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Great Service
What do you like best about the product?
We have just started to work with Octiv however their customer service thus far has been excellent.
What do you dislike about the product?
Nothing at the moment due to the fact that we have just started working with the company.
What problems is the product solving and how is that benefiting you?
Unified process when it comes to putting sales documents together. Consistent branding of our sales documents.
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Octiv
What do you like best about the product?
The features- Salesforce Integration, multiple formats that it can be downloaded.
What do you dislike about the product?
Rough go with onboarding, took longer than expected.
What problems is the product solving and how is that benefiting you?
Less mistakes with information that needs to be included for each unique client. Less mistakes occur.
Bids & Proposal Team Lead
What do you like best about the product?
Ability to maintain templates and update them all at once.
What do you dislike about the product?
That is is not as compatible with word as it is with Adobe.
What problems is the product solving and how is that benefiting you?
Ability to keep proposal templates updated without having to maintain multiple templates. Easy to make an update to all templates and track assets.
Recommendations to others considering the product:
Good product for templates.
Somewhat Flexible
What do you like best about the product?
Lots of features and somewhat user friendly.
What do you dislike about the product?
If the Customer wants to redline a Word version there is no way to put that back into the system. It isn't as flexible of a tool when you need to monitor internal edits without going into a published mode which limits some of the editing options
What problems is the product solving and how is that benefiting you?
Controls around versions and editing being down by our sales reps.
Convenient
What do you like best about the product?
Integration and automation between salesforce and formstack
What do you dislike about the product?
Inflexible of certain changes. The process for onboarding was hard and long
What problems is the product solving and how is that benefiting you?
Sales process of closing and keeping the information in salesforce. Octive allows automated closing as well as stores the information
Recommendations to others considering the product:
Better support team and documentd
Very positive and thurough
What do you like best about the product?
Easy to use. Implementation was very thurough
What do you dislike about the product?
Support is outsourced. My first experience with support was very challenging
What problems is the product solving and how is that benefiting you?
Streamlined process for obtaining signed documents from our customers. We no longer have to worry about document errors or missing documents. Everything is signed with the click of one button. We also love the insight as to what the customer is doing with our documents. Before we would send a document and it would be a waiting game.
Hit and miss
What do you like best about the product?
Liked the automation and simplification of the order form.
What do you dislike about the product?
Required too much customization of our forms. When we wanted to make changes, it felt like we were starting over. Found a simple signature system (i.e. docusign) was easier for both parties.
What problems is the product solving and how is that benefiting you?
We wanted to track our deals with more transparency. Not just automate the signature processes, but track the nature of our deals. We saw some of these benefits, but likely did not use the system as intended and thus did not see the results.
Great Software
What do you like best about the product?
The support team, any issue I have they are working with me and my team to make sure it is fixed.
What do you dislike about the product?
The glitches and upgrades. when little items are changed in the software
What problems is the product solving and how is that benefiting you?
Efficiency, time conserving, redlining.
Great software - phenomenal people
What do you like best about the product?
That it's configurable - that we can create the fields that matter to us most for tracking & reporting. That it just keeps getting better with each new release... that Conga is responsive to customer concerns and listens to customer feedback. I like that each user can customize his/her view - which columns they want to see in which order they want to see them, which portlets to include on the user-specific dashboard... I like that search queries automatically pull live data... I like that it is integrateable with Salesforce... and I like that everyone is engaged in making sure we have our questions answered and have a positive experience.
What do you dislike about the product?
Some things require an advanced degree in IT to build or create (i.e., BI Toolbox).
What problems is the product solving and how is that benefiting you?
Traceability, auditability, reportability, business planning, document (source of truth) storage/ease of document access, documentation of process compliance, workflow mangement
Recommendations to others considering the product:
Absolutely - highly recommend, except that they should wait until the Analytics gliches are corrected or plan on downloading data and using other software (i.e., Tableau) for executive reporting.
Novatus review for Greg Frueh from NCH
What do you like best about the product?
The flexibility of changing the look and feel of the display
What do you dislike about the product?
The little quirks that occur like not knowing what order the dynamic forms will display on the contract form
What problems is the product solving and how is that benefiting you?
Great for putting all the contract information in a single source of where to look
Recommendations to others considering the product:
Be prepared for a learning curve. Be prepared to teach the processes over and over to people that do not access the system on an regular basis because the system does not appear to be that intuitive.
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