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Octiv Proposal Verification
What do you like best about the product?
Customization of Proposals to suit every sale.
What do you dislike about the product?
Cannot automate proposals for approval by sales VP prior to salesperson sending/publishing.
What problems is the product solving and how is that benefiting you?
Excellent to track proposals after publishing and issuing to customer, salesforce integration keeps contracts available to view after accepted.
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Create very nice Proposals and Quotes
What do you like best about the product?
I like how easy it is to create an attractive and professional looking proposal or quote with easy to use tools and customizable by the way of HTML.
What do you dislike about the product?
One way communication with Salesforce.
Some customers cannot access site because of IT restrictions.
Saving a proposal or quote to PDF has some issues.
Some customers cannot access site because of IT restrictions.
Saving a proposal or quote to PDF has some issues.
What problems is the product solving and how is that benefiting you?
We are able to create a much more customizable quote than we could with the built in quotes module of Salesforce.
Recommendations to others considering the product:
Know your skills before hand. Determine if you would need integration assistance.
Easy To Use
What do you like best about the product?
integration with salesforce records and ability to streamline the sales process from proposal generation to contract signature.
What do you dislike about the product?
some usability functions could be improved
What problems is the product solving and how is that benefiting you?
streamlined sales process, from initial quotes and proposals to signed contracts
My team uses Octiv to win fast
What do you like best about the product?
The streamlined and automated integration with Docusign
What do you dislike about the product?
all the questions my sales team has about how to use it
What problems is the product solving and how is that benefiting you?
NDAs, SOWs, Contracts. All Fast all automated.
Recommendations to others considering the product:
It will streamline your workflows
Awesome for Salesforce users
What do you like best about the product?
The integration with Salesforce opportunities means that my sales reps can now generate professional proposals, targeted to different personas, in under a minute. It's been a game changer for us.
What do you dislike about the product?
No dislikes, I've been 100% pleased with the service
What problems is the product solving and how is that benefiting you?
Problem was that reps were spending too much time creating their proposals, and what they created was not up to brand standards. Now we're sending proposals on every deal, no matter how small, and they are all marketing-approved.
Recommendations to others considering the product:
I evaluated a lot of proposal tools, and to me if you're a Salesforce user this is an absolute no-brainer. It's a game changer for Salesforce users.
Octiv, From Beginning to End
What do you like best about the product?
I love Octiv for its automation. Almost all of our documents are now completely automated through Salesforce. This saves us an incredible amount of time, and it creates consistency throughout our whole company.
What do you dislike about the product?
At times, the Salesforce integration can be somewhat confusing. Especially when you are dealing with child and grand child objects.
What problems is the product solving and how is that benefiting you?
Currently, we have 9 different templates in Octiv. We only have 1 sales proposal in Octiv. The majority of our documents actually focus on Project Management and HR. Because of Octiv, we've been able to go completely paperless, and everything can easily be accessed online.
Recommendations to others considering the product:
Don't just think of Octiv as a Sales Proposal tool. It is much, much more than that! If you are a company that utilizes project management tools, Octiv can be a great fit for a lot of your documents.
Great tool and easy to use!
What do you like best about the product?
Octiv makes the contract process for our internal staff and clients easier than ever. The electronic signature has made quite the positive impact.
What do you dislike about the product?
There isn't much that I do not like about the product. We selected Octiv because it met all of our organizational needs.
What problems is the product solving and how is that benefiting you?
Electronic Proposals were an issue we were having. There was a lot of manual back and forth between our internal staff and clients that was taking us both away from our day to day operations.
Content Manager
What do you like best about the product?
Support for various types of assets - snippets for RFI answers, proposal content, etc.
What do you dislike about the product?
Does not support multiple authors on a document, can't view presentation notes if presenting live, and bulk asset management is difficult (slow and needs to happen offline).
What problems is the product solving and how is that benefiting you?
Content management, content sharing
Recommendations to others considering the product:
Best used with a CRM - they tend to favor Salesforce, though others are supported.
Octiv Review
What do you like best about the product?
White label features that comes for the proposals
What do you dislike about the product?
The text formatting issues, sometimes when you copy/paste the format is messed regardless of the formatting option you choose
What problems is the product solving and how is that benefiting you?
Helping other agencies growth through our white label services that includes white labeled and full branded proposals for them
Excellent Customer Service
What do you like best about the product?
The people at Octiv are very responsive when issues arise. They also work closely with us when we need system enhancements. The whole team has a very "can do" attitude.
What do you dislike about the product?
The platform is built on HTML, which has some styling limitations.
What problems is the product solving and how is that benefiting you?
Proposals with conditional content. Group deal proposals, which required customization in Salesforce and Octiv, but the team was very helpful walking us through the steps needed.
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