Software review platform G2 Crowd has named Octiv as a high performer in proposal software solutions in its Summer 2017 Proposal Grid Report. Nineteen software solutions were rated in the Proposal category, and scores were based on customer satisfaction (pulled from G2 Crowd user reviews) and market presence, which considers market share, vendor size and social impact.

To qualify for inclusion in the G2 Crowd Proposal category, a product must:

  • Provide a repository of documents and templates which can be used to quickly generate proposals
  • Integrate with solutions like CRM and CPQ to pull product and customer data
  • Offer functionality to quickly and efficiently create and send proposals allow edits and feedback during the proposal process, and track changes made
  • Include analytics to evaluate the efficiency of the proposal process

With a high customer satisfaction score but a small market presence, Octiv was ranked as a high performer. To be considered for the leader category, solutions must achieve a higher market share and scale, and, according to 87% of reviewers, Octiv is moving in the right direction! The Octiv platform was rated a 4 or 5 by 86% of users, and they would be likely to recommend the software solution to others at a rate of 83%.

Users choose Octiv because of its proven customer success, global reach, and robust partner ecosystem. Octiv partners with more than 30 best-in-class SaaS companies to provide a seamless integration experience. Additionally, G2 Crowd users focused on the following strengths of the Octiv platform in their reviews:

Quality of support — Determined to build quality relationships while providing software solutions, Octiv operates from a people-centered approach. Users’ satisfaction with Octiv’s quality of support scored an 88% on the G2 Crowd report. See what others are saying about their support experience!

Ease of conducting business — at 91%, Octiv beat out the leader of the Proposal category, PandaDoc, when it comes to ease of doing business with the company. Octiv’s world-class sales and client relationship team performance speaks for itself with this rating from G2 Crowd users!

Scalability — Octiv reviews were broken down to reveal equal representation from small and mid-market businesses, with a healthy portion coming in from enterprise-level businesses as well.