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Qvidian is a powerful tool used by multiple departments within organizations for centralized content management and proposal automation. …
Overview
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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- Setup fee optional
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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
(1-3 of 3)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 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
Score 9 out of 10
Vetted Review
Verified User
Currently, Qvidian is being used by Sales Operations and Proposal Team. we are currently in Phase 1-2 of the Qvidian implementation to provide proposals through automation and to search for content to answer tenders in a timely fashion. Qvidian will address many business problems, which include:
- One location for all proposal content to ensure that we are using the most relevant content and easy management of content
- Proposal Automation can create a semi-custom proposal in less than thirty minutes, saving time
- Easy and fast searching capabilities to find content and answers for tender questions
- Search for content
- Easy management of content
- Proposal automation
- Qvidian Architecture can be confusing and difficult to learn.
- Many things within Qvidian can be performed in multiple ways - this can be confusing and most steps should only be done one way not multiple ways.
- Improved employee efficiency
- Higher quality proposals - more customer focused, better designed and formatting
- Faster proposal creation
- SANT,pragmatech
Qvidian is actually a combination of both SANT and Pragmatech, which were the leaders in the industry - now you have the best of both.
7
Sales Operations and Proposal Specialists - Plans are to eventually roll out to SME's, PM, Sales
1
Proposal professionals, sales, sme's, pm - people with good software tool knowledge and understanding of proposal processes.
- Improve Employee Efficiency
- Proposal overall quality
- ability to have multiple users to help with content when answeing a tender - team collaboration and management of responses in a timely fashion
- We haven't been able to do this at this early stage
- Service group may be able to use Qvidian for Service and Maintenence proposals
- sales could use the ppt. presentation tool
- legal/contracts may be able to store important documentation within Qvidian library for better version control
No
- Price
- Product Features
- Product Usability
- Product Reputation
overall functionalty and scalability
wouldn't change anything