Integrations

 

Seamlessly integrate with your existing business systems to take action on your data, streamline processes and keep your records up-to-date.

CRM

 

Octiv integrates with the industry’s top customer relationship marketing (CRM) providers to help your existing data into tailored documents and contracts that close deals.

eSignature

 

Make the electronic signature (eSignature) process easy and convenient for both you and your customers with our best-in-class integrations that allow you to sign your documents from anywhere on any device.

CPQ

See how the Octiv platform is designed to make the process of using your configure-price-quote (CPQ) software data to create and manage quotes easy and streamlined through a single, familiar user interface.

SSO

Eliminate user frustrations and increase application security by offering single sign-on (SSO) capabilities that improve access with SAML 2.0-based functionality.

File Storage

 

Octiv’s file storage integrations eliminate the need for back-and-forth document creation by seamlessly connecting cloud storage applications directly into the platform for easy file access.

Forms

 

Bring the convenience of online data collection to your documents, quotes, proposals and more with an easy-to-use form builder and automated processes that help you take action on the information you collect.

Email

 

Now you can keep sales productivity high and data run-around low. With Octiv + Email, users can do everything from generating documents to updating their Salesforce data—all from the convenience of the inbox.

Financial

 

Bring the convenience of online data collection to your documents, quotes, proposals and more with an easy-to-use form builder and automated processes that help you take action on the information you collect.

TRUSTED DAILY BY: