It's a wonderful product that will push your organization forward if you make the commitment to leveraging it's capabilities.

It is easy to use and organize all of your data.

Great feature: you can load a spreadsheet into Qvidian and run autosearch on one or multiple cells, an excellent feature.

Ongoing development/improvements program and roadmap are excellent.

Complex Architecting Successful through Effective Project Management.

The organization itself also has an incredible commitment to continuous improvement and their consistent attempts to develop and improve their technology is noticeable and appreciated.

What I like the most about Qvidian is that you can set up your own templates for Word or Excel. I also like the intuitive search functionality.

This caused me a lot of frustration, as it severely slowed down my work flow since I could now only see and edit one record at a time.

The tech support staff were amazing and were able to help me with all of my questions. Would definitely recommend this tool.

Ability to click on the desired response or responses and add them, sequentially, into a response, is fantastic. They have excellent support including weekly support webinars with live Q&A.

Qvidian is flexible, adapts to Word and Excel questionnaires, has strong search features, and saves formatted text and images in its content management database. Autosearch is good and quick.

Qvidian couldn't have better customer service, in my opinion. A great resource and a great company.

It is still most useful for filling out questionnaires including the very complex spreadsheets we receive.

Minor complaint, some of the search options are colored coded. For color blind people, it will be hard for them to distinguish which filters are on.

We were impressed that Qvidian committed to supporting our needs, listened to our concerns, and guided us to the right solution.

I love how they are continually improving their product. The search feature is very intuitive.

The ability to load a spreadsheet in and search on one or multiple cells is great.

The first con I have is a minor one, as the search function is highly customizable, but the buttons are grey/green. For color blind people, this can cause some confusion.

Extremely difficult to use; insufficient integrations; many customer service reps had poor English language skills.

When linkedin changed their url format I was stuck with over 3000 records with bad url's.

It is somewhat customizable. We like the reporting features, and the ability to incorporate other tools like Zapier to work with InfusionSoft.

Some functionality has been lost in transitioning to keap ownership.

Sick and tired of paying money for something no one can make function and do what I need.

We found this one of the best CRMs in market and application built quality is great.

The fact that we can design the whole campaign on a drawing board like the platform is something that I think everyone should do. It just gives you a good overall view of how we are running things.

The only bad thing is that it has no documentation in Spanish and that it is a bit expensive.

I started with Infusionsoft before it was Keap. Customer service was way better before the were bought out.

Landing pages rarely work and I have had multiple events and lost hundreds of leads during the KEAP take over of Infusionsoft. Now I have too much money invested to make a switch.

My overall experience is fantastic. Infusionsoft is advanced and I applaud the creators for their brilliant and creative minds.

I requested a cancellation of our acccount which, to this day, has not been actioned. I have had to go to my bank to block further charges of my account.

No meaningful R&D, poor support, and no email integration.

Keap has really been awesome so far and I will keep using it.

But it's just things like that that make the platform feel so outdated. For the first couple of years, we felt like the customer support was fantastic.

I don't know much about the pricing, but I have heard that it's a great value comparatively.

It  gives us the ability to help the customer feel secure in their purchase also helps to cover our end if one tries to lie and say they didnt recieve it.

We love Infusionsoft because it is user friendly, intuitive and we have been able to combine our marketing campaigns into the software.

There is a learning curve to understanding how to set up and send emails. It's also hard to manage email contacts.

I am happy with their level of support as well. I would recommend it to someone that is serious about building an online business.

Positive experience and great customer support.

US Dollar

Upland Qvidian automates away the tedious and frustrating parts of your RFx response and proposal processes. With Qvidian, sales and proposal teams can collaborate effortlessly to quickly deliver polished and compliant proposals, presentations, and sales documents. More than 1000 companies rely on Qvidian, including eight of the ten largest U.S. banks and six of the ten largest European banks. Worldwide, over 200,000 users trust Qvidian to meet deadlines, tame proposal chaos, and win more deals.

The quantity and complexity of RFPs, RFIs, DDQs, and proposals, is skyrocketing. Automation software is your (not so secret) weapon for outpacing the competition. From automatic import to draft in minutes, working together from one content library, remaining compliant and audit-ready, and powering success and proving your ROI with Qvidian.

Importing questionnaires, like RFPs and DDQs, is a breeze. Qvidian identifies headings, questions, and answer spaces for you. Qvidian inserts the best-fitting, approved library content in bulk so you can build draft responses automatically to stay ahead of deadlines. Focus your time on trickier questions and customizing responses to create higher-quality, more persuasive sales documents in less time.

Never misplace a winning RFP response or questionnaire answer. Qvidian is the one go-to location for all approved sales and proposal content. Work together in Qvidian or through Microsoft Office, Teams, and SharePoint and collaborate live or notify users when it's their turn with workflows. Always have an accurate, full preview of the document for context.

Stop wasting time on formatting with pre-approved style temples with Qvidian. Stick with a document's default style or apply new branding rapidly. Enforce multi-step, automatic review and approval workflows to get approvals without back-and-forth emails, and only share vetted content. Put content version control and user activity tracking on autopilot to restore past content version any time and export full audit reports in a click.

Qvidian tracks due dates, productivity, content usage, and more with analytics. Let data drive your content and response strategy to increase win rates. Capture new and revised content and add it back to your library. Prove your impact on closing deals faster and increasing revenue by exporting reports or sharing dashboards to highlight your success to stakeholders.

LongDescription

Document Templates

RFP Responding

User Management

Status Tracking

Due Date Tracking

Customizable Reports

Document Storage

Proposal Generation

Access Controls/Permissions

Activity Tracking

Templates

Progress Tracking

Digital Signature

Electronic Signature

Project Management

Automatic Formatting

Approval Process Control

Collaboration Tools

Content Library

Template Management

Data Import/Export

Contact Management

Audit Trail

Version Control

Content Management

Configurable Workflow

Requirements Management

Bid Management

Workflow Management

Activity Dashboard

Alerts/Notifications

Reporting & Statistics

Knowledge Base Management

Reminders

Customizable Templates

Document Review

Document Automation

Drag & Drop

Third-Party Integrations

Task Management

Document Management

RFP Management

Knowledge Library

RFP Creation

Contract/License Management

Customizable Branding

Reporting/Analytics

Please visit https://uplandsoftware.com/contact/ for Qvidian pricing details.

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Chat

201-500

501-1000

1000+

Qvidian

In Person

Live Online

Webinars

Documentation

Videos

Keap (formerly Infusionsoft) is a cloud-based sales and marketing solution that offers customer relationship management (CRM), marketing automation, and e-commerce functionalities in one suite. Keap helps small businesses across various industries streamline sales and manage customer experiences.


Users can segment contacts, track customer interactions, send emails, as well as run campaigns with personalized communication triggers based on emails opened, clicks, and more. Users can also manage e-commerce, from inventory management to payments and purchase fulfillment, set up online shopping carts, track digital storefront activity, send quotes, invoices, and receipts.


The system’s reporting and analytics tools help users run analyses on parameters such as emails, campaign performance, and ROI data. Users can access Keap remotely on Android and iOS devices. It offers integration with QuickBooks, SalesForce, Outlook, Gmail, plus more. 


Pricing is on a monthly subscription basis and includes support via phone, email, and FAQs. 



A/B Testing

Cataloging/Categorization

Lead Notifications

Customer Surveys

Multi-Channel Marketing

Electronic Payments

Personalization

Social Marketing

Request Assignment

Lead Engagement

Lead Capture

SEO Management

Data Synchronization

Customer Segmentation

Drip Campaigns

Customer Service Analytics

Responsive Web Design

Sales Pipeline Management

Referral Tracking

Task Scheduling

Order Management

Calendar/Reminder System

Relationship Tracking

Invoice Management

Lead Distribution

Projections

Knowledge Management

Multi-Campaign

Pipeline Management

Sales Orders

Customer Database

Shopping Cart

Calendar Management

Customizable Fields

Sales Trend Analysis

Campaign Scheduling

ROI Tracking

Campaign Segmentation

Email Tracking

Promotions Management

Campaign Planning

Customer Support

Lead Generation

Email Templates

Customer Activity Tracking

Self Service Portal

Subscriber Management

XML/RSS

Pricing and Cost Calculations

Form Builder

Lead Management

Conversion Rate Optimization

Email Marketing

Mobile Access

List Management

Sales Reports

Sales Activity Management

Real-Time Data

Performance Metrics

Routing

Territory Management

Click Tracking

Shared Contacts

Marketing Automation

Landing Pages/Web Forms

Request Escalation

Lead Segmentation

Email Management

Source Tracking

Dynamic Content

Event Triggered Actions

Visual Analytics

Customization

CAN-SPAM Compliance

Predictive Analytics

Segmentation

Visitor Tracking

Website Visitor Tracking

Sales Automation

WYSIWYG Editor

Billing & Invoicing

Image Library

Conversion Tracking

Lead Nurturing

Interaction Tracking

Web Forms

Keap is available across three pricing plans based on the number of users and contacts.

Qvidian vs Keap

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

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