CPQ Integrations

Integrations


Octiv helps salespeople create, send, track and sign error-free sales quotes online — on any device, anywhere. The Octiv platform is designed to allow you to create and manage quotes in a single, familiar user interface.

Key Capabilities:

Quote deals accurately and consistently:

  • Guide your sales reps through the product selection and quoting process in an online form
  • Dynamically build pricing tables and display a final quote via data captured in CRM or an online form
  • Generate accurate quotes in any international currency
  • Allow for dynamic contract terms and conditions
  • Represent multiple quotes for the same line items in one document

Create professionally branded sales quotes:

  • Generate brand-consistent pricing and discount options
  • Ensure salespeople use the right messaging for each deal with logic-based rules for including/excluding content
  • Keep collateral up-to-date and any new quote created will automatically reflect changes

Streamline workflows and approvals:

  • Route signed quotes to the appropriate individuals, departments or office tools
  • Upon selection, the finalized quote will be processed and the data stored in the appropriate CRM fields
  • Enhance the online buying experience
  • Buyers can make product and service selections online or via mobile device
  • Pricing table and quotes automatically adjust based on buyer selections

Integrations:

Build pricing tables for error-free quotes


Build pricing tables for error-free quotes

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