The Sales Productivity Platform

Changing the way people do business.

Laptop Screenshot Tablet Screenshot Phone Screenshot

The sales productivity platform does more than facilitate connection. It revolutionizes the way sales assets – including presentations, proposals, and contracts – are created, distributed, and tracked.

Productive Signature


Close deals faster.

Our platform streamlines the creation and distribution of complex sales assets—reducing cycle time, increasing volume and driving pipeline momentum. Teams spend less time generating proposals, contracts and presentations, and more time selling.

Clear Signature Signature


Understand how deals are progressing.

Through real-time analytics, our platform delivers visibility into customer behavior, interactions and engagement with every proposal, contract and presentation. Reps have the information and insight they need to move deals forward.

Flexible Interface


Optimize the sales software ecosystem.

Our platform integrates data from CRMs, CPQs and more, synthesizing it into usable information, and dynamically employing it through logic-based workflows. Teams quickly access and adjust information across platforms and devices.

Consistent Consistent Consistent


Create a better brand experience.

Our platform consolidates up-to-date, approved brand assets, collateral and templates—reducing reps’ guesswork and maximizing brand impact. Sales and marketing teams design and deliver consistent, sophisticated documents and assets.



Document Generation

  • Presentation, quote, proposal, and contract
  • Themes for online and download documents
  • Best in class WYSIWYG editor TinyMCE
  • Point and click dynamic logic
  • Lock editing for sections, pages, & paragraphs
  • Variable data
Cloud Storage

Asset Management and Search

  • Images, HTML, Office Docs, PDF, Text and Forms
  • Unlimited storage
  • Cloud assets (Google Drive, Dropbox)

User Administration and Application

  • Mobile responsive docs and app
  • Role based permissions
  • Tasks and messaging
  • Localization of language and currency
Electronic Signature

Electronic Signature

  • eSign act of 2000 compliant
  • Single signer with conditional acceptance support

Integrations + API

  • Salesforce, MS Dynamics CRM, Netsuite
  • DocuSign, Adobe Sign
  • Webhooks
Pie Chart

Reporting and Alerts

  • Document, asset, user, and template
  • Customer report designer
  • Conditional alerts on recipient activity

Since we've used Octiv, the reps can handle contracts from start to finish now because it's all in one place. When a contract isn't in Octiv it's done right — and if it's not done in Octiv, it doesn't happen. No other company can do the kinds of thing Octiv does for us.

Adam ClaypoolDirector of Sales Operations and Analytics at G/O Digital

Now, it’s just a click of a button. I can do it from a mobile app (Salesforce1) and look at the contract. I don’t have to wait a long time for it to be sent to the office. I click a button and [Octiv] generates all the necessary documents we need to send to the client.

Gary GalvinCEO and President at Galvin Technologies

From a marketing standpoint, it's helped us maintain brand consistency. We're creating cover letters with the same messaging, branded assets that can be personalized, and presenting salespeople with a way to be creative without spending hours.

Michelle Vasko-SparksDirector of Business Development and Marketing at Relevant Solutions

Octiv made a huge splash to our customers, because no one was expecting it. It's a more modern way to do business — our customers expect an online experience.

Elizabeth HardmanDirector of Business Solutions at Lindamood Bell

We've dramatically reduced the number of steps for generating a document in Salesforce and then delivering via DocuSign.

Matt GvazdinskasDirector of Salesforce Platform Team at Zirmed

The sales team was blown away by the tracking capabilities, and adoption was instant.

Michael CraftonCEO at 360 Services

Octiv helps our sales teams create proposals in just minutes, and now with DocuSign, customers can sign in minutes as well. It’s taken our entire sales process online and made it easy from start to finish.

Jocelyn DavéProduct Marketing Manager at DoubleDutch

Because Octiv integrates so well with Salesforce, our reps can create and send documents in just minutes. Octiv makes it easy for our reps to live in Salesforce every day.

Sta's DaszkiewiczSenior Salesforce Administrator at Angie's List

G/O Digital
Galvin Technologies
Relevant Solutions
Lindamood Bell
360 Services
Angie's List


As the leader in sales productivity, Octiv provides a comprehensive partner community to bring together the technology, integrations and expertise companies need to sell smarter and close deals faster.

Microsoft Dynamics

Sign up to our newsletter for news and insights to sell smarter.