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Octiv has improved our proposal process
What do you like best about the product?
The ability to standardize the content and layout of our proposals, along with the ability to see when/what parts of our proposals have been viewed by potential customers
What do you dislike about the product?
There are no items that I can highlight as negatives
What problems is the product solving and how is that benefiting you?
We now have a way to confirm whether our proposals are being viewed, who's viewing them, and which sections of the proposals are resonating with prospects. This helps us keep better momentum to deals and allows us to confirm that the right decision-makers are involved in the process.
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Beautiful proposals. Technical roadblocks.
What do you like best about the product?
Beautiful presentation. It was easy to match my branding.
What do you dislike about the product?
I did not like creating tables for my quotes. When Octiv dropped its lower-paying customers, I found another product that allowed me to create individual cost items and use them one-by-one in each quote. With Octiv, I had to create an HTML table and start over or copy a previous proposal every time, rather than inserting the items I wanted. I could insert content from the library, but not pricing items. And then I had to total them myself, rather than having it work like a spreadsheet.
Also I could not categorize a proposal as rejected or accepted myself. Only the client could, resulting in a skewed total of potential sales in the funnel when clients didn't do that.
Also I could not categorize a proposal as rejected or accepted myself. Only the client could, resulting in a skewed total of potential sales in the funnel when clients didn't do that.
What problems is the product solving and how is that benefiting you?
I was always making mistakes by leaving in previous client information when I would do a Save-As with a Word doc proposal. I was hoping to solve that. I did, a little bit.
Rock solid partnership
What do you like best about the product?
The Octiv platform is very easy to use and requires little if any training to be quickly effective.
What do you dislike about the product?
The inability to insert page breaks that scale to your desired page length (e.g. if I want to download a pdf f my proposal, I would like to be able to know or decide where the 11" page breaks will be).
What problems is the product solving and how is that benefiting you?
Sales efficiency and productivity-- the ability to generate a professional, brand-compliant proposal quickly and easily.
Octiv and happiness
What do you like best about the product?
Simple to send and execute quotes I like how quick it is to send and receive docs.
What do you dislike about the product?
Customization can be difficult for admin
What problems is the product solving and how is that benefiting you?
Getting quotes and docs sent, reviewed, tracked and signed.
Recommendations to others considering the product:
Rely on your CSM in order to get the full value of the implementation. There was some difficulty setting up until they got involved.
Octiv Review
What do you like best about the product?
I like the ability for it to be a repository. I also like the referenced document/asset feature. Making changes to the asset in one place updates in the templates/documents it is used in eliminates having to make those changes in multiple places, potentially missing a document that needed to be updated.
What do you dislike about the product?
I don't like the way the tasking works. I also do not like that a document/template/asset shows as modified if you click somewhere in it. We have no way of tracking whether or not the document/template/asset was actually changed.
What problems is the product solving and how is that benefiting you?
We want to create proposal templates that reside in a single place and are connected to the same reusable content. We want to be able to download the templates and they be immediately usable without having to do a lot of desktop publishing in order to use it. We want the templates and assets to be accessible from anywhere as we are mobile workers who are not always static at a desk
Recommendations to others considering the product:
Communicate with the Octiv team very clearly what your needs are for using the tool. They had a good development team when we first were introduced to Octiv and they were able to implement some of the things we needed Octiv to do to help us keep Octiv as our tool of choice. They might be able to implement immediately in some cases and it’s web based so it can go live sooner rather than later.
Great tool, needs some refinement
What do you like best about the product?
Create beautiful proposals, with minimal clicks. Easily add content, assets and data from SFDC
What do you dislike about the product?
Maintaining different versions of your proposals and quotes can be very time consuming, especially if you have a complex product matrix.
What problems is the product solving and how is that benefiting you?
Tool was brought in house to create an all in one solution for proposal/quote creation with the ability to automate work that was being done manually. Initially the benefits were realized quickly, as the tool took 90% of the manual out. After a period of time as we began using the product more, we realized the maintenance was very time consuming. It may have been the way we used it, or our product matrix.
Octiv for salesforce quoting
What do you like best about the product?
web based presentation layer + preview makes it easy to review the proposal and make tweaks to the content within the proposals.
What do you dislike about the product?
uploading slideware still not mature and we feel still a bit limited in our ability to add images to our proposals. Some of the limitations are salesforce and not Octiv however and working within the limitations of salesforce has been a challenge.
What problems is the product solving and how is that benefiting you?
Octiv has helped us take quoting from an offline, excel-based approach to an online, visible, tracked approach. This give us intelligence when customers review our proposals and also makes our company look more modern. It delivers a better CX overall.
Recommendations to others considering the product:
Heavily customized quote formats will require more integration and customization upfront.
Great Simple Tool for Proposal & Contract Management
What do you like best about the product?
I like being able to set up a templates for my sales team to quickly launch a proposal/contract pulling in values from Contacts, Accounts and Opportunities.
What do you dislike about the product?
Sometimes the editor with dynamic rules is a pain but you can get around with by editing the source code.
What problems is the product solving and how is that benefiting you?
We've been using Octiv for about 3 or 4 years. When we first made the switch we were using the old Word templates out of SFDC and waiting for prospects to hand sign and fax back. This would take days to weeks to close deals. After moving to Octiv and leveraging their out of the box eSignature capabilities cut our returned signed contracts down to minutes, hours and days.
Changed the way we sell
What do you like best about the product?
Octiv really is geared towards a Salesperson's day to day, and for that reason, it cuts down significantly on the time our reps spent making proposals and editing them.
What do you dislike about the product?
The Salesforce setup took some time to get right for our org. Granted, we had some Salesforce things we had to workout, but it did take some tinkering.
What problems is the product solving and how is that benefiting you?
We've solved the problem of reps taking hours to re-do proposals in Microsoft Word and PDF. We've made reps more productive and our proposals more professional in the process, and more reflective of our brand.
Octiv Makes Contracts a breeze for Sales Reps
What do you like best about the product?
Minimal effort is required by Reps when Salesforce records are populated properly.
What do you dislike about the product?
The set up of documents is still somewhat complicated based on filtering criteria. For people with little or no HTML experience, this requires professional services to handle the creation.
What problems is the product solving and how is that benefiting you?
This application allows us to properly convey to the client what is being agreed to and also allow redlining by the client.
Recommendations to others considering the product:
Be prepared by considering your entire process and implementation is much easier. Additionally, allow the administrator of this integration to take the time to go through the knowledge base before implementation.
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