Why Octiv & Salesforce CPQ

The Octiv + Salesforce CPQ integration allows you to automate document creation, configure-price-quote (CPQ) and billing processes all in one. Salesforce CPQ and Octiv help sales teams accelerate the configure-to-quote-to-contract process. The combined solution enables sales teams to easily configure complex product and service offerings; create customer-friendly proposals, quotes and contracts with consistent pricing and discounting; and manage subscription sales and renewals using Salesforce CPQ. The solution also provides collaboration tools, tracking, analytics, redlining capabilities and electronic signature through Octiv.

Key Capabilities

  • Configure products, solutions and bundles.

  • Create dynamic contract terms and conditions.

  • Build accurate quotes in any international currency.

  • Offer consistent pricing and discounting options.

  • Negotiate agreements in real time.

  • Streamline the review and approval process.

  • Capture legally binding electronic signatures on any mobile device.

  • Easily obtain renewals for existing customers.

  • Report on quotes, orders, invoices and payments.

About Salesforce CPQ

Salesforce, the global CRM leader, empowers companies to connect with their customers in a whole new way.

For more information about Salesforce CPQ, please visit their website.