Qvidian RFP & Proposal Automation vs. Sage CRM

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
Sage CRM
Score 7.7 out of 10
Mid-Size Companies (51-1,000 employees)
Sage CRM is an SMB-oriented CRM platform offered in both SaaS and on-premise editions. Unlike the Sage SalesLogix product, the SaaS version is a true multi-tenant offering. The platform offers excellent integration with Sage ERP and accounting products. It is also a good global solution and is available in many languages and is used by over 12,000 customers worldwide, with many customers in Europe.
$33
per month
Pricing
Qvidian RFP & Proposal AutomationSage CRM
Editions & Modules
No answers on this topic
Sage CRM (cloud)
$45
Per User per Month
Sage CRM (on premise)
Lifetime License per Seat
Offerings
Pricing Offerings
Qvidian RFP & Proposal AutomationSage CRM
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesYes
Entry-level Setup FeeOptionalNo setup fee
Additional DetailsPlease contact Qvidian for pricing details.Tiered pricing is available for multiple users.
More Pricing Information
Community Pulse
Qvidian RFP & Proposal AutomationSage CRM
Top Pros
Top Cons
Features
Qvidian RFP & Proposal AutomationSage CRM
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
Sage CRM
-
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
Sage CRM
-
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
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Qvidian RFP & Proposal Automation
-
Ratings
Sage CRM
8.8
17 Ratings
14% above category average
Customer data management / contact management00 Ratings9.017 Ratings
Workflow management00 Ratings8.616 Ratings
Territory management00 Ratings8.517 Ratings
Opportunity management00 Ratings8.917 Ratings
Integration with email client (e.g., Outlook or Gmail)00 Ratings9.016 Ratings
Contract management00 Ratings8.514 Ratings
Quote & order management00 Ratings9.016 Ratings
Interaction tracking00 Ratings9.216 Ratings
Channel / partner relationship management00 Ratings8.716 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Qvidian RFP & Proposal Automation
-
Ratings
Sage CRM
8.1
16 Ratings
8% above category average
Case management00 Ratings8.016 Ratings
Call center management00 Ratings8.215 Ratings
Help desk management00 Ratings8.214 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Qvidian RFP & Proposal Automation
-
Ratings
Sage CRM
8.7
16 Ratings
14% above category average
Lead management00 Ratings8.816 Ratings
Email marketing00 Ratings8.715 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Qvidian RFP & Proposal Automation
-
Ratings
Sage CRM
9.0
17 Ratings
17% above category average
Task management00 Ratings9.016 Ratings
Billing and invoicing management00 Ratings9.015 Ratings
Reporting00 Ratings9.113 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Qvidian RFP & Proposal Automation
-
Ratings
Sage CRM
8.6
17 Ratings
12% above category average
Forecasting00 Ratings8.716 Ratings
Pipeline visualization00 Ratings8.416 Ratings
Customizable reports00 Ratings8.717 Ratings
Customization
Comparison of Customization features of Product A and Product B
Qvidian RFP & Proposal Automation
-
Ratings
Sage CRM
8.6
17 Ratings
13% above category average
Custom fields00 Ratings8.517 Ratings
Custom objects00 Ratings8.516 Ratings
Scripting environment00 Ratings9.016 Ratings
API for custom integration00 Ratings8.314 Ratings
Security
Comparison of Security features of Product A and Product B
Qvidian RFP & Proposal Automation
-
Ratings
Sage CRM
8.7
17 Ratings
4% above category average
Single sign-on capability00 Ratings8.717 Ratings
Role-based user permissions00 Ratings8.813 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Qvidian RFP & Proposal Automation
-
Ratings
Sage CRM
9.4
13 Ratings
26% above category average
Social data00 Ratings9.513 Ratings
Social engagement00 Ratings9.313 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Qvidian RFP & Proposal Automation
-
Ratings
Sage CRM
9.0
14 Ratings
23% above category average
Marketing automation00 Ratings9.114 Ratings
Compensation management00 Ratings8.912 Ratings
Platform
Comparison of Platform features of Product A and Product B
Qvidian RFP & Proposal Automation
-
Ratings
Sage CRM
7.8
16 Ratings
4% above category average
Mobile access00 Ratings7.816 Ratings
Best Alternatives
Qvidian RFP & Proposal AutomationSage CRM
Small Businesses
QuoteWerks
QuoteWerks
Score 9.1 out of 10
Salesmate
Salesmate
Score 9.8 out of 10
Medium-sized Companies
QuoteWerks
QuoteWerks
Score 9.1 out of 10
Creatio
Creatio
Score 9.1 out of 10
Enterprises
Responsive
Responsive
Score 6.4 out of 10
Creatio
Creatio
Score 9.1 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
Qvidian RFP & Proposal AutomationSage CRM
Likelihood to Recommend
7.9
(34 ratings)
8.9
(28 ratings)
Likelihood to Renew
8.0
(32 ratings)
5.1
(11 ratings)
Usability
9.0
(8 ratings)
8.9
(11 ratings)
Availability
10.0
(1 ratings)
-
(0 ratings)
Performance
-
(0 ratings)
8.2
(1 ratings)
Support Rating
10.0
(6 ratings)
7.9
(8 ratings)
In-Person Training
6.0
(1 ratings)
7.0
(1 ratings)
Online Training
9.0
(2 ratings)
-
(0 ratings)
Implementation Rating
10.0
(4 ratings)
8.0
(1 ratings)
User Testimonials
Qvidian RFP & Proposal AutomationSage CRM
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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Sage
as it is a very flexible software that can be adapted to any business model, other functions human resource management, manufacturing and supply chain planning, all these functions are housed in a highly technological interface. I liked this system because it made automating accounts payable so much easier.the control of the basic accounting of any type of company
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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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Sage
  • When in client profile, it is very intuitive, allowing you to easily transcribe notes in the clients profile.
  • Sage allows 3rd party plugins, so if you utilize a particular phone services or would like to import something as simple as google drive, its compatible.
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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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Sage
  • Reliance on Apache Tomcat causes a lot of headaches. There are common issues trying to start up the server, resulting from Apache Tomcat misconfigurations, or Java. Some forum posts on Sage City address common issues, but digging into server logs seems to be an often occurrence.
  • Support is somewhat lacking, less user install base means error messages are sometimes hard to find quick answers for. Most of the knowledge found on the internet is in the Sage City forum.
  • Integration with Microsoft 365 causes you to have to turn off some security features. This will result in your 365 tenants running lower security standards than recommended, it may put you at risk for targeted attacks.
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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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Sage
There are really no other words to say, it is a very easy to use application that is more straightforward and has provided better results with the bulk of features that appeal to a very broad amount of users. There may be other CRM platforms out there that are more prevalent, but I have found them to be much more clunky and less intuitive than Sage CRM.
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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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Sage
Excellent integration with the most important social networks (LinkedIn, Facebook and Twitter) to get leads. The mobile app is quite useful for speeding up the tasks at hand and not relying on the computer or being in the office to get them done.
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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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Sage
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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Sage
Sage works very quickly based on the network you are using it on. It is internet based so if your network is slow, it will perform slowly. Reports seem to run reasonably fast, if there is too much information it is trying to populate that could slow it down a little. When Sage CRM is integrated with a Sage ERP product it doesn't tend to slow down either system at all
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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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Sage
Support team is really slow and they need to work on this really. Sometimes it takes days to resolve a simple query and there is no way to get it expedited. Rest the product is is amazing but the team should look into the costumer support and get it working
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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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Sage
Most training would come after a upgrade. Otherwise we would self teach new employees. Training was with a Sage Software partner SWK technologies.
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Online Training
Upland Software
Online training is limited in my opinion.
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Sage
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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Sage
The implementation and upgrades were rather quick and straight forward. Attempting to link Sage CRM with Sage 100 ERP however was a nightmare and will be avoided by us in the future due to numerous issues.
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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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Sage
Whilst SAGE CRM was selected around 10 years ago and we became a partner, the main contenders would have been at the time Sales Logix and MS CRM 4.0. However, we had extensive experience of the mid-market CRM's and decided on SAGE CRM since it had a clean, easy to understand interface and importantly offered both workflow automation and Self Service capability, all of which across both the Case and Sales and Marketing functionality was seamless and saved time. As it was pure browser based, access was from anywhere we wanted. In my view, SAGE CRM still stacks up well against all the other mid-market CRM systems and offers good value for money, but more importantly, it is an easy to operate and customisable solution which user like. Again, we can teach administration users very quickly to support and customise themselves since the admin. function are clear as well.
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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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Sage
  • It is very affordable in pricing, compared to competitors
  • Lead management and convertion into prospects is also a very easy process
  • Lead capture from web pages should be available, and better ways to capture leads from tradeshows by uploading directly from scanned business cards
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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