Qvidian RFP & Proposal Automation vs. Revv

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Qvidian RFP & Proposal Automation
Score 7.1 out of 10
Enterprise companies (1,001+ employees)
Proposal management and RFP response softwareN/A
Revv
Score 9.0 out of 10
N/A
Revv, an eSignature solution, supports document automation and workflows. Revv enables users to create documents from a template library or upload and send external WORD/PDF…N/A
Pricing
Qvidian RFP & Proposal AutomationRevv
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Qvidian RFP & Proposal AutomationRevv
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesYes
Entry-level Setup FeeOptionalOptional
Additional DetailsPlease contact Qvidian for pricing details.Make your workplace insanely productive with our all-in-one document automation solution! Let's connect! We offer customized plans for your needs and business goals. POWERFUL TEMPLATE COMPOSER: Create your own template, or convert a Word document into a powerful form template to fill, share, and sign SIMPLIFY DATA COLLECTION: Use forms to collect information, images, and other assets from vendors, partners, customers, employees, and more FLEXIBLE FORM FILLS: Automate form fill and document generation, allow recipients to review and fill data, extract filled data for downstream workflows PUBLISH FORMS ONLINE: Share or publish form URLs, gather customer information, registrations, and applications at scale ACTIVITY TRACKING: Get real-time activity on email and chat (Slack, Google) notifications when documents are opened and signed KANBAN DASHBOARD: Set document stages and jobs to be done, track document lifecycle in a Kanban dashboard TAMPER PROOF ESIGNATURE: ESIGN Act & UETA compliant eSignatures with Bank-grade security, protected by Public Key Infrastructure (PKI) MULTIPLE CONSENT OPTIONS: Support for clickwrap, electronic signatures, and video consent, choose the best option for your business process AUTOMATE SENDER-SIDE SIGN: Authorize once and automate sender-side signatures when signing documents in bulk. Revoke consent anytime to prevent misuse CUSTOM BRANDING: Customize the eSign emails with your logo, text, language, and domain to personalize the eSign experience TEXT THE ESIGN LINK: Send the link to sign document over email and text message, add flexibility for your document recipients TWO-FACTOR AUTHENTICATION: Add a verification and assurance layer by sharing a PIN/password over text message, secure your eSign process DATA STUDIO: Easily setup relationship between your Salesforce, HubSpot fields or Spreadsheet columns and form fields, transform data as it moves from one system to another BULK SEND: Send thousands of documents in one go for eSign. Use spreadhseets, Zapier, and our APIs to select, fill, and schedule documents delivery DOCUMENT LIFECYCLE: Define the document lifecycle stages (lanes), configure the lane transitions, and select pre-defined tasks completed in each lane DOCUMENT EXPORT: Setup automatic document export to Salesforce, Hubspot and other CRMs, or storage such as Box once the document is signed. Store along the evidence summary, attachments, and metadata SCHEDULE REMINDERS: Configure reminders for document actions such as eSign & approval. Send reminder notifications over email, SMS, or chat ROBUST APIs: Use our rich and robust APIs to trigger document creation from your system of records. Collect signed documents, document status, and metadata back JOBS TO BE DONE: Define tasks and actions (such as email notifications) for each stage of a document. Define separate stages and tasks for each template as needed DOCUMENT APPROVALS: Configure serial or parallel approvals, define approval groups. Set up alerts via email, SMS, or chat, and track using the Kanban Dashboard AUTOMATED APPROVALS: Configure approvals for specific field values and selections. Pre-define approval guidelines to reduce unnecessary document flow SOC2 COMPLIANCE: Our app and infrastructure is SOC2 certified. We follow the highest standards for industry practices to keep our customer data safe and secure SINGLE SIGN-ON (SSO): OAuth and SAML2.0 support for one login access between your business apps and Revv. Use Revv seamlessly within your enterprise environment CERTIFIED ELECTRONIC SIGNATURES: Electronic signatures are certified using the Public Key Infrastructure (PKI) for tamper-proof documents to comply with eSignature laws worldwide BEST AND TOP-RATED SUPPORT: Round the clock support over email, chat, phone, and Zoom. We are consistently rated high on G2 and Capterra for our support DEDICATED ACCOUNT MANAGER: Go-live superfast with our dedicated onboarding and implementation team. Get a designated account manager for all your queries and reports PERFORMANCE REPORTS: Custom reports designed for your business to measure impact and team performance
More Pricing Information
Community Pulse
Qvidian RFP & Proposal AutomationRevv
Top Pros
Top Cons
Features
Qvidian RFP & Proposal AutomationRevv
Proposal Creation & Organization
Comparison of Proposal Creation & Organization features of Product A and Product B
Qvidian RFP & Proposal Automation
7.6
3 Ratings
6% below category average
Revv
-
Ratings
Proposal branding7.93 Ratings00 Ratings
Proposal templates8.03 Ratings00 Ratings
Proposal content library updates8.03 Ratings00 Ratings
Guided proposal creation7.13 Ratings00 Ratings
Searchable proposal database7.03 Ratings00 Ratings
Proposal Collaboration & Workflow
Comparison of Proposal Collaboration & Workflow features of Product A and Product B
Qvidian RFP & Proposal Automation
7.1
3 Ratings
14% below category average
Revv
-
Ratings
RFP management & response7.13 Ratings00 Ratings
Proposal collaboration & approval8.03 Ratings00 Ratings
User permissions/proposal editing controls7.03 Ratings00 Ratings
Sales proposal workflow7.23 Ratings00 Ratings
Proposal automation user interface6.23 Ratings00 Ratings
Best Alternatives
Qvidian RFP & Proposal AutomationRevv
Small Businesses
QuoteWerks
QuoteWerks
Score 9.1 out of 10
PDFfiller
PDFfiller
Score 9.0 out of 10
Medium-sized Companies
QuoteWerks
QuoteWerks
Score 9.1 out of 10
MSB Docs
MSB Docs
Score 9.7 out of 10
Enterprises
Responsive
Responsive
Score 6.4 out of 10
Box
Box
Score 8.5 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
Qvidian RFP & Proposal AutomationRevv
Likelihood to Recommend
7.9
(34 ratings)
9.0
(1 ratings)
Likelihood to Renew
8.0
(32 ratings)
-
(0 ratings)
Usability
9.0
(8 ratings)
-
(0 ratings)
Availability
10.0
(1 ratings)
-
(0 ratings)
Support Rating
10.0
(6 ratings)
-
(0 ratings)
In-Person Training
6.0
(1 ratings)
-
(0 ratings)
Online Training
9.0
(2 ratings)
-
(0 ratings)
Implementation Rating
10.0
(4 ratings)
-
(0 ratings)
User Testimonials
Qvidian RFP & Proposal AutomationRevv
Likelihood to Recommend
Upland Software
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.
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Revvsales, Inc.
[Revv] is great in providing a template for sales documents for a team. Particularly proposals.
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Pros
Upland Software
  • 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.
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Revvsales, Inc.
  • Creating templates for sales documents
  • Allows ability to see when client has opened up document
  • Ability to give client access to document through several methods
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Cons
Upland Software
  • 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.
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Revvsales, Inc.
  • It is not intuitive as far as creating a new document from a previously created template
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Likelihood to Renew
Upland Software
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.
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Revvsales, Inc.
No answers on this topic
Usability
Upland Software
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
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Revvsales, Inc.
No answers on this topic
Reliability and Availability
Upland Software
Qvidian system maintenance is performed on weekends, usually at odd hours, and advanced notice is given so that teams can plan accordingly.
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Revvsales, Inc.
No answers on this topic
Performance
Upland Software
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)
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Revvsales, Inc.
No answers on this topic
Support Rating
Upland Software
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.
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Revvsales, Inc.
No answers on this topic
In-Person Training
Upland Software
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.
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Revvsales, Inc.
No answers on this topic
Online Training
Upland Software
Online training is limited in my opinion.
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Revvsales, Inc.
No answers on this topic
Implementation Rating
Upland Software
IT works great. UPgrades are handled automatically. I was not involved in setup but I know they are there when we need them
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Revvsales, Inc.
No answers on this topic
Alternatives Considered
Upland Software
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.
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Revvsales, Inc.
Compared to excel or Sheets, this product provides so many more features, like tracking and other options to add like signature options.
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Return on Investment
Upland Software
  • 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.
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Revvsales, Inc.
  • It has saved the sales team time from having to create a proposal for each client.
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ScreenShots

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 workflows

Revv Screenshots

Screenshot of ELECTRONIC SIGNATURES - Add signature blocks and signer details to request eSignatures on your documents. Recipients get notified via email to fill and sign documents from their mobile or desktop.Screenshot of FASTER & EASY COLLABORATION - Have threaded conversations with all stakeholders on the document itself. Annotate text and add private comments for teammates. Switch to public notes to share with recipients. You can even add attachments with every note.Screenshot of TRACK DOCUMENT ACTIVITY - All actions taken on the document get recorded along with a timestamp. Keep a track of how recipients are interacting with your documents - who opened the email, who viewed the document, and who signed it.Screenshot of EASY SHARING - Multiple choices to share documents online via email, magic links (for live view of documents), snap links, and web forms.Screenshot of READY-TO-USE TEMPLATES - Get access to thousands of legally vetted, pre-formatted, and beautiful templates for every business need.Screenshot of RICH EDITOR - Creating professional-looking documents is easy with the drag & drop editor. Add text, images, tables, page breaks, signature blocks, and more. Personalize further with rich formatting options, customizable cover page themes, & backgrounds.