Upland Qvidian Pros and Cons

The user interface is intuitive and doesn't take a lot of in depth training. The Qvidian team does a great job of setting you up for success in your instance and giving you the tools to manage the environment without their constant intervention. Review collected by and hosted on G2.com.

Sometimes the features in Qvidian can feel limited in their application. I submit a lot of enhancement requests to increase scope of usability for certain areas. Some of this though I think is that the legacy software was limited and Upland has been working to improve the software since acquiring Qvidian. Review collected by and hosted on G2.com.

Over the last few years, I’ve been contacted by several competing proposal management software companies with claims of a better product at a better price. In pretty much every case, I’ve found that after a short conversation the software is more expensive and does not have the robust functionality that Qvidian has. If there’s a better (or even similar) product on the market, I haven’t seen it. Review collected by and hosted on G2.com.

I have no major complaints. Upland continues to focus on refining the software, and it does everything we need it to do. Review collected by and hosted on G2.com.

We have many products and services that we offer prospects and customers. Having QPA enables us to manage content in a easily consumble way. We've tried other solutions that were not that user friendly. The role-based security functionmakes it easy to give end users access to just what they need. Folder-based layout is familiar to everyone which improves buy in to actually use the system - lower learning curve!

Customer Support is bar-none the best! They treat us like a partner - not a vendor! Review collected by and hosted on G2.com.

I think the least favorite part is that everyone needs a license. I believe there are new licensing structures possibly available now BUT getting buyin from the company to purchase more licenses can be difficult. Review collected by and hosted on G2.com.

I use Qvidian everyday since I am a Qvidian admin in my organisation.

I really enjoy the ease of doing assignments and the possibility to send direct messages to my colleagues.

The Customer Support has always been nice to me even if I stressed them a lot after the latest release.

The implementation has been easy, and it is also easy to teach new colleagues on how to use the platform.

I cannot say anything about the ease of integration since we are not integrating Qvidian with Microsoft Teams at the moment. Review collected by and hosted on G2.com.

I dislike the fact that, as up to now, it is not possible to make multiple re-assignments at once.

Also, I would like to have the possibility to send push notification at a set date before the deadline. Review collected by and hosted on G2.com.

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.

Qvidian has a huge number of content management features that allow you to easily track how content is being used as well as manage updates. Customer support is excellent and quick to respond and resolve support requests. Being able to streamline proposal creation by managing things like Word styles, headers, footers, dates, common content, etc. in one spot is a huge time-saver. Review collected by and hosted on G2.com.

Features can sometimes seem less than complete when released. Specifically, the search function within Qvidian for Office (an Office 365 add-in) is not as robust as the library search. The sheer number of features can make it difficult for new users to fully grasp how to effectively use Qvidian without training. Review collected by and hosted on G2.com.

The Qvidian content library is what we use the most. Our proposal contributors no longer have to remember which previous proposal they wrote certain content and where to find it. It is "all" in one place, searchable, editable, formatted and now accessible from MS Word or a browser. Having expiry dates on certain records helps us maintain that content accurate.

Automated proposals is the other feature we use most. We have pre-approved specific topic proposals that can be assembled by simply supplying the client, sales rep and pricing info. After a self-serve proof of concept, we will now give our sales reps access to Qvidian to be able to build their own, bypassing the Proposals Team queue altogether. Review collected by and hosted on G2.com.

The only downside for us is that we are not using "all" that Qvidian has to offer and that's on us. The type of proposal we put together (solution) is unique to each RFP, hence, at the moment, we are not using the Project with assignments. Review collected by and hosted on G2.com.

Ease of use and ability to ensure content is reviewed and confirmed up to date. Allows SMEs to review multiple records at once and ensures RFP writers can be confident they are using the correct information. We particularly like the templates that can be used for DDQs where the same questions are asked every year so the answers can be linked to the question and the updated responses pulled into the template. This saves a huge amount of time and effort in finding the correct answer.

Also really like the support team's assistance and the fact that they incorporate our requirements into future releases of the software. Review collected by and hosted on G2.com.

The reporting could be a bit more user-friendly but apart from that there are no real negatives for the system. Review collected by and hosted on G2.com.

Qvidian is a great resource for being able to track responses that we've previously used in RFPs or questionnaires. We use the system more as a way to track a robust answer to a question and then extract out what we need to provide a response to a specific RFP since all questions are slightly different and need emphasis put on different aspects of things. We also don't utlize the embedded code feature much, since we don't mass produce documents. I like best that Qvidian seems to really take users comments and feedback into account and are constantly trying to make it easier for users to integrate the platform into their work flows (e.g. the new library features to find similar content and linked content, the word/excel/internet tools to seemlessly pull in responses). Review collected by and hosted on G2.com.

I wish there was a better way to see how content has changed over time. I know that there is a track changes feature that has recently been implemented, but my example is this. Yesterday I KNEW we had given a response that talked about how we've adapted to the evolving ESG norms. BUT, that response was a prior version of a record, so when I did a search for "evolving", the current version of the record didn't contain that word, so I couldn't find the old answer every where.

I also wish there was a better way to categorize content / design folder names. In many instances a record in our system could relate to "policies" or "compliance" or "people" and its hard to know where to save something that would make sense to be saved in many different folders.

Lastly, I wish there was a better way to save multiple responses that answer a similar question. For example, we have a record that discusses our trading process, but we may have answered it in slightly different ways depending on whether the question asked us to focus on efficiency vs transaction cost vs broker risk. Review collected by and hosted on G2.com.

That the product keeps evolving and that you can use or not use functionality as it fits your needs. Review collected by and hosted on G2.com.

Once in a while there is a Qvidian/MSFT issue that takes time to get sorted out. Review collected by and hosted on G2.com.