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Great for Generating Online Proposals
What do you like best about the product?
Salesforce integration and ability to create proposals on the fly
What do you dislike about the product?
Lacks ability to respond to complicated RFPs
What problems is the product solving and how is that benefiting you?
Octiv is great for generating on-the-fly proposals in Salesforce. If you have templated proposal formats that you use frequently, this is a great solution.
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Well designed technology to deliver proposals & contracts
What do you like best about the product?
Octiv allows you to easily create, fully customize, and maintain proposals & contracts. It's works very well sitting inside Salesforce, and has a smooth integration with Docusign for e-signature capability. Octiv pulls in dynamic data from the quote & opportunity objects to deliver professional documents for our prospects.
What do you dislike about the product?
The biggest issue we had was with the redlining functionality. In its current state, the features are very bare bones and it's difficult to track anything more that minor change requests from our prospects (which is inadequate for our use case). This really need to be improved in order for the application to work for enterprise level contracts - instead it's best for more transactional deals.
What problems is the product solving and how is that benefiting you?
We are a B2B SaaS startup
Recommendations to others considering the product:
Definitely recommend others to consider the application
Integration and customization is fantastic.
What do you like best about the product?
The ability to customize the template and their amazing customer service team. Everyone at Ocvtiv is super helpful and have always been a blessing to work with. Amazing product supported by amazing people.
Easy integrations with Salesforce are a plus. The team seems to know where the product should be headed. It has a great admin panel that allows you to easily add and remove users.
Easy integrations with Salesforce are a plus. The team seems to know where the product should be headed. It has a great admin panel that allows you to easily add and remove users.
What do you dislike about the product?
Can be a bit clunky when integrated with Salesforce behind a VPN. If using gmail or 365 type cloud services this product should be perfect for you.
What problems is the product solving and how is that benefiting you?
Ability to provide a consistent template for all sales rep to use the same message.
Recommendations to others considering the product:
Use it.
Proposal Generation tool
What do you like best about the product?
We particularly like Octiv's integration with Salesforce that allows easy sync between opportunity creation to proposal generation. With the integration we can create a proposal in seconds without any cumbersome steps.
What do you dislike about the product?
The user interface for our staff could be cleaned up, particularly around adding signers to documents. The integration with Docusign could be more robust - particularly taking advantage of the ability for docusign users to pass on their signature role.
What problems is the product solving and how is that benefiting you?
We had a significant need to upgrade our proposal generation process. Octiv has led us to faster, more creative and thorough proposals to showcase our products during the sales cycle.
Recommendations to others considering the product:
I encourage your to really dive into the platform when installing. Understanding the product makes a huge impact in being able to enhance your experience (don't just assume their implementation is enough)
Very positive experience for contract management integrated with Salesforce
What do you like best about the product?
Red lining capability and workflow management of contract agreements
What do you dislike about the product?
Having to pay for customization to enable consortium agreement capabilities
What problems is the product solving and how is that benefiting you?
Workflow management, redlining, and negotiation all integrated with Salesforce
Easy to use, great look, strong SFDC connection
What do you like best about the product?
Simple contract generation that allows reps to refresh variables from SFDC. Really powerful contract generation tool with the ability to have a great UI. Wonderful customer support.
What do you dislike about the product?
Lack of documentation at time. Sensitive variables.
What problems is the product solving and how is that benefiting you?
Proposal generation & acceptance.
Easy to use, concise, clean and effective contract management tool.
What do you like best about the product?
The simplicity of application. After initial install it then becomes a simple click of a button to formulate the contracts and all of the specific nuances pertaining to the particular contract. Very easy to use and provided great tracking characteristics.
What do you dislike about the product?
Due to the complexity of the system, on-boarding and installation was longer than we had hoped.
What problems is the product solving and how is that benefiting you?
For us, the contract negotiation process has become very transparent and efficient. Clients can easily access contracts, request changes, and be updated almost instantaneously.
Recommendations to others considering the product:
Watch a demo and there will be no looking back. We only use it for contracts, but the expansion of use is phenomenal.
A great productivity boost.
What do you like best about the product?
The time spent on proposal creation has dropped by 75%.
What do you dislike about the product?
Some of our proposals get caught in our customer's spam filters. We are working on using SMTP to route our documents through the Siemens mail server to address this issue.
What problems is the product solving and how is that benefiting you?
We now have a standardized format and an engaging customer experience. The use of a template that can adopt variables from our quoting platform makes this a very efficient system. We really get a lot of value from the insights the customer engagement statistics provide.
Recommendations to others considering the product:
We are very happy with our experience with Octiv. The product is constantly being improved. Between the ease of use and the best customer experience I found during my evaluation of Octiv and their competitors I strongly endorse the company, their people, and their platform.
We've completely changed the way we write contracts.
What do you like best about the product?
We are able to pump out contracts more efficiently (in nearly half the time).
What do you dislike about the product?
Customers trying to 'red line'.
One big downside of Octiv is when you already submitted your proposal, there would be no turning back or you cannot make changes about it anymore. The only way to do so is to make a new one. It still needs some tweaking. It has bugs and glitches which could be annoying sometimes.
One big downside of Octiv is when you already submitted your proposal, there would be no turning back or you cannot make changes about it anymore. The only way to do so is to make a new one. It still needs some tweaking. It has bugs and glitches which could be annoying sometimes.
What problems is the product solving and how is that benefiting you?
User-friendly, easy to teach others how to use, good organizational system.
It provides an efficient platform to reduce our work and our recent document with all the primary details can be seen in the report section. Consistently we try to use the similar messages for certain category of persons or business which are much easier with Octiv.
It provides an efficient platform to reduce our work and our recent document with all the primary details can be seen in the report section. Consistently we try to use the similar messages for certain category of persons or business which are much easier with Octiv.
Great experience with sales proposals
What do you like best about the product?
I really enjoy being able to create template proposals that I can use for consistency throughout the sales process with the key fields that can be updated with each specific proposal. It makes it faster to get proposals set up and sent up. I also like the ability to see if someone looked at a proposal.
What do you dislike about the product?
It's sometimes difficult to manage the formatting of documents and to add in attachments, which also need to be signed.
What problems is the product solving and how is that benefiting you?
We are trying to streamline the sales process so we have consistency and efficiency in the process.
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