Have confidence that the documents you create and send out are as accurate as possible by integrating Octiv with your financial tools. Octiv’s financial integrations allow you to dynamically generate documents for the utmost personalization and precision.
Remove the back-and-forth between departments with documents that are highly collaborative, secure and efficient. Octiv allows you to streamline review and approval workflows by sending to the right people at the right time.
Don’t create unnecessary work for your finance teams when new deals come in. By integrating Octiv and FinancialForce, you can manage subscriptions and billing, while making it easy for customers to make online payments.
When your systems are tightly integrated, you can do more than just the standard. Octiv + Finance integrations allow you to generate renewals, invoices and more while collecting billing information in an easy, effective and secure way.
Stay on top of billing and customer accounts with the ability to see when financial documents are opened and viewed in real time. Then, share engagement metrics with other team members for visibility or follow-up.
Octiv’s online cloud repository gives you a centralized place to store all of your financial documents without worry of unauthorized access. Keep your documents safe and your customer information safer with secure online storage and user permissions you can control.
Create, share, sign and store documents, increase efficiency, accuracy and take back your time.