Qvidian Proposal Automation

4.5 / 5 30 reviews

Who Uses This Software?

Medium to large enterprises (especially those in regulated industries, such and Financial Services and Healthcare) seeking to automate RFP and proposal creation to increase productivity and win rates.


Average Ratings

30 Reviews
  • 4.5 / 5
    Overall
  • 4 / 5
    Ease of Use
  • 4.5 / 5
    Customer Service

Product Details

  • Free Demo
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • Qvidian
  • www.qvidian.com/
  • Founded 2010
  • United States

About Qvidian Proposal Automation

Produce professional sales documents faster to win more deals! Qvidian is a perfect fit for companies of 1000 employees or more. Drive efficiency with a single trusted content library. Expedite RFP draft creation with intelligent AutoFill. Streamline content approvals with automated workflows. Measure results with visual analytics dashboards. On average, Qvidan clients report increasing productivity by 40% and win rates by 28%.


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Qvidian Proposal Automation Features

  • Automatic Formatting
  • Calendar Management
  • Collaboration
  • Contact Management
  • Content Repository
  • Document Management
  • Electronic Signature
  • Knowledge Library
  • Pipeline Management
  • Requirements Management
  • Revision Management
  • RFP Management
  • Task Management
  • Templates
  • Version Control

Qvidian Proposal Automation Reviews Recently Reviewed!

Qvidian Helps to Streamline RFPs

Jul 11, 2017
5/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
5 / 5
Value for Money
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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.

Overall: Streamlines the RFP process.

Great rfp management product

Oct 06, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
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Comments: 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.

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

Aug 08, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Cons: It is not possible to recover deleted content. To do so you need to go thru support and request it.

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

Qvidian - Great Content Management Tool

Jul 18, 2016
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
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Pros: - excellent content management system
- great customer service
- ease of use

Cons: none that i can think of so far

Overall: 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

Recommendations to other buyers: 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.

Good to help answer the RFPs quicker

Jun 29, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Comments: 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.

Great program for RFPs

Apr 05, 2016
4/5
Overall
3 / 5
Ease of Use
5 / 5
Customer Support

Comments: 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.

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

Oct 27, 2015
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: 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.

Qvidian is an excellent tool for proposal management and organization

Sep 23, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: 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.

More than a RFP Tool

Aug 28, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: 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!!!

Great tool that has improved efficiency!

Jul 30, 2015
4/5
Overall
3 / 5
Ease of Use
5 / 5
Customer Support

Comments: 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!

Excellent product. Requires a commitment.

Jul 21, 2015
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: 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.

Great for maintaining proposal content

Jul 01, 2015
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: 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.

Qvidian Playbooks help increase rep productivity

Jun 11, 2015
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
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Pros: 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!

Cons: It took us a while to master the rules but nothing that would prevent me from purchasing again.

Recommendations to other buyers: Talk to other users as there are many ways to implement.

Qvidian delivers on all my requirements

May 05, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: 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.

Easy to use

Feb 17, 2015
5/5
Overall
5 / 5
Ease of Use
4 / 5
Customer Support

Comments: I started with a new company in June 2014 and had never used Qvidian. With the help of more experienced co-workers, I quickly learned how easy it was to search and locate responses in our database. I've used other proposal automation software in the past and Qvidian is by far one of the easiest to use.

Effective resource

Feb 17, 2015
4/5
Overall
4 / 5
Ease of Use
3 / 5
Customer Support

Comments: Qvidian is a great work tool for completing plan sponsor requests. I like the ability to create frequently used response into one document. As a manager, I find my team can easily manipulate the tool to provide most up to date responses.

Qvidian Database Review

Feb 17, 2015
4/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I have been using Qvidian for over a year now and it is essential in performing my day-to-day tasks. We fill out questionnaires for Request for Proposals and without Qvidian populating these questionnaires would take much more time. At times Qvidian can be slow (start to clock) but other than that I find it more and more useful as time goes on.

Effective Work-Tool

Feb 17, 2015
4/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support

Comments: I find Qvidian to be an effective work-tool. The 'Google' like search engine is a favored feature and having the ability to setup folders within the library allows for ease of viewing and maintaining content. I particularly like the ability to create saved searches based on certain criteria. There are a few features I would like to have a better understanding of such as 'linking content'. I'm hopeful this will be touched upon in more detail at the conference.

Great Sales Automation Tool

Feb 11, 2015
4/5
Overall
3 / 5
Ease of Use
5 / 5
Customer Support

Comments: I have used Qvidian for almost two years now and couldn't see myself doing my job without it. It's very easy to navigate and download the specific inforamtion I need for proposals, presentation and RFPs. custoemr service has always been prompt and follows-through. Often times it does move a little slow (not sure if thats their servers or ours) which is why I have it rated 4 stars overall.

First Time User Finds Go-To Resource

Feb 11, 2015
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: I joined my department not too long ago and began to get familiar with the content my team had loaded into Qvidian. Having a good portion of the entire group's knowledge at my fingertips has been invaluable. Being able to pre-populate answers immediately saves time and ensures consistency across responses. I have found the search functionality a little quirky, but others on my team have gotten quite good at finding what they're looking for quickly. Qvidian has been a valuable tool for us and will continue to be.

Great tool for managing proposal content

Feb 11, 2015
3/5
Overall
3 / 5
Ease of Use
3 / 5
Customer Support

Comments: Qvidian is a great tool for managing all of our content for proposals. We don't use it for producing proposals because we do alot of custom work. I like the feature that allows you to send content to a contact for an update. I also like the fact that there are many ways to do the same thing.

Helpful Proposal and Presentation Source

Feb 11, 2015
4/5
Overall
3 / 5
Ease of Use
5 / 5
Customer Support

Comments: I like Qvidian, although there could be improvements on the Ease of Use. Some of the steps aren't always easy to recognize. But the learning curve does seem to get better with each upgrade. I'm usually pretty good with software and figuring out how it works, and sometimes it takes me a while to figure out some of the steps with this. I do think it's a great way to store information, and I love that you can download individual responses or an entire group of responses, depending on how you upload your information.

Qvidian offers best-in-class proposal support

Feb 11, 2015
5/5
Overall
5 / 5
Ease of Use
4 / 5
Customer Support

Comments: The tool is well suited for situations where qualitative content needs to be centralized and updated regularly. There could even be opportunities for centralizing quantitative content. When researching similar tools, one should inquire about typical database logic and organization, which Qvidian does well. Technical compatibility and support is also an important consideration.

Qvidian Proposal Automation (QPA) is our RFP Team's primary source for standard proposal language. We have one administrator of the tool who interacts with internal Subject Matter Experts to update standard content on a regular basis. We use QPA as a content warehouse, but it does have more advanced functionality that can respond to RFPs in an automated fashion. However, the warehouse functionality has expanded to include our qualitative content for consultant databases.

Great Proposal Automation Tool & Keeps Improving

Oct 15, 2014
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: Our company has been utilizing the Proposal Automation for over 5 years and have seen dramatic improvements that have positioned Qvidian as a leader, unrivaled.

Pros:
Qvidians Content Library - easy to manage content and make your content easily accessible to the organization
Architecting New Document Types - creating new documents is easy to do, making sales enablement and aligning content to your organizations sales cycle extremely easy
Significant Updates - over the past several years, our organization has been thrilled with the consistent updates that have made major impacts to those who utilize the tool as well as those who are administrators
Roles - we have been able to create custom experiences for our users so that they aren't needlessly distracted by content or document types that are not relevant to them
Customization - able to customize roles, search experiences and links for users, as well as branding
Customer Service - Qvidian has been out to visit us to get feedback on their products, and we have seen the fruits of that feedback consistently over the past couple years with updates
Cons:
Branding: This is minor to our organization, but I do wish more branding options existed
Reporting: Customizing reporting can be challenging, though Qvidian has been accommodating, it'd be nice to be able to customize without knowing coding. (I do think that major updates are coming for reporting). One of the recent enhancements this past year with event auditing, really expanded what the system captures, so that was a major improvement

Qvidian's Proposal Automation has made our organization more efficient. Understanding the system and how to make it work for your organization is key. Attending their conferences is important, but even if you can't do that, they provide a knowledge bank on their website and have excellent trainers who can support optimizing QPA for your group. Each year we review other technologies, and each year we come back to QPA.

We've learned so much!

Apr 18, 2014
4/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support

Comments: Qvidian forced us to reevaluate some things and change some others. But in this - we've learned so much in a positive way. Many new ideas have spawned, and will continue to develop over time as we continue to integrate our templates and processes into this truly capable tool. Qvidian's capabilities are diverse and robust and will provide continue to provide solutions that we can't yet even foresee. All the while, the documents it outputs look fantastic and are easy to manage.

Mostly perfect

Feb 27, 2014
4/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Qvidian excels in several areas:

Organization - Qvidian uses a folder tree layout with user-created top-level categories that can then be branched out into more in depth subcategories. Each folder also shows the number of records it contains.

Searching - Qvidian uses a Google-like approach to searching. When a user searches for a term or phrase, if the correct record is found and used, then the search term the user had typed in is added to the meta data of that record. In the future, when that same term or phrase is searched again, the record(s) containing that search term appears closer to the top of the search results.

Editing - Two choices are offered for editing records, both of which utilize integration with Microsoft Word. In the first choice, records are edited one at a time as separate documents. This allows editing of both the record and its corresponding meta data. The second editing choice allows a user to edit multiple records in one document. However, this does not allow editing of records' meta data. This trade off does allow for easier editing of multiple records at once, though, since a user can utilize Word's various comparison tools.

There are a couple of areas where Qvidian could use some improvement.

Feature regression - The editing option that puts multiple records into one document had always been present in Qvidian; however, when the multi-edit feature that only allows editing one record at a time was released in version 9.1, the original editing functionality was removed. 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. It wasn't until a year later when version 10 was released that the old editing functionality was added back.

Server side requests ¿ In the latest version, Qvidian handles all user requests on its own servers instead of on the user¿s PC. Depending on the number of records, this can be very quick (a few seconds) or very long (I've waited up to 20 minutes before) depending on how taxed Qvidian's servers currently are. I understand the reasoning behind the move, in that it takes the load off of a user's computer so that other applications they currently have open aren't affected by added memory usage, but in practice I find that it only slows down my workflow. Any somewhat modern PC shouldn't have any trouble handling a large report request from Qvidian.

Great Qvidian Support Team

Feb 24, 2014
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: The Support Team at Qvidian really live by the word support. Being in India we get a 24/7/365 days of support and the best part is i have seen even once in these 3 years 5 months i have been working with the support at Qvidian ,that they are not helpful.They are always there to help you.

Whether it is helping on the product usage
Taking the technical details to their dev team
Giving any information by escalating it to proper stakeholder.

Keep it up Qvidian Support!

Complex Architecting Successful through Effective Project Management

Dec 11, 2013
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Our corporate visual identity standards and proposal templates created complex Word style requirements and Qvidian artchitecting challenges. Alongside our Qvidian project manager, we successfully converted our PowerPoint templates to a Word format consistent with our needs and desired level of quality. Without the support, guidance, and flexibility of our project manager this wouldn't have been possible. We were impressed that Qvidian committed to supporting our needs, listened to our concerns, and guided us to the right solution. Additionally, they were available to answer our questions throughout the development process.

Qvidian Makes Great Strides

Aug 19, 2013
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Qvidian Proposal Automation has made itself known to me as an excellent tool time and time again. Following the 10.0¿now 10.1¿upgrade, I was astonished how much it could improve. The tool is a wonderful house for all Q&A used when writing proposals. The library setup makes it easy to find anything I'm looking for.

I am currently undertaking a database refresh and being able to send Q&A to subject matter experts (SMEs) and track their progress makes my life 10x easier. I can easily stay on top of this task and know what to expect from each SME.

Prior to the 10.1 upgrade, I would receive an unnecessary dialogue box when searching using Chrome. I expressed my concern and was immediately helped.

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

Apr 13, 2016
4/5
Overall