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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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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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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

(1-1 of 1)
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Score 7 out of 10
Vetted Review
Verified User
  • Organizes content in a consistent structure. Allows for Mandatory Content and Optional Content within an overall document framework.
  • Maintains branding through Word templates/themes.
  • Allows for the mix of “boilerplate” content, while giving the ability to personalize based on “edit codes”, such as using organization name throughout a proposal, using specific examples or images based on a given vertical/industry etc.
  • A knowledge base/repository for question/answer pairs for RFP Allows “upload” of RFP questions and potentially “automatic” answering based on most popular answers given key words.
  • Integrates to Salesforce.com, though we have not taken advantage, so I’m unsure to what degree it integrates. I assume it will allow to pull in contact name, address, etc.
  • Until the latest release, the UI was getting “old”. The process of architecting a document seemed backwards (start with the specific content, then build an outline. It has since been fixed in newer versions.
  • Not compatible with all browsers, or not latest version of browsers.
  • Content still requires post-build editing for spacing around table of contents.
  • Some users struggle with setup of Internet Explorer, macros and/or template styles, etc.
  • Reporting is clunky.
  • Does not have ability to configure pricing quotes.
  • More consistent branding of proposals.
  • Decrease in amount of time to create a proposal, allows more time to customize executive summaries, etc.
  • Decrease in time even more pronounced with RFP responses, assuming answer pairs get updated often with product updates/feature enhancements.
  • Allows new employees to deliver a high quality proposal with minimal ramp time.
We will likely abandon the proposal portion of the software if I feel our CPQ (Configuration Pricing Quoting) system, BigMachines, can handling both pricing and proposal content output. Will need to re-evaluate if we retain the RFP portion from Qvidian/Sant.
It is really important to establish internal policies. The biggest end-user complaints are more around the freshness of the content, or length of the overall proposal than the tool itself. Ask yourself “Is Proposal Content part of new product release checklist”? For your RFP Process, should you answer all RFPs? Have you defined a criteria? Consider using the hosted version versus installed. It allows for a better support experience as they could access your content structure immediately. Integrating with your CRM will increase efficiency and stickiness.
26
Sales, Presales (Solutions Engineers).
3
IT Support for installing and upgrading releases on internal server (4 hours per year) 2-3 Persons trained as System Admins to manage users and perform content updates, typically 1 admin per module Content provided by Product Marketing and Services Teams – this is where the work is concentrated.
  • Delivering consistently branded Proactive Proposals.
  • Assistance in responding to RFPs: A Database of common “question and answer pairs” from typical RFPs received by the company.
No previous proposal automation software in use. We used to cut-and-paste content from other proposals, fact sheets, or created each proposal from scratch each time.
I was not part of the evaluation or negotiation team for this purchase. However, I recall that the methodology used by the founder of SANT as described in his books, played a role in the decision.
  • Vendor implemented
  • Implemented in-house
Started with a content structure prescribed by Dr. Sant (the N.O.S.E. Structure) which allowed for an easier implementation. The building out of content, which is an internal task, took the most time. We lack regular review cycles of content.
  • Online training
  • In-person training
  • Self-taught
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.
Online training is limited in my opinion.
End user training is relatively easy for proactive proposals. The RFP module requires online training at a minimum. Administrators would require training to understand document structure and how to architect. How to setup and maintain different user profiles. How to integrate with CRM if applicable.
No
Having an installed version (versus SAAS) means it is harder to re-create errors. We have had to “copy” our data before to send to support which takes time. They could be better at offering a timeframe for solution. On a positive note they seem to have very little turnover in support, so familiar voices on the phone who are eager to jump into a screen-share. Follow up from support cases asking for feedback is consistent.
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.
We have the in-house installed software version of QVidian. Remote access can be challenging, but that's more of a hardware and VPN issue.
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)
  • Salesforce.com
System (apparently) can integrate with Salesforce.com – we have not done so yet. You can also take advantage of Crystal Reporting Qvidian is the merger of Sant Corporation and Kadient Software
Good vendor relationship. Account Managers responsible for ongoing relationship post-sales. Sales Account Executive comes in for new product considerations.
License fees, then yearly maintenance for in-house install. Would consider cloud based subscriptions if I were starting over.
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