Dooly is a sales enablement platform that collects information and insights essential to close business sales. Originally designed to make faster updates in Salesforce, Dooly has evolved into a connected workspace that integrates with several different CRM tools. Features include editing and notetaking while on calls, as well as a dashboard for co-workers to share their meetings, tasks, notes, and sales pipelines. With a strong focus on promoting teamwork, Dooly aims to help sales professionals…
$0
per month
Qvidian RFP & Proposal Automation
Score7 out of 10
Enterprise companies (1,001+ employees)
Proposal management and RFP response software
N/A
Pricing
Dooly
Qvidian RFP & Proposal Automation
Editions & Modules
Starter (For individuals and small teams)
$0
Free forever
Growth (For individuals and growing teams that want to ramp faster)
$25
per user
Enterprise (For large teams wanting to maximize company performance)
Good: Anyone who has to update SFDC daily, should be using Dooly. It's the only place you should be looking at to house your comments, and notes, move around accounts and update your pipeline. It's just so so so much easier Bad: If you need to move complex deals. The tool is meant to be really simple, and so I have a feeling if you have a super complex version of SFDC, it's gonna be hard to pull off.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
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.
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
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Scratchpad has a limit on the number of syncs but when you go to the paid version, it is cheaper. Dooly is also a much higher funded company and has a larger pool of customers. The premium version does offer more features in terms of collaboration than Scratchpad. Scratchpad benefits by having a native UI within your existing browser
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
Incredible time savings! I easily save at least an hour a week by using Dooly.
We have more information on accounts and opportunities as we transition accounts to new teammates, so this saves time and ultimately helps us make more money.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
