Why Octiv & Netsuite
Auto-populate Netsuite data into your Octiv documents by associating the appropriate deal.
Create/deliver documents and presentations as an Octiv document or PDF.
Fetch your Netsuite contacts to automatically add them as document recipients.
Update opportunity stages and automatically push information back to Netsuite.
NetSuite is the leading integrated cloud business software suite, including business accounting, ERP, CRM and ecommerce software. NetSuite’s Customer Relationship Management (CRM) software is the only cloud solution that delivers a real-time, 360-degree view of your customers. NetSuite CRM provides a seamless flow of information across the entire customer lifecycle—from lead all the way through opportunity, sales order, fulfillment, renewal, upsell, cross-sell and support.
For more information about Netsuite, please visit their website.