Octiv is a cloud-based content management system (CMS) suitable for businesses of any size in a variety of industries. Organizations can use Octiv to create, share, sign, store and manage documents.
The Octiv platform allows users to automate document creation using predefined templates, dynamic content and merged data. Users can create and deliver documents from within their CRM, then route generated documents via email or send for signature.
Octiv stores all documents, content and completed agreements in a secure, centralized repository. Users can find documents using tagging systems, advanced search functionality and metadata-driven workflows. Octiv offers granular access permissions and advanced security capabilities for administrators.
Octiv is able to integrate with Salesforce, DocuSign, Google Drive, Box and many other solutions. Octiv offers an API which enables users to automate and embed functionality into their own application, manage users and trigger additional workflows.
Steven S. Mitarbeiteranzahl: 51-200 Mitarbeiter
17.11.2017
17.11.2017
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.
Branche: Möbel Mitarbeiteranzahl: 13-50 Mitarbeiter
20.9.2018
20.9.2018
Very positive, used to get very nice customer service over the phone too, but lately they seem to have outsourced this function and response times considerably diminished.
The best thing is probably the flexibility that Ms Office merge templates provide with the help of conga. Also lots of support materials available to help admins customize the solution
The least favourite part is the speed of document generation. It does take a up to a minute to go through the whole process. I would prefer it was closer to instant.