Octiv Software

4.47 / 5 (53)

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.

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.



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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

53 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

4.0

Ratings Snapshot

5 stars

(30)

4 stars

(18)

3 stars

(5)

2 stars

(0)

1 stars

(0)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-20 of 53 reviews

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November 2017

Steven from Bloomerang

Company Size: 51-200 employees

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.

December 2018

Jacquelynne from American Shakespeare Center

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

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).

April 2019

alexandra from Simplus

Company Size: 201-500 employees

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.

April 2019

Anonymous

Verified Reviewer

Company Size: 11-50 employees

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.

September 2018

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

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.

April 2019

Laura from Deluxe Financial Services LLC

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

5.0

Functionality

5.0

April 2019

Conga Document Generation - Highly Recommended

No more going out to shared drives and looking for the right template and making sure you are inputting the correct information. You click the generate button, and your document is created instantly.

Pros

The software allows us to generate a number of different contracts, letters and other documents with a click of a button. A 10-15 minute process (sometimes even longer) down to 1 to 2 minutes.

Cons

I feel like we have to fix casing and formatting a bit too much.

May 2019

Sean from Armstrong Steel

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

May 2019

Great Support, Great Product

Pros

The ability to automate almost any kind of document. Once you learn the product, you can really customize the document generation automation. The integration we have with Conga, Salesforce, & DocuSign has really simplified our processes.

Cons

It can be a little complicated to learn once you get outside of very basic forms and form fields. Creating dynamic tables for example.

April 2019

Elisa from Citizens Disability

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

4.0

Functionality

5.0

April 2019

Conga Composer

Pros

So easy to use! Conga integrates with Salesforce to allow uses to merge and create documents. Allows templates through salesforce to create record specific documents and auto-populate data. Can also be used for report generation.

Cons

Updates aren't always well documented, sometimes it hangs a bit while merging, but overall it's a great product.

November 2018

Caleb from Express Scripts

Company Size: 10,000+ employees

Review Source: Capterra


Ease-of-use

5.0

Functionality

5.0

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

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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.

April 2019

Mike from Segue Cloud Services

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

April 2019

Simple one button documents

We went from 16 Excel templates to one button, auto selects the correct contact and sends it via Conga Sign to the client

Pros

You, as admin get a powerful tool to create templates for your users. Your users get a 1 button solution to send complicated documents with ease.

Cons

Not great for small business as there are license minimums

August 2017

Kristen from Bloomerang

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

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

4.0

Value for money