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.

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

Salesforce CPQ is part of a software suite designed for small, midsized, and enterprise organizations that are focused on reaching sales goals and streamlining customer support. Salesforce CPQ helps reps and partners configure complex deals, streamline quoting approvals, ensure sales compliance, plus more. It offers proposal and quote generation features, allows image-based product selection, and is accessible on mobile devices.


Salesforce also offers solutions for sales management, marketing automation, partner relationship management, customer service, plus more. 


Pricing for Salesforce CPQ is per user, per month and is billed annually. 






Milestone Tracking

Cataloging/Categorization

Electronic Payments

Price/Margin Management

Recurring/Subscription Billing

Product Catalog

Real-time Product Visualizations

3D Digital Asset Management

Product Configurator

Order Management

Guided Selling

Credit Card Processing

Invoice Management

Pipeline Management

Sales Trend Analysis

eCommerce Management

Automated Quoting

Self Service Portal

Pricing and Cost Calculations

Price and Cost Calculations

Sales Reports

Vendor Management

Configuration Management

Client Portal

Sales Tax Management

Pricing Management

For Internal Use

3D Imaging

Sales Automation

Billing & Invoicing

Rule-based Configuration

Audit Management

Discount Management

Renewal Management

Approval Workflow

Order Tracking

Order Processing

Quotes/Estimates

2D Drawing

Forecasting

Sales Orders

Calendar Management

Customizable Fields

Bills of Material

Multi-Currency

Real Time Data

Email Management

Estimating

Customer History

Mac OS

CPQ: $75/user/month billed annually.
CPQ Plus: $150/user/month billed annually.
CPQ & Billing Growth and CPQ & Billing Plus: contact Salesforce for a pricing quote based on your specific needs.

2-10

11-50

51-200

Salesforce CPQ & Billing

Qvidian vs Salesforce CPQ & Billing

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

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