Octiv software


14 reviews(4.5/5)
14 reviews(4.5/5)

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.

Octiv is able to integrate with Salesforce, DocuSign, Google Drive, Box and many other solutions. Octiv offers an API which enables users to automate and embed functionality into their own application, manage users and trigger additional workflows.

Supported Operating System(s):
Windows 7 , Windows Vista , Windows XP , Mac OS , Web browser (OS agnostic) , Windows 2000 , Windows 8 , Windows 10

14 Reviews of Octiv

Showing 1 - 14 of 14

Start your review of Octiv

Click to start
  • Verified Reviewer

    Number of employees: 11-50 employees

    September 2018

    Flexible, Customizable Document Generation

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Very positive, used to get very nice customer service over the phone too, but lately they seem to have outsourced this function and response times considerably diminished.

    Pros

    The best thing is probably the flexibility that Ms Office merge templates provide with the help of conga. Also lots of support materials available to help admins customize the solution

    Cons

    The least favourite part is the speed of document generation. It does take a up to a minute to go through the whole process. I would prefer it was closer to instant.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Jenna from PERQ

    Number of employees: 51-200 employees

    April 2018

    At my prior job, we used Octiv (then known as Tinderbox) for contract delivery and contract signing.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    I liked how easy the product was to upload to Salesforce and then send to the clients for signing. It was not only easy internally for the person sending the document but also for the client to open and access (which means the most)!

    Cons

    I didn't really have any cons about the software. It was very easy for the client to use which is what mattered most since majority of the time we would send the document while on the phone with them and walk them through signing.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    Number of employees: 2-10 employees

    April 2018

    Like Optiv, but we need more.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Its integration with Salesforce is its finest attribute. I can finally map Account and Opportunity objects!

    Cons

    Not enough options for customization allowed on existing templates (ie editing or changing names, creating custom buttons, etc).

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: GetApp
  • Krista from Graphcom

    December 2017

    positive, it helped cut down our time spent on proposals significantly

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    it's customizable, we can create and store templates for future use, it cuts back on time spent producing proposals, the options to have different users, approval proceses

    Cons

    it's constantly glitching out on us; some pages will disappear completely while other times our edits aren't saved

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Adam from Indianapolis Motor Speedway

    November 2017

    Octiv is a great product and their support is top notch.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Professionalism it displays to our clients and potential clients. I also enjoy the integration capabilities with CRM.

    Cons

    It didn't function perfectly with our old version of CRM, but we're upgrading now so it should be resolved.

    This reviewer was invited by the software vendor to submit an honest review.
    Review Source: Capterra
  • Steven from Bloomerang

    Number of employees: 51-200 employees

    November 2017

    Revolutionized our sales process!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Tim from PERQ

    August 2017

    Easy to use, and my team loved it

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    I used this software with a sales team in the SaaS space. They were able to integrate this into their process easily, and it streamlined our final pitch and contract management process.

    Cons

    Not much negative to say. It was easy to use and streamlined, and it kept our sales team happy when they used it. Sometimes user adoption was an issue, so they could probably improve their onboarding process.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Kristen from Bloomerang

    Number of employees: 51-200 employees

    August 2017

    Streamlining our sales process with Octiv

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    We've been able to streamline and easily customize our sales process. Not only has our sales team become more organized, but Octiv has been it easier to collaborate and constantly improve our sales proposals. Plus it's nice having proposals that can take on more of a presentation feel and look more visually appealing.

    Pros

    I love the modern and easy to use interface. Once we put in some initial work setting up our templates and adding in assets, it's been very easy to maintain and update our proposals and training process as we go. The reporting functionality is great. I love being able to see detailed analytics about the sales team as a whole and specific metrics related to each proposal. It's helped up shape what content in the proposals are important and what needs more work.

    Cons

    We've had some difficulties editing our proposal template. We've tried to make our proposals more image-focused and pleasing to the eye. It has been difficult to link to images within documents, but I've been able to make it work by editing the code.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Prabhjeet from TUNE Inc

    July 2017

    Awesome contract management system!!!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    It is very user friendly. I am normally able to troubleshoot most issues myself because of the ease of use. The UI is clean and modern looking. The customer service is out of this world - the response rate is phenomenal and they really listen to the needs of their clients.

    Cons

    There are often small glitches or bugs. Nothing that gets in the way of day to day workflows but they can definitely improve the UX by working bugs out quicker.

    Review Source: Capterra
  • Krista from Graphcom

    June 2017

    Since Octiv purchased

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Templated proposals make it super easy to pump out proposals and win work fast! It's relatively intuitive and easy to use.

    Cons

    So many glitches -- pages will disappear and shuffle in order, errors happen all the time, and other random things. Also the limited users per account can be a hassle for a company our size

    Review Source: Capterra

    Response: Octiv, Octiv

    June 2017

    Thanks for the review! We're delighted that you're pleased with Octiv, but we'd love to ensure you have the best customer experience possible. We'll alert your relationship manager and have them contact you about the issues you listed. Thanks for being an Octiv customer!

  • Bailey from Sigstr

    December 2016

    Majorly increased efficiency

    Ease-of-use
    Functionality
    Quality
    Support
    N/A

    With Octiv, we are now able to pump proposals out much quicker than ever before. The notifications and analytics allow us to better understand what drives customer engagement and how they're interacting with our proposals.

    Review Source: Capterra
  • K from Graphcom

    December 2016

    Great for proposal writing!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    We've completely changed the way we write proposals, thanks to Octiv (formerly Tinderbox). We are able to pump out proposals more efficiently (in nearly half the time), and the best part is they're automated. We have a number of templates we've refined, which makes it easy to reproduce for future projects. That's not to say that Octiv doesn't have its faults. Since Octiv acquired Tinderbox, we've experienced A NUMBER of glitches with the software (pages or content disappearing, error messages, etc.) However, the support team has always been super responsive and helpful, no matter how big or small the issue at hand. Despite these nuisances, we love this proposal software, and we're looking forward to bringing our sales team into the process to learn it too. Our creative agency is winning more work, thanks in large part to our new proposal process through Octiv.

    Review Source: Capterra
  • Kristen from Graphcom

    Number of employees: 51-200 employees

    November 2016

    Great Tool in Theory But Lots of Functionality Issues

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    Review Source: Capterra
  • Cory from Graphcom

    November 2016

    It does its job

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    This isn't the most intuitive proposal writing platform but it gets the job done. They've recently went through a change in the company (was Tinder Box, now Octiv) so there are some bugs to work out but overall, it does what it needs to do and is a reliable platform.

    Review Source: Capterra
In just fifteen minutes, the experts at Software Advice can help you narrow down the right software for your organization. Call us for a Free FastStart Consultation: (844) 680-2046