Upland Qvidian

Deliver superior sales docs across the entire deal cycle.

From proactive proposals and presentations to complex RFPs and statements of work, Qvidian supports the full range of content that drives revenue and builds trust.

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Execute with purpose and precision.

Streamlined structure that reduces work.

Set your team up for success with central content storage, branded templates, and powerful integrations that reduce manual work.

Advanced Automation that saves time.

Save time and get proactive with tools for automatic answering, efficient workflows, and generative AI content creation.

Fantastic features that increase visibility.

Keep everyone informed with workforce integrations, custom permissions, in-product messaging threads, audit-tracking, and so much more.

Make work meaningful with powerful productivity features.

With tools and features for automation, content management, and generative AI, teams can surface the right content faster, boosting efficiency without sacrificing control, accuracy, or quality.

Industry-
pioneering
automation

Qvidian's automation automatically answers questions & suggests responses.

Qvidian AI Assist

Effortlessly generate and revise responses with superior generative AI features.

Central
content library

Manage all your content with a user-friendly & customizable structure.

Virtual team collaboration

In-product message threads & integrations with top industry software.

Automatic questionnaire

Utilize generative AI and document parsing to identify headings, questions & answers.

Professional style
templates

Easily format documents, enforce brand standards & apply style rules.

Collaborate,
review,
approve

Assign tasks, set workflows & collaborate with stakeholders.

Powerful
analytics

70+ available reports and a custom drag-and-drop report builder.

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Purpose-built AI to help teams work smarter.

We built our generative AI tools directly into our workflows to make help teams build stronger proposals, with better alignment and faster execution.

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Effortlessly revise and review

Generate new responses and content pieces in seconds with generative AI.

Respond faster than ever

Get to first draft faster with prepopulated generative AI prompts.

Boost proposal personalization

Spend less time creating new content and more time tailoring responses.

Make content revision a breeze

Revise responses for tone, length, and voice with just a few clicks.

What we build matters. How we build it matters more.

We're industry piondeers

With an unmatched nearly 50 years of industry experience Qvidian offers more than superior sales content automation. Our software has been built by professional, technical, and educational service teams full of proposal writing and process experts.

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Generative AI built by proposal experts

Trusted leader in the Finance Industry

An Enterprise and mid-market leader

From prospect to revenue,
Qvidian has you covered

Whether you’re delivering business-winning proactive proposals, powering through a complex DDQ or Security Questionnaire, or quickly assembling a personalized RFP, RFQ, or RFI, Qvidian gets the job done.

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Proactive proposals

Win more deals faster with tools and features designed to make proactive proposals possible.

RFPs

Quickly draft Requests for Proposals with automation, review and approval workflows, and advanced automation.

RFQs

Simplify your Request for Quote process, helping you create responses in minutes.

RFIs

Utilize generative AI and automation to easily produce Requests for Information.

Security Questionnaires

Respond quickly while keeping all responses compliant with automation, task assignments, and a central content library.

DDQs

Due Diligence Questionnaires are complex and time-sensitive. Accelerate the process with automatic answering.

Statements of Work

Make building Statements of Work a breeze with branded templates and a central content library.

Pitch decks and Presentations

Build jaw-dropping presentations and pitch decks with our PowerPoint integration, branded templates, and automation.

Built for every member of your team.

Qvidian works for your entire team. Whether they’re managing the entire proposal process, chasing down new avenues of business, or building a beautiful brand, Qvidian helps make it possible.

Bid & Proposal Managers

Streamline your proposal and RFX response process and maximize your teams’ productivity with Qvidian. With industry-leading features for generative AI, automation, collaboration, and content management, you’ll save hours of work on every single response.

Features for Bid & Proposal Managers:

Automated review and approval workflows: track the status and progress of every proposal with automated workflows that streamline your entire process.
Real-time collaboration tools: enhance your collaboration and help all your team members work together seamlessly on proposals with in-product messaging threads and Microsoft Teams, Word, Excel, and PowerPoint integrations.
Advanced content management: keep all of your approved content in one central library. Assign content expiration dates, track content usage, and easily update and manage content without leaving Qvidian

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Sales

Go from prospective deal to closed business faster than ever by centralizing your organization’s knowledge, standardizing content production, and automating proposal and pitch deck creation.

Features for Sales:

Salesforce integration: connect directly with your CRM to create a unified workflow. Keep all data synced and tracked automatically between platforms and start each proposal directly from Salesforce.
Enhanced decision making: use Qvidian AI Assist to quickly analyze RFPs for crucial information, enabling faster go/no-go decisions. Track the success of your content with powerful analytics dashboards.
Powerful personalization: craft compelling and highly personalized content in seconds with automation. Use Qvidian AI Assist to quickly update and personalize existing library content, adjusting it for length, tone, voice, and more.

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Marketing

Make your organization shine and keep your entire team on message by storing all of your approved content in one place. Enforce brand standards by applying rules for tone and terminology with all generative AI responses and crafting customizable branded templates usable by your entire organization.

Features for Marketing:

Professional branded templates: create branded templates that your entire organization can use to craft jaw-dropping proposals, pitch decks, and presentations in seconds.
Advanced analytics: track the success of your proposals and keep an eye on key content metrics with 70+ reports available out-of-the-box.
Central content library: keep your entire organization on message by storing all of your approved content in one central location. Assign content review jobs, permissions, and more to adjust content visibility and usability.
AI-generated rules: establish rules for AI-generated answers like enforcing corporate tone and terminology, ensuring that all AI-generated messages stay on brandRequest a demo

Drive revenue and build trust.

Rehmann
Jack Henry & Associates
NetApp
UPMC Insurance

Rehmann creates proposals 20% faster and sees a rapid ROI after selecting Qvidian

Using Qvidian Rehmann built a consistent and accurate proposal system that helped them better serve their customers with their flag-ship financial advising.

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Jack Henry and Associates streamlined their RFP response

With Qvidian, Jack Henry Banking improved collaboration, distributed workloads more evenly, and freed up time to focus on strategic priorities.

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NetApp saves days’ worth of work on proposals with Qvidian

NetApp used Upland Qvidian to streamline their RFP response and presentation processes, trading in one-off approaches for a strategy that saved buckets of time.

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UPMC Insurance Services Division launches a scalable proposal process.

UPMC Insurance Services builds 200+ proposals annually with Upland Software’s Qvidian product. The Proposal Development Team increased content usage 200%.

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Qvidian leads the pack, with award-winning software.

Fantastic Product

Verified user

Rowan N.

Qvidian helps me streamline the creation of business proposals and RFP responses. Its interface is very intuitive. I particularly like content library and the new AI function which makes locating the response I need simple.

June 6, 2025

A comprehensive content management software experience

Verified user

Alex D.

Very easy to use user interface - excellent content repository and wide suite of tools to help optimise response process, also exceptional AI capabilities.

June 6, 2025

User-friendly content management

Verified user

Jamie H.

I find the menus easy to navigate and the search functionality is useful as you can search within specific folders for relevant content. The feedback functionality is also a quick and easy way to flag any updates that could be required on specific pi...

June 5, 2025