Qvidian - it's not just for document management
Updated June 14, 2018
Qvidian - it's not just for document management
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with Qvidian RFP & Proposal Automation
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.
- 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.
Qvidian RFP & Proposal Automation Feature Ratings
Using Qvidian RFP & Proposal Automation
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
Evaluating Qvidian RFP & Proposal Automation and Competitors
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
Qvidian RFP & Proposal Automation Implementation
Qvidian RFP & Proposal Automation Support
| Pros | Cons |
|---|---|
Quick Resolution Good followup Knowledgeable team Problems get solved Kept well informed No escalation required Immediate help available Support understands my problem Support cares about my success Quick Initial Response | None |
No - NOPE
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
Using Qvidian RFP & Proposal Automation
| Pros | Cons |
|---|---|
Like to use Relatively simple Easy to use Technical support not required Well integrated Consistent Quick to learn Convenient Feel confident using Familiar | None |
- 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