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Qvidian RFP & Proposal Automation

Qvidian RFP & Proposal Automation

Overview

What is Qvidian RFP & Proposal Automation?

Proposal management and RFP response software

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Recent Reviews

TrustRadius Insights

Qvidian is a powerful tool used by multiple departments within organizations for centralized content management and proposal automation. …
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TrustRadius Insights
TrustRadius Insights

I propose Qvidian

9 out of 10
March 13, 2015
Qvidian Proposal Automation is used by the Proposals Department, so that we can answer complex RFP's and Sole Source requests. The …
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Makes my job easier!

9 out of 10
February 25, 2015
Qvidian is a key tool used in our Business Development process to respond to customer RFQs (Request for Quotes). We use Qvidian to create …
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Pricing

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Qvidian RFP & Proposal Automation

Qvidian RFP & Proposal Automation

N/A
Unavailable

What is Qvidian RFP & Proposal Automation?

Proposal management and RFP response software

Entry-level set up fee?

  • Setup fee optional
For the latest information on pricing, visithttps://uplandsoftware.com/contact

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Details

What is Qvidian RFP & Proposal Automation?

Create stand out proposals and RFP responses quickly, shorten sales cycles, track results, and score more wins.

Qvidian RFP & Proposal Automation Features

Proposal Creation & Organization Features

  • Supported: Proposal branding
  • Supported: Proposal templates
  • Supported: Proposal content library updates
  • Supported: Guided proposal creation
  • Supported: Searchable proposal database

Proposal Collaboration & Workflow Features

  • Supported: RFP management & response
  • Supported: Proposal collaboration & approval
  • Supported: User permissions/proposal editing controls
  • Supported: Sales proposal workflow
  • Supported: Proposal automation user interface

Qvidian RFP & Proposal Automation Screenshots

Screenshot of Accelerate responses to RFPs, DDQs, and other docs with automatic content suggestions from AutoFill.Screenshot of In one click, SMEs can view all pending review jobs from a single dashboard.Screenshot of Access answers to FAQs and step-by-step tutorials in the Help Center.Screenshot of Tailor the home screen to streamline access to the tools and information.Screenshot of Build complete RFP packages that are brand compliantScreenshot of Simplify content reviews and approvals, and build audit trails, with automated workflowsScreenshot of Store all approved proposal content in a central, searchable libraryScreenshot of Identify top projects, workflow bottlenecks, expiring content, and more with custom analytics

Qvidian RFP & Proposal Automation Integrations

Qvidian RFP & Proposal Automation Competitors

Qvidian RFP & Proposal Automation Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
Supported LanguagesEnglish

Frequently Asked Questions

Proposal management and RFP response software

Loopio, Responsive, and Proposal Management and Production System (PMAPS) are common alternatives for Qvidian RFP & Proposal Automation.

Reviewers rate Proposal templates and Proposal content library updates and Proposal collaboration & approval highest, with a score of 8.

The most common users of Qvidian RFP & Proposal Automation are from Enterprises (1,001+ employees).

Qvidian RFP & Proposal Automation Customer Size Distribution

Consumers0%
Small Businesses (1-50 employees)0%
Mid-Size Companies (51-500 employees)30%
Enterprises (more than 500 employees)70%
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Comparisons

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Reviews and Ratings

(40)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Qvidian is a powerful tool used by multiple departments within organizations for centralized content management and proposal automation. It is primarily utilized by the Business Development and Marketing departments to streamline the process of responding to customer RFQs, creating business proposals, and answering customer questionnaires. Qvidian provides a centralized location for all proposal content, ensuring the use of the most relevant information and easy management. With its Proposal Automation feature, users can generate semi-custom proposals in less than thirty minutes, saving valuable time. The software also offers easy and fast searching capabilities to find content and answers for tender questions. Qvidian is also used by the legal/compliance team for content organization, maintaining consistency in responses, and periodic review and updates by the legal team. Overall, Qvidian serves as a comprehensive solution to effectively manage and automate the proposal response process companywide, ensuring consistency, efficiency, and streamlined collaboration across departments.

Range of Features: Many users have stated that Qvidian offers a wide range of features that enhance content management, proposal automation, and RFP management. The availability of various features allows users to effectively manage their content, automate the proposal process, and streamline RFP management.

Efficient Searching Capability: Several reviewers have praised the easy and efficient searching capability in Qvidian. The system uses a Google-like approach for quick access to information. This feature enables users to locate specific content quickly, saving time and improving productivity.

Integration with Microsoft Word: Numerous customers highly regard Qvidian's integration with Microsoft Word. This integration allows for seamless editing of records and corresponding metadata within the familiar Word interface. Users appreciate the convenience of editing multiple records in one document, enhancing efficiency in managing their content.

Confusing User Interface: Users have found the user interface of Qvidian to be confusing, particularly in terms of editing records from the library. The overall layout could also have better flow, and navigating the drop-down menus has been challenging for some reviewers.

Performance Issues: Some users have experienced performance issues with Qvidian, including slow editing processes and occasional search failures. Additionally, Qvidian's servers are not always equipped to handle multiple large proposals simultaneously.

Difficult Content Management: Reviewers have mentioned that getting content into Qvidian is laborious and time-consuming. They have also found it difficult to move content within Qvidian after the drag and drop feature was removed.

Attribute Ratings

Reviews

(1-25 of 34)
Companies can't remove reviews or game the system. Here's why
May 04, 2021

Say goodbye to troublesome RFPs

Verified User
Partner in Sales
Financial Services Company, 10,001+ employees
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Historically our team would work off of Excel sheets and Word documents, but now with Qvidian RFP & Proposal Automation, we are able to breeze through RFPs, saving invaluable time and energy that was historically wasted on data collection and submission.

October 01, 2015

Qvidian Enables Sales Success!

Gerald Thompson | TrustRadius Reviewer
Gerald Thompson
Operations Manager
Blackboard Inc. (E-Learning, 1001-5000 employees)
Score 10 out of 10
Vetted Review
Verified User
Likelihood to Recommend
This software is very well-suited to companies who find themselves expanding their footprint, the number of their Sales representatives, their territories, and/or their products and services and need to maximize their ability to both keep up with those demands whilst streamlining their proposal resources.

Further, this is a very powerful tool with a lot of features and functionality including CRM plug-in and reporting. Thus, it may be less appropriate for a very small organization with only one product and that is also blessed with lengthy cradle-to-grave turnaround windows.

In addition, to better the odds for success an investment in upfront personnel training and either a dedicated periodic window of time and/or dedicated person(s) for content upkeep are prudent.

Finally, working with the vendor is a delight as they make every effort to maintain and deliver a product that both meets your needs and on which you can rely.
April 08, 2015

We love Qvidian at Tyler

Lauren Whiteaker | TrustRadius Reviewer
Lauren Whiteaker
Sales Documentation Specialist
Tyler Technologies (Computer Software, 1001-5000 employees)
Score 9 out of 10
Vetted Review
Verified User
Likelihood to Recommend
I think this took works really well for most RFPs that people will respond to. If the RFPs you receive are not able to be produced with boilerplate answers, and are answered differently each time, it might not be the tool for you. From my experience in RFPs, I can't say I've seen many of those, though.
April 08, 2015

Qvidian - A great Content Management Tool

Jennifer Waterston | TrustRadius Reviewer
Jennifer Waterston
Senior Marketing Associate
Brandywine Global (Investment Management, 201-500 employees)
Score 8 out of 10
Vetted Review
Verified User
Likelihood to Recommend
Qvidian is well suited for organizations that require a content management system. It is not designed to maintain quantitative data, so if you're looking to store spreadsheets or make numerical data easily accessible, Qvidian is not a fit.
March 13, 2015

I propose Qvidian

Peter Whittam | TrustRadius Reviewer
Peter Whittam
Project/ Proposal Manager
MorphoTrak (Public Safety, 201-500 employees)
Score 9 out of 10
Vetted Review
Verified User
Likelihood to Recommend
This tool can be used in any size company. The questions you should ask are:
1. How easy will this system be to implement?
2. What training is offered?
3. How does this tool compare with other proposal automation software?
4. What is the initial cost?
5. What is the yearly maintenance fee?
6. Is my company supportive on using cloud technology?
7. How long will this take to implement?
8. Will I need a full-time person to maintain the tool?
9. Is there a local company who uses this that I can visit?
10. Is there a user’s group?
11. How easy is the software to update and how often is it updated?
12. How do users communicate software update recommendations?
13. How does the support work/help desk work?
February 25, 2015

Makes my job easier!

Susan Madden | TrustRadius Reviewer
Susan Madden
Content Manager & Technical Writer
Flextronics (Electrical/Electronic Manufacturing, 10,001+ employees)
Score 9 out of 10
Vetted Review
Verified User
Likelihood to Recommend
For each product that you are considering, ask for a demo on how to search for and maintain your files. Your initial file load and defining of the document architecture is only the beginning. You also need to easily find these files when you need them, and then update them - that will be the majority of your usage.
December 15, 2014

A great tool to increase productivity and end-product quality!

Amy Stiver, CF.APMP | TrustRadius Reviewer
Amy Stiver, CF.APMP
Client Services Specialist
Bright Horizons (Education Management, 10,001+ employees)
Score 10 out of 10
Vetted Review
Verified User
Likelihood to Recommend
This system is perfect for building multiple word documents (RFPs, RFIs, proactive proposals, RFP Q&A templates, etc.), as well as functioning as a library of responses. Additionally, it's great for building slide decks. The auto-evaluate data feature is a great tool - as the architect, I can enter set values for specific data, so that any piece (Word and/or PowerPoint) that has that merge code populates with the appropriate value. All users have up-to-date information. This creates consistent information to be used across teams and reduces the time the user would otherwise need to find the current data.
December 09, 2014

Qvidian from a simple user perspective.

Verified User
Employee in Marketing
Computer Networking Company, 1001-5000 employees
Score 7 out of 10
Vetted Review
Verified User
Likelihood to Recommend
I think its a great tool, but is very complex so it would depend on what kind of work the colleague did and how big of a group would be using it. We don't use it outside of our own department so I can't speak to that, but if we expand our team to Europe and Asia, we will appreciate the scope of Qvidian even more.
December 09, 2014

All the features you need with just a couple of small snags along the way.

Brian Kravitz | TrustRadius Reviewer
Brian Kravitz
Marketing Database Analyst
Independence Blue Cross (Insurance, 5001-10,000 employees)
Score 7 out of 10
Vetted Review
Verified User
Likelihood to Recommend
Overall, Qvidian is a great piece of software for those who have need for a robust knowledge database application. Its organization and ability to search for records is fantastic, especially if you have a large amount of information that is commonly used. It also has the ability to build finished RFP documents, though my department doesn't utilize this feature, as it doesn't lend itself well to our already established processes. I know that many other users praise that ability, though. When selecting a product such as Qvidian, you should take a look at the type of information that you will be handling, both in quantity and content. If you only have a couple hundred records, or if your records are mostly number-based, then it might not be worth the investment. However, if you're constantly responding to RFPs with several hundred or thousands of answers, and your responses are often lengthy narratives, then Qvidian will definitely be useful. Like any software, there are areas where Qvidian struggles, but the positives definitely outweigh the negatives compared to other software I've used.
December 09, 2014

Qvidian offers best-in-class proposal support

Mark Bushee | TrustRadius Reviewer
Mark Bushee
Senior Manager, Consultant Databases
Pyramis Global Advisors (Financial Services, 1001-5000 employees)
Score 10 out of 10
Vetted Review
Verified User
Likelihood to Recommend
The tool is well suited for situations where qualitative content needs to be centralized and updated regularly. There could even be opportunities for centralizing quantitative content. When researching similar tools, one should inquire about typical database logic and organization, which Qvidian does well. Technical compatibility and support is also an important consideration.
December 05, 2014

Qvidian succeeds at proposal automation.

Michelle Palasek, CF APMP | TrustRadius Reviewer
Michelle Palasek, CF APMP
Manager, Proposal Services
Kforce Inc. (Staffing and Recruiting, 10,001+ employees)
Score 10 out of 10
Vetted Review
Verified User
Likelihood to Recommend
Overall I believe Qvidian offers one of the best proposal automation tools available and offers companies the greatest flexibility to build sales documents for both commercial and government clients. Additionally, its ability to control content access by user and content record simplifies information management.
November 26, 2014

Why you'll never use anything else.

Jane Burgess | TrustRadius Reviewer
Jane Burgess
Associate Proposal Writer
ConnectYourCare (Hospital & Health Care, 51-200 employees)
Score 10 out of 10
Vetted Review
Verified User
Likelihood to Recommend
The tool is well-suited to my specific needs as a proposal writer. I'm able to see the response I need in a short period of time, allowing me to be efficient. I'm also able to customize my settings and differentiate among industries my proposals should cater to. This level of sophistication has made my life easier and more stress-free during busy season.
April 19, 2014

Refining and expanding with a useful tool.

Annie Doyon | TrustRadius Reviewer
Annie Doyon
Sr. Marketing Support Specialist
BDO USA, LLP (Accounting, 1001-5000 employees)
Score 10 out of 10
Vetted Review
Verified User
Likelihood to Recommend
I think just being straightforward, up front and realistic about your goals and expectations is the best approach. This will help both you, your organization and Qvidian guide and reach those goals and will bring the most success for the endeavor. Communication within your organization is also important so that the team is on board during all phases of the implementation.
March 01, 2014

Former Qvidian User

Stephanie Valentine | TrustRadius Reviewer
Stephanie Valentine
Senior Proposal Strategist
Invesco (Investment Management, 5001-10,000 employees)
Score 8 out of 10
Vetted Review
Verified User
Likelihood to Recommend
Functionality and support are my two main areas. I want to be able to speak to someone when I have an issue. To Quvidian's defense, my company didn't see the value in sending someone to NH for the training. I'd used an RFP machine before so they thought that was sufficient. It was a poor decision on the company's part because although it was similar, it was not the same.
February 26, 2014

Qvidian Works Well for Simple Proposals and RFPs

CS
Charlie Sim
Content Manager, Technical Proposal Writer, Business Development Writer
Ticketmaster (Entertainment, 5001-10,000 employees)
Score 7 out of 10
Vetted Review
Verified User
Likelihood to Recommend
For RFPs, it's useful. However, I've found the auto-build feature is not as useful as I thought it was going to be. Content management is extremely laborious thorugh Qvidian - as mentioned, each records needs to be downloaded to be edited. Search functionality is hit or miss; assigning metadata to each recordi is also laborious and requires continual manintenance in itself. Just be sure to have a backup plan when Qvidian goes down or is in maintenance which happens more than you'd like to see from a SaaS, especially if you're on deadline.
February 24, 2014

Qvidian Is Awesome!

Amy Scott, MBA | TrustRadius Reviewer
Amy Scott, MBA
Proposal Manager
GENEX Services, Inc. (Insurance, 1001-5000 employees)
Score 9 out of 10
Vetted Review
Verified User
Likelihood to Recommend
It is well suited for answering question and answer pairs. It does an excellent job of organizing information and allowing for quick deletions and additions. It makes it easy to put together a quick response for simple responses and for more complex responses as well.
February 22, 2014

Good Content Repository

Mary Collins Treacy | TrustRadius Reviewer
Mary Collins Treacy
Sr. RFP Specialist
Yesmail (Marketing and Advertising, 201-500 employees)
Score 8 out of 10
Vetted Review
Verified User
Likelihood to Recommend
I wasn't involved in the selection process, but I think the biggest question is ease of use and intuitiveness. To use it to the full extent of it's features, you really need full buy-in across the organization. I would think that would be the biggest obstacle.
February 22, 2014

Qvidian review within an RFP Desk

Glenda Nunez | TrustRadius Reviewer
Glenda Nunez
RFP Engagement Analyst
NetSuite (Computer Software, 1001-5000 employees)
Score 10 out of 10
Vetted Review
Verified User
Likelihood to Recommend
Companies that have a Proposal department should invest in the Qvidian tool. It houses all of your content and it user friendly in terms of editing content and managing content folders. The Proposal Automation is an excellent tool to use for creating on the fly cover letters, Executive Summaries, and even Powerpoint presentations.
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