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Good software that could be better
What do you like best about the product?
Having centrally stored information (assets) that can be shared across all business units around the world. Having the metrics present on the dashboard provide good oversight for users and managers on the 'health' of their sales.
Standardizing of templates at the central office improves consistency across the organization
Standardizing of templates at the central office improves consistency across the organization
What do you dislike about the product?
The program could be more efficient to use as there are a few formatting issues that the team struggles with. Numbering, bullets, text formating at end of sentences. This makes the learning curves for individuals a lot longer than it should be.
There should be foreign currency edits in the dashboard for global divisions. Everything pulls from Salesforce "quoted amount" but it confuses it from USD.
Creating and customizing a front title page is difficult and not customizable. We had to implement a difficult workaround with the support team.
Uploading a word document template never seems to format correctly and getting it into the right 'blocks' is difficult.
Some functionality is difficult to access. MS word is the leader in the industry for document editing and several items could be visible on the screen to improve accessibility
The autosave feature should extend into sharepoint whenever a document is published, not just accepted.
There should be foreign currency edits in the dashboard for global divisions. Everything pulls from Salesforce "quoted amount" but it confuses it from USD.
Creating and customizing a front title page is difficult and not customizable. We had to implement a difficult workaround with the support team.
Uploading a word document template never seems to format correctly and getting it into the right 'blocks' is difficult.
Some functionality is difficult to access. MS word is the leader in the industry for document editing and several items could be visible on the screen to improve accessibility
The autosave feature should extend into sharepoint whenever a document is published, not just accepted.
What problems is the product solving and how is that benefiting you?
We are trying to become more efficient in producing proposals in a personalized manner. We have been
Recommendations to others considering the product:
While the software is good and his its upside, be aware of the learning curve of writing proposals and the 'clunkiness'.
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Octive Has Changed the Way We Do Business
What do you like best about the product?
I love the ability to streamline our proposal process within Salesforce and to produce professional proposals every time. We have gained much sophistication with the Octiv solution.
What do you dislike about the product?
Learning curve - we've had to have a lot of help/support from our team in the setup. Changes and new items still require support.
What problems is the product solving and how is that benefiting you?
We had a low adoption of Salesforce by our sales team prior to implementing Octiv. Now, all information, proposals and history is in Salesforce.
VitalWare Review
What do you like best about the product?
What I like best is the redlining process. Having the ability to keep the document relatively secure not only allows us to have an honest negotiation but also walks the customer down a path that infers our general expectations of how the process will go.
What do you dislike about the product?
Nothing at the moment, we are currently implementing the product. (Not Octivs fault :) )
What problems is the product solving and how is that benefiting you?
Solving keeping the contract process as open and visible as possible. Trying to control and limit the customization reps can do to the outbound documentation. Trying to gain metrics associated with proposals, quotes and contracts sent. Are still in the process of implementing.
Beautiful Contract Management Tool!
What do you like best about the product?
Octiv is very user friendly, creates beautiful proposals, easy formatting of templates, and an all around great user experience.
What do you dislike about the product?
There is a limitation where the contracts cannot be manually updated from the Open to Accepted status. This has caused some issues in our workflow and created manual steps that used to be automated for us.
What problems is the product solving and how is that benefiting you?
We have been able to automate much of the contract workflow. Salespeople are able to generate agreements on their own which has streamlined the process.
Recommendations to others considering the product:
I would recommend that anyone considered Octiv determine how many of their contracts might get signed outside of Octiv. Here at TUNE, we have a lot of international clients who prefer to sign a hard copy of the contract. This has created issues for us because Octiv does not have a feature that allows us to upload the signed contract and apply the Accepted tag. We have created a workaround for this but it is not ideal.
Wonderful Experience
What do you like best about the product?
Octiv is a fast and convenient way to create proposals
What do you dislike about the product?
Not being able to use double underlines.
What problems is the product solving and how is that benefiting you?
Octiv allows us to create dynamic proposals in less time than it took before we utilized the software.
Excellent Proposal Software
What do you like best about the product?
Octiv allowed us to streamline our proposal process, create consistent branding and track client activity leading to better follow up. Another great feature is that its built into Salesforce.
What do you dislike about the product?
I would like the ability to accept proposals without the customer signature so we can track wins in Octiv.
What problems is the product solving and how is that benefiting you?
The quote format varied between sales reps and this allowed create a consistent message for all quotes.
Recommendations to others considering the product:
Review all proposal types and create the majority of templates before going live.
Octiv review
What do you like best about the product?
How user friendly Octiv is and also that I can track analytics, such as who opens a proposal and which pages they have viewed and for how long.
What do you dislike about the product?
Sometimes I have issues with simple formatting and design, such as spacing.
What problems is the product solving and how is that benefiting you?
I use Octiv to create proposals for prospects and the main benefit has been being able to track analytics and easily and quickly create new proposals.
Recommendations to others considering the product:
I highly recommend Octiv for anyone who works on proposals on a daily or weekly basis.
Octiv User Experience
What do you like best about the product?
I like the online easy to use interface with customizeable templates.
What do you dislike about the product?
There are limits to what the template can look like, restrictions to coding and I also feel there are several glitches with the programming that make our user experience a bit more frustrating than it needs to be.
What problems is the product solving and how is that benefiting you?
We are able to create more visually pleasing sales proposals in a shorter period of time than ever before. We have also streamlined the proposal process, ensuring that the quality of all proposals we send reach our company standard.
Recommendations to others considering the product:
I would consider the Octiv software to be one that overall has several benefits. That being said, it is important to recognize the limits to any online proposal software before making the switch from a different product. We save time overall creating our proposals using Octiv, but as I mentioned before there are a few technical glitches that have caused stress for our company's users in the past. Some of the pages shift and resize as we work on them, and the copy and paste function does not past with the correct format, forcing us to reformat every time we do so.
Great concept, so-so execution.
What do you like best about the product?
It's pretty simple. You can build a proposal, send it for signature, and get a signed doc back. It's not hard to train new users on, and it connects to Salesforce well.
What do you dislike about the product?
The documents rarely display properly, screen size optimization is wonky, and the WYSIWYG editor is more like What You See Is Sort of Sometimes But Regularly Not What You Get.
What problems is the product solving and how is that benefiting you?
We needed an easy way to deliver executable contracts and proposals. Customers have been generally pleased with the overall experience, and our sales team finds it to be a fairly simple process to build and deliver proposals and contracts.
Recommendations to others considering the product:
Test it out first, make sure the product works the way you expect it to.
Works great - and the Octiv team is great to work with!
What do you like best about the product?
The software works well. It does what it says it will do and is extensible enough to fit our business. The team at Octiv is fantastic to work with and very responsive to our needs and suggestions.
What do you dislike about the product?
I would prefer that the work flow capabilities be enhanced to allow for strong and easy chaining of tasks and activities.
What problems is the product solving and how is that benefiting you?
Trying to find continuity and clarity around our client facing documents with respect to statements of work, master service agreements and contracts.
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