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Good for what it does
November 26, 2018

Good for what it does

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Software Version

Octiv /TinderBox (legacy product)

Overall Satisfaction with Conga Document Generation (Composer + Collaborate)

We use it to generate statements of work (SOWs) during the final stage of our sales process. It offers a consistent look at our contracts. It is used by our entire organization. It allows us to track revisions and client questions. It integrates with Salesforce and when a SOW is signed, the opp is closed, or "won", which saves us time during our process. It also allows us to track when people are in the SOW and monitor what they spend time on which is helpful.
  • Looks good, our SOW has a clean look and feel and is very easy to read on all devices
  • Offers to track. You can view all the pages someone looks at. This helpful when determining when the project will close.
  • Multiple revisions. Really easy to make multiple updates to the SOW and keep track of those revisions.
  • 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.
  • Easy-to-use
  • Reduced time to signing
  • Consistency look and feel
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.
It works or our organization. For an organization with a much larger product sales scope, I could see it being clunky to format every single time. I have used other tools in the past like SFDC CPQ. Octiv seems, to me, to be the same thing. Web based proposal tool that offers to track, and e-signing. It seems to work for us.