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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

(1-2 of 2)
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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.
I think its a great tool, but is very complex so it would depend on what kind of work the colleague did and how big of a group would be using it. We don't use it outside of our own department so I can't speak to that, but if we expand our team to Europe and Asia, we will appreciate the scope of Qvidian even more.
  • 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.
I am not the manager of the department, but our team members have learned a lot about how to use Qvidian through monthly user meetings so I do not envision changing programs at this point.
The Qvidian Community site offers training webinars and our team all sign up for a couple of these training sessions per year. Whenever we are stuck with something, we go to the community and get assistance.
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
You need to be trained before you can use the software and keep up with changes or you will not realize the benefit of the program.
February 23, 2014

Solid product

Lila Logue | TrustRadius Reviewer
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
I am not longer with the company using it.
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
It was difficult to scale because of the multiple content contributors.
Good - I am neutral.
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
because it isn't easy and requires some training
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