OCTIV FOR SALES QUOTES

Quickly create, send, track and sign error-free sales quotes online – from anywhere.

Create Error-Free Quotes

Say goodbye to inaccurate information and inconsistent data. Octiv’s software for quotes allows you to guide your sales reps through the product selection and quoting process with in an easy online form that features dynamically-built pricing tables, international currency conversion, and consistent/approved discount options.

Eliminate Manual Data Entry

Octiv’s digital platform and numerous integrations eliminate the need for manual tasks—and the risk for human error. Our quote builder software lets you create and share quotes right from your desktop, mobile phone or CRM system and store the finalized version in the appropriate CRM fields.

Deliver Professionally-Branded Sales Quotes

Our cloud-based quote solution lets you present a unified brand image to prospects with editable templates and personalized emails that are consistent with your company voice and brand. Then, make the delivery process as smooth as possible with the ability to send for negotiation, approval, follow-up tasks or electronic signature before storing the final quote in your CRM or cloud repository.

Track Quote Engagement

Get deeper document insights with Octiv’s sales quote software so you always know the status of your quote. Instant mobile and email alerts make it easy to stay in-the-know by notifying you when your quote is being viewed.

Octiv Provides A Secure Digital Access System

Octiv eliminates the need for printing, scanning and faxing by giving you the ability to share quotes securely with prospects and customers—from any device, no matter where they are—for easy review and electronic signature.

OCTIV POWERS QUOTES

Octiv’s cloud-based quoting solution makes it easy to integrate your data for quicker and more accurate quotes.