--- title: "Octopus Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Octopus Software - reviews, pricing plans, popular comparisons to other Project Management products and more." source_url: "https://www.capterra.com/p/186074/Octopus/" page_type: "product" language: "en" --- # Octopus Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Octopus ## What is Octopus? Octopus allows you to document all the items in your Salesforce instance. Get information about apex classes, pages, workflows, triggers, objects and much more in a single place. You can also download it as a PDF/Word/Excel file for future reference. ## What is Octopus used for? [Document Generation](https://www.capterra.com/document-generation-software/)[Project Management](https://www.capterra.com/project-management-software/) Top alternative Featured Overall rating Based on 49 user reviews Reviews sentiment Positive 94% Neutral 4% Negative 2% ### Starting price Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Octopus?[Manage this product listing](https://www.g2.com/products/astrea-it-services-octopus/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Octopus 4.4 (49) VS. [4.6 (6,117)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting Price Contact vendor Starting Price $9 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.5 (49) Ease Of Use 4.5 (2,814) Value For Money 4.6 (34) Value For Money 4.3 (2,181) Customer Service 4.0 (21) Customer Service 4.4 (1,950) ## Octopus alternatives [4.7 (689)](https://www.capterra.com/p/162588/HoneyBook/reviews/) Starting price $36.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.5 (1,260)](https://www.capterra.com/p/131735/PandaDoc/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [4.7 (565)](https://www.capterra.com/p/144020/Aha/reviews/) Starting price $59.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars Highest Rated [Microsoft Word](https://www.capterra.com/p/227146/Microsoft-Word/) [4.7 (2,905)](https://www.capterra.com/p/227146/Microsoft-Word/reviews/) Starting price $9.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/227146/Microsoft-Word/) [View all alternatives](https://www.capterra.com/p/186074/Octopus/alternatives/) ## FAQs about Octopus Overview ### Which roles and teams benefit most from Octopus? Octopus is most used by Salesforce administrators, CRM managers, consultants, and IT or operations leaders who need clearer system documentation and change visibility. Admin teams rely on it to map Salesforce objects and dependencies, while consultants and managers use it to streamline audits, onboarding, governance, and cross-team planning. Answer based on 49 reviews Overview ### What company size and specific industries is Octopus built for? Octopus is designed for Salesforce CRM users and administrators across small businesses, mid-market companies, and larger enterprises. It is suited for organizations in any industry that rely on Salesforce for customer relationship management and need tools tailored to users and admins. Features and Usability ### What are the key features of Octopus? Octopus offers batch processing, workflow automation, and collaboration tools for managing repeatable work. It also includes templates for standardizing outputs, performance metrics for tracking results, and multiple output formats for exporting content in different file types. Getting Started and Support ### What training and onboarding options does Octopus offer? Octopus provides live online training and documentation to help teams get started. Live online sessions support guided setup and direct instruction, while documentation offers written reference material for self-paced review of features and steps. Answer based on 1 reviews Getting Started and Support ### What customer support options does Octopus offer? Octopus provides chat support. User feedback on support is limited, but comments mention helpdesk access when needed and mixed experiences with issue handling, including prompt assistance for some tasks and frustration when account or billing requests require extra payment or are not resolved as expected. Answer based on 3 reviews User interface ### Is Octopus easy to use and navigate? Octopus gives Salesforce admins quick access to metadata and documentation, but the interface feels dated for many users. Small teams and platform app builders like the one-click reports and searchable details, while some users find navigation clunky, output harder to read, and the overall design less aligned with Salesforce Lightning. Answer based on 10 reviews ## Features AI summary Based on 3,868 Project Management reviews Capterra reviewers point to the following as the features buyers care about most when comparing document generation software: - **Document Management** (**50%** of reviewers rated this feature as critical) - **Text Editing** (**54%**) - **Document Storage** (**46%**) Octopus focuses on its own document generation capabilities for creating and preparing files within the platform. Its feature set is geared toward handling document-related workflows in a structured way, helping businesses produce materials more consistently and maintain organized processes across teams. This can support day-to-day document work, giving teams a more efficient way to create and manage output. Batch Processing 2.7 (3) 33.33% of 3 reviewers that rated this feature as important or highly important Software's ability to perform similar action on multiple similar files simultaneously Templates 2.3 (3) 33.33% of 3 reviewers that rated this feature as important or highly important Sample files or documents that could be customized as needed or used as is Workflow Automation 4.3 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Streamlining repetitive tasks and activities through automated and predefined workflows Collaboration Tools 2.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Provides a channel for team members to share AI models, media files, communicate, and work together Multiple Output Formats 2.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Create content in various formats, such as print, PDF, HTML and more Octopus 5 features ### All Features - Batch Processing: Software's ability to perform similar action on multiple similar files simultaneously - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Multiple Output Formats: Create content in various formats, such as print, PDF, HTML and more - Templates: Sample files or documents that could be customized as needed or used as is - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows --- Get Advice We can help you find the software with the features you need. Features 4.2 (49) 4.2 Based on 49 reviews ## Pricing Value for money 4.6 (34) ### Starting price Free trial available Value for money 4.6 (34) 4.6 Based on 34 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.0 (21) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.0 (21) 4.0 Based on 21 reviews ## User reviews Overall rating 4.4 Based on 49 reviews Filter by rating 5(26) 4(20) 3(2) 2(0) 1(1) Mentioned topic Sorted by most recent GS Gust S. Accountant Accounting ### "Octopus, een absolute aanrader voor elk accountantskantoor" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 13, 2026 Ik werk met Octopus sinds 2020 en ben het met de jaren alleen maar meer en meer gaan appreciëren. Octopus evolueert mee met alle moderne technologieën en is zeer gebruiksvriendelijk, overzichtelijk, e.a. Ik durf Octopus met een gerust hart aan elke collega aanbevelen. Pros Een boekhoudpakket moet in de eerste plaats zijn : eenvoudig in gebruik, snel, en makkelijk aan te leren. Voor mij is Octopus het beste boekhoudprogramma op de markt (document koppeling, Peppol, de facturatie tool zijn allen top gebruiksvriendelijk) ! En een helpdesk die bereikbaar is zonder twee weken te moeten wachten. Cons De eerste indruk zou kunnen zijn dat het programma wat oubollig oogt, maar dat is eerlijk gezegd een fout beeld. Want de presentatie van de gevraagd gegevens zijn helder en duidelijk... bij elk pakket dat je kiest, is het anders en altijd wennen. Bij Octopus was ik heel snel aangepast. Switched from [Taxprep](https://www.capterra.com/p/185193/Taxprep/) Werd opgedoekt en verplichte migratie naar adsolute / te duur en te ingewikkeld Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. VB Valentine B. Administratrice et directrice de publication Publishing ### "Pratiques frauduleuses et mensonges !" 1.0 Overall Rating 1.0 1.0 Ease of Use 3.0 3.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 April 15, 2025 On m'a vendu un service qui n'existe pas. Car ce n'est pas possible d'utiliser seulement le module de facturation. Et on m'a demandé de payer tout en ne me prévenant pas que je ne pourrais pas utiliser le service. Quand j'ai demandé la suspension de mon abonnement ou un remboursement, ça m'a été refusé. Pros J'ai utilisé le logiciel Octopus pour son module de facturation. On m'avait dit que je pouvais l'utiliser sans l'option module de comptabilité, et bien que mon comptable utilise un autre logiciel. Cons À la fin de l'année, je ne peux pas cloturer l'exercice et éditer les factures de la nouvelle année. Au bout de la première année, j'ai demandé comment faire et le sav a cloturé pour moi. Mais en janvier de la 3e année, j'ai reçu une facture me pressant de payer pour l'année entière ce que j'ai fait, en demandant qu'on me cloture à nouveau l'exercice. Or on m'a dit que c'était pas possible que seul un comptable utilisant octopus pouvait le faire ou que je devais payer 252euros en plus de l'abonnement annuel déjà réglé. Ce qui est une grosse pour notre toute petite asbl. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Joe D. IT Manager Legal Services ### "not as exptected" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 2.0 2.0 Customer Service 3.0 3.0 Likelihood to Recommend 3/10 April 26, 2022 not very satisfied from this tool. Pros the KPIs and the statistics of the team, surveys and performance of each team/member Cons missing alot of facilities that facilitate the job of the team members comparing to other tools Alternatives considered [Jira](https://www.capterra.com/p/19319/JIRA/) [ServiceNow](https://www.capterra.com/p/254088/ServiceNow/) Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. DA Dawn A. Consultant Computer Software ### "Great software" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 September 27, 2019 I use Octopus to analyze customer systems, it gives a great overall picture of how the system is being used. Pros Ease of use, easy download and install. It organizes data in a readable usable way with simple output. Cons Output to other programs did not format data correctly. Had to use a screen capture to get some of the data in a different format. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AN Anonymous User Associate Director Financial Services ### "Great free tool " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 August 12, 2019 Pros For a free product, it is a great way to easily access metadata and settings in salesforce Cons format is not visually appealing, and there is no ability to pull flows Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. MD Mahesh D. Sr. Tech Architect Computer Software ### "Octopus for Salesforce" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 May 17, 2019 Pros Easy to document whole salesforce instance information Cons If it support additional components then it will be helpful. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. RM Razae M. CRM Manager Electrical/Electronic Manufacturing ### "Custom field ease of use " 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 May 17, 2019 Pros Easy to install and the descriptions and data type of fields on custom objects is very helpful Cons Field description does not capture only the help text . The field description is what is used to explain to developers and it not end-user focused Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AN Anonymous User Director of Operations Computer Software ### "Straightforward with no frills." 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 0.0 0.0 Likelihood to Recommend 6/10 May 17, 2019 Pros It allows us to easily document our current system, choose the exact items we want to include and export to a workable format while allowing us to still make comments on what we are taking. The software is simple and easy to use with no frills, but it gets the job done and saves us time in the long run when working with clients. Cons The software is a little basic, and the design is a little lacking for those that want something with a more sophisticated look. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JO Jacquelyn O. Sales Operations Manager Chemicals ### "Great Tool When You Inherit an Org" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 May 17, 2019 I joined a new company and took responsibility for a 3-year old instance with zero documentation. Octopus made the scavenger hunt much easier and I reference this document often. Pros Super easy to implement from the AppExchange Analyzes your org in minutes Options to view online or download as PDF, word or Excel Hyperlinks to pages and processes Cons would have loved additional field data: i.e. where it it used (what page layouts or record types) and how often is it used (Number of records and % completion) Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AN Anonymous User Sr. Consultant Pharmaceuticals ### "Documentation" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 May 17, 2019 Quick solution to document picklist values for customer Pros Quickly create configuration documentation Cons Data extract options are limited, report ‘look’ is not modifiable Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/186074/Octopus/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Popular comparisons [Microsoft Word vs Octopus](https://www.capterra.com/compare/186074-227146/Octopus-vs-Microsoft-Word)