RFP Automation & Proposal Management Features

RFP Automation Software & Proposal Management Software in One Intuitive Solution

Unrivaled role-specific functionality, an intuitive user interface, and expert support come together to make Qvidian the de facto standard in enterprise RFP automation and proposal automation. With Qvidian, organizations can optimize their RFP response process and proposal management process to shorten sales cycles and win more business more often.

Key Features

Content Library

A trusted location for RFP content and proposal content stored in approved language and branding. Keep content up-to-date and remain compliant, with custom expiration dates, usage alerts, and user and role-based record access.

AutoFill

Retrieve the most relevant answers to RFPs, RFIs, RFx, security questionnaires, and other requests from your RFP and proposal content library. Insert the top answers automatically, or select from recommended answer suggestions.

Assignment Workflows

Build multi-step RFP response process and proposal content review and approval workflows for specific questions, entire projects, and content records. Participants are notified automatically when it is their turn to review.

RFP Package Builder

Combine cover sheets, questionnaires, charts, and more to build complete RFP response packages and proactive proposals, all in approved templates and branding. Build accurate, comprehensive, and compliant RFP responses.

Dedicated SME Workspace

SMEs can view all active RFP process and proposal assignments from the streamlined, dedicated SME dashboard. From the dashboard, SMEs can review, edit, and collaborate without the distraction of unneeded functionality.

Robust Analytics

Identify top RFP response and proposal projects, workflow bottlenecks, expiring content, and other KPIs to maximize productivity. Win more with visibility into team performance and by staffing proactively to meet business demands.
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Drag & Drop

Drag and drop content from your desktop into active projects and the RFP and proposal content library. Also, select answer suggestions, assign reviewers to workflows, organize content records, and more with drag and drop.

User & Role Based Access

Tailor Qvidian to provide the specific content, features, and functionality participants need by username and role. Update permissions and add and remove users any time to meet variable business demands.

API Integrations

Qvidian integrates with Microsoft Office and Office 365. With Salesforce integration, users can create new Qvidian RFPs and proposals from Salesforce and link documents to accounts and opportunities. Qvidian also integrates with Microsoft Dynamics, single sign-on (SSO), pricing systems, and other leading software solutions.

See the power of award-winning proposal automation software in action.