TrustRadius
A great tool to increase productivity and end-product quality!
https://www.trustradius.com/proposalQvidian RFP & Proposal AutomationUnspecified9.337101
Amy Stiver, CF.APMP profile photo
Updated December 15, 2014

A great tool to increase productivity and end-product quality!

Score 10 out of 101
Vetted Review
Verified User
Review Source

Software Version
10.1
Modules Used
Proposal Automation

Overall Satisfaction with Qvidian Proposal Automation

Bright Horizons utilizes Qvidian in the sales and account management departments to manage our template library, as well as create responses to RFPs, RFIs, proactive proposals, RFP templates, and presentation slide decks. The system is customizable to our needs and allows the user to efficiently pull together desired materials, and allocate more time to customizing to meet the needs of the prospect/client. This 'one-stop-shop' of library and project build have increased my personal productivity and time saved. As a result, our company is now expanding the use of the program to another department.
  • One example of time saved is a request I received from one of our sales people, who needed to reply to a RFP in three days. By using Qvidian, I was able to build a first draft in four hours. Without the program, this feat averages 8-10 hours to pull template, and then another 1-2 hours to do basic customization. With time saved, I was able to review for additional edits, and send of to the sales person by the next morning - leaving her more time to review and edit, and back-end time for me to finalize. Not only did we meet the client's deadline, but we responded a few hours early.
  • I constantly receive requests from all areas of my department and the company for template language regarding all of our services. By doing an advance search of our template library, I am able to identify the best response and send it out quickly. For our sales team, this means they are able to respond quickly to a prospect's request, and supports our claims of strong customer service and responsiveness. Personally, it positions me to be a go-to person and reliable teammate.
  • Our company has a lot of great data behind our claims, and the ability to create set responses for our merge codes is priceless. I add the information necessary for the merge code and it automatically populates in the project I'm building. As information changes (e.g., number of years in service), as the architect, I edit the data once without having to search through all of my templates.
  • Per the merge codes, I recommend having the ability to pull a report that includes the merge codes with their assigned values so that as the architect, I can review a spreadsheet of what information I have, and what needs to be updated.
  • Some of the appendices we typically use in RFP responses are in pdf format. The system is unable to combine word and pdf files into one, so adding those pieces are still manual.
  • Increased productivity in regards to creating multiple RFP responses simultaneously.
  • Increased time spent customizing information to meet the needs of customers.
  • Improved turn-around time for requests and customer service (internal and external)
In the past, we have utilized our internal server and Qvidian's predecessor, Kadient. The server stores information, but does not allow automated project building, so no time is saved. Additionally, merge codes are none existent, thereby increasing time spent on documents in order to research current data points. Kadient was not as intuitive or functional as Qvidian.
This product is worth the investment for all of the factors previously mentioned, and for their customer service and architecture/user training.
This system is perfect for building multiple word documents (RFPs, RFIs, proactive proposals, RFP Q&A templates, etc.), as well as functioning as a library of responses. Additionally, it's great for building slide decks. The auto-evaluate data feature is a great tool - as the architect, I can enter set values for specific data, so that any piece (Word and/or PowerPoint) that has that merge code populates with the appropriate value. All users have up-to-date information. This creates consistent information to be used across teams and reduces the time the user would otherwise need to find the current data.