Platform Features

Explore Octiv’s products and services by category, function, and utility. You can combine multiple components of the platform to solve for your business use cases.

Document Generation

Themes & Brand Management

As an Octiv platform administrator you have the ability to manage the the look and feel of your company’s documents and all forms of communication.

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Mobile-Responsive Documents

View next-generation documents on a desktop, ipad, or mobile device. The document design will scale appropriately regardless of whichever device is used.

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PDF Form Merge

Easily collect data and populate a fillable PDF with data from another cloud app or online forms that users complete.

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Version Control & Redlining

Collaboratively make changes to a document and keep track of multiple versions.

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Variable Data Management

Personalize content in documents conditionally with data or information from multiple sources.

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Conditional & Locked Content

Include or exclude sections, pages, or paragraphs of text, image, or media with a simple point and click interface.

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Dynamic Templates

Easily setup and manage online document templates with a point and click interface. Design dynamic documents without complex code that build themselves based on the specific deal or selling situation in a CRM or CPQ.

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Workflows

Payment Processing

Fast and easy way to collect payments and signatures in one easy step.

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Secure Document Sharing

Share and send documents through a variety of ways.

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Next Steps

Provide document creators with a “step-by-step” guide on what actions they need to take next.

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eSignature

Use Octiv or another leading eSignature provider to quickly and securely send documents for others to sign.

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Message Center

Collaborate online in one simple user interface.

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Tasks & Approvals

Send and track tasks and get notified when tasks are assigned and completed. Users can use tasks to get approvals on documents, collaborate with other users, as you work.

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Authoring & Creation

Create, edit, and collaborate on an online document on any device, anywhere.

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Repository

Advanced Search

Find the information you need quickly and easily.

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Schedule, Publish & Archive

Control when content shows up for your users in the repository.

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Cloud Storage Files

Access and search your files organized in cloud storage providers without having to leave the Octiv platform.

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Clauses & Snippets

Store standardized and approved clauses and snippets in an online repository.

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Images

Store and host a variety of media in the Octiv repository.

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Microsoft Office

Store office documents in a variety of formats that can be shared.

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Repository

Manage, organize, and share your organization’s files and documents in a single, centralized repository.

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Analytics

Reporting

Discover, analyze, and take action on real-time sales data to accelerate sales.

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Alerts

Set up and receive conditional notifications about key sales activities or critical information so you can take action as soon as they happen.

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Administration

Email Template Management

Create and manage customizable email templates in your account so users can quickly send templated messages.

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Account Whitelabel & Private URL

As an Octiv platform administrator you have the ability to completely customize the look and feel of the application to keep your brand in front of your customers throughout all forms of communication.

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Localization

The Octiv platform comes ready to work in multiple international languages and currencies.

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Workgroups

Manage multiple brands or control content access to regional groups of users.

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Role & Group Based Permissions

Manage user permissions and user access rights within your organization with robust permission sets.

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Accessibility

The Octiv platform supports multiple languages and currencies to ensure that our solution is accessible to everyone.

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Integrations

Microsoft Office Interoperability

Easily upload and convert Microsoft Word or PowerPoint into online Octiv documents.

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Platform API

Bring the power of the Octiv platform to your application with an easy to use REST API.

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Form Integrations

Automate, collect, and share data accurately right from within the Octiv document.

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Single Sign-On Integrations

Octiv easily connects to leading Single Sign-On providers, allowing users to access octiv with their user identity with minimal management.

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eSignature Integrations

Use Octiv to quickly and securely send documents for other to sign.

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Cloud Storage Integrations

Automatically upload your signed Octiv documents securely to cloud storage. With our integrated content library you can keep files in one place and search in Octiv.

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CPQ Integrations

Configure error-free pricing and quotes.

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CRM Integrations

Generate data-driven documents from your CRM and automatically push back updates with our bidirectional integration.

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Infrastructure & Compliance

Password Management

Create and manage password policies and rules for your account.

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Compliance Program

Octiv follows established strict information security policies and procedures to minimize risk and exposure of customer data.

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Hosting

The Octiv platform is built on top of the leading hosting providers. Engine Yard and Amazon AWS.

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