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Qvidian from a simple user perspective.
Updated December 09, 2014

Qvidian from a simple user perspective.

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with Qvidian Proposal Automation

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.
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.
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.

Qvidian Proposal Automation Support

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.
ProsCons
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Kept well informed
Immediate help available
Support understands my problem
Support cares about my success
Quick Initial Response
None
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.

Using Qvidian Proposal Automation

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.
ProsCons
Like to use
Relatively simple
Easy to use
Consistent
Requires technical support
Slow to learn
Cumbersome
Lots to learn
  • 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