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Streamlining your (slightly) customized sales proposals
November 13, 2018

Streamlining your (slightly) customized sales proposals

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Octiv /TinderBox (legacy product)

Overall Satisfaction with Conga Document Generation (Composer + Collaborate)

We use Octiv to create customized, branded digital proposals across the entire outbound and internal sales teams. It streamlines the creation of proposals while also allowing each to be personalized to prospects.
  • I appreciate the flexible options for adding branded art, content, and pages to proposals, which helps to customize without spending hours doing so.
  • Managing the sales proposal through the cloud eliminates the need for re-sending proposal files each time it needs updating.
  • Electronic acceptance of sales proposal cuts down on administrative time.
  • The editing tool which runs the platform is not very user-friendly, so sometimes it's frustrating to make custom wording or formatting changes to a proposal.
  • Our sales proposals are more customized and professional while taking less time to complete.
Octiv is particularly useful in situations where your key solutions can be boiler plated while still adding some room for customization. If your proposals need to be completely custom for every client, you likely will be frustrated with the editing interface.