Why Octiv & Netsuite

The Octiv + NetSuite integration allows you to create, send, track and sign sales documents online—anywhere, on any device. By integrating your data, you can build highly accurate and professionally branded presentations, quotes, proposals and contracts that help you quote and price deals more accurately and consistently. Once generated, you can share your trackable, collaborative documents and even send for eSignature.

Key Capabilities

  • 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.

About 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.