--- title: "Qvidian Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Qvidian Software - reviews, pricing plans, popular comparisons to other Proposal Management products and more." source_url: "https://www.capterra.com/p/6944/Qvidian-Proposal-Automation/" page_type: "product" language: "en" publication_date: "2026-11-03" --- # Qvidian Software Review 2026: Features, Integrations, Pros & Cons Last updated on November 3, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Qvidian ## What is Qvidian? Qvidian’s AI-powered cloud-based software is utilizing advanced technologies to help teams easily uncover the right responses to quickly create stand out sales proposals and response documents and win more deals. Qvidian’s AI Assist, has been built from the ground-up by a team of professionals who know the industry inside and out. AI Assist works with an organization's content to consistently deliver accurate, compliant, and responsive responses and proposals that get results and win business. Worldwide, over 200,000+ users trust Qvidian to meet deadlines, tame proposal chaos, and win more deals. Companies from all industries use Qvidian, including eight of the ten largest U.S. banks and six of the ten largest European banks. Ready to learn more? Request a demo: https://uplandsoftware.com/qvidian/demo-request/ ## What is Qvidian used for? [RFP](https://www.capterra.com/rfp-software/)[Quoting](https://www.capterra.com/quoting-software/)[Proposal Management](https://www.capterra.com/proposal-management-software/) Top alternative Featured Overall rating Based on 41 user reviews Reviews sentiment Positive 98% Neutral 2% Negative 0% Starting price $1 Per Year Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Qvidian?[Manage this product listing](https://www.g2.com/products/upland-software-qvidian/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Qvidian 4.4 (41) VS. [4.5 (1,260)](https://www.capterra.com/p/131735/PandaDoc/reviews/) Starting Price $1 Per Year Starting Price $19 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.2 (40) Ease Of Use 4.4 (189) Value For Money 4.1 (15) Value For Money 4.3 (160) Customer Service 4.6 (40) Customer Service 4.3 (168) ## Qvidian alternatives [4.5 (562)](https://www.capterra.com/p/157977/Salesloft/reviews/) Starting price $0.01 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.2 (1,341)](https://www.capterra.com/p/135618/Odoo/reviews/) Starting price $31.10 Per User, Per Month Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars [4.2 (1,009)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Starting price $69.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars Highest Rated [4.6 (6,134)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars ## FAQs about Qvidian Overview ### Which roles and teams benefit most from Qvidian? Qvidian is most used by proposal writers, proposal managers, and RFP specialists who create consistent responses, manage proposal content, and coordinate submissions. Sales operations and sales coordinators use it to support bid workflows, while marketing, knowledge management, and content teams maintain approved messaging, technical documentation, and reusable content libraries. Answer based on 37 reviews Overview ### What company size and specific industries is Qvidian built for? Qvidian is designed for medium to large enterprises that need to automate RFP and proposal creation. It is not tied to a specific industry, and it suits organizations with complex sales and proposal workflows that want to improve productivity and win rates. Features and Usability ### What are the key features of Qvidian? Qvidian offers RFP creation, RFP management, and proposal generation, along with document automation, document management, and version control. It also includes a content library, template management, approval process control, workflow management, reporting and analytics, and access controls/permissions for managing proposal and response content. Integrations ### Which third-party tools and platforms does Qvidian integrate with? Qvidian integrates with 8 third-party tools and platforms, including Microsoft 365, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Salesforce Sales Cloud, Google Chrome, Microsoft Edge, and Firefox. These catalog integrations cover office productivity, CRM, and browser environments for content creation and proposal workflows. Answer based on 2 reviews Getting Started and Support ### What training and onboarding options does Qvidian offer? Qvidian offers in-person training, live online sessions, webinars, documentation, and videos to help teams get started. In-person and live online formats support guided instruction, webinars provide scheduled learning sessions, documentation offers written reference material, and videos support self-paced review of product features and steps. Answer based on 9 reviews Getting Started and Support ### What customer support options does Qvidian offer, and how do users rate the experience? Qvidian offers email/help desk, FAQ/forum, knowledge base, phone support, and chat. Users generally describe support staff as helpful, responsive, and effective at answering questions, with onboarding and training support valued by some organizations. One recurring frustration is difficulty finding quick-reference guidance in the community forum. Answer based on 10 reviews ## Features AI summary Based on 1,471 Proposal Management reviews Capterra reviewers highlight these as the features buyers value most when choosing proposal management software: - **Proposal Generation** (**59%** of reviewers rated this feature as critical) - **Quotes/Estimates** (**62%**) - **Customizable Templates** (**49%**) Qvidian supports **Proposal Generation** and **Customizable Templates**, so teams can create consistent proposals faster and tailor content to different clients and sales scenarios. However, it does not include **Quotes/Estimates**. Instead, it offers other important capabilities that reviewers also rate highly, including **Electronic Signature** (**57%**), **Document Management** (**45%**), and **Templates** (**43%**), helping businesses manage proposal documents, speed up approvals, and maintain reusable content for future bids. Templates 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Sample files or documents that could be customized as needed or used as is Bid Management 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison Content Management 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Knowledge Library 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important A repository of previously used/received RFP questions with responses Progress Tracking 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Reporting on how each user, task or process has advanced since its initiation Access Controls/Permissions Define levels of authorization for access to specific files or systems Qvidian 50 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Automatic Formatting: Automatically formats data in a predetermined way - Bid Management: Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Configurable Workflow: Configure existing workflows to meet your organization's needs - Contact Management: Manage, organize, and store contact information - Content Library: Centralized repository to store content and assets - Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving - Contract/License Management: Track, store, and access client contracts or licenses - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Document Automation: Automated or logic-based workflows that assist in the creation of electronic documents - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Review: Review and analyze existing information across documents - Document Storage: Store and organize documents in a centralized system - Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Due Date Tracking: Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken - Electronic Signature: Digitally sign online documents - Generative AI: Use AI to generate content in the form of text, images, videos, etc. - Knowledge Base Management: Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support - Knowledge Library: A repository of previously used/received RFP questions with responses - Personalization: Adjust communications based on previous interactions or personal preferences - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Proposal Generation: Create proposals based on costs of labor and materials - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Requirements Management: Enables creation, management, and tracking of product requirements & features during product production/development - RFP Creation: The process of creating a questionnaire and submitting it to prospective vendors. - RFP Management: Manage and process incoming documents detailing requests for proposals - RFP Responding: The process of creating proposals in response to requests received from potential clients - Status Tracking: Track the status over time for a request, process, asset, or transaction - Task Management: Create, manage and track all task activities and progression - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Templates: Sample files or documents that could be customized as needed or used as is - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - Version Control: Track revisions and updates made to files and navigate between different versions - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.4 (17) 4.4 Based on 17 reviews ## Pricing Value for money 4.1 (15) Basic $1.00 Per Year Value for money 4.1 (15) 4.1 Based on 15 reviews ## Integrations [ Microsoft PowerPoint](https://www.capterra.com/p/141633/PowerPoint/)[ Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[ Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[ Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[ Microsoft Word](https://www.capterra.com/p/227146/Microsoft-Word/)[ Google Chrome](https://www.capterra.com/p/228985/Chrome/)[ Microsoft Edge](https://www.capterra.com/p/229037/Microsoft-Edge/)[ Firefox](https://www.capterra.com/p/228987/Firefox/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.6 (40) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.6 (40) 4.6 Based on 40 reviews ## User reviews Overall rating 4.4 Based on 41 reviews Filter by rating Counts reflect reviews available in this feed. 5(18) 4(22) 3(1) 2(0) 1(0) Mentioned topic Recent reviews first, then most helpful RE Reviewer Client Solutions Sr. Manager Used the software for: 3-5 years ### "Good and constantly improving" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 February 5, 2020 We bought Qvidian years ago for its database only. It was a lifesaver and timesaver over our practice of searching folders full of previous RFPs for responses. Later, when Qvidian improved the proposal building capabilities, we started using it to build Word RFPs. It is still most useful for filling out questionnaires including the very complex spreadsheets we receive. Great feature: you can load a spreadsheet into Qvidian and run autosearch on one or multiple cells, an excellent feature. Unfortunately, autosearch usually requires multiple attempts to find the best response, almost never finds the one best answer. This may relate to our complex products and custom services. Now our sales team has moved us from Word to mostly PowerPoint proposals, so we don't use Qvidian as much proposal creation. Pros The ability to load a spreadsheet in and search on one or multiple cells is great. 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. 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. Ongoing development/improvements program and roadmap are excellent. Cons It's robust features like tags, search terms, dividing content into folders, and other flexible features also make it complicated and not very intuitive. Autosearch tends not to find the best answer and requires further searching. Maintaining content is time consuming and difficult. Resolving duplicates/similar responses is a slow process. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Analyst Used the software for: 3-5 years ### "Great for Efficiency" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 7/10 March 28, 2025 Pros Continuous improvements in making it easier to search documents for various purposes such as RFPs and DDQs. Ensuring there's a way to view Previews of documents without having to download or open them made it efficient. Cons There can be a slight learning curve in the beginning. Unlike competitors, there's no AI feature as of yet. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Sr. Proposal consultant ### "Great tool for managing proposal content" 3.0 May 17, 2017 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer MarCom Writer Used the software for: 3-5 years ### "I have used Qvidian for several years as a RFP writer and as a content administrator." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 February 12, 2018 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 Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. VR Verified Reviewer Senior Proposal Writer Used the software for: 1-3 years ### "Intuitive proposal management and content software." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 May 23, 2018 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 Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Marketing Database Analyst ### "Mostly perfect" 4.0 March 2, 2014 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Proposal Writer Used the software for: 3-5 years ### "Great for RFPs" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 October 30, 2018 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 Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Senior Proposal Writer ### "Excellent product. Requires a commitment." 4.0 May 17, 2017 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 Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Sales Coordinator Used the software for: Less than 1 year ### "Great Product!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 30, 2018 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 Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. VR Verified Reviewer Risk Assessment Content Manager Used the software for: Less than 1 year ### "Content Database for RFPs" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 22, 2020 Pros The search function in the library is amazing. Qvidian advanced search makes searching for specific content for specific products for our RFPs very easy and efficient. Cons It took a little bit of time to get used to where everything was. There are a lot of functions, but all useful. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/6944/Qvidian-Proposal-Automation/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Popular comparisons [Responsive, formerly RFPIO vs Qvidian](https://www.capterra.com/compare/6944-148054/Qvidian-Proposal-Automation-vs-Responsive)