Why Octiv + Zuora Quotes

With the Octiv and Zuora Quotes integration, you can automate subscriptions, recurring billing, payments, quoting, pricing and renewals. Zuora Quotes and Octiv help sales teams accelerate the configure-to-quote-to-contract process. The combined solution enables sales teams to manage all aspects of a subscription business, from quote to cash to sending digital documents. Price your subscription products, generate quotes and orders, and automate your billing and payments. The solution also provides collaboration tools, tracking, analytics, redlining capabilities and eSignature using Octiv.

Key Capabilities

  • Configuring products, solutions and bundles
  • Create sophisticated quotes for new subscriptions, upgrades, add-ons, renewals, and more
  • Dynamic contract terms and conditions
  • Accurate quotes in any international currency
  • Consistent pricing and discounting options
  • Real-time agreement negotiation
  • Streamlining of the review and approval process
  • Legally binding electronic signature on any mobile device
  • Renewals for existing customers
  • Report on customer’s subscriptions, invoices, payments and more

Technical Requirements

  • Salesforce Professional, Enterprise or Unlimited Editions
  • Support for Salesforce Classic
  • * This is a Force.com Integrated Solution

About Zuora Quotes

Zuora Quotes is a native Salesforce application that lets you create Zuora accounts and manage subscriptions, amendments, and renewals in Salesforce. With Zuora Quotes, your sales teams can easily build customer-ready quotes, using your Zuora subscription catalog, and send the resulting accounts and subscriptions immediately to Zuora for invoicing and subscription management.

For more information about Zuora Quotes, please visit their website.




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The Best Apps.
Better Together.

You can do so much more with Octiv by connecting it to Zuora Quotes to generate documents and automate tedious tasks in your workflow.

Fill out the form to speak with a member of our sales team about unifying your document workflow with Zuora Quotes.