Qvidian RFP and Proposal Automation is a cloud-based sales and RFP-response enablement platform.

The solution includes a searchable content library, where all assets are stored in approved language and branding. Using this library with the AutoFill feature, the solution can automatically fill in the most relevant answers to RFP questions, helping users create first draft RFP responses.

Multi-step reviewer workflows automate the content review process, by notifying each person when it is time to review. Visual analytics dashboards report content usage and how RFPs are progressing toward completion. 

Users can build complete RFP packages including cover pages, tables of content, about us, questionnaires and more. The solution can also create tailored sales presentations and documents using brand-approved elements stored in the content library.

Customizable home screen
Customizable home screen

Customizable home screen

RFP autofill

RFP autofill

Multi-step reviewer workflow

Multi-step reviewer workflow

Personalized workspace

Personalized workspace

Visual analytics dashboard

Visual analytics dashboard

Searchable help center

Searchable help center

Supported Operating System(s):

Web browser (OS agnostic)



39 Reviews of Qvidian RFP & Proposal Automation

Overall rating

4.5 / 5 stars

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Bob from Altair

Number of employees:  501-1,000 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2018

Great for RFPs

Pros

Qvidian is a great tool to utilize for RFPs. The database content is easily updated and searchable. It also has a plugin for Microsoft word, which allows you to easily transfer the response to your RFP document. You can build an entire RFP in the actual tool itself.

Qvidian also lets you assign and track RFPs, giving your team access to each other's RFPs should the need arise where someone has to finish out one.

Cons

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.

The second con is that although keeping track of responses and uploading them are easy, you will need licenses for your SMEs if you would like for them to update thier portions. Business-wise, I do not blame them for this move, but most companies are not buying licenses just for SMEs.

Review Source: Capterra

Lauren from NFP Retirement Division

Number of employees:  51-200 employees

Ease-of-use

Customer support

Functionality

October 2018

Great Product!

Pros

It is easy to use and organize all of your data. I use it as a question/answer database for multiple different lines of business and have no issues with making different folders to organize.

Cons

Sometimes it's annoying how I have to think of "synonyms" of words to try and find the answers I am looking for. But.. I don't think that's the software's fault.

Review Source: Capterra
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Verified Reviewer

Number of employees:  501-1,000 employees

Ease-of-use

Value for money

Customer support

Functionality

May 2018

Intuitive proposal management and content software.

Pros

The folder structure is very easy to navigate and makes it easy for anyone who is used to this type of organizational style to transition onto the platform. The customer support was fantastic - when I decided to purchase the Qvidian software for my organization, Qvidian assigned an account manager who onboarded my organization and spent hours conducting training sessions with a coworker and myself.

Cons

At times managing styles is extremely time-consuming and is complicated to set up in the first place, and if not done correctly in the first place it can cause a lot of problems downstream when snagging content from the system.

Review Source: Capterra

Jennifer from Unum

Ease-of-use

Value for money

Customer support

Functionality

May 2018

Qvidian allows for the organization and reuse of RFP answers.

Pros

The metadata fields are flexible and easy to use. The folder structure can be modified at any time. The editing function works. The customer service is helpful and concerned about answering needs.

Cons

You must use a Word add-in to edit. The self-training materials leave out important definitions and/or steps.

Review Source: Capterra

Kartikk from UnitedLex Corporation

Industry:  Legal

Number of employees:  1,001-5,000 employees

Ease-of-use

Value for money

Customer support

Functionality

April 2018

Good Tool

Pros

Good tool for storing and responding to RFPs. Great collaboration and keyword searching capabilities.

Cons

Lot of human intervention is needed in order to fully utilize all features and functionalities of this tool.

Review Source

Cindy from Altair Global

Number of employees:  501-1,000 employees

Ease-of-use

Value for money

Customer support

Functionality

February 2018

I have used Qvidian for several years as a RFP writer and as a content administrator.

Increased productivity when replying to RFPs. Better responses where we can see the history of the edits. Easier SME reviews.

Pros

I love how they are continually improving their product. The search feature is very intuitive. If you can use google, you can use Qvidian to find anything you need in your database. The software is learning from my search behaviors and my most frequently used content, based on search terms, is the first records that are listed in my results. Once you have set-up your database with your content, we have easily been able to use it for 70%-80% of our RFP responses. It has greatly sped up our RFP process.

Cons

I would like it to be easier to customize users authorities. We have a few on-off users that need access to only certain areas and it hasn't been easy to give them access to only certain folders, and not allow them to see other libraries. I wish there was a true user's guide for quick reference. Sometimes I don't have time or want to try to find an answer in the community forum. I feel like they do not have a user guide because they want to sell their training.

Review Source: Capterra

Tammy from Altair Global

Ease-of-use

Value for money

Customer support

Functionality

February 2018

We have used Qvidian for the past two years and have been quite pleased with our usage.

Pros

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.

Cons

There isn't much I don't really like. I wish SMEs didn't have to have a license to be able to use some of the features.

Review Source: Capterra

Bob from Altair Global

Ease-of-use

Value for money

Customer support

Functionality

January 2018

I utilize QVidian as a RFP response repository.

Pros

QVidian's ability to interact with Microsoft products like Word and Excel saves me a lot of copying and pasting. With QVidian, I can insert standard responses with a click. It also allows you to save a format, so you don't have to worry about style formatting.

Cons

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.

Review Source: Capterra

Laura from Travel Leaders Corporate

Ease-of-use

Value for money

Customer support

Functionality

July 2017

Qvidian Helps to Streamline RFPs

Streamlines the RFP process.

Pros

I love the search functionality! I just highlight keywords in the RFP, hit the Qvidian search button and it brings up matching responses.

Cons

It's not compatible with Excel yet although I believe that upgrade is coming. I need to save the questions to Word and convert the finished Excel document to Word to upload into the database.

Review Source: Capterra

Jennifer from Veyo

Ease-of-use

Value for money

Customer support

Functionality

October 2016

Great rfp management product

I love the software. It's easy to use once you've been trained. The implementation and subsequent training is great and the staff is wth you all the way.

Review Source: Capterra

ESM from Genesys

Number of employees:  501-1,000 employees

Ease-of-use

Value for money

Customer support

Functionality

August 2016

Qvidian, is easy to use. It is very intuitive. The new library is much better than the classic lib

Qvidian, is easy to use. It is very intuitive. The new library is much better than the classic library

Cons

It is not possible to recover deleted content. To do so you need to go thru support and request it.

Review Source: Capterra

Simeon from N/A

Ease-of-use

Value for money

Customer support

Functionality

July 2016

Qvidian - Great Content Management Tool

It has been excellent so far. Coming into my area of work, we did not have a method of consolidating our content while managing proposals/RFPs, everybody sort "had" the content in their own personal laptops which made getting up to date content from experts extremely difficult. Qvidian has taken away all those challenges

Pros

- excellent content management system
- great customer service
- ease of use

Cons

none that i can think of so far

Review Source: Capterra

ESM from Genesys

Number of employees:  501-1,000 employees

Ease-of-use

Value for money

Customer support

Functionality

June 2016

Good to help answer the RFPs quicker

It is easy to use. It is very intuitive. You can build custom reports and have content in multiple languages. It has many other features that I have not use yet.

Review Source: Capterra

Giselle from Harte Hanks

Ease-of-use

Customer support

April 2016

Great program for RFPs

Qvidian has helped me in getting my content library under control with folders, lists of updates/versions, and owners. There's also metadata, which I'm just beginning to explore. The support staff is great, and while I haven't fully automated the RFP process yet, I'm looking forward to it.

Review Source: Capterra

Barry from Fifth Third Bank

Ease-of-use

Customer support

October 2015

Class of it's own - Qvidian is the premier content management system and proposal automation tool!

Pros - Qvidian has made significant improvements over the past 5 years based on feedback from clients like myself. This has been hugely satisfying to be one of their clients. They have a customer community that promotes knowledge sharing and helps shorten the learning curve for new users. Qvidian initially was our proposal automation tool and because of the enhancements from a content library perspective, we have been able to broaden our use to include content management. You have flexibility to create custom meta data, allowing you to customize what you want to track on each content item. It makes classifying your content easy. Cons - Enhancements are coming that address these items, but I would say automating the tracking process for approvals is a huge thing for our organization, but as I said in my previous comments, Qvidian is already working on addressing this.

Review Source: Capterra

Nancy from West Corp

Ease-of-use

Customer support

September 2015

Qvidian is an excellent tool for proposal management and organization

I really like that we, the writers of proposals day in and day out can easily organize, add and edit content in a folder structure that makes sense to our business. In addition to the vast knowledge base that Qvidian supports, it also helps us manage our proposals. Responders can be assigned to their questions easily and effortlessly. At any time, anyone involved in the proposal can see what questions remain unanswered, those pending acceptance and those acceptance. You can also filter the questions to those assigned to use. This allows me to work efficiently and at my pace. Others can work on their responses independently and we don't have to worry about sharing documents back and forth. Editing is done with the Qvidian addins for Microsoft Word.

Review Source: Capterra

Michael from Globoforce

Ease-of-use

Customer support

August 2015

More than a RFP Tool

Qvidian in my company is the considered the holy grail. From developing proposals, answering RFPs, stats, security questions, messaging, content development all start with my Qvidian solution. The tool has allowed me to become an integral part of our company's success. Thank you Qvidian!!!

Review Source: Capterra

Morgan from Pyramis

Ease-of-use

Customer support

July 2015

Great tool that has improved efficiency!

I've had a unique experience with Qvidian because I'm an intern at my organization. I learned Qvidian as I learned about the financial services industry and it has been immensely helpful in this respect. The tech support staff were amazing and were able to help me with all of my questions. Would definitely recommend this tool!

Review Source: Capterra

Alan from Morneau Shepell

Ease-of-use

Customer support

July 2015

Excellent product. Requires a commitment.

Qvidian Proposal Automation (QPA) is an excellent content repository. It's browser-based cloud library is excellent for organizations who have workforces who occasionally work remotely without direct access to a network drive. The user-interface is intuitive and it allows for excellent customization in order to be tuned to your specific needs. 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. The system continues to improve and evolve over time with improvements that are obviously created in direct response to customer feedback. Lastly, QPA is very good at highlighting for you (almost without even trying) where your processes lack the necessary organization to function... Objectively, there are two things that every company considering Qvidian should know: 1) Take the implementation slowly. I don't think Qvidian has nailed this process yet. The implementation process ran over a few months when honestly, it probably should have been various components phased in over the course of a year. That's not to say it's overly complicated, it's not. But it will result in a number of process changes for your staff and asking them to adjust to all of those changes simultaneously is something I wouldn't recommend. 2) It's time consuming. This is a bit of a double-edged sword. The honest truth is that managing QPA is a very time-consuming endeavor and if you don't have a dedicated resource, you're likely to struggle with the maintenance of your content. That sounds bad, but really, this fact is true whether you are using QPA or not. Having this system in place helps clarify for you exactly what you are and are not doing, which is actually more of a positive than a negative...but... With those warnings issued, I must say that I absolutely recommend using Qvidian and QPA. It's a wonderful product that will push your organization forward if you make the commitment to leveraging it's capabilities.

Review Source: Capterra

Krista from BlueCross BlueShield of Tennessee

Ease-of-use

Customer support

July 2015

Great for maintaining proposal content

We are using Qvidian Proposal Automation (QPA) software. This program has assisted us with maintaining a library of standard content used in our proposal responses. We are currently updating and expanding our library content and then we plan on digging deeper QPA to use some of the great features for automating additional steps in our proposal process.

Review Source: Capterra

Displaying 1 - 20 of 39 reviews