customize our sales process. Not only has our sales team become more organized, but Octiv has been it easier to collaborate and constantly improve our sales proposals. Plus it's nice having proposals that can take on more of a presentation feel and look more visually appealing.
I love the modern and easy to use interface. Once we put in some initial work setting up our templates and adding in assets, it's been very easy to maintain and update our proposals and training process as we go. The reporting functionality is great. I love being able to see detailed analytics about the sales team as a whole and specific metrics related to each proposal. It's helped up shape what content in the proposals are important and what needs more work.
We've had some difficulties editing our proposal template. We've tried to make our proposals more image-focused and pleasing to the eye. It has been difficult to link to images within documents, but I've been able to make it work by editing the code.
Likelihood to recommend
it's customizable, we can create and store templates for future use, it cuts back on time spent producing proposals, the options to have different users, approval proceses
it's constantly glitching out on us; some pages will disappear completely while other times our edits aren't saved
Professionalism it displays to our clients and potential clients. I also enjoy the integration capabilities with CRM.
It didn't function perfectly with our old version of CRM, but we're upgrading now so it should be resolved.
- Automates the Contract Process: Automate the processes associated with managing a contract from authoring, negotiating, approving, executing and reporting.
- Simple, Collaborative Document Feedback: Accelerate the negotiation and approval of a contract by making it easier to provide feedback, and make changes to a contract without having to go back and forth through cumbersome email threads to access the latest version of a contract.
- Secure Contract Execution: Capture a legally-binding electronic signature with the world’s #1 solution for digital transaction management.
- Increased Visibility & Control: Real-time alerts and notifications right on a mobile device provide visibility into who opens and views your contracts, as well as increased access control.
- Mobile: Designed for tablet and smartphone use for mobile sales.
Below are some frequently asked questions for Octiv.
Octiv offers the following pricing plans:
Pricing model: Subscription
Free Trial: Not Available
Octiv offers the following features:
Octiv has the following typical customers:
Large Enterprises, Mid Size Business, Small Business
Octiv supports the following languages:
Chinese (Simplified), Danish, Dutch, English, Finnish, French, German, Hungarian, Italian, Norwegian, Polish, Portuguese, Spanish, Swedish, Turkish
Octiv has the following pricing plans:
We do not have any information about what devices Octiv supports
Octiv integrates with the following applications:
DocuSign, Dropbox, FinancialForce Accounting, FinancialForce HCM, FinancialForce SCM, Formstack, Jive, Microsoft Azure, NetSuite, Zuora
Octiv offers the following support options:
FAQs, Knowledge Base, Online Support, Phone Support, Video Tutorials