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.

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.

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.

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.

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.