I have been a profesional working with proposal database tools for 25 years and have used several database products in this time. Once you've been forced to work with a system that isn't Qvidian, you understand that it's really the only option for proposal professionals. When I was unfortunate enough to work in an organization that didn't use Qvidian, I was quick to advise them that there isn't another tool geared to proposal professionals that comes close to the features and capabilities that Qvidian offers.
It's clear that people who understand proposal and RFP needs are behind this system. The search features are fantastic, but the administrator features are even better ensuring database content maintenance is as simple as possible for all involved. The ability to customize views allows a very personalized experience.
There are a wealth of features and you can use all of them or just those that work for you. This makes it easy to baby-step into the system, slowly adding features as you need them.
My team implemented the Qvidian RFP database and then moved added proposal automation as a phase two implementation. This allowed us to become more familiar with the system and better users before expanding its capabilities.
Qvidian is the first tool I open every day as it's integral to everything I do throughout the day. I have lived in a world without Qvidian, and I can attest, that it isn't a world you want to live in. Review collected by and hosted on G2.com.
It can seem overwhelming at times because Qvidian has so many features. Qvidian will often offer three ways to do the same thing, allowing you to customize your practices. This level of choice can sometimes lead to confusion, but SalesEdge resources can help identify best practices that can work for you. I have always utilized SalesEdge as a partner in Qvidian and have been amazed by their knowledge and ability to help. They're a fantastic partner and I wouldn't want to work without them. Review collected by and hosted on G2.com.
118 out of 119 Total Reviews for Upland Qvidian
Overall Review Sentiment for Upland Qvidian
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I appreciate the responsive, personalized attention we receive from our Qvidian customer relationship manager and the support team. I appreciate the wide variety of proposal development functionality. I appreciate that we can customize Qvidian functionality to our organization's specific needs. Review collected by and hosted on G2.com.
With so many features and customizable options, the software can feel a little too complex at times. Also, sometimes things get "broken" when new features or updates are added. In the last several months, our company has experienced some challenges getting support we feel satisfied with. Review collected by and hosted on G2.com.
Qvidian is helpful for RFPs. No more digging for old answers and the content library and AI suggestions make it fast and easy to use and implement (user friendly). Teamwork is smooth and it syncs great with Office and CRM. Good customer support and can be used daily. Review collected by and hosted on G2.com.
The interface needs an update. It is priced well for big companies, but it can be expensive for smaller teams. Review collected by and hosted on G2.com.
I have used the software for many years. Review collected by and hosted on G2.com.
Some parts of the software have not been updated for many years and it is like working with a dinosaur. Review collected by and hosted on G2.com.
The library features and organization helps to keep all our information organized and clear across many different product lines. Support is next level, questions are answered quickly and there are many learning resources. Review collected by and hosted on G2.com.
I have no big complaints. Would love to see more intuitive and AI integrations - however they are releasing and working through that and am excited to work that into our project management. Review collected by and hosted on G2.com.
There are two ultimate highlights of Qvidian: firstly, the Library and its ease of use and searchability, and secondly the intuitive interface of the Qvidian platform.
The Library has become a go-to source of intellectual capital within our business, enabling self-service of information by myriad end users who would formerly burden individual SMEs directly with repetitive queries. As our business has evolved and grown we are seeing ever-more complex RfPs and the Library is an essential resource to enable a small RfP team complete a first draft of the response; we are typically able to complete at least 75% of an RfP with a response from the Library, then use the in-built workflow collaboration / participation tools to engage with SMEs to complete the rest with minimal off-platform admin (email or messaging).
The user interface is super intuitive and has recently received a stylish and minimalist revamp. In fact, the initial user dashboard and Library interfaces are so intuitive that we have cases where staff have been able to participate in RfPs and search the Library just through exploring on their own and without any training. Review collected by and hosted on G2.com.
Document architectures for different document types and templates are extremely technical to establish and require very detailed knowledge of the nuances and features of Microsoft Word. It's a rare occurrence that we need to set up a new document architecture so by the time we come back to do it we have forgotten how and require the support of the Qvidian team.
The content update process post-RfP project is also cumbersome - if a piece of Library content has been used as the base of an RfP answer which is then customised for a particular RfP, there is no easy way to review the specific changes that were made in order to aid decision making around whether to commit those changes permanently to the Library item. Review collected by and hosted on G2.com.
Change tracking, outsourcing, review processes, and formatting are quite nice. Review collected by and hosted on G2.com.
Merge codes have the ability to be the most impactful portion of the system, but they're only optimized for proposal completion, not for automation. The merge code uploader should be standard, and merge code management should be much easier.
As a financial institution, we are constantly dealing with numbers in our responses, so the difficulty of implementing up to thousands of merge codes has been our biggest impediment to full Qvidian usage.
Additionally, Qvidian's refusal to embrace Excel as a form of export is painful, as more and more questionnaires are in excel. The add-in is ok, but bulk changing in excel would be a breeze, and we can't do it.
Finally, merge codes need to have different formats. Merge codes only being a few hundred characters is annoying- we access biography data from our back systems, and have to manually transcribe them into library answers, rather than just upload as merge codes. The following changes should be made:
1. Have a "Long Text" option for merge codes, which allows for interchangeable paragraphs.
2. Have a "Number" option for merge codes, which allows for number formatting options (decimal places, dollar signs, etc).
3. Make the merge code uploader standard. This is a massive impediment to successful Qvidian use for financial firms, and has been since we started using the system in 2017.
4. Integrate merge code coding into document building. I.e., if we're filling out a proposal for "x" product, let that flow down into all merge codes to get the right ones (performance, assets, etc.).
Finally, integrating Qvidian is quite difficult, and the document building screens were arcane and difficult to use. Review collected by and hosted on G2.com.
