Reviews from AWS Marketplace
0 AWS reviews
-
5 star0
-
4 star0
-
3 star0
-
2 star0
-
1 star0
External reviews
External reviews are not included in the AWS star rating for the product.
One of our top sales tools implemented in our Salesforce environment
What do you like best about the product?
The integration to salesforce and the tracking capabilities or the agreement and documents.
What do you dislike about the product?
Set up isn't as simple or easy as we hoped. You really have to nail your processes down and think through the integration and process piece before attempting to use within Salesforce environment.
What problems is the product solving and how is that benefiting you?
Consistent contract and proposal language amongst reps. Ability to see who received and viewed our docs and for how long. If the document gets forwarded and to whom is a huge benefit to get additional power players in a deal. Our speed from order to sign increased.
Recommendations to others considering the product:
Before you purchase, make sure you have your documents thought out and ready to go. No point to purchase until you have everything in place.
- Leave a Comment |
- Mark review as helpful
You didn't mean sign that
What do you like best about the product?
I like that it is quick and easy to use.
What do you dislike about the product?
The "Accept process" is confusing for user
What problems is the product solving and how is that benefiting you?
Before Octiv, we had all of our quotes in access, and only the person that knew how to use it, was the person that created it. This made the process very tedious and difficult, especially if you needed something quick and that person wasn't around. This made making changes very difficult.
Very easy to use for both parties involved.
What do you like best about the product?
The ability to track and see opens when engaged with.
What do you dislike about the product?
there is sometimes a short lag between when it is signed and I am notified it was signed.
What problems is the product solving and how is that benefiting you?
The ability to create Insertion Orders for Advertising
Recommendations to others considering the product:
Yes I would not want to use another service.
Mallesh - CLM review
What do you like best about the product?
It is integrated with the native Salesforce CRM system.
We can incorporate CPQ solutions and Apttus Advanced Approval solutions with in CLM and compatibility.
X-Author plugin is most useful to create complex Apttus templates. I have recently created few new templates in FX2 format and i liked a lot while comparing with pre FX2 format.
Easy to understand the users and good CLM life cycle process.
We can incorporate CPQ solutions and Apttus Advanced Approval solutions with in CLM and compatibility.
X-Author plugin is most useful to create complex Apttus templates. I have recently created few new templates in FX2 format and i liked a lot while comparing with pre FX2 format.
Easy to understand the users and good CLM life cycle process.
What do you dislike about the product?
X-Author and template generation functionality are too slow.
The Guide which have currently is not enough information on best practices and this should have more detailed information.
The Guide which have currently is not enough information on best practices and this should have more detailed information.
What problems is the product solving and how is that benefiting you?
Apttus CLM is helping a lot for the sales by generating Apttus templates. I do assist the internal team in order to fix the issue of our clauses and template issues. And used to do the template design part and template visibility rules in CLM.
Recommendations to others considering the product:
We are not using that high level this CLM product but we mainly using CPQ in our daily life cycle.
Template generation and maintenance and reporting capabilities
Template generation and maintenance and reporting capabilities
Stellar
What do you like best about the product?
Dopamine-induced text messages based on document views/contract acceptance. Love the thrill of knowing we're close to a deal!
What do you dislike about the product?
Email workflows for prospects used to be a bit limited, but now have actually come up to speed!
What problems is the product solving and how is that benefiting you?
Streamlined the creation of proposals and contracts. Save hours per proposal.
Shortened sales cycles by limiting back and forth iwth prospects.
Shortened sales cycles by limiting back and forth iwth prospects.
Productive tool that is still getting established
What do you like best about the product?
The ability to generate proposals quickly and be sure that the most up-to-date scope is in the document
What do you dislike about the product?
The limitations of how to organize content and the WYSIWYG formatting issues
What problems is the product solving and how is that benefiting you?
Ability to quickly turn around proposals. Eliminating the possibility of old scope going out in a proposal.
Great Support!
What do you like best about the product?
I have been fortunate enough to work with some great members on the Octiv team who have helped us shape our proposals for our unique situations. My former account manager was always quick to respond and sent lots of helpful information.
What do you dislike about the product?
Sometimes there are features I wish Octiv had or small glitches that are honestly easy to work around. Whenever I've brought a feature idea up to our account manager, she's taken it seriously and many times we've seen it applied in some way to the software.
What problems is the product solving and how is that benefiting you?
It is much easier for our sales team to share and update proposals for customers. We pack a lot of information into our proposals, so Octiv does a great job organizing all the info.
Great Software for Tracking, Writing and Closing Proposals
What do you like best about the product?
Knowing when a proposal is opened, as well as what areas of the proposal are being viewed. Gives us a great indication of the buying process without having to constantly email or call the prospect for updates.
What do you dislike about the product?
Formatting, fonts, etc. can be a cumbersome experience.
What problems is the product solving and how is that benefiting you?
Streamlined proposal process for new clients who, while all buying a similar service, vary greatly in fees, terms, etc.
Recommendations to others considering the product:
Get a comprehensive walkthrough. Integrating your own format, font, logo isn't as easy as it may appear. Also be wary, as the agreement length can be cumbersome.
Great in theory, but underwhelming in practice
What do you like best about the product?
I like the idea of Octiv. Locking down boilerplate content in key sections of proposals, and allowing our sales team to pull from a library of approved content should make our proposal process much easier than it is today.
What do you dislike about the product?
In practice, it's not as user-friendly as it appears. Our users struggle, and have resisted using it. Our proposal volume is low enough that the learning curve is proving to be too steep. There is also no track changes function, which is critical to our review process.
What problems is the product solving and how is that benefiting you?
Reviewing our proposals takes too long currently, because the entire document needs to be read from beginning to end. I'd love to use Octiv to solve that, but it has not been as easy as we had hoped.
Recommendations to others considering the product:
Implementation was slow. Some of the challenges were on our end, but some of it was due to misunderstanding during the sales process. And actually going live has been very difficult.
An easy to use system that captures everything we need in a proposal!
What do you like best about the product?
I like that we can truly brand each proposal and having flexibility to make changes to the structure of proposals easily.
What do you dislike about the product?
I wish we could make small edits to proposals that have been published. Sometimes we push it out and see a small change to the text need to be made, but it's too late.
What problems is the product solving and how is that benefiting you?
It's been great to have a record of all proposals and who is viewing them. We are easily able to send through proposals, eliminating paper.
showing 321 - 330