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Great Solution for integrating a contract process
What do you like best about the product?
It's integration with Salesforce has been very good. We are able to map and use Account and Opportunity objects from Salesforce directly onto the contracts our sales team uses. We are also able to track the progress of these contracts and the different status.
What do you dislike about the product?
There isn't as much customization allowed on these templates (changing names, creating custom buttons, etc). Some feedback we have received is that the receiving party of these templates does not understand how to properly use the Octiv Document, so they use alternative methods. It's a bit difficult to setup at first.
What problems is the product solving and how is that benefiting you?
Reduce the time it takes to create and send a Sales Contract.
Be able to track the progress of an Octiv Document
Integrate our Salesforce data directly onto the Sales Contract
Globalize our sales process
Be able to track the progress of an Octiv Document
Integrate our Salesforce data directly onto the Sales Contract
Globalize our sales process
Recommendations to others considering the product:
The Octiv support team is fantastic and is the reason we have been successful using Octiv
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Best in class proposals tool
What do you like best about the product?
Octiv is so smart and super configurable. Their support and account management team is very responsible and willing to bend over backwards to meet our wily demands.
What do you dislike about the product?
Our team doesn't like that we can't change some of the popups and side menus that block your view of the document. There are ways to close it, but it's a difficult learning curve for some of our sales reps.
What problems is the product solving and how is that benefiting you?
We are able to better control and document the type of proposals that are sent. Our responses for pricing and solutions no longer read like ransom notes.
Totally Customizable Experience with Octiv
What do you like best about the product?
As a web design firm, we had our team of developers create custom page templates for our Octiv proposals to fit our exact specifications and branding. Octiv's online proposal system has upgraded our sales process and viewing experience for our clients, with tools like "Ask a Question", "Submit Online Signature", and additional payment integrations that we may take advantage of in the future. Receiving notifications about clients viewing our proposals has helped me time my responses and improved overall sales. The Formstack survey integration is crucial to our business as well.
What do you dislike about the product?
I've only had a few hiccups when updates to Octiv affect the display of the Formstack survey, or when unexpected downtime makes our proposal unviewable to clients. However, Octiv's support team is very thorough about following up with tickets.
What problems is the product solving and how is that benefiting you?
Octiv has modernized our quote process, taking us from offline PDFs that required traditional signatures to living documents with space for attachments and other integrations that make closing a deal that much quicker for us. The number of proposals I'm able to produce each day has increased since we started using Octiv, and now it takes less time to get the final sign-off from decision-makers.
Recommendations to others considering the product:
Not sure if the out-of-the box version of Octiv is right for you? Seen a demo but still not convinced? Try customizing your templates and consult the Octiv team for additional integrations to make your business run smoother.
Easy to use, yet powerful
What do you like best about the product?
It's easy for my users to generate documents from Salesforce data
What do you dislike about the product?
Have to pay for development of additional templates
What problems is the product solving and how is that benefiting you?
Standardization
Very good SalesForce to Document/Contract automation
What do you like best about the product?
I like the library and ability to not only create documents from SalesForce but to include cloud images and logic behind the images.
What do you dislike about the product?
A little bit more difficult to learn than some of the others mainly due to its increased capability.
What problems is the product solving and how is that benefiting you?
We do Presentations, Proposals and SOW's through the software
Recommendations to others considering the product:
If you are looking for a Document Generation product for your SalesForce CRM this is the one that has the most powerful ability when it comes to generating rich media infused material.
Well done
What do you like best about the product?
The tracking and information generated from octiv
What do you dislike about the product?
The emails sent through octiv all go to spam filters due to it being from a 3rd party resource
What problems is the product solving and how is that benefiting you?
Contracting
A Great Proposal Tool for Agencies
What do you like best about the product?
Octiv is an easy-to-use solution for agencies
What do you dislike about the product?
Octiv has some design/template limitations
What problems is the product solving and how is that benefiting you?
Standardizing proposals, adding analytics insight into the sales process and documentation management
Great contract repository and useful for improving efficiencies
What do you like best about the product?
Conga Novatus is very intuitive and easy to navigate. First-time users are able to easily get around without any issues. The system's most notable feature is its use as a contract repository. Contracts can be stored in a very organized and customizable manner, and the system also allows our team to easily access and maintain historical information for a contract or company (which are customers in our case). Project and contract implementation has become more efficient, and errors have been minimized. I believe that the Novatus tool that we most use is workflows.
What do you dislike about the product?
Reporting and hierarchical functions and relationships could be improved. It should be easier to connect contracts, companies, people in the system, as well as perform mass changes to such connections, including but not limited to changes to relationships and responsibilities.
What problems is the product solving and how is that benefiting you?
Effective repository that allows for organized and clean storing and access of contracts; great tool for implementing contracts and completing projects; our team is now able to keep track and history of changes and responsibilities; assignment of tasks and responsibilities has also improved; we have been able to minimize gaps in our process and ensure that all necessary contract implementation steps are captured.
Recommendations to others considering the product:
Make sure that your initial implementation is done well and correctly. Do not rush it. Ask all questions that come to mind, and imagine all potential scenarios that can result from your setup. Have clear goals and objectives presented to the Conga team implementing the system.
Secure content controls
What do you like best about the product?
Having the ability to control what fields can be edited, prevents the possibility of metadata loss.
What do you dislike about the product?
I have not any real downside of potentially using Conga Contracts.
What problems is the product solving and how is that benefiting you?
Streamlines ability to create custom contracts.
Great software
What do you like best about the product?
reduces our contract cycle time while staying in Salesforce! Nicely integrated.
What do you dislike about the product?
Could be a bit more mobile friendly, sometimes my iPhone shuts the app down
What problems is the product solving and how is that benefiting you?
Never leave Salesforce for contracts!
Recommendations to others considering the product:
More mobile integration
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