# Meridian for RFP Analysis Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is Meridian for RFP Analysis the right Proposal Management solution for you? Explore 13 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/137002/Meridian-for-RFP-Analysis/reviews

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Meridian for RFP Analysis

4.5 (13)

[View alternatives](https://www.capterra.com/p/137002/Meridian-for-RFP-Analysis/alternatives/)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated March 13th, 2026

# Reviews of Meridian for RFP Analysis

Ease of use

4.5

Customer Service

4.7

## Showing most helpful reviews

Showing 1-13 of 13 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

SS

Shelly S.  
SR Proposal Coordinator/Tech Lead  
Defense & Space  
Used the software for: Less than 6 months

### "Evaluating and Implementing Meridian"

December 11, 2019

5.0

The benefits are huge in the amount of administrative time this will save proposal managers and coordinators in developing annotated outlines, compliance matrices, and other functions that can take hours/days to accomplish.

Pros

The price of this product versus the time savings overall will save serious money spent on administrative tasks throughout the year. The software makes it possible to pick up on nuances that might be missed by the old school hand jamming into an excel spreadsheet. It also allows for searching on key words and generating lists of items such as CDRLs or DIDs called out in a PWS. So far this is huge for any proposal group to use and highly recommended.

Cons

So far I am not happy with the upgrade function which might be more an internal IT process than the vendor. My upgrade did not work so my software is stalled at the moment. Other than this small issue, I have not found anything that I do not like.

Alternatives considered

[VT Docs](https://www.capterra.com/p/117155/VisibleThread-Docs/)

Reason for choosing Meridian for RFP Analysis

Right now Meridian tops the other two overwhelmingly. Expaedeance only supports word documents for the most part, and VisibleThread does not have a tailorable dashboard causing numerous hours of clean up and redo for all amendments.

Review Source

BM

Brittony M.  
Principal Proposal Manager  
Aviation & Aerospace  
Used the software for: 2+ years

### "Terrific for RFP Analysis"

December 12, 2019

5.0

We use this software to do RFP analysis, create outlines, templates, and cross reference matrices.

Pros

This is a Microsoft based software that's easy to use to shred proposals, create cross reference matrices.

Cons

We don't always need to update the software when Meridian updates it so we didn't purchase software support. However, when we got new laptops, we could not download the software version we already had.

Alternatives considered

[Qvidian](https://www.capterra.com/p/6944/Qvidian-Proposal-Automation/)

Reason for choosing Meridian for RFP Analysis

Our proposals are all different with customized writing, so we needed something that did the analysis and not build proposals.

Review Source

EP

Eric P.  
Senior Proposal Manager  
Defense & Space  
Used the software for: I used a free trial

### "Meridian RFP"

July 31, 2019

4.0

Pros

Did a good job shredding the RFP and creating a draft compliance matrix

Cons

Somewhat expensive for an individual to purchase.

Review Source

AA

Anita A.  
Sr. Proposal Specialist  
Aviation & Aerospace  
Used the software for: 2+ years

### "Review of Meridian for RFP Analysis"

December 30, 2019

4.0

Overall this is the best software to save time and effort to efficiently prepare compliance matrices and distribute amongst the subject matter experts. Most of the time they are surprised how quickly I can have the compliance matrices ready for them to start working on.

Pros

I love how this software is able to analyze RFPs and within seconds prepare compliance matrices. No more copy & pasting! I use it all the time and required my new employer to purchase it when our company was acquired. The recognized text feature is great to extract those important, will, shall, provide, or any custom phrases for the pursuit.

Cons

What I least like is that the Heading numbering remains in the Text description column after the RFP has been analyzed either by sentence level or paragraph level. It is ok for it to remain in the first column location. But due to time constraints I usually leave it in the 2nd column description of the heading and it does look messy. Only if there is time, it is a very time consuming process to remove all the heading numbering in that second column. On certain .pdf documents the text disappears and I never know if it has been removed or it has become a part of the prior line item. Sometimes this happens and I need to be sure to check that all text belongs in the right line item with the correct heading numbering.

Review Source

CM

Chris M.  
Proposal Manager  
Research  
Used the software for: 2+ years

### "Meridian for RFP Analysis"

July 31, 2019

5.0

Providing efficiencies to our proposal department

Pros

This is a great product that does just what it says it will do - makes the time-consuming laborious process of shredding an RFP systematic and complete. Your end products include a comprehensive compliance matrix, a working outline for your proposal with all references captured, and auto-populated storyboards and writing tools for preparing your response. All the work is done up front when you shred the RFP and create your worksheets; from that point, you can use your own template to build reports, outlines, and so forth. The support team is proactive, engaged, and available to help you through the learning curve both one-on-one and in regularly scheduled interactive webinars. The team is also constantly evaluating their product, asking for user input, and making improvements and changes based on these needs.

Cons

Not the software's issue, but learning curve - finding the time to use it enough to get proficient.

Reason for choosing Meridian for RFP Analysis

The product provided was specific and functional, meeting the specific needs of RFP response preparation.

Review Source

CK

Carol K.  
Proposal Manager  
Information Technology and Services  
Used the software for: 2+ years

### "Meridian for RFP Analysis"

December 11, 2019

5.0

Pros

Provides a great way to rapidly itemize and parse all RFP requirements to create multitudes of templates, requirements matrices, storyboards, capabilities matrices. The software enables us to standardize our proposal processes and templates for consistent proposal execution.

Cons

Using the software is not intuitive to beginning users, and unless a user has the opportunity for frequent use, steps to use are hard to retain. However, the available video training and frequent webinars mitigates some of this. I have been using the software for almost 10 years, but I'm seeing that new users in my company struggle in the beginning.

Review Source

MS

Molly S.  
Sr Program Manager  
Aviation & Aerospace  
Used the software for: 2+ years

### "Easy document evaluation, great reports"

November 13, 2018

4.0

I am solving a timing and accuracy issue. I used to do all my analysis and matrices by hand, but using Meridian, I am able to automate the process which ensures accuracy and saves loads of time.

Pros

I love the ease of use - it allows me to do with documents in mins what would normally take hours.

Cons

I have not had any issues to complain about.

Review Source

DS

Debby S.  
Proposal Analyst  
Government Administration  
Used the software for: 1-2 years

### "Great Tool"

November 14, 2018

5.0

Pros

RFP scanning, outlining, storyboards - everything.

Cons

Was a little complicated to use in the beginning.

Review Source

JE

Jonathan E.  
Helpdesk Manager  
Information Technology and Services  
Used the software for: Less than 6 months

### "Proposal Software That is Great for End Users and IT Support Teams"

December 26, 2019

4.0

Pros

My IT Team has not had to provide much support this software for our teams that use it in the past year, it has enabled them to send in successful proposals and require very little support from us.

Cons

No cons at this time, from an IT perspective we have not needed to support this software or reach out to Capterra for support which is amazing.

Review Source

WF

Wendy F.  
Vice President, Proposal Management  
  
Used the software for:

### "I have been using the product for the past 8 years and have found it a wonderful time-saver"

May 25, 2016

5.0

The software enables me to create checklists and cross reference tables from RFPs in a fraction of the time it would take to do it any other way. It ensures accuracy and completeness, both difficult to achieve with a manual approach. It enables me to spend my time on substantive issues instead of "cut and paste." Technical support has been rapid and responsive and the software has continued to improve over time based on user input.

Review Source

TB

Traci B.  
Vice President  
  
Used the software for:

### "Cuts my time by 70%"

May 10, 2016

5.0

I have been using Meridian since 2008. I am a consultant, partnered with my husband at TNT Capture & Proposal Services. I mention this because we are a small start-up and we didn't hesitate to make sure Meridian was part of our start-up costs. I will not use any other method for shredding a RFP and building the matrix as well as resulting outline.

Review Source

SU

Sabrina U.  
Asset Mgmt Analyst  
Computer Software  
Used the software for: I used a free trial

### "Evaluation of Meridian RFP"

December 20, 2019

4.0

Pros

The price compared to other products is cost efficient and could help save money perhaps if this was to be implemented.

Cons

Not too intuitive for those who are not used to using this product.

Review Source

JB

Jason B.  
Proposal Manager  
Education Management  
Used the software for: Less than 6 months

### "Meridian for RFP Analysis"

November 16, 2018

4.0

Pros

The system enables you to effectively extract, store, and manage proposal and RFP content.

Cons

The user interface is slightly difficult to get used to at first, but after a few uses it becomes second nature.

Review Source

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