Qvidian works seamlessly
with products you use daily
Craft persuasive proposals, sales documents, and RFP responses with integrations for Microsoft Office, Salesforce, Chrome, Firefox, Edge and an open API.
Salesforce
Salesforce
With Qvidian’s Salesforce integration, you can create and update your Qvidian-built sales documents (“Projects”) directly from Salesforce.
Microsoft 365
Microsoft 365
With Qvidian for Microsoft 365, teams can quickly craft persuasive sales documents across the entire deal cycle by adding approved and formatted content.
Chrome, Firefox, Edge
Chrome, Firefox, Edge
Qvidian for Web works with your workflow, giving you fast and easy access to your entire Qvidian library directly from Chrome, Firefox, or Edge.
Open API
Open API
With Qvidian's open API teams can connect directly to products and services they use daily.
Launch your next project, directly from Salesforce.
Launch your next project, directly from Salesforce.
With Qvidian’s Salesforce integration, you can create and update your Qvidian-built sales documents (“Projects”) directly from Salesforce. Link Qvidian Projects to your CRM data to easily pre-fill proposals and sales documents with your existing CRM data and gather crucial insights and context over all your Projects.
Breeze through your next project and finish drafts in minutes with Microsoft 365
Breeze through your next project and finish drafts in minutes with Microsoft 365
Qvidian for Microsoft Office is intuitive and straightforward, allowing team members who rarely use (or have never used) Qvidian to jump right into Microsoft Office and complete their tasks fast. With Qvidian, teams can integrate their proposal management processes directly into Microsoft PowerPoint, Microsoft Word, and Microsoft Excel.
Draft high-quality proposals and sales documents without leaving your browser.
Draft high-quality proposals and sales documents without leaving your browser.
Qvidian for Web works with your workflow, giving you fast and easy access to your entire Qvidian library directly from Chrome, Firefox, or Edge. Easily respond to online RFPs, proposals, DDQs, and more without ever opening a new tab.
- Access your entire proposal content library without leaving your browser.
- Search for crucial content using Qvidian’s advanced search filters.
- Read and leave feedback on content without leaving your browser.
Connect to existing products with Qvidian's Open API
Connect to existing products with Qvidian's Open API
With Qvidian’s open API, connect our powerful automation and content management features to the existing in-house products your team already uses.
Work smarter, with Qvidian.
Work smarter, with Qvidian.
Qvidian integrates with the products sales and proposal teams use daily, so you can collaborate seamlessly and win more deals.
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Qvidian for Salesforce and Office are included at no additional cost for all licensed users. These features are optional but can be connected by our Product Services team during the initial integration and account setup process.
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Qvidian currently supports the full range of Office products including: PowerPoint, Word, Excel, SharePoint, and Teams. Users can work on Qvidian projects directly in Word and Excel and use Qvidian’s automation software to create proactive proposals based on Word and PowerPoint templates. You can read about our Microsoft Office integration here or request a demo to see Qvidian in action.
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Qvidian integrates directly with your organization’s Salesforce CRM, allowing teams to start proposals directly from Salesforce or to update and Sync Qvidian data from Salesforce with just one click. Learn more about our Salesforce integration by requesting a demo today.
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Qvidian for Web is optional and included at not additional cost for all licensed users.