What users are saying about
31 Ratings
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Score 8.8 out of 100
39 Ratings
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Score 7.5 out of 100

Feature Set Ratings

    Sales Force Automation

    8.3

    Close

    83%

    Qvidian RFP & Proposal Automation

    Feature Set Not Supported
    N/A
    Close ranks higher in 8/8 features

    Customer data management / contact management

    7.2
    72%
    6 Ratings
    N/A
    0 Ratings

    Workflow management

    7.8
    78%
    6 Ratings
    N/A
    0 Ratings

    Territory management

    8.0
    80%
    1 Rating
    N/A
    0 Ratings

    Opportunity management

    7.9
    79%
    5 Ratings
    N/A
    0 Ratings

    Integration with email client (e.g., Outlook or Gmail)

    9.0
    90%
    6 Ratings
    N/A
    0 Ratings

    Contract management

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Interaction tracking

    6.6
    66%
    6 Ratings
    N/A
    0 Ratings

    Channel / partner relationship management

    9.7
    97%
    3 Ratings
    N/A
    0 Ratings

    Customer Service & Support

    9.2

    Close

    92%

    Qvidian RFP & Proposal Automation

    Feature Set Not Supported
    N/A
    Close ranks higher in 3/3 features

    Case management

    8.0
    80%
    3 Ratings
    N/A
    0 Ratings

    Call center management

    9.7
    97%
    3 Ratings
    N/A
    0 Ratings

    Help desk management

    10.0
    100%
    2 Ratings
    N/A
    0 Ratings

    Marketing Automation

    8.6

    Close

    86%

    Qvidian RFP & Proposal Automation

    Feature Set Not Supported
    N/A
    Close ranks higher in 2/2 features

    Lead management

    7.2
    72%
    4 Ratings
    N/A
    0 Ratings

    Email marketing

    10.0
    100%
    3 Ratings
    N/A
    0 Ratings

    CRM Project Management

    7.0

    Close

    70%

    Qvidian RFP & Proposal Automation

    Feature Set Not Supported
    N/A
    Close ranks higher in 3/3 features

    Task management

    5.1
    51%
    3 Ratings
    N/A
    0 Ratings

    Billing and invoicing management

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Reporting

    5.8
    58%
    3 Ratings
    N/A
    0 Ratings

    CRM Reporting & Analytics

    9.3

    Close

    93%

    Qvidian RFP & Proposal Automation

    Feature Set Not Supported
    N/A
    Close ranks higher in 3/3 features

    Forecasting

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Pipeline visualization

    8.0
    80%
    4 Ratings
    N/A
    0 Ratings

    Customizable reports

    10.0
    100%
    2 Ratings
    N/A
    0 Ratings

    Customization

    7.6

    Close

    76%

    Qvidian RFP & Proposal Automation

    Feature Set Not Supported
    N/A
    Close ranks higher in 4/4 features

    Custom fields

    7.3
    73%
    6 Ratings
    N/A
    0 Ratings

    Custom objects

    10.0
    100%
    2 Ratings
    N/A
    0 Ratings

    Scripting environment

    8.0
    80%
    3 Ratings
    N/A
    0 Ratings

    API for custom integration

    5.2
    52%
    5 Ratings
    N/A
    0 Ratings

    Security

    7.9

    Close

    79%

    Qvidian RFP & Proposal Automation

    Feature Set Not Supported
    N/A
    Close ranks higher in 2/2 features

    Single sign-on capability

    8.0
    80%
    3 Ratings
    N/A
    0 Ratings

    Role-based user permissions

    7.7
    77%
    4 Ratings
    N/A
    0 Ratings

    Social CRM

    10.0

    Close

    100%

    Qvidian RFP & Proposal Automation

    Feature Set Not Supported
    N/A
    Close ranks higher in 2/2 features

    Social data

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Social engagement

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Integrations with 3rd-party Software

    7.0

    Close

    70%

    Qvidian RFP & Proposal Automation

    Feature Set Not Supported
    N/A
    Close ranks higher in 1/1 features

    Marketing automation

    7.0
    70%
    2 Ratings
    N/A
    0 Ratings

    Platform

    10.0

    Close

    100%

    Qvidian RFP & Proposal Automation

    Feature Set Not Supported
    N/A
    Close ranks higher in 1/1 features

    Mobile access

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Proposal Creation & Organization

    Close

    Feature Set Not Supported
    N/A
    7.6

    Qvidian RFP & Proposal Automation

    76%
    Qvidian RFP & Proposal Automation ranks higher in 5/5 features

    Proposal branding

    N/A
    0 Ratings
    7.5
    75%
    3 Ratings

    Proposal templates

    N/A
    0 Ratings
    8.0
    80%
    3 Ratings

    Proposal content library updates

    N/A
    0 Ratings
    8.0
    80%
    3 Ratings

    Guided proposal creation

    N/A
    0 Ratings
    7.5
    75%
    3 Ratings

    Searchable proposal database

    N/A
    0 Ratings
    7.0
    70%
    3 Ratings

    Proposal Collaboration & Workflow

    Close

    Feature Set Not Supported
    N/A
    7.7

    Qvidian RFP & Proposal Automation

    77%
    Qvidian RFP & Proposal Automation ranks higher in 5/5 features

    RFP management & response

    N/A
    0 Ratings
    7.5
    75%
    3 Ratings

    Proposal collaboration & approval

    N/A
    0 Ratings
    8.0
    80%
    3 Ratings

    User permissions/proposal editing controls

    N/A
    0 Ratings
    7.0
    70%
    3 Ratings

    Sales proposal workflow

    N/A
    0 Ratings
    8.4
    84%
    3 Ratings

    Proposal automation user interface

    N/A
    0 Ratings
    7.4
    74%
    3 Ratings

    Attribute Ratings

    • Close is rated higher in 1 area: Likelihood to Recommend
    • Qvidian RFP & Proposal Automation is rated higher in 2 areas: Usability, Support Rating

    Likelihood to Recommend

    8.8

    Close

    88%
    6 Ratings
    7.5

    Qvidian RFP & Proposal Automation

    75%
    34 Ratings

    Likelihood to Renew

    Close

    N/A
    0 Ratings
    8.0

    Qvidian RFP & Proposal Automation

    80%
    32 Ratings

    Usability

    7.0

    Close

    70%
    1 Rating
    9.0

    Qvidian RFP & Proposal Automation

    90%
    8 Ratings

    Availability

    Close

    N/A
    0 Ratings
    10.0

    Qvidian RFP & Proposal Automation

    100%
    2 Ratings

    Support Rating

    7.0

    Close

    70%
    1 Rating
    10.0

    Qvidian RFP & Proposal Automation

    100%
    12 Ratings

    In-Person Training

    Close

    N/A
    0 Ratings
    6.0

    Qvidian RFP & Proposal Automation

    60%
    1 Rating

    Online Training

    Close

    N/A
    0 Ratings
    9.0

    Qvidian RFP & Proposal Automation

    90%
    2 Ratings

    Implementation Rating

    Close

    N/A
    0 Ratings
    10.0

    Qvidian RFP & Proposal Automation

    100%
    8 Ratings

    Likelihood to Recommend

    Close

    Close.io is well suited for a sales organization who wants to track leads, make sure none slip through the cracks, move them into opportunities as discussions progress, and close new business. The simplicity of the platform is part of why it's powerful - it's full feature set can be easily understood and leveraged by even those without much training on the system. I'm not sure where Close.io would be less appropriate...
    Erik Zahnlecker | TrustRadius Reviewer

    Qvidian RFP & Proposal Automation

    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.
    Gerald Thompson | TrustRadius Reviewer

    Pros

    Close

    • You can search for prospects by your activity & notes.
    • It helps automate the follow up process.
    • It ties cold emailing into a powerful CRM all in one portal.
    Joe Gatto | TrustRadius Reviewer

    Qvidian RFP & Proposal Automation

    • Using Qvidian as an RFP tool has made a difference in our RFP process, turn-around time, and content development. It's helped us streamline our RFP process so that we are able to produce the majority of the document before the kick-off meeting, which means we have more time to customize and refine the document before it goes to print.
    • Additionally, it took several hours before to gather all of the basic data we needed for an RFP, but now we can have the majority of the response ready in under 15 minutes in most cases. We are also able to start projects from our phones (iPhone thru Safari) or on an iPad. This has been extremely helpful while traveling.
    • Finally, our content is centrally located on a searchable database. Previously we had used several free tools to aid in content storage that would allow us access easily via search. It never seemed to do what we wanted, and when we did find something, we weren't sure if it was the most current or usable. The library functions in Qvidian have been a huge help, and has changes the way we collect data, and retrieve it.
    Lauren Whiteaker | TrustRadius Reviewer

    Cons

    Close

    • Minor bugs? - Sometime when I'm replying to an account it attempts to send the email as a different user. Thankfully I've only missed it when sending internal emails!
    Ryan McCarty | TrustRadius Reviewer

    Qvidian RFP & Proposal Automation

    • One area where Qvidian occasionally struggles is feature regression. For instance, the editing option that puts multiple records into one document had always been present in Qvidian; however, when the multi-edit feature that only allows editing one record at a time was released in version 9.1, the original editing functionality was removed. This caused me a lot of frustration, as it severely slowed down my work flow since I could now only see and edit one record at a time. It wasn't until a year later when version 10 was released that the old editing functionality was added back. However, one bright spot of version 9.1 was an added feature that allowed organizing records by simply dragging and dropping them into different categories. This was much easier than having to right click on a record, select Move, then right click on a folder and select paste. However, with version 10, this feature was removed and I'm now back to having to right click on records instead of dragging and dropping. It seems that with each release, I never know if something I like will be taken away or if something I don't like will be added -- sometimes it's both.
    • A recent change that was added in version 10.1 that I personally view as a negative is that Qvidian now handles all requests server side instead of on the user's computer. This means that if a user wants to export or edit a large number of records, they have to wait for Qvidian's server to generate a report of those records. Depending on the number of records, this can be very quick (a few seconds) or very long (I've waited up to 20 minutes before) depending on how taxed Qvidian's servers currently are. I understand the reasoning behind the move, in that it takes the load off of a user's computer so that other applications they currently have open aren't affected by added memory usage, but in practice I find that it only slows down my workflow. Any somewhat modern PC shouldn't have any trouble handling a large report request from Qvidian.
    • Although Qvidian is certified for use in several different browsers (Internet Explorer, Firefox, and Chrome for Windows), it doesn't offer the same functionality in each one. For instance, in Explorer, when a record is selected for editing or export, it will automatically open in Word. In Firefox, a pop-up dialog appears and a user has to click Open in order for the record to appear in Word. And in Chrome, the file is added to the download bar and a user must click on the file there for it to open, unless they add an exception to .docx file types to automatically open in Word (which I had to do, since I prefer using Chrome). Other simple features such as right clicking on a folder or record to bring up Qvidian's context menu are hit or miss depending on the browser. In Explorer, everything is generally smooth, though the browser itself is slower than the other choice. In Firefox, right clicking generally works but sometimes has some hiccups, and in Chrome, more often than not right clicking brings up Chrome's context menu instead of Qvidian's, which often leads to having to first select a folder and then click the dedicated Actions button in Qvidian to perform the desired action. No matter which browser you use, there will be some sort of functionality that doesn't quite work as expected.
    Brian Kravitz | TrustRadius Reviewer

    Pricing Details

    Close

    General

    Free Trial
    Yes
    Free/Freemium Version
    Premium Consulting/Integration Services
    Yes
    Entry-level set up fee?
    Optional

    Starting Price

    $29 per user, monthly

    Close Editions & Modules

    Edition
    Starter$291
    Basic$691
    Professional$991
    Business$1491
    1. per user, monthly
    Additional Pricing Details
    15% discount on annual pricing in addition to the month-to-month prices listed here.

    Qvidian RFP & Proposal Automation

    General

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services
    Yes
    Entry-level set up fee?
    Optional

    Starting Price

    Qvidian RFP & Proposal Automation Editions & Modules

    Additional Pricing Details
    Please contact Qvidian for pricing details.

    Likelihood to Renew

    Close

    No score
    No answers yet
    No answers on this topic

    Qvidian RFP & Proposal Automation

    Qvidian RFP & Proposal Automation 8.0
    Based on 32 answers
    The tool provides us with the functionality we need to perform more efficiently and we have not identified another product that offers enough "nice to haves" in addition to the "must haves" to warrant a compelling reason for changing tools.
    Michelle Palasek, CF APMP | TrustRadius Reviewer

    Usability

    Close

    Close 7.0
    Based on 1 answer
    Close is a simpler platform to use when it comes to initiating email campaigns and managing leads. It has great visibility on opportunities and can be shared with specified users or can also be kept confidential. Close is not for someone who is very new to tools of its kind.
    Anonymous | TrustRadius Reviewer

    Qvidian RFP & Proposal Automation

    Qvidian RFP & Proposal Automation 9.0
    Based on 8 answers
    The shift they made in architecting documents from content to outline, is now reversed allowing outline creation first, then content which is more natural. But, due to the fact that we went through a migration of content to get to the new version, it feels less optimized than if we would have re-implemented.

    End users having to configure settings more often than desired
    Anonymous | TrustRadius Reviewer

    Reliability and Availability

    Close

    No score
    No answers yet
    No answers on this topic

    Qvidian RFP & Proposal Automation

    Qvidian RFP & Proposal Automation 10.0
    Based on 2 answers
    Qvidian system maintenance is performed on weekends, usually at odd hours, and advanced notice is given so that teams can plan accordingly.
    Gerald Thompson | TrustRadius Reviewer

    Performance

    Close

    No answers on this topic

    Qvidian RFP & Proposal Automation

    Remote or VPN employees seem to have somewhat slower access time. Server maintenance has improved performance.

    Finding occasional recurring prompts to update settings in Microsoft (Explorer, Word, Excel, Powerpoint)
    Anonymous | TrustRadius Reviewer

    Support Rating

    Close

    Close 7.0
    Based on 1 answer
    I haven't really had the need to use their support, but the only time I had an issue with the platform, the Close team was very attentive and responded in a short span of time. Also they take minimal time to solve issues. The only con here is there is no way to reach out to them apart from email.
    Anonymous | TrustRadius Reviewer

    Qvidian RFP & Proposal Automation

    Qvidian RFP & Proposal Automation 10.0
    Based on 12 answers
    They are very much in support of great customer service. They respond quickly with emails and in some cases phone calls to resolve any issues and often times user questions in the past when I could not figure something out.
    Nancy Bergantzel CF APMP | TrustRadius Reviewer

    In-Person Training

    Close

    No score
    No answers yet
    No answers on this topic

    Qvidian RFP & Proposal Automation

    Qvidian RFP & Proposal Automation 6.0
    Based on 1 answer
    Live instructor training is expensive, though we have had instructors come to our offices for a ‘refresher’ before. The refresher was more of a “let us fix that for you” than a training on how to do it ourselves.
    Anonymous | TrustRadius Reviewer

    Online Training

    Close

    No score
    No answers yet
    No answers on this topic

    Qvidian RFP & Proposal Automation

    Qvidian RFP & Proposal Automation 9.0
    Based on 2 answers
    Online training is limited in my opinion.
    Anonymous | TrustRadius Reviewer

    Implementation Rating

    Close

    No score
    No answers yet
    No answers on this topic

    Qvidian RFP & Proposal Automation

    Qvidian RFP & Proposal Automation 10.0
    Based on 8 answers
    IT works great. UPgrades are handled automatically. I was not involved in setup but I know they are there when we need them
    Nancy Bergantzel CF APMP | TrustRadius Reviewer

    Alternatives Considered

    Close

    Pipedrive was great for us for a long time. We used it for over 4 years. Our product and process was simple. When things got more complex, we needed something that could handle our growing needs and Pipedrive kept falling short. We built our own custom solution in Airtable and though it worked, we spend a lot of time managing it. Close was able to solve all our issues and save us hours per week in admin work.
    Jason Vance | TrustRadius Reviewer

    Qvidian RFP & Proposal Automation

    We have been using Qvidian for years, when Compass was introduced in our company. Having spent over a year using Compass, I would not recommend it for writing proposals. In all fairness, that is not Compass' strength.Compass is ok for general document sharing for informational purposes. It does have a Presentation Builder function for creating PowerPoint presentations, but it is cumbersome and not very flexible. Specifically, the linkage is awkward and files may have to be re-linked when they are updated. In addition, the architecture only allows you to create a couple of levels of content. The search function is very limited. Compass is a newer project and has not fully matured.
    Susan Madden | TrustRadius Reviewer

    Return on Investment

    Close

    • Has allowed us to have full visibility into our pipeline
    • Has allowed us to automate lead entry and follow up, saving us tons of time and helping us to make sure we're not letting people slip through the cracks. This is done through the Zapier integration and new email sequences feature
    Erik Zahnlecker | TrustRadius Reviewer

    Qvidian RFP & Proposal Automation

    • The positive impact has been to know we have a system that can house legally-approved responses to questionnaires. The good about this is that if we have a simple RFI that does not require a lot of response customization, we can draw upon previously-approved responses and create output MUCH quicker, without the need of laborious and time-consuming legal reviews of RFIs or DDQs we produce for prospective clients. Quicker, easier output with less internal review = efficient RFI process and quicker turnaround time to respond to our client/prospective client base.
    • The negative impact has only been the time it takes to orient oneself with the program, and REMAIN oriented. As we do not do RFIs on a daily basis, it is easy for us to become rusty, or to take short-cuts because we do not have time to re-train on the program. Those shortcuts and workarounds tend to cause us not to use the program to its full potential and lead to counter-productivity in some cases.
    Megan J. | TrustRadius Reviewer

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