Octiv
vsQuoteroller
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Document generation
- Electronic signature
- Asset management search
- Mobile responsive docs and app
- Role based permissions
- Tasks and messaging
- Localization of language and currency
- Reporting
- Customer report designer
- Conditional alerts on recipient activity
Pricing Info
Pricing Info
Octiv’s SMB and enterprise pricing information is available only upon request. Contact the company for more details, and ask for your quote.
Integrations
Integrations
Octiv integrates with the following business systems and applications:
- Netsuite
- Salesforce
- Docusign
- Adobe Sign
- MS Dynamics CRM
- Webhooks
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Angie’s List, Relevant, ZirMed
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Octiv is a provider of a sales productivity platform that drives for efficient process work that empowers teams and businesses. It offers a wide range of CLM functionalities ranging from document generation and localization to e-signature support and real-time reporting.
Company Email
Contact No.
Company's Address
54 Monument Circle, Suite 200
Indianapolis, IN 46204
USA
Octiv Comparisons
Popular Octiv Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Easy to use
- Native iOS app
- Content Library
- Custom templates
- Interactive content blocks
- Form fields
- E-Signatures
- CRM data merge
- Consistent branding
- Auto calculation of taxes, discounts, totals etc.
- A la carte pricing
- Margin and cost calculations
- Analytics
- Real-time negotiation
- Version tracking
- Automatic approval flow
- Multi-team, multi-product support
- Locked down content and branding
- Document batching
- Activity tracking
- Reusability
Pricing Info
Quoteroller offers three SMB and enterprise pricing options for users to consider. Give the details a look, and select a plan that would be suitable for your business:
Professional (individuals): $19/user/month (billed annually), $29 on a monthly basis
- Five templates
- Unlimited docs & eSignatures
- Document analytics
- Document builder and editor
- Custom branding
- Pricing tables and product catalog
- Email support
Business (Small businesses): $39/user/month (billed annually), $49 on a monthly basis
Professional features plus:
- Unlimited templates
- Content library
- Manager approval workflow
- Initial template conversion
Enterprise (growing businesses): By quote
Business features plus:
- Integrations with CRMs and other tools
- Document design assistance
- Multiple teams and workspaces
- Access to API, SDK & webhooks
- Document embedding option
- Custom integrations
- Dedicated Account Manager
- Private team training sessions
Integrations
Quoteroller integrates with the following business systems and applications:
- Salesforce
- Nutshell
- Capsule CRM
- Nimble
- Pipedrive
- Insighty
- OnePageCM
- Zoho CRM
- Harvest
- Basecamp
- Box
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
PB Web Development (Australia), Navitas Design (UK), WebSEOlogy (US)
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Comprehensive sales tool for automating documentation, and a web-based solution to help organizations create, organize, send and track proposals with ease. It can boost productivity with its streamlined quoting workflow and even help close deals faster with its e-signature tool.
Company Email
info@quoteroller.com
Contact No.
Company's Address
400 Spear Street, #217
San Francisco, CA 94105
USA
Quoteroller Comparisons
Popular Quoteroller Alternatives
In the event you are still having second thoughts about which product will perform best for your business it might be a sensible idea to examine each service’s social metrics. Such metrics are usually a way to see how popular a given service is and how large is its online presence. For example, in case of Facebook Octiv has 1021 likes on their official profile while Quoteroller profile is liked by 1018 people.
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