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RFP response automation and proposal management software.
Qvidian Reviews
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Pros and cons
Lauren K.
Barry T.
41 reviews
Recommended
Lauren K.
Financial Services, 51-200 employees
Used daily for 6-12 months
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It is easy to use and organize all of your data. I use it as a question/answer database for multiple different lines of business and have no issues with making different folders to organize.
Sometimes it's annoying how I have to think of "synonyms" of words to try and find the answers I am looking for. But.. I don't think that's the software's fault.
Barry T.
Outsourcing/Offshoring, 1,001-5,000 employees
Used weekly for 2+ years
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We bought Qvidian years ago for its database only. It was a lifesaver and timesaver over our practice of searching folders full of previous RFPs for responses. Later, when Qvidian improved the proposal building capabilities, we started using it to build Word RFPs. It is still most useful for filling out questionnaires including the very complex spreadsheets we receive. Great feature: you can load...
The ability to load a spreadsheet in and search on one or multiple cells is great. Qvidian is flexible, adapts to Word and Excel questionnaires, has strong search features, and saves formatted text and images in its content management database. Autosearch is good and quick. Ability to click on the desired response or responses and add them, sequentially, into a response, is fantastic. They have excellent support including weekly support webinars with live Q&A. Ongoing development/improvements program and roadmap are excellent.
It's robust features like tags, search terms, dividing content into folders, and other flexible features also make it complicated and not very intuitive. Autosearch tends not to find the best answer and requires further searching. Maintaining content is time consuming and difficult. Resolving duplicates/similar responses is a slow process.
Wendy S.
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Qvidian is a great tool for managing all of our content for proposals. We don't use it for producing proposals because we do alot of custom work. I like the feature that allows you to send content to a contact for an update. I also like the fact that there are many ways to do the same thing.
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Cindy B.
Human Resources, 501-1,000 employees
Used daily for 2+ years
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Increased productivity when replying to RFPs. Better responses where we can see the history of the edits. Easier SME reviews.
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.
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.
Brian K.
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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...
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Bob L.
Consumer Services, 501-1,000 employees
Used daily for 2+ years
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Qvidian is a great tool to utilize for RFPs. The database content is easily updated and searchable. It also has a plugin for Microsoft word, which allows you to easily transfer the response to your RFP document. You can build an entire RFP in the actual tool itself. Qvidian also lets you assign and track RFPs, giving your team access to each other's RFPs should the need arise where someone has to finish out one.
The first con I have is a minor one, as the search function is highly customizable, but the buttons are grey/green. For color blind people, this can cause some confusion. The second con is that although keeping track of responses and uploading them are easy, you will need licenses for your SMEs if you would like for them to update thier portions. Business-wise, I do not blame them for this move, but most companies are not buying licenses just for SMEs.
Laura Z.
Leisure, Travel & Tourism, 501-1,000 employees
Used daily for 2+ years
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It has cut down on the amount of time it takes for me to complete searching for RFP responses which used to be very time consuming and streamlines the process for sending questions to SMEs and import responses.
Working within Qvidian and using their auto-fill technology has really sped up the proposal process in terms of searching and applying content.
As it's a very robust tool, it's a bit complicated or difficult to stay up to date with all of their functionality. I was primarily using it as a database but am beginning to learn and use more of the features although I still have much to learn
Verified reviewer
501-1,000 employees
Used daily for 1-2 years
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The folder structure is very easy to navigate and makes it easy for anyone who is used to this type of organizational style to transition onto the platform. The customer support was fantastic - when I decided to purchase the Qvidian software for my organization, Qvidian assigned an account manager who onboarded my organization and spent hours conducting training sessions with a coworker and myself.
At times managing styles is extremely time-consuming and is complicated to set up in the first place, and if not done correctly in the first place it can cause a lot of problems downstream when snagging content from the system.
Laura Z.
Used daily for 2+ years
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Streamlines the RFP process.
I love the search functionality! I just highlight keywords in the RFP, hit the Qvidian search button and it brings up matching responses.
It's not compatible with Excel yet although I believe that upgrade is coming. I need to save the questions to Word and convert the finished Excel document to Word to upload into the database.
Jennifer L.
Used daily for 2+ years
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The metadata fields are flexible and easy to use. The folder structure can be modified at any time. The editing function works. The customer service is helpful and concerned about answering needs.
You must use a Word add-in to edit. The self-training materials leave out important definitions and/or steps.
Alan H.
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Qvidian Proposal Automation (QPA) is an excellent content repository. It's browser-based cloud library is excellent for organizations who have workforces who occasionally work remotely without direct access to a network drive. The user-interface is intuitive and it allows for excellent customization in order to be tuned to your specific needs. The organization itself also has an incredible commitment...
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Barry L.
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Our company has been utilizing the Proposal Automation for over 5 years and have seen dramatic improvements that have positioned Qvidian as a leader, unrivaled. Pros: Qvidians Content Library - easy to manage content and make your content easily accessible to the organization Architecting New Document Types - creating new documents is easy to do, making sales enablement and aligning content...
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Tammy C.
Used daily for 2+ years
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What I like the most about Qvidian is that you can set up your own templates for Word or Excel. I also like the intuitive search functionality.
There isn't much I don't really like. I wish SMEs didn't have to have a license to be able to use some of the features.
Bob L.
Used daily for 1-2 years
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QVidian's ability to interact with Microsoft products like Word and Excel saves me a lot of copying and pasting. With QVidian, I can insert standard responses with a click. It also allows you to save a format, so you don't have to worry about style formatting.
Minor complaint, some of the search options are colored coded. For color blind people, it will be hard for them to distinguish which filters are on.
Kym W.
Computer Software,
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The software allows us to serve up content in context to where the seller's opportunity is within the sales process. The sellers do not need to waste time searching sites to find the right content, it is served up to them dynamically and when it is meaningful. Qvidian as a company is fantastic to work with. We have engaged with all areas from Professional Services, Development, Marketing and the like and everyone is on board to make their customer's successful!
It took us a while to master the rules but nothing that would prevent me from purchasing again.
Kartikk M.
1,001-5,000 employees
Used daily for 1-2 years
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Good tool for storing and responding to RFPs. Great collaboration and keyword searching capabilities.
Lot of human intervention is needed in order to fully utilize all features and functionalities of this tool.
Alan O.
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New and prospective users should consider joining the Qvidian User Community and review the discussions, knowledge base, training, etc. Also, visit the Learning Resources videos, which demonstrate the product at a more practical than typical demos. Qvidian is very responsive to customer ideas in adding requested features when possible, including some I suggested. The biggest change I'd like at this...
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Simeon O.
Marketing and Advertising,
Used daily for 6-12 months
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It has been excellent so far. Coming into my area of work, we did not have a method of consolidating our content while managing proposals/RFPs, everybody sort "had" the content in their own personal laptops which made getting up to date content from experts extremely difficult. Qvidian has taken away all those challenges
- excellent content management system - great customer service - ease of use
none that i can think of so far
Barry L.
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Pros - Qvidian has made significant improvements over the past 5 years based on feedback from clients like myself. This has been hugely satisfying to be one of their clients. They have a customer community that promotes knowledge sharing and helps shorten the learning curve for new users. Qvidian initially was our proposal automation tool and because of the enhancements from a content library...
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Mark B.
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The tool is well suited for situations where qualitative content needs to be centralized and updated regularly. There could even be opportunities for centralizing quantitative content. When researching similar tools, one should inquire about typical database logic and organization, which Qvidian does well. Technical compatibility and support is also an important consideration. Qvidian Proposal...
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Jane B.
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Qvidian Proposal Automation has made itself known to me as an excellent tool time and time again. Following the 10.0 now 10.1 upgrade, I was astonished how much it could improve. The tool is a wonderful house for all Q&A used when writing proposals. The library setup makes it easy to find anything I'm looking for. I am currently undertaking a database refresh and being able to send Q&A to subject...
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Nancy B.
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I really like that we, the writers of proposals day in and day out can easily organize, add and edit content in a folder structure that makes sense to our business. In addition to the vast knowledge base that Qvidian supports, it also helps us manage our proposals. Responders can be assigned to their questions easily and effortlessly. At any time, anyone involved in the proposal can see what questions remain unanswered, those pending acceptance and those acceptance. You can also filter the questions to those assigned to use. This allows me to work efficiently and at my pace. Others can work on their responses independently and we don't have to worry about sharing documents back and forth. Editing is done with the Qvidian addins for Microsoft Word.
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Verified reviewer
Insurance, 10,001+ employees
Used daily for less than 6 months
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The search function in the library is amazing. Qvidian advanced search makes searching for specific content for specific products for our RFPs very easy and efficient.
It took a little bit of time to get used to where everything was. There are a lot of functions, but all useful.
Lori M.
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Our corporate visual identity standards and proposal templates created complex Word style requirements and Qvidian artchitecting challenges. Alongside our Qvidian project manager, we successfully converted our PowerPoint templates to a Word format consistent with our needs and desired level of quality. Without the support, guidance, and flexibility of our project manager this wouldn't have been possible. We were impressed that Qvidian committed to supporting our needs, listened to our concerns, and guided us to the right solution. Additionally, they were available to answer our questions throughout the development process.
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Ed G.
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I like Qvidian, although there could be improvements on the Ease of Use. Some of the steps aren't always easy to recognize. But the learning curve does seem to get better with each upgrade. I'm usually pretty good with software and figuring out how it works, and sometimes it takes me a while to figure out some of the steps with this. I do think it's a great way to store information, and I love that you can download individual responses or an entire group of responses, depending on how you upload your information.
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