Overall rating
4.33 / 5 stars
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.
Automate document generation
Collaborate with others
Gain valuable insights
Merge Salesforce data
Sign documents anywhere
Secure file storage
Overall rating
4.33 / 5 stars
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Showing 1 - 20 of 21 reviews
November 2017
Steven from Bloomerang
Company Size: 51-200 employees
Review Source: Capterra
Ease-of-use
5 of 5
Value for money
5 of 5
Customer support
5 of 5
Functionality
5 of 5
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.
December 2018
Jacquelynne from American Shakespeare Center
Company Size: 51-200 employees
Review Source: Capterra
Ease-of-use
4 of 5
Value for money
5 of 5
Customer support
5 of 5
Functionality
4 of 5
December 2018
Professional, customized, and increasing customer retention!
Our marketing and sales departments are able to develop the necessary messaging for everything from single ticket buyers’ need-to-knows to the group sales invoicing. With a template to start with and the customization that fits our patrons, Conga suffices for each of our needs.
Pros
Document generation simplifies the processing while allowing for customization based on everything from single tickets to touring contracts. With the vast array of templates and uses, doc gen with Conga allows our sales to be personalized and simplified.
Cons
There is a learning curve to overcome but the extensive resource library and customer support team at Conga make it all possible for even the most unique industries (or IT lacking departments).
September 2018
Anonymous
Company Size: 11-50 employees
Review Source: Capterra
Ease-of-use
4 of 5
Value for money
4 of 5
Customer support
4 of 5
Functionality
4 of 5
September 2018
Flexible, Customizable Document Generation
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.
November 2018
Caleb from Express Scripts
Company Size: 10,000+ employees
Review Source: Capterra
Ease-of-use
5 of 5
Functionality
5 of 5
November 2018
Conga for Plans and Policies
Conga has saved my team so much time and effort by allowing us to configure and manipulate templates around a single source of data to produce multiple unique documents.
Pros
Conga enabled my team to easily create and automate all of the different plans and polices that we manage through the use of templates and highly configurable fields, all while maintaining our specific branding and format.
Cons
Conga can be daunting for new users. Thankfully, they have great resources for training and getting users started with creating their own documents.
April 2018
Jenna from PERQ
Company Size: 51-200 employees
Review Source: Capterra
Ease-of-use
5 of 5
Value for money
5 of 5
Customer support
5 of 5
Functionality
5 of 5
April 2018
At my prior job, we used Octiv (then known as Tinderbox) for contract delivery and contract signing.
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.
August 2017
Kristen from Bloomerang
Company Size: 51-200 employees
Review Source: Capterra
Ease-of-use
4 of 5
Value for money
4 of 5
Customer support
5 of 5
Functionality
4 of 5
August 2017
Streamlining our sales process with Octiv
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.
December 2017
Krista from Graphcom
Review Source: Capterra
Ease-of-use
4 of 5
Value for money
4 of 5
Customer support
4 of 5
Functionality
4 of 5
December 2017
positive, it helped cut down our time spent on proposals significantly
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
November 2018
Anonymous
Company Size: 11-50 employees
Review Source: Capterra
Ease-of-use
4 of 5
Functionality
4 of 5
November 2018
Great way to turn a record in Salesforce into a PDF
Some customers need a graphically appealing PDF version instead of a plain text page from Salesforce. Using Conga has saved time previously wasted on manually making these files.
Pros
The default printable view in Salesforce is almost unusable. With Conga, we can now make printable versions (PDF's) of Salesforce records/pages that look great.
Cons
The setup of different templates isn't that straightforward initially. It takes longer to generate the PDF output than is ideal.
November 2017
Adam from Indianapolis Motor Speedway
Review Source: Capterra
Ease-of-use
5 of 5
Value for money
5 of 5
Customer support
5 of 5
Functionality
5 of 5
November 2017
Octiv is a great product and their support is top notch.
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.
January 2019
Jonathan from J Stokes Consulting
Company Size: 51-200 employees
Review Source: Capterra
Ease-of-use
4 of 5
Value for money
5 of 5
Customer support
5 of 5
Functionality
5 of 5
January 2019
Endless possibilities!
I find that the system is excellent and there support is even better.
Pros
I’ve used conga for years and the functionality is the best of all document generation systems in Salesforce. There is endless possibilities with Conga and I find myself building my business processes around Conga because it truly improves my productivity
Cons
It can be a little complicated for new users to understand how conga works
June 2017
Krista from Graphcom
Review Source: Capterra
Ease-of-use
3 of 5
Value for money
4 of 5
Customer support
5 of 5
Functionality
3 of 5
June 2017
Since Octiv purchased
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
Response from Octiv of Octiv
Replied 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!
November 2016
Kristen from Graphcom
Company Size: 51-200 employees
Review Source: Capterra
Ease-of-use
4 of 5
Value for money
3 of 5
Customer support
4 of 5
Functionality
2 of 5
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.
December 2016
K from Graphcom
Review Source: Capterra
Ease-of-use
4 of 5
Value for money
4 of 5
Customer support
5 of 5
Functionality
3 of 5
December 2016
Great for proposal writing!
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.
July 2017
Prabhjeet from TUNE Inc
Review Source: Capterra
Ease-of-use
5 of 5
Value for money
5 of 5
Customer support
5 of 5
Functionality
4 of 5
July 2017
Awesome contract management system!!!
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.
November 2018
Anonymous
Company Size: 11-50 employees
Review Source: Capterra
Ease-of-use
3 of 5
Functionality
3 of 5
November 2018
Nice tool, but room for improvements
Overall a nice tool, and in it's current condition there's some room for improvements.
Pros
In general, this tool works fine to create proposal, presentations and other documents. Most easy is to upload presentations, or work with some fixed templates (which in our case are filled by data from salesforce).
Cons
It can be frustrating and time consuming to create presentations, as there's less features as compared to e.g. powerpoint. Furthermore it happens that bugs occur while editing, or that pages are not loading while viewing presentations.
August 2017
Tim from PERQ
Review Source: Capterra
Ease-of-use
5 of 5
Value for money
5 of 5
Customer support
5 of 5
Functionality
4 of 5
August 2017
Easy to use, and my team loved it
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.
December 2018
Anonymous
Company Size: 10,000+ employees
Review Source: Capterra
Ease-of-use
2 of 5
Value for money
1 of 5
Customer support
1 of 5
Functionality
2 of 5
December 2018
Conga
Pros
Quick generation of documents. Simple to format
Cons
Not easy to configure. Needs lots of assistance, which isn't always available
November 2016
Cory from Graphcom
Review Source: Capterra
Ease-of-use
3 of 5
Value for money
3 of 5
Customer support
4 of 5
Functionality
3 of 5
November 2016
It does its job
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.
December 2016
Bailey from Sigstr
Review Source: Capterra
Ease-of-use
5 of 5
Functionality
5 of 5
December 2016
Majorly increased efficiency
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.
January 2019
Catherine from Team Up
Company Size: 2-10 employees
Review Source: Capterra
Ease-of-use
3 of 5
Functionality
4 of 5
January 2019
A useful tool
Pros
Conga allows us to quickly and easily turn our Salesforce data into documents. This makes our reporting process much more efficient, rather than copying and pasting everything!
Cons
It can be hard to create and edit the templates.