The Sales Productivity Platform

Changing the way people do business.

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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


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

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