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Stellar
What do you like best about the product?
Dopamine-induced text messages based on document views/contract acceptance. Love the thrill of knowing we're close to a deal!
What do you dislike about the product?
Email workflows for prospects used to be a bit limited, but now have actually come up to speed!
What problems is the product solving and how is that benefiting you?
Streamlined the creation of proposals and contracts. Save hours per proposal.
Shortened sales cycles by limiting back and forth iwth prospects.
Shortened sales cycles by limiting back and forth iwth prospects.
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Productive tool that is still getting established
What do you like best about the product?
The ability to generate proposals quickly and be sure that the most up-to-date scope is in the document
What do you dislike about the product?
The limitations of how to organize content and the WYSIWYG formatting issues
What problems is the product solving and how is that benefiting you?
Ability to quickly turn around proposals. Eliminating the possibility of old scope going out in a proposal.
Great Support!
What do you like best about the product?
I have been fortunate enough to work with some great members on the Octiv team who have helped us shape our proposals for our unique situations. My former account manager was always quick to respond and sent lots of helpful information.
What do you dislike about the product?
Sometimes there are features I wish Octiv had or small glitches that are honestly easy to work around. Whenever I've brought a feature idea up to our account manager, she's taken it seriously and many times we've seen it applied in some way to the software.
What problems is the product solving and how is that benefiting you?
It is much easier for our sales team to share and update proposals for customers. We pack a lot of information into our proposals, so Octiv does a great job organizing all the info.
Great Software for Tracking, Writing and Closing Proposals
What do you like best about the product?
Knowing when a proposal is opened, as well as what areas of the proposal are being viewed. Gives us a great indication of the buying process without having to constantly email or call the prospect for updates.
What do you dislike about the product?
Formatting, fonts, etc. can be a cumbersome experience.
What problems is the product solving and how is that benefiting you?
Streamlined proposal process for new clients who, while all buying a similar service, vary greatly in fees, terms, etc.
Recommendations to others considering the product:
Get a comprehensive walkthrough. Integrating your own format, font, logo isn't as easy as it may appear. Also be wary, as the agreement length can be cumbersome.
Great in theory, but underwhelming in practice
What do you like best about the product?
I like the idea of Octiv. Locking down boilerplate content in key sections of proposals, and allowing our sales team to pull from a library of approved content should make our proposal process much easier than it is today.
What do you dislike about the product?
In practice, it's not as user-friendly as it appears. Our users struggle, and have resisted using it. Our proposal volume is low enough that the learning curve is proving to be too steep. There is also no track changes function, which is critical to our review process.
What problems is the product solving and how is that benefiting you?
Reviewing our proposals takes too long currently, because the entire document needs to be read from beginning to end. I'd love to use Octiv to solve that, but it has not been as easy as we had hoped.
Recommendations to others considering the product:
Implementation was slow. Some of the challenges were on our end, but some of it was due to misunderstanding during the sales process. And actually going live has been very difficult.
An easy to use system that captures everything we need in a proposal!
What do you like best about the product?
I like that we can truly brand each proposal and having flexibility to make changes to the structure of proposals easily.
What do you dislike about the product?
I wish we could make small edits to proposals that have been published. Sometimes we push it out and see a small change to the text need to be made, but it's too late.
What problems is the product solving and how is that benefiting you?
It's been great to have a record of all proposals and who is viewing them. We are easily able to send through proposals, eliminating paper.
Excellent contract automation tool
What do you like best about the product?
Templates are easy to create, edit and use.
What do you dislike about the product?
Their needs to be more flexibility in the system, which we know will come with time. Primarily, there needs to be a way to upload contracts signed outside of Octiv and integrate those contracts seamlessly.
What problems is the product solving and how is that benefiting you?
We needed to automate the sales contract process, and Octiv has helped us achieve this. Templates are integrated with Salesforce fields, and allows sales people to create contracts without the assistance of the legal team.
Recommendations to others considering the product:
Make sure to understand the limitations.
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.
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.
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