Generating a custom sales document is now as simple as filling out a form. Octiv’s smart integration with online forms determine and allow you to dynamically show or hide pages/sections within your Octiv document.
Building a form is quick and easy with the Octiv + Formstack integration. Simply embed an online form into your Octiv documents so you can start collecting information without ever having to leave the Octiv interface.
Still need information after the final signature is complete? Route customers to complete additional forms as part of the sales process, or even prompt them to upload documents and files with an easy-to-use file uploader.
Make sure the data you collect is properly saved or acted on for future use. The files you upload and the data you collect can be exported to the systems you use most like Excel, Word or Google Docs for further analysis. Or, automatically send to other databases like payment processors, CRM systems and back office systems via the Formstack API.
Create, share, sign and store documents, increase efficiency, accuracy and take back your time.