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Octiv is a great premise but has many glitches
What do you like best about the product?
I like the nice, clean look of proposals, the ability to save templates for different types of proposals, and the ability to track how long a client has looked at the proposal's various pages.
What do you dislike about the product?
I dislike the fact that the software seems to glitch up any time I need to add an extra field to a pre-existing template, the fact that it's nearly impossible to answer questions that clients ask using the application, and the difficulty involved in transferring ownership of proposals in the event that the creator is no longer with the company.
What problems is the product solving and how is that benefiting you?
It allows us to quickly send renewals and contracts to clients.
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Client for over 5 years
What do you like best about the product?
I like how Octove has grown and expanded their features over the years. My favorite part is how they integrate with Salesforce. It makes renewals for my team a breeze.
What do you dislike about the product?
To get where renewals were easy it took quite a bit of customization and coding in HTML. If I could change one thing it would be to make some of those customization items easier to implement for a non-technical user.
What problems is the product solving and how is that benefiting you?
We are able to create a client renewal proposal with a few clicks. Important client and account information is merged in.
Recommendations to others considering the product:
If you are tired of editing Word documents and want a professional looking proposal software this is the one for you -- especially if you use Salesforce.com to manage your opportunities. The workflows make our lives so much easier.
Client Success Specialist
What do you like best about the product?
Clean and consistent templates. Helps save time with pieces of the proposal writing.
What do you dislike about the product?
Bad formatting. Very temperamental when I try to make edits.
What problems is the product solving and how is that benefiting you?
Consistent proposals are wonderful. Beyond the visual aspect, it's nice it have uniformed information to later review regardless if you are the creator or referencing the document at a later time.
Recommendations to others considering the product:
Work on more consistent formatting. As a user or admin would like to undo a published document
It has been very effective in building proposals for both Sales and Client Success Team.
What do you like best about the product?
It is very easy to use and works with Salesforce. We find that this streamlines our process by setting proper expectation for renewals when they first sign on as a customer. In the past they initial proposal would look so different from the renewal we would find ourselves spending great deal of time explaining the renewal to the client. Being able to have templates helps us in streamlining our proposal process.
What do you dislike about the product?
Not able to edit the proposal after it has been published. Many times we are creating 2-3 versions of the same proposal and we have to copy and republish and then send new link to the client. It would be extremely helpful and a time saver if we didn't have to create a new proposal every time we make an edit. Also, we've had issues with other users not being able to view each others proposals. This makes it very difficult when a client changes ownership internally.
What problems is the product solving and how is that benefiting you?
Using to send proposals to clients, and it has streamlined the way we do things as a business across departments. Because it is integrated with Salesforce it can merge a lot of the information we need for renewals saving us a great deal of time and effort. We are also able to see when the client has reviewed the proposal and if they have questions which can help us in closing the renewal.
Recommendations to others considering the product:
Have a plan for use and someone responsible for implementing.
Simple tool, effective and efficient
What do you like best about the product?
I like that we can setup templates to easily create Statements of Work and proposals that are uniform across many users. It really saves us time and allows for editing when necessary.
What do you dislike about the product?
Sometimes changes happen and aren't communicated properly or I'm possibly not signed up to receive those. So we've submitted tickets that are usually resolved promptly.
What problems is the product solving and how is that benefiting you?
We're trying to make our proposal, Statement of Work process more seamless and efficient. This software has done that for us.
Octiv is a great sales closing tool!
What do you like best about the product?
This software allows you real-time knowledge of how your prospect is interacting with your proposal! Great insights before any close call...
What do you dislike about the product?
The proposal creation is a bit wonky....especially as we integrate with Salesforce
What problems is the product solving and how is that benefiting you?
Close rate percentages are still going up! Having knowledge of when your prospect is reviewing the proposal is a fantastic!
Contract Management!
What do you like best about the product?
This product is new to me, so I may not be able to judge this yet. However, being able to track contracts in an ELECTRONIC paperless way is a big selling point for me!
What do you dislike about the product?
I wish there was a way to do an upload "dump" so to speak from a CSV or Excel file. So that when you start using Novatus you don't have to go in and enter each contract you already have, one at at time.
What problems is the product solving and how is that benefiting you?
No more paper files!
Accounting Department
What do you like best about the product?
Tinderbox is a easy program for account managers to do proposals.
Integration with SalesForce is critical.
Integration with SalesForce is critical.
What do you dislike about the product?
During the initial implementation you need to have a good plan. The team did a good job but we probably weren't ready as we could have been.
What problems is the product solving and how is that benefiting you?
Tracking of proposal.
Integration with SalesForce
Standardization of proposals.
Integration with SalesForce
Standardization of proposals.
Recommendations to others considering the product:
Have a good idea of what your proposal should look like before you start implementation.
Manage and put in place a CLM solution (APTTUS) for former Alcatel Lucent Company (worldwide)
What do you like best about the product?
-use salesforce capabilities (well proven CRM platform)
-very intuitive admin capabilities
-easy to apply a continuous improvement process (eg Kaizen) to increase customer satisfaction
-easy implementation of new processes change (see above)
-word used to modify contract/agreement so no major change vs current paper work
-very intuitive admin capabilities
-easy to apply a continuous improvement process (eg Kaizen) to increase customer satisfaction
-easy implementation of new processes change (see above)
-word used to modify contract/agreement so no major change vs current paper work
What do you dislike about the product?
-the tool is good but there is still a huge change to perform for different functions in order to digitalize the contracting process
-the plug in that is required (same for other solutions) required IT support so not always easy to automate
-solution was a bit standalone compare to other players who have a full suite
-the plug in that is required (same for other solutions) required IT support so not always easy to automate
-solution was a bit standalone compare to other players who have a full suite
What problems is the product solving and how is that benefiting you?
digitalize the supplier contracting process
enforce compliance for CLM
give full visibility worldwide on the contracting process for leaders of their areas
reduce legal risk on contracts
enforce compliance for CLM
give full visibility worldwide on the contracting process for leaders of their areas
reduce legal risk on contracts
Recommendations to others considering the product:
prepare well the project
prepare the change plan
be trained in advanced to Salesforce to understand the complexity and the strengths
prepare the change plan
be trained in advanced to Salesforce to understand the complexity and the strengths
Great app for creating good looking, consistent proposals
What do you like best about the product?
Ease of use; mobile interface; searchable asset library; multiple templates; PDF exports; variables inside content for customization; Tracking when someone opens the document online and being able to see how much time they spent on a page is great.
What do you dislike about the product?
The portal for viewing a proposal as a customer should be more customizable such that you can ask for more fields when logging in (e.g. Company Name)
What problems is the product solving and how is that benefiting you?
Consistency across proposals. Speeding up delivery of proposals. Subject matter experts do not require as much time when contributing to a proposal and can spend more time on their core responsibilities.
Recommendations to others considering the product:
This is a great tool for generating good looking proposals consistently. It's relatively easy to create a template and provide additional optional content for proposals. We have not used the contracting/signing component but anticipate doing so in the future.
If you are looking to create a customer or partner portal with multiple documents and links, this is probably not the best tool for the job.
If you are looking to create a customer or partner portal with multiple documents and links, this is probably not the best tool for the job.
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