Octiv for Quotes
Quickly create, send, track and sign error-free sales quotes online—from anywhere.Experience Octiv in Action
Create Error-Free Quotes
Say goodbye to inaccurate information and inconsistent data. Octiv allows you to guide your sales reps through the product selection and quoting process in an easy online form that features dynamically-built pricing tables, international currency conversion and consistent/approved discount optionsGet the Document Generation Datasheet
Eliminate Manual Data Entry
Octiv’s digital platform and numerous integrations eliminate the need for manual data entry—and the risk for human error. Now you can create and share quotes right from your desktop, mobile phone or CRM system and store the finalized version in the appropriate CRM fields.View Our Integrations
Deliver Professionally-Branded Quotes
Present a unified brand image to prospects with editable templates and personalized emails that are consistent with your company voice. Then, make the delivery process as smooth as possible with the ability to send for negotiation, approval, follow-up tasks or electronic signature before storing the final quote in your CRM or cloud repository.
The Case for Digital Document Generation
See why digital document generation is helping sales teams meet their clients’ needs with speed and accuracy.Learn More
Provide Secure Digital Access
Octiv eliminates the need for paper routing and snail mail by giving you the ability to share quotes with prospects and customers—from any device, no matter where they are—for easy review and electronic signature.Get the eSignature Datasheet
Track Quote Engagement
Get deeper document insights so you always know the status of your quote. Instant mobile and email alerts make it easy to stay in-the-know by notifying you when your quote is being viewed.
Octiv Powers Quotes
Octiv makes it easy to integrate your data for quicker and more accurate quotes.
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