CRM Integrations

Integrations


Octiv allows organizations to leverage existing data in CRM to dynamically generate each document. Drive individual pieces or entire sections of content into sales documents based on any field in CRM to effectively automate the creation process, improve accuracy and decrease the time it takes to find the right content for the selling scenario.

Key Capabilities:

  • Automate document generation:
    Create a document and send for electronic signature from any object
  • Send for signature:
    Easily share the document with others for negotiation, approvals and electronic signatures
  • Automatically update CRM:
    Automatically push data back into CRM
  • Track document status:
    View engagement and tracking data on the document
  • Increase visibility:
    Automatically push updates to the Chatter or Yammer feed

Integrations:

  • Salesforce
  • Microsoft Dynamics
  • Netsuite
  • Pipedrive

Generate Documents with One-Click


Generate Documents with One-Click

CRM Integrations


CRM Integrations

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