Proposal management software that increases accuracy and wins
Help teams collaborate to create stand out proposals and RFP responses quickly, shorten sales cycles, track results, and score more wins.
Create high-quality RFP responses and increase win rates.
Empower teams to craft powerful content fueled by RFP automation.
Stay ahead of deadlines by automatically drafting relevant answers so your team can focus on knocking the socks off of the reader.
- Give your team more time to tackle complex questions and create tailored responses.
- Eliminate busywork to focus time on crafting personalized responses rather than trying to populate RFP after RFP with the same canned content
Access all the best answers in one place—the way life should be.
Store top-ranking RFP responses and approved proposal content in one easy-access answer library.
- Stop re-asking the same questions to the same experts time after time.
- Create a reliable resource to help multiple teams collaborate on drafting RFPs, RFIs, and proactive proposals.
Sidestep clunky RFP requirements to shorten the sales cycle.
Use templates and proven responses to jump the line and build proactive proposals that deter a company from even going to RFP.
Banish security and DDQ holdups that might delay your next big win.
Build your bank of responses so they’re right at your fingertips – because nothing slows a sale like a last-minute security audit or due diligence questionnaire (DDQ).
Make a brag-worthy addition to your compliance
strategy.
Enforce custom approval workflows, track all user actions, and never get caught off guard by industry reporting or audit requirements.
Thanks to Qvidian, we are saving our sales reps three days of work, far exceeding our original expectations. We are improving efficiencies in the field and boosting revenue.
Lisa Priapi, Proposal Manager, Global Sales Operations
NetApp
Answers and integrations at your fingertips.
Connect Qvidian with the systems and data you use most to speed up response times and encourage collaboration across teams
Microsoft Office
Microsoft Office
- Supported versions: 365
- Use the tools your team and SMEs work in every day
Salesforce
- Supported editions: Professional, Enterprise, Unlimited, and Performance
- Use account data to help prepopulate, build, and inform proposal responses
Microsoft Dynamics
- Supports: Microsoft Dynamics 365
- Use CRM data to help prepopulate data and build personalized responses
Open API integration
- Supports: .NET-based Web Services API
- Have your own needs? No problem, we’ve got an open API
Reliable products.
Real results.
Be a response rockstar.
Whether they’re working remotely or in the next cubicle, our tools encourage collaboration so your team gets work done and brings in revenue.
Central content library
- User-friendly folder structure and content tagging
- Action alerts, version control, and content expiration
Automatic questionnaire importing
- AI-driven document parsing
- Identifies headings, questions, and answers
Intelligent answer completion
- Suggests the most relevant content
- Auto-populates best-fitting answers
Real-time, full document previews
- Accurate layout and formatting for context
- Eliminates version control concerns
Virtual team collaboration
- In-product message threads and coordination
- Supports Office Online, Teams, and SharePoint
Review & approval workflows
- Reusable multi-step assignment workflows
- Final document reviews, complete with e-signing
Professional style templates
- Format and re-format documents rapidly
- Enforces brand standards and style rules
Analytics reports and dashboards
- Most-requested standard dashboards
- Drag-and-drop custom report builder
Conquer more than just proposals.
Pair Upland Qvidian with other Upland products to drive revenue that comes in from multiple channels.
RO Innovation
Customer reference software to strengthen relationships and close deals faster.
Bring your A game.
Level up to Proposal Master with live, virtual classes or elect for self-paced, online courses.
Resources to drive impact
There’s No Such Thing as a Full RFP Response or Proposal Template
No two proposals should look the same, but there are ways to standardize—and even automate.
7 Steps to Write a Winning Proposal
How well you respond might make all the difference.
6 Best Practices for Creating Proposals: People, Process & Technology
Today's RFP teams need to do all they can to generate better content.