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.
Kartikk from UnitedLex Corporation
Employees number: 1,001-5,000 employees
Good tool for storing and responding to RFPs. Great collaboration and keyword searching capabilities.
Lot of human intervention is needed in order to fully utilize all features and functionalities of this tool.
Kym from Splunk
Specialty: Software / IT
The software allows us to serve up content in context to where the seller's opportunity is within the sales process. The sellers do not need to waste time searching sites to find the right content, it is served up to them dynamically and when it is meaningful.
Qvidian as a company is fantastic to work with. We have engaged with all areas from Professional Services, Development, Marketing and the like and everyone is on board to make their customer's successful!
It took us a while to master the rules but nothing that would prevent me from purchasing again.
Talk to other users as there are many ways to implement.
Bob from Altair
Employees number: 501-1,000 employees
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.
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.
Lauren from NFP Retirement Division
Employees number: 51-200 employees
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.
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.
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.
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.
Jennifer from Unum
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.
You must use a Word add-in to edit. The self-training materials leave out important definitions and/or steps.
Cindy from Altair Global
Employees number: 501-1,000 employees
Increased productivity when replying to RFPs. Better responses where we can see the history of the edits. Easier SME reviews.
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.
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.
Tammy from Altair Global
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.
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.
Bob from Altair Global
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.
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.
Laura from Travel Leaders Corporate
Streamlines the RFP process.
I love the search functionality! I just highlight keywords in the RFP, hit the Qvidian search button and it brings up matching responses.
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.
Jennifer from Veyo
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.
ESM from Genesys
Employees number: 501-1,000 employees
Qvidian, is easy to use. It is very intuitive. The new library is much better than the classic library
It is not possible to recover deleted content. To do so you need to go thru support and request it.
Simeon from N/A
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
- excellent content management system
- great customer service
- ease of use
none that i can think of so far
It's a great tool to have as an added on extension of your company, especially for Project Managers. Once you begin to use it a rely on it, it makes work effortless (your not chasing people down on a daily basis). That time can be devoted to other endeavours.
ESM from Genesys
Employees number: 501-1,000 employees
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.
Giselle from Harte Hanks
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.
Barry from Fifth Third Bank
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.
Nancy from West Corp
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.
Michael from Globoforce
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!!!
Morgan from Pyramis
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!
Alan from Morneau Shepell
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.
Krista from BlueCross BlueShield of Tennessee
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.
Alan from Undisclosed
New and prospective users should consider joining the Qvidian User Community and review the discussions, knowledge base, training, etc. Also, visit the Learning Resources videos, which demonstrate the product at a more practical than typical demos.
Qvidian is very responsive to customer ideas in adding requested features when possible, including some I suggested. The biggest change I'd like at this stage of my association with the product is the provision of simple, license-free (within the enterprise) access to the content database. The current seat license model does not enable casual users' introduction to and exploration of the product.
Our initial business problem was replacement of the Pragmatech RFP Machine content library. We've successfully used Qvidian as a global resource for about three years.
Within the past year, our sales force asked if we also had the capability to support "point-and-click" proposals such as available at other companies. Qvidian enabled us to provide that capability with Proposal Automation.
We're now piloting workflow management capabilities with initial good results.
Please note that this is a review, not an endorsement by myself or my organization.