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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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- Integrations
- Competitors
- Tech Details
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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
(1-2 of 2)Companies can't remove reviews or game the system. Here's why
October 01, 2015
Qvidian Enables Sales Success!
Score 10 out of 10
Vetted Review
Verified User
Qvidian is the proposal automation software for Blackboard's global RFP Team and it is used to respond to all strategic Sales proposals that have been approved via internal stakeholders. It addresses the need of generating quality responses for multiple product offerings in the most efficient amount of time thereby boosting revenue potential and supporting a scalable Sales pipeline.
It addresses the business problem of not having a centralized RFP content repository that is easily searchable, scalable, and maintainable. It also enables a stronger market brand by allowing customizable templates to be utilized easily within the drafting process. Without it, the RFP Team bandwidth would not be able to keep up with the company's growth.
It addresses the business problem of not having a centralized RFP content repository that is easily searchable, scalable, and maintainable. It also enables a stronger market brand by allowing customizable templates to be utilized easily within the drafting process. Without it, the RFP Team bandwidth would not be able to keep up with the company's growth.
- Search Capabilities: Qvidian's search interface is one of its biggest sellers with our Proposal Writers. If you've ever done a web search, you know how to search for content in Qvidian's Library. You can Browse, Search, or be as specific as you need with an Advanced Search. Boolean logic is built right in so there is no need to understand coding. New functionality also allows you to save your favorite searches so you don't have to reapply the same filters in the future.
- Content Maintenance: Qvidian has incorporated content maintenance into every aspect of the interface. Edits can be made directly to a folder's content or while searching for an answer when you are working on a project. Content is editable wherever it may be encountered. Also, best new CM feature: Jobs. You are now able to create bundles of content from various folder locations within the Library and generate a Job; a link that is sent to Subject Matter Experts, regardless of whether or not they have a license. You can control what they are able to edit and you can monitor the Job status. Finally, you can review the SME edits and tailor them before accepting them back into the Library.
- 100% Hosted Customer Environment: This gives our team the ability to be results-oriented in our structure. No one is tied to an office in order to execute a project. The team can work wherever there is a secure internet connection. This not only facilitates better uptime, upkeep, and the most efficient upgrade release rollouts, it also facilitates a better work-life balance.
- Tablet-friendly interface: While most significant projects are executed on either a desktop or laptop computer due to the multiple applications that may be in use and the processing power needed, I can foresee an option for a tablet-friendly interface to be utilized in simpler browsing and/or retrieval of minor standard information. I have already seen this need met within Qvidian's Sales Playbooks offering.
- Real-time collaboration. While one can build and draft projects within Qvidian, the writer/project manager is still adding and tracking all contributions. Further, the strongest collaboration functionality is met by procuring licenses for every contributor.
- Our ability to generate a draft went from days to hours. Hence, our ability to enable a growing Sales Team was supported.
- Upon implementation, our RFP win rate more than doubled from 15% to over 30%, peaking at times above 50%.
- We are now able to effectively scale according to the company's growth and go-to-market vision.
- SAVO,XaitPorter,Qorus,propLIBRARY.com
Of the competitive vendor demos I have reviewed over the years, each may have its own strength. Some may be set up to drive compelling differentiators or solutions (E.g., propLIBRARY.com). Some may be built on existing CRMs (E.g., Qorus). Some may have tablet-friendly interfaces (E.g., SAVO). Others focus on collaboration (E.g., XaitPorter). There is nothing wrong with any of these models. You will just have to perform your own gap analysis and see what best addresses your needs.
For Blackboard Inc., none of the aforementioned competition offered a holistic and robust replacement for our current PA tool. We have senior writers to craft compelling differentiators. We use SFDC, not SharePoint as our EA CRM. While our strategic writing and architectural needs outweigh having the slickest tablet-friendly user interface, we still have an interface and user experience that is geared toward usability and performance while being cognizant of adoption.
New collaborative tools are a big draw, especially when responding to private sector proposals with a 10-to-20 day turnaround. However, not only has this not been a pain point for us (we currently have a versioning process in place) but the conversion and adoption hurdles just for one feature where there is already a workaround in place does not justify the migration.
For Blackboard Inc., none of the aforementioned competition offered a holistic and robust replacement for our current PA tool. We have senior writers to craft compelling differentiators. We use SFDC, not SharePoint as our EA CRM. While our strategic writing and architectural needs outweigh having the slickest tablet-friendly user interface, we still have an interface and user experience that is geared toward usability and performance while being cognizant of adoption.
New collaborative tools are a big draw, especially when responding to private sector proposals with a 10-to-20 day turnaround. However, not only has this not been a pain point for us (we currently have a versioning process in place) but the conversion and adoption hurdles just for one feature where there is already a workaround in place does not justify the migration.
3
November 27, 2012
Good for proposal branding consistency; reporting clunky.
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.
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
- Online training
- In-person training
- Self-taught
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
- 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
License fees, then yearly maintenance for in-house install. Would consider cloud based subscriptions if I were starting over.