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Octiv

Name: Octiv
Rating: 4.5 (2 reviews)

By Octiv, Inc

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Highlights : About Octiv

Search Option

Document Storage

Archiving & Retention

Document Conversion

Electronic Signature

Knowledge Base

About Octiv

Octiv is a sales productivity platform that is designed to add value and efficiency to process workflows for creating and managing sales presentations, proposals, and contracts. It integrates data from CRM, CPQ, ERP and other systems to streamline workflows, save time, and accelerate sales opportunities.

Specifications

Business Size

Small, Mid-Market

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Knowledge Base

Capture Management

Email Management

Document Delivery

Collaboration

Workflow Management

Application Integration

Access Controls

Document Assembly

Document Indexing

Dashboard

Search Option

Document Storage

Archiving & Retention

Benefits

Streamlines the creation and distribution of complex sales assets

Octiv’s platform streamlines the creation and distribution of complex sales assets, reducing cycle time, increasing volume and driving pipeline momentum in the process. Users get to create any document, whether a presentation, proposal, or a contract, with various themes available for easy document creation and a best in class WYSIWYG editor TinyMCE. This feature is built on a point and click dynamic logic, making it easy for people to create documents.

Powerful asset management and search

Octiv also has a powerful asset management and search, providing unlimited storage to its users over cloud applications such as Google Drive and Dropbox. Electronic signatures can also be set up, especially on the documents, allowing users to attach a digital signature that is compliant with existing laws. The docs, as well as the app itself, is mobile responsive, so it can be scaled for use in any device.

Account managers can set up multiple users on the account

Account managers can set up multiple users on the account while putting in place role-based permissions to control user access to the account. For international use, users can set up localization for language and currency, providing better engagement with anyone in the team regardless of the location and improving communication as well. Teams get to spend less time generating proposals, contracts and presentations, and more time doing the more important work that is selling.

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