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Professional & Reliable
What do you like best about the product?
Octiv allows us to share a whole variety of information and data in a way that looks professional and gets our message across easily.
What do you dislike about the product?
Occasionally when adding a large number of PDFs to a document performance isn't 100%.
What problems is the product solving and how is that benefiting you?
We moved from unreliable and old fashioned Word templates to a flexible and fast platform. The ability to track our customers activity on the documents, and make updates on the go has improved our efficiency greatly.
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Octiv is a great tool for getting proposals and contracts to our customers
What do you like best about the product?
Great integration with Salesforce. Friendly UI.
What do you dislike about the product?
Has some bugs with editing contracts/proposals. Copy and pasting, redlining, etc.
What problems is the product solving and how is that benefiting you?
Organization of contracts.
Great for sales.
What do you like best about the product?
Ability to get “in front” of the customer.
What do you dislike about the product?
I haven’t found anything I don’t like I don’t believe.
What problems is the product solving and how is that benefiting you?
I am able to get in front of the customer even though I can’t physically be in front of them sometimes.
Octiv has been a huge asset to our team
What do you like best about the product?
I like the ability to quickly create sales presentations with ease. They customer service is outstanding. If i have a problem, they are always more than happy to help.
What do you dislike about the product?
Sometimes the system itself is not the easiest to work in. As someone who does not work with code, it is sometimes challenging to understand 'how' the system works.
What problems is the product solving and how is that benefiting you?
we have had the ability to quickly create presentations. Before using the Octiv System it would take us 10-15 minutes, now we can create a presentation in 5 minutes or less.
What a great product
What do you like best about the product?
This has been one of the best SAS services we ever had.
What do you dislike about the product?
Just the integration to DocuSign, was little slow in happening.
What problems is the product solving and how is that benefiting you?
Getting our quotes correct before going out to customers.
Octiv Usage
What do you like best about the product?
Produces clean looking dynamic proposals
What do you dislike about the product?
We've had to trouble shoot errors in doc
What problems is the product solving and how is that benefiting you?
We use Octiv for our proposal generation. It has the potential to be a time saver however it is not there yet. Octiv support has be helpful with addressing our concerns as we develop this.
Recommendations to others considering the product:
Have a clear picture of your uses and needs to avoid having to change things after set up.
Octiv only makes sense
What do you like best about the product?
The convenient connection with Salesforce
What do you dislike about the product?
So far, I can not think of anything else
What problems is the product solving and how is that benefiting you?
Proposal writing consistency and ease. With Octiv, everything is there. A CSM doesn't have to look for content or take time to put something together.
Revolutionized our sales process!
What do you like best about the product?
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!
What do you dislike about the product?
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.
What problems is the product solving and how is that benefiting you?
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.
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.
Terrific Proposal Software
What do you like best about the product?
Easy to create proposals from templates and easy to share with clients and prospects. Everything is intuitive and simple to learn and use.
What do you dislike about the product?
Not much, the software does what it's supposed to do.
What problems is the product solving and how is that benefiting you?
Analytics on proposal views, as well as easier proposal creation.
Pretty Solid Tool
What do you like best about the product?
Octiv has good support - they're fast and helpful.
What do you dislike about the product?
I wish there was some more flexibility for the end user.
What problems is the product solving and how is that benefiting you?
Making sure proposals are consistent in style and content.
Recommendations to others considering the product:
Make sure it has enough flexibility for your purposes. Some things I wanted to change couldn't be modified.
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