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Octiv Product Review
March 30, 2017

Octiv Product Review

Anonymous | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User

Software Version

Octiv /TinderBox (legacy product)

Overall Satisfaction with Conga Document Generation (Composer + Collaborate)

It's currently used in sales and marketing departments. It helps streamline the process of template creation and product and service consistency.
  • Helps with brand consistency.
  • Can integrate with SF.
  • Helps time saving in proposal creation which is a huge plus!
  • The editor is wonky and feels finicky. I am constantly having to push around the table of contents. Did you get rid of the hand burger bar?
  • Undo redo will auto save not letting me go back and undo something.
  • Because of finicky editor I had to start a proposal from scratch.
  • Positive: Time saving and proposal consistency.
  • Negative: Unreliable editor.
  • Positive: I appreciate the ability to track user's activity once a proposal is completed.
I was not part of this decision making process.
Octiv is well suited for marketing, sales and client services departments. Generally it is a good software which more often that not helps save time. As I mention below, the editor and customization piece is cumbersome but I hope that functionality improves in time and keeps process and vice consistent. I think it less appropriate for organizations with custom services.

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