Upland Qvidian Pros and Cons

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.

Allows multiple user simultaneously, works with microsoft suite. Review collected by and hosted on G2.com.

Not too budget friendly but worth of using it. Review collected by and hosted on G2.com.

easy to use, good ui. helpful customer support. Review collected by and hosted on G2.com.

not intuitive enough for my liking. could use more AI features. Review collected by and hosted on G2.com.

Received good feedback from the clients. Review collected by and hosted on G2.com.

There could have been more analytic templates Review collected by and hosted on G2.com.

Clients appreciate the perfection in submission Review collected by and hosted on G2.com.

Customisable templates could be more personalised 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.