Octiv Reviews

Octiv

Document Generation and Contract Management Software

4.3/5 (20 reviews)

Steven Shattuck

Revolutionized our sales process!

Used daily for 2+ years
Reviewed 2017-11-17
Review Source: Capterra

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.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.

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Octiv

Document Generation and Contract Management Software

Jacquelynne McClelland

Professional, customized, and increasing customer retention!

Used daily for 2+ years
Reviewed 2018-12-10
Review Source: Capterra

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. 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.

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Octiv

Document Generation and Contract Management Software

Anonymous

Flexible, Customizable Document Generation

Used daily for 2+ years
Reviewed 2018-09-20
Review Source: Capterra

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. 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

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Octiv

Document Generation and Contract Management Software

Caleb Plante

Conga for Plans and Policies

Used daily for 1-2 years
Reviewed 2018-11-21
Review Source: Capterra

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.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.

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Octiv

Document Generation and Contract Management Software

Jenna Haring

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

Used daily for 1-2 years
Reviewed 2018-04-19
Review Source: Capterra

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)!

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Octiv

Document Generation and Contract Management Software

Kristen Hay

Streamlining our sales process with Octiv

Used weekly for 6-12 months
Reviewed 2017-08-08
Review Source: Capterra

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. 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.

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Octiv

Document Generation and Contract Management Software

Krista Scarlett

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

Used daily for 2+ years
Reviewed 2017-12-14
Review Source: Capterra

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

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Octiv

Document Generation and Contract Management Software

Anonymous

Great way to turn a record in Salesforce into a PDF

Used daily for 1-2 years
Reviewed 2018-11-16
Review Source: Capterra

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.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.

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Octiv

Document Generation and Contract Management Software

Adam Gonzales

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

Used daily for 1-2 years
Reviewed 2017-11-30
Review Source: Capterra

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

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Octiv

Document Generation and Contract Management Software

Krista Scarlett

Since Octiv purchased

Used weekly for 1-2 years
Reviewed 2017-06-09
Review Source: Capterra

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

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Octiv

Document Generation and Contract Management Software

Kristen Duncan

Great Tool in Theory But Lots of Functionality Issues

Used daily for 2+ years
Reviewed 2016-11-22
Review Source: Capterra

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

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Octiv

Document Generation and Contract Management Software

K S

Great for proposal writing!

Reviewed 2016-12-02
Review Source: Capterra

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.

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Octiv

Document Generation and Contract Management Software

Prabhjeet Malhi

Awesome contract management system!!!

Used daily for less than 6 months
Reviewed 2017-07-27
Review Source: Capterra

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.

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Octiv

Document Generation and Contract Management Software

Anonymous

Nice tool, but room for improvements

Used daily for 6-12 months
Reviewed 2018-11-14
Review Source: Capterra

Overall a nice tool, and in it's current condition there's some room for improvements. 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).

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Octiv

Document Generation and Contract Management Software

Tim Hickle

Easy to use, and my team loved it

Used weekly for 6-12 months
Reviewed 2017-08-15
Review Source: Capterra

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.

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Octiv

Document Generation and Contract Management Software

Anonymous

Conga

Used other for 2+ years
Reviewed 2018-12-11
Review Source: Capterra

Quick generation of documents. Simple to format

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Octiv

Document Generation and Contract Management Software

Cory Runk

It does its job

Reviewed 2016-11-22
Review Source: Capterra

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.

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Octiv

Document Generation and Contract Management Software

Bailey Roberts

Majorly increased efficiency

Reviewed 2016-12-06
Review Source: Capterra

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.

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Octiv

Document Generation and Contract Management Software

Catherine Miller

A useful tool

Used monthly for 6-12 months
Reviewed 2019-01-11
Review Source: Capterra

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!

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Octiv

Document Generation and Contract Management Software

Anonymous

Like Optiv, but we need more.

Used weekly for less than 6 months
Reviewed 2018-04-19
Review Source: GetApp

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

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Octiv

Document Generation and Contract Management Software