Wer nutzt diese 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.

Durchschnittliche Bewertung

40 Bewertungen
  • Gesamt 4.5 / 5
  • Benutzerfreundlichkeit 4 / 5
  • Kundenservice 4.5 / 5
  • Funktionen 4.5 / 5
  • Preis-Leistungs-Verhältnis 4 / 5


  • Kostenlose Version Nein
  • Kostenlose Testversion Nein
  • Einsatz Cloud, SaaS, Web
  • Training Persönlich
    Live Online
  • Kundenbetreuung Support während der Geschäftszeiten

Angaben zum Hersteller

  • Upland Qvidian
  • https://uplandsoftware.com/qvidian
  • Gegründet 2010

Über Qvidian Proposal Automation

2018 APMP Vendor of the Year. 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, Upland Qvidian clients report increasing productivity by 40% and win rates by 28%.

Qvidian Proposal Automation Funktionen

  • Anforderungsmanagement
  • Aufgabenmanagement
  • Automatische Formatierung
  • Dokumentenmanagement
  • Elektronische Unterschrift
  • Inhalt-Speicher
  • Kalenderverwaltung
  • Kollaboration
  • Kontaktmanagement
  • Pipeline-Management
  • RFP-Management
  • Revisionsmanagement
  • Versionskontrolle
  • Vorlagen
  • Wissensbibliothek
  • Anforderungsmanagement
  • Antwort auf Angebotsanfragen
  • Aufgabenmanagement
  • Content-Management
  • Datenimport/-export
  • Fortschrittsverfolgung
  • Fälligkeits-Tracking
  • Gebot-Management
  • Kollaboration
  • Lieferanten-Management
  • RFP-Erstellung
  • Vorlagen
  • Wissensbibliothek

Die hilfreichsten Reviews für Qvidian Proposal Automation

I have used Qvidian for several years as a RFP writer and as a content administrator.

Mit Google übersetzen Bewertet am 9.2.2018
Cindy B.
MarCom Writer
Personalwesen, 501-1.000 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5 / 5
4 / 5
Eigenschaften & Funktionalitäten
4 / 5
4 / 5
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: Increased productivity when replying to RFPs. Better responses where we can see the history of the edits. Easier SME reviews.

Vorteile: 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.

Nachteile: 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.

Mostly perfect

Mit Google übersetzen Bewertet am 27.2.2014
Brian K.
Marketing Database Analyst
Quelle des Nutzers 
5 / 5
Eigenschaften & Funktionalitäten
5 / 5

Kommentare: 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.

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