Generate custom, error free documents faster than ever with PandaDoc.
Octiv (former Tinderbox, now Conga Collaborate) is a tech company from Indianapolis, recently acquired by Conga. When you make the switch from Octiv to PandaDoc, you will receive the up-and-running sales automation tool implemented in a few days. Our sales platform helps sales teams to be productive when working on documents with smart document creation, built-in electronic signatures, automated follow-ups, etc.
|Document and PDF upload|
|Sales automation workflows|
|Configure, price, quote (CPQ) functionality|
|Import of Word and Google Docs|
Help sales teams spend more time selling by automating your document workflows. Sales reps can create error-free proposals, quotes, and contracts in minutes from pre-approved templates or by uploading or importing an existing document. Just drag and drop a signature block and send your doc for signature. You can also set up a signing order for recipients for even more control over your sales cycle.
You shouldn’t have to disrupt your business for weeks or months when introducing a new tool. Most PandaDoc customers are up-and-running in days and can often create and send sales proposals the day they subscribe. Even large-scale sales teams can start in a matter of days with the support and help of our Customer Success team.
In addition to document generation capabilities, PandaDoc includes ESIGN and UETA compliant, legally-binding electronic signatures with every subscription. When you switch from Octiv (now Conga Collaborate), you can consolidate your document lifecycle to a single, more affordable platform, saving your company time and money.
Our native integrations library is one of the largest in the industry, allowing you to add a full-featured digital document solution to almost any app. No need to switch between the tools when you can create sales proposals right from your CRM (including Salesforce, Microsoft Dynamics, Pipedrive, HubSpot, and more). Once your docs are completed, store them in PandaDoc, your cloud storage (DropBox, Box, Google Drive) app or even in your CRM.
Marketing will love the look and feel of your proposals thanks to features like custom themes, CSS, and the ability to add rich media elements. Sales can easily make any quote, proposal, or contract with pre-approved, on-brand templates. PandaDoc is the perfect combination of design and sales automation.
Using DocuSign to get your Octiv documents eSigned? If so, break free from unnecessary limits and extra costs. Every PandaDoc subscription includes electronic signatures at no extra cost in addition to the full-features our sales automation software offers. This makes PandaDoc electronic signature software a great alternative to the Octiv platform (now Conga Collaborate enterprise software).
Our advanced analytics give managers and end users the insights they need to keep sales cycles moving and improve close rates. Know where every document in your pipeline is at all times, and stay on top of deals by diving deep into when and how prospects and customers are interacting with the documents you’re sending.
Take your pretty web-based document pages a step further with our CPQ features. Automatically pull pricing data from a custom product catalog and give your clients the freedom of choice with optional line items, discounts, and editable quantities. Up your sales automation game by consolidating your CRM and other sales tools when you choose PandaDoc quoting software. We’re the best alternative over Octiv when it comes to merging crucial customer data from your CRM opportunity records right into your sales docs.
Thanks to our Stripe integration, you can accept credit card payments on any document once it’s completed. No need for a separate tool when you can collect payments from customers faster than ever with PandaDoc. The best part? PandaDoc Payments are included with every subscription plan, no additional fees necessary.
Enable sales with an organized content library of ready-to-use marketing collateral built right into our proposal software. Add, tag, and share the most frequently used materials like legal disclaimers, customer success stories, references, logos, and other images, and even pricing. To eliminate errors and confusion, you can lock content blocks from editing.
Proposals help bring deals to the finish line. When you combine PandaDoc with your CRM, you’ll gain better visibility into when your deal is more likely to close. You can do this by monitoring the document stage right within your CRM. You can also sync important details back to your CRM once the proposal, quote, or contract is completed. Automate even more updates with our Zapier integration.
PandaDoc contract management software is a better alternative for bigger teams that need help with organizing documents and templates in a dedicated team workspaces. You can also create custom roles and permissions for even better organization. Business leaders and account admins have full visibility into individual and team performance on the documents they send (close rate, time-to-close, revenue) in the reporting module.