Upland Qvidian Features
What are the features of Upland Qvidian?
Document Creation
- Customizability: Variables and Fields
- Template Creation and Flexibility
- Online Document Creation
- Custom Branding
Workflow
- Document Builder Interface
- Collaborative Creation
- Assembly and Approval Workflows
Analytics
- Reporting and Dashboards
Administration and Platform
- User, Role, and Access Management
- Alerts and Notifications
RFP Generation
- Questions Library
Submissions
- Collaboration
- Knowledge Base
RFP Response
- Content Library
- Import
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Upland Qvidian Categories on G2
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Document Creation
Customizability: Variables and Fields | Based on 68 Upland Qvidian reviews and verified by the G2 Product R&D team. Define fields to pull in dynamic information. | 79% (Based on 68 reviews) | |
Template Creation and Flexibility | Based on 64 Upland Qvidian reviews and verified by the G2 Product R&D team. Easily assemble custom fields and variables into reusable templates to automate the proposal creation process. | 77% (Based on 64 reviews) | |
Rich Media | Based on 51 Upland Qvidian reviews and verified by the G2 Product R&D team. How well the platform supports images, audio, and video in proposals. | 65% (Based on 51 reviews) | |
Online Document Creation | Create adaptive online documents for view via browser or mobile device. 60 reviewers of Upland Qvidian have provided feedback on this feature. | 73% (Based on 60 reviews) | |
PDF Creation | Based on 48 Upland Qvidian reviews and verified by the G2 Product R&D team. Create attractive PDF versions of proposals. | 69% (Based on 48 reviews) | |
Custom Branding | Based on 58 Upland Qvidian reviews and verified by the G2 Product R&D team. Brand proposals and the application's portal with your company's logos and branding. | 77% (Based on 58 reviews) |
Workflow
Document Builder Interface | See feature definition | Based on 59 Upland Qvidian reviews and verified by the G2 Product R&D team. Easily search for and add elements to a proposal. | 71% (Based on 59 reviews) |
Collaborative Creation | Based on 58 Upland Qvidian reviews and verified by the G2 Product R&D team. Multiple users can edit a single document. | 74% (Based on 58 reviews) | |
Assembly and Approval Workflows | Based on 56 Upland Qvidian reviews and verified by the G2 Product R&D team. Automate workflows by routing documents to the correct individuals for adding content and approval. | 72% (Based on 56 reviews) |
Analytics
Engagement Tracking | Based on 50 Upland Qvidian reviews and verified by the G2 Product R&D team. Track who is looking at proposals and how often or for how long. | 67% (Based on 50 reviews) | |
Proposal Effectiveness Reporting | Based on 50 Upland Qvidian reviews and verified by the G2 Product R&D team. Find out which pieces of content are performing best. | 68% (Based on 50 reviews) | |
Reporting and Dashboards | Based on 58 Upland Qvidian reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards on proposal volume and acceptance. | 74% (Based on 58 reviews) |
Administration and Platform
User, Role, and Access Management | Based on 71 Upland Qvidian reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 81% (Based on 71 reviews) | |
Alerts and Notifications | Based on 69 Upland Qvidian reviews and verified by the G2 Product R&D team. Program in-app and email notifications for approval milestones or actions. | 79% (Based on 69 reviews) | |
CRM Integration | Based on 51 Upland Qvidian reviews and verified by the G2 Product R&D team. Push and pull data from CRM to build proposals and update statuses with clients. | 64% (Based on 51 reviews) | |
E-Signature Integration | Couple accepting proposals and signing contracts together in one workflow. 39 reviewers of Upland Qvidian have provided feedback on this feature. | 50% (Based on 39 reviews) | |
CPQ Integration | Based on 39 Upland Qvidian reviews. Push and pull data from quote applications to build proposals. | 49% (Based on 39 reviews) | |
API / Integrations | Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. 39 reviewers of Upland Qvidian have provided feedback on this feature. | 59% (Based on 39 reviews) |
RFP Generation
Templates | Provide standard templates for different types of RFPs 54 reviewers of Upland Qvidian have provided feedback on this feature. | 78% (Based on 54 reviews) | |
RFX | Based on 48 Upland Qvidian reviews. Support other types of requests such as RFB/RFI/RFQ | 71% (Based on 48 reviews) | |
Versioning | Track versions of RFP documents and related changes This feature was mentioned in 48 Upland Qvidian reviews. | 75% (Based on 48 reviews) | |
Questions Library | Based on 56 Upland Qvidian reviews. Maintain a library of questions that can be reused | 84% (Based on 56 reviews) |
RFP Distribution
Tracking | Track submissions from multiple vendors and suppliers 55 reviewers of Upland Qvidian have provided feedback on this feature. | 78% (Based on 55 reviews) | |
Analysis | Compare submissions and score suppliers This feature was mentioned in 52 Upland Qvidian reviews. | 71% (Based on 52 reviews) | |
Selection | Choose the best submission for an RFP 52 reviewers of Upland Qvidian have provided feedback on this feature. | 78% (Based on 52 reviews) |
Submissions
Collaboration | As reported in 60 Upland Qvidian reviews. Allow multiple users to collaborate on submissions | 79% (Based on 60 reviews) | |
Knowledge Base | As reported in 60 Upland Qvidian reviews. Maintain a repository or library of content and documents that can be reused | 84% (Based on 60 reviews) | |
Review | RFPs can be reviewed by managers before submission 53 reviewers of Upland Qvidian have provided feedback on this feature. | 78% (Based on 53 reviews) | |
Reporting | Based on 55 Upland Qvidian reviews. Create real-time reports to compare data trends across processes, RFPs, vendors or profiles | 75% (Based on 55 reviews) |
RFP Response
Project Management | Tracks the progress of any RFP in real time and set milestones to improve efficiency This feature was mentioned in 51 Upland Qvidian reviews. | 77% (Based on 51 reviews) | |
Content Library | As reported in 60 Upland Qvidian reviews. Updates, organizes, and stores content of a project | 88% (Based on 60 reviews) | |
Access | Assign users, roles, and manage access in order to set tasks and leave comments This feature was mentioned in 52 Upland Qvidian reviews. | 85% (Based on 52 reviews) | |
Automation | Automate repetitive and manual tasks, such as auto-filling answers and auto-responses 54 reviewers of Upland Qvidian have provided feedback on this feature. | 81% (Based on 54 reviews) | |
Export | Export files or spreadsheets with the ability to format and accomidate images 55 reviewers of Upland Qvidian have provided feedback on this feature. | 85% (Based on 55 reviews) | |
Import | Upload files or spreadsheets from multiple sources 55 reviewers of Upland Qvidian have provided feedback on this feature. | 83% (Based on 55 reviews) |
Generative AI
AI Text Generation | Allows users to generate text based on a text prompt. 35 reviewers of Upland Qvidian have provided feedback on this feature. | 65% (Based on 35 reviews) |
