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Octant Review

2

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Very good

Revainrating 4.5 out of 5  
Rating 
4.5
Sales, Quote Management

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Description of Octant

Octant’s powerful capture, proposal management and IDIQ task order management off-the-shelf software – combined with business intelligence, capture, proposal and contract automation and governance capabilities – helps unite business and technology, enrich collaboration, and optimize business performance.

Reviews

Global ratings 2
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Type of review

Revainrating 5 out of 5

Octant Software Review For Insurance

I like that you can customize your quote to show what is included in each category of service - it makes for easy quoting/budgeting! It's also nice because we have been able use this system since 2012 so all our data has already transferred over from another program which was annoying at first but now its not as big an issue anymore (but still would be helpful if there were more integration options). There are some things about octants interface i dislike such as how long they take before…

Pros
  • The abilityto change prices easily within quotations saves alot time otherwise spent doing manual entry work..you
Cons
  • Mostly okay, but...

Revainrating 4 out of 5

Great tool which has helped improve proposal creation

The best thing about Octant is its ability to create proposals from the point of view of both our end users as well as our own internal needs. We have been able to build a library of templates that are easy to use for our users and also provide us with what we need internally. There are few things I dislike about Octant. One is that it can be slow at times. Also, some of the functions like creating documents or reports can take a while. This is not a huge issue but it's something to consider…

Pros
  • Ability easily creates all kinds if proposal types (quotes/proposals) in one tool! Makes my team really happy :)
Cons
  • Sometimes feels laggy
  • Need more customization options
  • Not great mobile experience compared other offerings out there.
  • Somewhat expensive versus competition..but still worth having because you're getting so much value overall