About Octiv

Octiv is a cloud-based content management system (CMS) suitable for businesses of any size in a variety of industries. Organizations can use Octiv to create, share, sign, store and manage documents.

The Octiv platform allows users to automate document creation using predefined templates, dynamic content and merged data. Users can create and deliver documents from within their CRM, then route generated documents via email or send for signature.

Octiv stores all documents, content and completed agreements in a secure, centralized repository. Users can find documents using tagging systems, advanced search functionality and metadata-driven workflows. Octiv offers granular access permissions and advanced security capabilities for administrators.

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Supported Operating System(s):

Windows 7, Windows Vista, Windows XP, Mac OS, Web browser (OS agnostic), Windows 2000, Windows 8, Windows 10

55 Reviews of Octiv

Average User Ratings

Overall

4.47 / 5 stars

Ease-of-use

4.0

Value for money

4.0

Customer support

4.5

Functionality

4.5

Ratings Snapshot

5 stars

(31)

31

4 stars

(19)

19

3 stars

(5)

5

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 55 results

November 2017

Steven from Bloomerang

Company Size: 51-200 employees

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

November 2017

Revolutionized our sales process!

We used Google Docs / Word Docs for proposals prior to implementing Octiv, which caused two problems: 1) They looked terrible. 2) It was hard to maintain a standard format for proposals team-wide while still giving individual AEs the ability to customize proposals. 3) We couldn't get any intelligence (when they viewed the proposal, what they looked at, etc.) 4) Lacked an electronic signature. Now, our proposals look great and really 'wow' prospects, they're easy to customize within pre-defined templates, our reps can follow-up based on when proposals get viewed, and our close rate has increased since we're no longer collecting scanned signature pages.

Pros

Sales process was low-pressure. The user interface is easy-to-use, and Octiv's training/onboarding set us up for success from day one. Great company with great people! Proposals are beautiful, and we get great analytics.

Cons

We weren't able to integrate a payment /processor gateway but that has more to do with our current stack than a gap in Octiv's capabilities.

April 2019

alexandra from Simplus

Company Size: 201-500 employees

Industry: Information Technology and Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

April 2019

Conga Composer is hands down the best product on the market

AWESOME! Much better than other things I have used. Ultimately flexible! And performant.

Pros

It is so easy to use. Within minutes, I can set up a basic composer template. Within two hours, I can set up a dynamic document from a set of clauses. Within a day, I can set up an entire document package complete with proposal presentations, quote documents, marketing glossy PDFs, and all based on parameters determining what should be included in the package.

Cons

Sometimes the solution user interface is a little tricky and difficult to work with.

August 2019

Anonymous

Verified Reviewer

Company Size: 201-500 employees

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Functionality

5.0

August 2019

Powerful tool for meeting business document needs

I would recommend Conga for generating documents. It is a reliable, powerful software that plugs directly into Salesforce.

Pros

Reliable, powerful software the allows for a wide range of document creation. Our team uses this software daily for document generation for our mailings, etc. Customer support from Conga is top notch and they have been very helpful in ensuring that we can maximize its utilization.

Cons

Setting up and learning Conga can be challenging. Thankfully documentation is present and straightforward.

November 2016

Kristen from Graphcom

Company Size: 51-200 employees

Industry: Marketing and Advertising

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

3.0

Customer support

4.0

Functionality

2.0

November 2016

Great Tool in Theory But Lots of Functionality Issues

Our proposal team has been using this tool for almost two years. When the tool was called Tinderbox, we found it to be pretty good with minor functionality issues. Since it became Octiv, we've gotten into the habit of calling customer support 2 - 3 times per month. There seem to be more bugs than before. Asset pages get lost, user privileges get messed-up, and the whole tool seems slower and clunky.

Pros

User-friendly, easy to teach others how to use, good organizational system

Cons

Since the tool became Octiv, there are more glitches.

April 2019

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

3.0

Value for money

5.0

Customer support

4.0

Functionality

4.0

April 2019

Great Product, once you get to know it

We use this mainly for our operations department, they pull over 30 different contracts, and the templates help save them a ton of time. Also helpful for sales and accounting who like to get reports wit specific margins, formatting, and print settings, etc.

Pros

Scheduled reports can be formatted for user specifications and formulas can be built right into the template.

Cons

building can be frustrating when not using reports. because if you make a change and the query doesn't update sometimes I am crawling all over SF trying to find the minor mistake.