Transform the way your sales assets are created, distributed and tracked around the world. Because a better sales process is a better buying experience.

Octiv increases sales productivity with data-driven proposals, presentations, quotes & contracts. Proposal generation & electronic signature from DocuSign save reps time & help close deals faster. Track engagement & push data back to Salesforce or Microsoft Dynamics CRM for complete visibility into how your prospects, customers, and partners are engaging with your business.

Octiv's leading sales productivity suite helps sales teams sell smarter and close deals faster. Optimized for mobile and integrated with Salesforce1, Octiv provides your prospects with a consistent selling experience and enables your reps to sell anywhere, from any device. Quickly generate and deliver proposals, presentations, quotes, RFPs and contracts from any Salesforce object and leverage data to drive the most relevant content.

Help your sales reps prioritize their best deals with visibility to prospect engagement via text, email and Chatter notifications. Easily control proposal and contract workflow, content editing and user permissions that improve efficiency and effectiveness for small businesses and enterprises.


Key Benefits:

  • Generate consistent proposals, presentations and contracts from any Salesforce object.
  • Deliver trackable documents online, receive real-time notifications via text, email & Chatter, and gain visibility to prospect engagement. Redline contracts and sign with embedded DocuSign integration.
  • Proposal, presentation and contract generation integrated with Salesforce1, Chatter, DocuSign, Box, DropBox, SteelBrick, FinancialForce, Oracle CPQ (BigMachines) & more.
  • Collect important client information and kick off workflows after the close
  • Incorporate Octiv into your custom sales process workflows


About The Partner:

Octiv was founded to provide sales teams a better way to create the assets they need to close deals. Since our inception, our team has led the industry by pioneering technologies that enable companies to use the information they have in CRM, CPQ, ERP and other systems to create, deliver and track sales materials online.


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