Octiv for Proposals
Easily collaborate with customers and internal team members across the company for the most timely and accurate sales proposals.Experience Octiv in Action
Create and Send Proposals With a Single Click
Creating and sending documents is easier when you’re not starting from scratch. Octiv offers sales operations professionals and content managers alike the ability to set up reusable templates to increase productivity, create consistency and improve accuracy. In just minutes, quickly select a template and customize before sending out for review.
What Sales Software Do You Need?
Take our interactive quiz to find the right sales software for your team!Learn More
Quickly Integrate Data
Build the most tailored, customized proposals by dynamically assembling the document based on the customer’s industry, deal size, region, etc. Just leverage data from forms or your CRM to automatically populate values into your document.View Our Integrations
Easily Collaborate Across Teams
No more print-outs, sticky notes or red pen. Now you can collaborate digitally with internal team members across the company or send to the customer for review. All changes are made in real-time so everyone is always on the same page.Get the Redlining Datasheet
Deliver Professional Proposals
Create a positive first impression with a proposal that’s professional, personalized and easy-to use. Enable recipients to negotiate, approve, complete tasks or sign electronically, all within the Octiv platform.
Improve Document Access
It’s just as easy to create proposals digitally as it is for your customers to review them. Share proposals straight from your desktop, mobile or CRM so customers can review and electronically sign on any device, from anywhere.Get the eSignature Datasheet
Increase Document Insights
Improve proposal follow-up with triggered alerts sent right to your phone or inbox that notify you when your proposal is being viewed. That way, you can follow-up earlier and more often instead of waiting weeks to move forward.
Octiv Powers Proposals
Use Octiv to build, collaborate and send compelling proposals that engage your prospects and customers from the start.
- Closing Deals
- Approval Workflows