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.
Create dynamic, template-based and mobile-first documents with Octiv. Leverage data from a variety of source systems like CRM, CPQ, ERP and storage. Maintain accuracy and brand consistency with conditional formatting.
Experience Octiv's Document Generation
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Create, edit or collaborate on documents from any device, and create tasks and approval workflows for collaborators. Share documents with internal teams, or externally with buyers and candidates, for next steps. Close the loop with eSignature, payment processing and document storage.
The Octiv repository makes it easy to store, control and share assets, files and documents with unlimited storage in Octiv's repository. Octiv enables tagging of assets, works-in-progress or completed documents for easy search and access. Octiv's repository also integrates with multiple cloud storage services, enabling access without ever having to leave the Octiv platform.
Octiv reports provide valuable insight into document engagement, template activity, page activity and team usage. Filter reports for analysis of timeframes, document types or other criteria, or export data via CSV for more detailed analysis. Create alerts for real-time notifications of document engagement.
Octiv's administration capabilities allow non-technical users to manage user permissions and user access rights. Octiv supports global businesses with more than 16 languages and currencies. With Octiv, marketers can manage multiple brands or control content access to user-defined workgroups. Administrators can create permission by role and team, ensuring sales teams or partners only see the content meant for them.
Leverage your existing tech investments and enhance the power of Octiv with integrations to a variety of back-office systems. Octiv is purpose-built to allow integrations with the systems you use on a daily basis. Octiv's API enables integrations with CRM, CPQ, ERP, EFSS, ECM, ATS, HRIS or other systems where source data can populate and assemble documents.
Infrastructure & Compliance
The Octiv platform is purpose-built to be reliable, scalable, and secure. Built on Amazon Web Service (AWS), Octiv follows established strict information policies and procedures to minimize risk and exposure of customer data.