Octiv

Easily create, collaborate and share documents through web links on any device. Integrate data from Salesforce, Microsoft Dynamics, Netsuite, and Pipedrive.

How it works

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Highlights

Speed up the document generation process :

  1. Create proposals, quotes, invoices, and more in a online format
  2. Utilize pre-built templates
  3. Share documents through a unique URL
  4. Collaborate in real-time with people throughout your organization

Site license is not required

Seat-based pricing

Octiv

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Pricing

1.866.502.3334

Document Automation Suite

Includes document generation, electronic signature capabilities, a Central repository for documents and document tracking and reporting.

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Features:

PRODUCT SNAPSHOT
Create:
  • Select from pre-built web-editable document templates
    or create a brand new document.
  • Merge data from any standard, Merge data from any external source into your documents from external data sources (CRM, homegrown databases, forms, etc.)
  • Merge data from external data sourDynamically drive the selection of the appropriate template choice based on the customer’s situation (e.g. industry, deal size, region), or business rules/logic.
  • Embed mobile responsive web forms into documents.
  • Add your company logo, change colors, and customize emails.
  • Supports multiple document formats such as native
    HTML5 documents, Microsoft Word and PDF.
  • Octiv API available
Automate:
  • Ensure documents have the right messaging with
    logic-based rules for including or excluding content.
  • Use existing workflows and business rules to route,
    send, and store documents.
  • Create, edit, and sign documents anywhere, anytime,
    from any device.
  • Native eSignature and DocuSign capabilities
Distribute:
  • Distribute documents via a web link through email or
    directly to contacts through the Octiv open API.
  • Archive and house all generated documents in a secure
    and central repository.