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.

Vendors that are no so computer savvy are intimidated by this. They usually get started and drop the process all together.

The software is easy to navigate and customer service is great.

That was the first objective and that's been successful. There's also also getting help internally when the answer is not known by subject matter experts and others.

We have increased the value we offer to our clients, as well as the speed with which we can formulate responses to proposals. The support team has been exceptional.

Salesforce integration - I am looking forward to this new capability and expect it will be valuable for our organization.

I mostly loved that I didn't have to put together a paper response and FedEx it the day before the due date, so it saved me money and time.

We shopped a few different solutions and really appreciated the balance between the features of RFP360 and its relatively low costs in comparison to similar products.

Response level and ease of data input. The access points are wonderful.

Assigning roles and permissions. I was worried someone would see a section they weren't supposed to.

Having easy access to the answers and the ability to create the draft had the added benefit of helping me onboard quickly as well. The tool created a professional output and was very easy to use.

The RFP365 customer support is outstanding. The team was been very flexible and accommodating to our large global group for integration and has never failed to help with further training.

I liked how simple it was to navigate. I also liked that it was easy to confirm the submission of the SFP.

Loved the video on how to submit, very helpful.

The data included with each record helps us confidently select the best answer. For example, we can quickly see who wrote the response, who has updated it, who approved it, and when it was last used.

The Knowledge Base feature was a little confusing. It almost seemed as if it was suggesting the answers I had already written.

We leverage both the issuing and responding, and it's a great central repository to host all your critical sales information with easy access for reps in all situations.

I have to say that the product matches the customer care and they are both amazing for our business.

I created our style on the 360 site, but there was no option for formatting spacing which was a headache to alter.

I felt like the experience flowed and I enjoyed the ability to comeback and have all my work saved.

It was my first time using this product and found it very easy to use. Would recommend to anyone submitting grants.

It seems I am very slow at understanding the process and have trouble double checking myself.

It was pretty easy to navigate, pretty user friendly.

The ability to integrate existing RFP documents.

I haven't used it extensively, hence unaware of any misgivings of the same.

Filling RFP's into the platform is clunky and difficult. System has no intelligence built in for inserting new RFP without an individual having to spend a lot of time formatting and filling.

It's the most focused proposal automation platform with the most robust capabilities.

The ability to format answers to questions was a big positive.

Very responsive and eager to help make sure you make the most of your investment.

Presentation of the RFP Proposal and ease of use when responding.

It is extremely cost effective and the RFP365 team has been extremely responsive to all of our needs and feature requests.

Customer support is outstanding, always responsive. Recent updates have been useful.

The feature we like the most is the knowledge base. It allows for ease in the initial draft of any RFP.

I had never experienced or built an RFP before and this software was incredibly useful and user friendly.

Nice Portal to work with and will be more comfortable in the future. Could have easier way to add attachments on each question.

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

Web browser (OS agnostic)

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

It’s not easy to source the right product, technology or service — and choosing the wrong vendor or supplier is costly. Instead of making things easier, traditional RFPs and other types of RFx (RFI, RFQ and more) complicate the process. 

Inefficient spreadsheets, unstructured documents, disorganized email messages, outdated contact lists, subjective evaluation criteria. Technologies that you thought would help only add to the stress.

The good news is — there’s a better way to issue and manage RFPs and all other information requests. One that’s organized, fast, effective and 100 percent digital from start to finish. 

RFP360 is leading this full-circle RFP evolution — a true digital transformation. 

Your team drives the process, publishing an RFx, inviting vendors, collecting proposals and evaluating responses — all inside RFP360. Vendors then respond in our software, easily writing answers, messaging you with questions, submitting proposals and more.

Creation, collaboration and communication all happen effortlessly in our unique, cloud-based solution.

Here are a few benefits:

- Build any type of complex RFx in minutes with intuitive, purpose-built features
- Leverage your template library to standardize and streamline every request
- Eliminate spreadsheets by gathering structured data using built-in tables
- Establish clear evaluation criteria to ensure objective, fair and data-driven decisions
- Track participation and progress of invited vendors as they respond in our software
- Enhance vendor management by centralizing your contact database 
- Collaborate internally and externally in one place — stakeholders, vendors and scorers
- Get a real-time, at-a-glance overview so your projects always stay on track
- Conduct unbiased, side-by-side evaluations using innovative comparison tools 

Not only does our software enable you to collect information more effectively and efficiently than ever, you’ll save time, mitigate risk, reduce costs and improve decision-making.

Your invited vendors also will save time and effort — increasing participation because our software makes it so simple for them to respond. They are far more engaged too, supplying you with the answers you need to make the right strategic buying decision.

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