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Qvidian is a powerful tool used by multiple departments within organizations for centralized content management and proposal automation. …
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What is Qvidian RFP & Proposal Automation?
Proposal management and RFP response software
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What is Qvidian RFP & Proposal Automation?
Proposal management and RFP response software
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Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
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
Qvidian RFP & Proposal Automation Integrations
- Microsoft Office 2016 (discontinued)
- Microsoft 365
- Salesforce
- Microsoft Office 2010
- Open API
- Google Chrome
- Microsoft Edge
- Firefox
Qvidian RFP & Proposal Automation Competitors
Qvidian RFP & Proposal Automation Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
| Supported Languages | English |
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
| Consumers | 0% |
|---|---|
| Small Businesses (1-50 employees) | 0% |
| Mid-Size Companies (51-500 employees) | 30% |
| Enterprises (more than 500 employees) | 70% |
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(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!
- Business Problems Solved
- Pros
- Cons
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
(1-5 of 5)Companies can't remove reviews or game the system. Here's why
June 14, 2018
Qvidian - it's not just for document management
We currently use Qvidian RFP & Proposal Automation software to support our knowledge base of canned answers and marketing materials. We use it to keep a source of truth when responding to RFPs. Within Qvidian we also manage our RFP projects by uploading the questions received from a client and use the Qvidian software to answer questions more rapidly than a manual lookup, cut & paste process. Document automation is something we have also used Qvidian for. We have the ability to create templated materials that would be used in support of proactive proposals and solution design documents for our clients.
- Organizes reusable content well.
- Allows for search, autosearch and autofill abilities when responding to RFPS.
- Document automation is very valuable to get a shell document together that will require some edits before being delivered.
- Keeps your documents consistent.
- The functionality with Excel needs some improvement when using some of the advanced search and fill tools.
- Ability to search within an RFP you are working on.
- Word count of your responses.
100%
10.0
100%
10.0
N/A
N/A
- Creating an automated reactive proposal can be done in minutes vs a day or more; at least a baseline to work from.
- I lost a document the other day that i was working on externally from Qvidian; I learned a lesson and put it into Qvidian and was able to recapture my lost responses in 4 hours vs 8.
I was not part of the selection process. But I think it measures up to others that I have seen demoed. I feel like they listen to their customers/partners and always bring new tools out each year that have proven valuable. It integrates with Salesforce as well for document creation.
20
The users of Qvidian write responses to RFP's, send out proposals, and use the information to store common company information that might be requested by prospects, internal users, sales, etc.
20
Al licensed users support the process. There are people who actively update the content used for RFP responses. Those that update document content. Those that work on automation task.
- Responding to RFPs and RFP type questions (general company information)
- Automated document creation was a big focus in prior years. It is very effective.
- Tracking the management of RFPs from inception to completion
- Document automation is very effective allowing common templates to be used with up to date information
- We dabbled in integration with Salesforce. It is very effective in pulling/pushing information across platforms and tying automated docs to a customer in SF.
- Using it to store knowledge, report on the usefulness of the knowledge: how many times used; times since last use; date/time created and/or updated. This is very effective to understand common questions being asked.
- Tying it more to new powerpoints and word docs across business units
- Putting more of our product set into the library for common FAQs
Not Sure
We used RFP Machine prior which I believe was acquired by Qvidian. It was a natural transition that occurred before I started using the platform.
- Product Features
- Product Usability
- Product Reputation
- Vendor Reputation
We work through a third party partner for purchasing and support. We have dealt with Qvidian directly in the past for some support and they are always available and willing to support.
I would not
- Don't know
No
NOPE
No
One time I was new to automation and had attended one of their conferences. One of their employees who presented gladly took time to get on a call with me and other users to answer some questions when we were challenged in completing some set up tasks. She went above and beyond her role
- Setting up your library knowledge base is very easy to do. It requires up front planning, but effective
- It is easy to re-tune your library and move things around
- Its valuable to store templates here and support reusability
- Getting used to the automation pieces require patience and willingness to train or read up on following the steps
- It is a job that should have someone devoted to setting it up to get the most out of it
February 25, 2015
Makes my job easier!
Score 9 out of 10
Vetted Review
Verified User
Qvidian is a key tool used in our Business Development process to respond to customer RFQs (Request for Quotes). We use Qvidian to create business proposals and to answer customer questionnaires.
- Usability: Qvidian is a mature product. The visual layout is organized in an intuitive manner. The underlting structure is logical and efficient.
- Meta Data: With each file that you load into the Liberty, you can add Meta data such as owner, comments (which I use to record a brief history of the changes that have been made to the file), search terms, expiration date, and alerts. You can even define your own Meta data fields. You can also define specific security permissions to the file or at the folder level.
- Search Function: Qvidian makes it easy to find files by offering basic searches and numerous custom search options that are flexible and easy to use. I have never seen so many search options offered in a program before. In addition to searching for strings in the title or content, you can also search the metadata (for example: comments and specific user-defined search terms). A few examples of advanced search functions include searching by file type, date created or modified, and the person who modified or created it. You can search the entire Library or searches can be defined per specific Library folders.
- Architecting Documents: Defining the document architecture is logical and very flexible. The structure of your document is defined independently of the actual files. This means that you can define the outline of your document first, and then later populate your outline with actual content as it is written. This is a huge help in planning your document structure. Once you load a document into the Library, you then link your document into the architecture. The added benefit of this arrangement is that when you update the document, you do not have to re-link the document back into the architecture. This makes it possible for users who are not knowledgeable about architecting documents to still keep the content current. This is a huge time savings as well as avoids human error.
- Multiple File Formats: Word and Power Point: Qvidian allows you to build documents in Word or PowerPoint. In the Library, you can load almost any file format: Word, PowerPoint, Excel, Visio, PDF, jgp, png, etc. You can also specify additional file formats as needed.
- Qvidian has an excellent support staff. I have called them many times and they are always professional, knowledgeable, and friendly. They are very responsive to any bug fixes and enhancement requests. Qvidian is always working diligently to improve their product.
- There are no major issues that I see at this time that need fixing.
- There is one enchancement that I would love to see... an "Undo" button when working in the Architecture.
- In the fast-paced world of Business Development, there are often short deadlines. Without Qvidian, it would be extremely difficult (or impossible) to meet our customers’ deadlines with accurate and current information. It is still a challenge finding good content and keeping it current, but Qvidian allows us to efficiently locate and reuse our content.
- Compass
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.
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.
1
- Loading documents.
- Updating documents. You can either load a completely new version or edit the exsiting version.
- Searching for documents.
- Is is easy to customize the meta data that is returned in the search function. There are many fields that can be displayed and they can be sorted in any order. Your search criteria can be saved for furture searches. The search results can then be export to an external Excel file.
- Defining a documenet architecture is not super easy, but this is a complex task, and I belive Qvidian simplifies it as much as possible. Qvidian offers a very elegant methodology to create the docment architecture.
- Can't think of any.
December 09, 2014
Qvidian from a simple user perspective.
Score 7 out of 10
Vetted Review
Verified User
We use Qvidian in our proposals department as a depository of technical, operational, and corporate information for preparation of RFPs. We also utilize the automation tools to some extent to build corporate overviews and executive summaries.
- Easy to organize the content library and move things around.
- Ability to put expiration dates on content that needs to be reviewed.
- Automation tool is helpful and if used correctly, will save time and formatting issues.
- Developing an automation template is difficult because of issues of formatting with word and making sure your files are coded right so they pull in.
- When you have an update, we don't always realize it until some of the functions aren't working correctly.
- We have to make an effort to add content because of the preparation it takes (using the right formatting template). We do annual reviews of each section, but I know I have to make time to enter new or update information.
- Positive impact on efficiency when we all use it right.
- Increased ability to assist the sales and project management teams we work with because we can pull content and develop our response drafts quickly, saving them time.
Yes
Yes
We have just started to use the automation tool and our department manager and I have had successful sessions with your support department to figure out small issues that helped us get through the set up process.
- Entering and Editing Content in Qvidian
- Building the library folders and changing them whenever you need to
- The favorites option is awesome!
- Keeping up with the updates so the system works correctly and changing the internet security settings can be a pain.
- Automation tool is great, but takes a lot of time to format and build the template (and lots of training).
Yes, but I don't use it
December 05, 2014
Qvidian succeeds at proposal automation.
Score 10 out of 10
Vetted Review
Verified User
Qvidian is being used by two departments within our organization for centralized content management and proposal automation.
- The search function ranks information based upon usage and is adaptive, learning/improving rankings with every search. This makes finding the right piece of information quick and easy.
- The tool offers flexibility to build various types of sales documents (proposals, presentations, case studies). This drastically reduces the time it takes to put together a client-facing document.
- The content management functionality allows for various content formats and related content can be connected. This simplifies tracking content updates by knowing which other pieces of information may also need review and update when a change is made outside the normal update cycle.
- Qvidian could improve their reporting functionality. Currently, it requires special coding to pull data points into a spreadsheet format and there are no intrinsic analysis (dashboard) views for the user or management.
- The question highlight then search functionality has not worked for me or my team in MS Excel. We have to actively type key words into the search function to find content. It works but slows the process a bit. Would love to see them remedy this issue as this is a very common format for our commercial opportunities especially with the increased use of online procurement portals.
- Increased employee efficiency
- Improved content management
9
Users represent proposal management and sales enablement business functions.
2
Skills required to support Qvidian include content management, document architecting (development specific elements needed to build various types of client-facing documents), and system administration (manage user roles and functions) .
- Proposal automation
- Content management
- Client pursuit outcome tracking
- non-proposal client-facing documents (e.g. case studies)
- presentations
- Information/content search
- Moving content from one folder to another
- Tracking content expirations
- Some actions require two levels of menu to get to the activity and the mouse's movement often causes one to lose the menu and have to start over.
- When pasting information into your main working document, the tool has to open another instance of MS Word with the content in it. One can end up with a lot of excess windows open.
- Reports are data pulls in a table format only and require special code strings and often need to be developed by the vendor at a cost.
February 23, 2014
Solid product
Score 5 out of 10
Vetted Review
Verified User
It was used to track RFP content and manage RFP compilation.
- Easy to use
- Easy to manage content pieces/ blocks
- Easy collaboration
- Integration with Salesforce
- Dynamically reading different text type when uploading pieces of content and standardizing them in the UI
- Make it easier for version management on content pieces
- Ease of use and quick compilation of RFP's out the door - Positive
- Licensing needs for contributors/ content watchers (tiered license model) - Negative
- One place for all content pieces
The choice was made at corporate and pushed to the divisions
9
RFP/ Technical contributors
0
Unknown. I left the organization. However, when I was 0
- RFP content management
- RFP compilation
- RFP collaboration
- Streamline content blocks
- Brand RFP's
- N/A
- Unknown - I am no longer with the company
- If the integration was stronger with Salesforce - pulling the influencing contacts directly into the proposal would be helpful
- Unknown
Not Sure
- Product Features
The company needed to solve RFP scale issues
I would have liked to be part of it.
- Don't know
- N/A
No
During the roll out to our division. I was the power user and I transitioned it to someone else - they provided training to the new hire
- compilation of the finished RFP
- uploading content pieces
- editing finished product
- formatting/ template in word
- Formatting text content prior to upload
- Integration with Salesforce
No