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Octiv
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Octiv

Overview
Synopsis

Octiv powers flexible document authoring, collaboration and publishing, streamlined document workflow automation, integrations with a range of industry applications, robust repository capabilities, and best-in-cloud technology.

Category

Contract Lifecycle Management Software

Features

•Mobile-First Documents
•Dynamic Templates
•Conditional Content
•Variable Data Management
•Authoring & Creation
•PDF Form Merge
•Microsoft Office Compatibility

License

Proprietary

Price

Contact for pricing information.

Pricing

Subscription

Free Trial

Available

Users Size

Small (<50 employees), Medium (50 to 1000 employees), Enterprise (>1001 employees)

Company

Octiv

What is best?

•Variable Data Management
•Authoring & Creation
•PDF Form Merge
•Microsoft Office Compatibility

What are the benefits?

•Creating, sharing, signing, storing, analyzing and managing documents
•Speed up the document approval process by easily sharing pre-approved templates
•Store and manage unlimited documents in one centralized repository

PAT Rating™ ( Beta)
Editor Rating
Aggregated User Rating
Rate Here
Ease of use
8.8
8.8
Features & Functionality
8.9
8.5
Advanced Features
8.9
8.8
Integration
8.8
8.6
Performance
9.0
8.4
Customer Support
9.0
8.4
Implementation
8.5
Renew & Recommend
8.0
Bottom Line

Octiv’s administration capabilities allow non-technical users to manage user permissions and user access rights. Octiv supports content in 16 languages and multiple currencies.

8.9
Editor Rating
8.4
Aggregated User Rating
4 ratings
You have rated this

Octiv integrates with a wide range of systems to automate the document generation workflow. Create Octiv documents from a variety of authoring environments on any device. Publish and share Octiv documents like presentations, proposals and contracts and collaborate, edit, redline and approve in real time.Most organizations have dozens of document types across a range of functional and industry applications.

Octiv workflows make it easier to edit, share, publish and execute documents.Octiv's native HTML5 templates accelerate document inception and enables integrations with dozens of source systems to automate the assembly of documents. Octiv helps to build workflows that reduce or eliminate steps to save time in document creation. Streamlined workflows remove burden from the teams, saving time and increasing productivity.

Octiv is purpose-built to allow integrations with the systems to use on a daily basis. Octiv’s API enables integrations with CRM, CPQ, ERP, EFSS, ECM, ATS, HCM/HRIS or other systems where source data can populate and assemble documents. Octiv documents can be created inside of Octiv, the CRM environment or other application where users live. Integrations help streamline workflows to save time and increase productivity.Octiv integrates with multiple cloud storage services, so one can access the files without ever having to leave the Octiv platform. Store assets and documents in the Octiv repository, or leverage the current file storage and content management investments. Octiv’s repository enables tagging of assets revision control, WIP or finished documents for search and access.

Octiv’s administration capabilities allow non-technical users to manage user permissions and user access rights. Octiv supports content in 16 languages and multiple currencies. With Octiv, marketers can manage multiple brands or control content access to user-defined work groups.

The Octiv platform is built on Amazon’s AWS (Amazon Web Service). Octiv's infrastructure is a self-contained environment that includes computing, storage and database services. We are committed to updating and maintaining the Trust Services Principles (TSP) to ensure customer data is secure, available, authorized, confidential and private.

You may like to read: Top Contract Lifecycle Management Software, Top Free Contract Management Software and How to Select the Best Contract Lifecycle Management Software for Your Business

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2 Reviews
  • Dangelo
    February 18, 2017 at 7:24 pm

    Streamline and automate document workflows through integrations with CRM, CPQ and other source systems

    Company size

    Medium (50 to 1000)

    User Role

    IT Support

    User Industry

    Manufacturing

    Rating
    Ease of use8.7

    Helps IT leaders create documents faster, share them online, sign electronically, collaborate in real time, deliver value and impact business objectives for productivity.

    Features & Functionality8.2

    Advanced Features8.7

    Integration8

    Training 8

    Customer Support8

    Renew & Recommend8

    ADDITIONAL INFORMATION
    The document generation enables creation of dynamic, template-based and mobile-first documents. The workflows make it easy to create, edit or collaborate on documents from any device, and create tasks and approval workflows for collaborators. The repository makes it easy to store, control and share assets, files and documents with unlimited storage.

  • Archie
    December 10, 2017 at 10:15 am

    Create, share, sign and store documents, increase efficiency, accuracy and take back your time.

    Company size

    Medium (50 to 1000)

    User Role

    Consultant

    User Industry

    Computer

    Rating
    Ease of use8.4

    Features & Functionality8

    With Octiv, companies can build and automate document workflows that connect systems and data for a better end-user experience. Unified Document Workflow (UDW) delivers a streamlined document creation and management experience, giving you back the time you need to do what matters most — your job.

    Advanced Features8.7

    Integration8

    Training 8

    Customer Support8

    Renew & Recommend8

    ADDITIONAL INFORMATION
    Store and manage unlimited documents in one centralized repository without fear of depleting space or additional cost.

Ease of use
Features & Functionality
Advanced Features
Integration
Performance
Customer Support
Implementation
Renew & Recommend

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