Reviews from AWS Marketplace
0 AWS reviews
-
5 star0
-
4 star0
-
3 star0
-
2 star0
-
1 star0
External reviews
External reviews are not included in the AWS star rating for the product.
Wonderful Experience
What do you like best about the product?
Octiv is a fast and convenient way to create proposals
What do you dislike about the product?
Not being able to use double underlines.
What problems is the product solving and how is that benefiting you?
Octiv allows us to create dynamic proposals in less time than it took before we utilized the software.
- Leave a Comment |
- Mark review as helpful
Excellent Proposal Software
What do you like best about the product?
Octiv allowed us to streamline our proposal process, create consistent branding and track client activity leading to better follow up. Another great feature is that its built into Salesforce.
What do you dislike about the product?
I would like the ability to accept proposals without the customer signature so we can track wins in Octiv.
What problems is the product solving and how is that benefiting you?
The quote format varied between sales reps and this allowed create a consistent message for all quotes.
Recommendations to others considering the product:
Review all proposal types and create the majority of templates before going live.
Octiv review
What do you like best about the product?
How user friendly Octiv is and also that I can track analytics, such as who opens a proposal and which pages they have viewed and for how long.
What do you dislike about the product?
Sometimes I have issues with simple formatting and design, such as spacing.
What problems is the product solving and how is that benefiting you?
I use Octiv to create proposals for prospects and the main benefit has been being able to track analytics and easily and quickly create new proposals.
Recommendations to others considering the product:
I highly recommend Octiv for anyone who works on proposals on a daily or weekly basis.
Octiv User Experience
What do you like best about the product?
I like the online easy to use interface with customizeable templates.
What do you dislike about the product?
There are limits to what the template can look like, restrictions to coding and I also feel there are several glitches with the programming that make our user experience a bit more frustrating than it needs to be.
What problems is the product solving and how is that benefiting you?
We are able to create more visually pleasing sales proposals in a shorter period of time than ever before. We have also streamlined the proposal process, ensuring that the quality of all proposals we send reach our company standard.
Recommendations to others considering the product:
I would consider the Octiv software to be one that overall has several benefits. That being said, it is important to recognize the limits to any online proposal software before making the switch from a different product. We save time overall creating our proposals using Octiv, but as I mentioned before there are a few technical glitches that have caused stress for our company's users in the past. Some of the pages shift and resize as we work on them, and the copy and paste function does not past with the correct format, forcing us to reformat every time we do so.
Great concept, so-so execution.
What do you like best about the product?
It's pretty simple. You can build a proposal, send it for signature, and get a signed doc back. It's not hard to train new users on, and it connects to Salesforce well.
What do you dislike about the product?
The documents rarely display properly, screen size optimization is wonky, and the WYSIWYG editor is more like What You See Is Sort of Sometimes But Regularly Not What You Get.
What problems is the product solving and how is that benefiting you?
We needed an easy way to deliver executable contracts and proposals. Customers have been generally pleased with the overall experience, and our sales team finds it to be a fairly simple process to build and deliver proposals and contracts.
Recommendations to others considering the product:
Test it out first, make sure the product works the way you expect it to.
Works great - and the Octiv team is great to work with!
What do you like best about the product?
The software works well. It does what it says it will do and is extensible enough to fit our business. The team at Octiv is fantastic to work with and very responsive to our needs and suggestions.
What do you dislike about the product?
I would prefer that the work flow capabilities be enhanced to allow for strong and easy chaining of tasks and activities.
What problems is the product solving and how is that benefiting you?
Trying to find continuity and clarity around our client facing documents with respect to statements of work, master service agreements and contracts.
Great tool for Sales Proposals
What do you like best about the product?
Love the digital format of the sales proposals and how easy it is to add rich media to proposals. Video, graphics, and tables make proposals so much stronger.
What do you dislike about the product?
There are a few bugs with the interface on different browsers we had trouble getting past to onboard our sales team.
What problems is the product solving and how is that benefiting you?
We are much more efficient with proposals and pricing.
Good tool
What do you like best about the product?
Template creation is relatively easy, Salesforce integration is key
What do you dislike about the product?
formatting options are very basic, contract editing should be more robust. customer should be able to approve or reject changes initiated by the seller
What problems is the product solving and how is that benefiting you?
automate proposal and contract delivery and signature via Salesforce
Great Proposal Software
What do you like best about the product?
I use this software to deliver proposals to our prospects, and like how easy it is to customize each proposal based on the client's industry.
What do you dislike about the product?
Some features can feel cumbersome (hard to switch to landscape) but out support team is always happy to help us with issues.
What problems is the product solving and how is that benefiting you?
We used to make our proposals in Word - this makes them fancier and more professional for our prospects.
Great Tool!
What do you like best about the product?
It is easy to use and documents are easily adjustable, you can use templates to create a contract or presentation, next to this it gives a department a good view how long people looked at the documentation.
What do you dislike about the product?
We found a bug in the system it took over 8 weeks to solve, which was to long in my view. We did not get any response till it was solved it would have been nice to get a status update.
What problems is the product solving and how is that benefiting you?
We wanted to have digital contracts and have a view how is viewing the documents and for how long
showing 401 - 410