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Score 7.1 out of 101
18 Ratings
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Score 7.3 out of 101

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Likelihood to Recommend

Adobe LiveCycle ES4

We use PDF forms for our submissions to the USPTO as well as for obtaining signature documents. With LiveCycle, I can update forms, save them, load them into my docketing database, and have them pre-populated with data. This process ensures continuity, less chance for error, and the ability to save the paralegals time when it comes to preparing filings.
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Octiv

We've found that closing deals through Ocitv is very efficient and effective in saving our team time. A small team at our company has been using the beta version to display multiple quotes and proposals through our customized templates. The customization of templates allows multiple teams to leverage the software with little resistance from the client. We work with many legacy companies that still require a formal legal agreement
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Pros

  • Ease of use for end users - the forms made from LiveCycle work flawlessly
  • Adding sections dedicated to pictures or other elements - there is some room for design here
  • Variety of choices for types of input to be added to each form and many options for configuring each of them
  • Works REALLY well for forms that just require text information to be filled in
Ruby Javaid profile photo
  • Integrates with SFDC
  • Allows me to see if my client has opened my proposal
  • Helps to keep track of proposal financials and particulars
Anthony Antonicello profile photo

Cons

  • Biggest issue is the user friendliness for the designer. It is hard to get elements to do what you want if you are adding any sort of design to your form. In my case I make flyers which require not only the form fills, but also other elements like pictures and background design elements.
  • The import from PSD or AI function does not work properly most of the time. If you create a document with lots of visual elements, your best bet is to convert as much of that as possible to a rasterized image and then popping that in as the background rather than trying to import elements. They come out very wonky, colors are lost in conversion, and the layout doesn't come over.
Ruby Javaid profile photo
  • Formatting is weak. Sometimes the UX for bold, underline, etc. do not work well. Copy and paste functionality can be buggy at times.
  • At times, we have a difficulties with the connection between SFDC and the tool, and sometimes the SOW does not appear in the opportunity record in SFDC.
  • Takes a while to get it looking good in terms of a final SOW. It can be time consuming and not very easy to learn as a beginner.
Peter DiFonzo profile photo

Likelihood to Renew

No score
No answers yet
No answers on this topic
Octiv4.8
Based on 2 answers
We already renewed and expanded the offering with CRM integration.
Douglas Karr profile photo

Usability

No score
No answers yet
No answers on this topic
Octiv8.0
Based on 1 answer
It's a fantastic platform as is, but there's always an opportunity to squeeze a little optimization into the fold. I am of the belief that the user should be looking left to go backwards, right to go forwards, up to the right for support, and hitting the menus for other commands. Sometimes I go to advance and I'm hit with the message that I have to save first... so I have to click a button up top to save, then back down to advance. I think a "Save and Continue" in places is appropriate.
Douglas Karr profile photo

Alternatives Considered

Because LiveCycle comes with the Adobe Suite, I've never really looked outside of it because it was something I already had access to.
Ruby Javaid profile photo
They are all the same at the end. Online digital proposal and sign tool. Pulls from products from Salesforce. Opportunity is closed as "won" when the SOW is accepted. My only other experience with these types of tools is SFDC CPQ and it seems very similar. CPQ offered less formatting which was nice, whereas with Octiv there are a lot more customizations you can make.
Peter DiFonzo profile photo

Return on Investment

  • Having LiveCycle enables me to offer more products in my lineup, so that is always a good thing. Most clients like the idea of being able to purchase a template and then making changes themselves, so I've had quite a few sales here. However it's not really something that will make me rich overnight or anything. It's just a tool that enables me to have different products.
  • If they could figure out a way to improve the limitations in terms of design capability in the form creation process, I could probably leverage this software a lot better since I would use it more.
Ruby Javaid profile photo
  • Our sales proposals are more customized and professional while taking less time to complete.
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Pricing Details

Adobe LiveCycle ES4

General
Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No
Additional Pricing Details

Octiv

General
Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional
Additional Pricing Details