Sales proposal software

Automate sales proposals and
drive revenue results.

Automate sales proposals and
drive revenue results.

With Qvidian, teams can create standout proactive proposals in minutes, not hours.

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Build stronger sales proposals.

Easily
automate work.

Easily
automate work.

Use Qvidian’s tools for automatic answering, content generation, document analysis, and more to make work easier than ever.

Find content faster.

Find content faster.

Never lose great content again with a central content library and robust structure that makes storing and finding all content a breeze.

Increase your personalization.

Increase your personalization.

Make your proposals stand out with features for AI-powered content personalization, suggestions, branded templates, and more.

Boost team
collaboration.

Boost team
collaboration.

Keep all teams informed with workforce integrations, custom permissions, in-product messaging, audit-tracking, and more.

Proactive Proposals

Create persuasive proactive proposals in minutes.

Create persuasive proactive proposals in minutes.

The best proposal teams are proactive, not reactive. By taking a proactive approach to proposal writing teams spend less time responding to endless RFPs and more time crafting custom-tailored proposals for the opportunities that matter most.

Qvidian is the best software for proactive proposals giving you all the tools you need to deliver high-quality, persuasive, and compliant proactive proposals.

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Stop reacting to RFPs. Start shaping deals earlier.

Adopt a proactive proposal strategy and put your sellers back in control of the process.

See it in action
Control the buying process.
Put your sellers back in control of the buying process, directing engagement and driving discovery.
Accelerate your revenue.
Create compelling, differentiated proposals that improve win rates, grow deal size, and set your organization apart.
Build customer experiences.
Build stronger buyer relationships, understand buyer priorities, and deliver personalized proposals that build trust.

Build your perfect proposal process with Qvidian.

Build your perfect proposal process with Qvidian.

At Qvidian, we are focused on preparing teams to deliver substantially better revenue results through generating consistently high-quality, persuasive, responsive, and compliant sales documents across the entire deal cycle.

  • A sales proposal is a vital document used by all types of organizations to highlight or advertise an organization’s services and products to potential customers. Typically, a sales proposal will be a high-level overview of why a potential customer should work with an organization. These documents are written to be persuasive and to clearly articulate to customers that your organization has a solution that solves common pain points.

    Sales proposals are part of the overall sales cycle, journey, or pipeline, usually falling somewhere in the middle or near the end. They’re critical documents that help organizations of all types win valuable business.

    Learn more about sales proposals

  • In a reactive sales proposal process, sales teams wait for organizations to release Requests for Proposals (RFPs) before actively piecing together any sales proposal. A proactive approach to sales proposals flips this script, with sales teams taking a more active approach to finding potential business and submitting sales proposals. This approach can help sales teams stand out from the competition and win crucial business before it becomes hotly contested.

    Learn how to win more business with proactive proposals

  • Proposal automation can benefit a business in numerous ways. Whether it’s increased efficiency and reduced timeframes, maintaining consistency, providing accurate knowledge management, or improving personalization, automation can make your proposal process more meaningful.

    An organization that wants to improve their proposals, ensure timeliness of submission, and grow their business needs to invest in proposal automation. By taking away repetitive and monotonous tasks, employees are freed up to create more customized and targeted proposals. This, combined with automating data collection, results in a faster process with a higher likelihood that RFP deadlines are met.

    Learn about proposal automation

  • Qvidian is the top tool for improving the quality and consistency of your proposals. Qvidian’s robust tools for content management ensure your team is always using the most up-to-date content available, keeping each of your proposals consistent and high quality. Additional automation features automatically scan documents and identify key headings and topics while suggesting the most appropriate answers.

    Using Qvidian’s review and approval workflows amplifies collaboration while improving team visibility, ensuring all of your content stays high-quality and consistent.

The features you need to build a proactive strategy.

To master a truly proactive approach teams need the tools to quickly research, automate, and customize content.

Industry
pioneering
automation

Qvidian’s automation automatically answers questions, suggests responses, and saves time.

Salesforce
integration

Start your next proposal directly from Salesforce and take advantage of your existing CRM data.

Central content library

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

Professional style templates

Easily format sales proposals, enforce brand standards, and apply style rules.

AI Assist

Effortlessly generate and revise, query documents, and more with generative AI.

Collaborate, review, and approve

Assign tasks, set workflows, and collaborate with key stakeholders.

See features in action

Start your next proposal directly from Salesforce.

Start your next proposal directly from Salesforce.

Go from data to project directly from Salesforce.

Make building your next proposal a breeze by starting your proposal directly from Salesforce. Using our Salesforce integration, with just a few clicks, you can import your existing CRM data and build a first draft proposal in minutes, not hours.

Go from data to project directly from Salesforce.
Prepopulate CRM Data.

By appropriately mapping document type merge codes and structured content, you can pre populate key information directly from your CRM data.

Prepopulate CRM Data.
Ensure the data you use is always current.

By integrating Qvidian and Salesforce, key data like pricing info can be refreshed if changes are made in Salesforce.

Ensure the data you use is always current.
Present clean and polished data with branded style templates.

Key data is automatically formatted according to existing style templates in Qvidian, producing polished templates in seconds.

Present clean and polished data with branded style templates.

The front-runner for sales proposals.

The front-runner for sales proposals.

If your team’s goal is to empower sales teams to generate polished, compliant, and personalized proposals without leaving the tools they already use, Qvidian is the clear choice.

Qvidian

Qvidian VS the alternatives

Qvidian VS the alternatives

The alternatives

Content governance and control

Content governance and control

Qvidian's comprehensive content library includes features for tagging and segmenting all of your content by product, region, team, department, language or whatever works best for your workflow.

Salesforce Integration

Salesforce Integration

Qvidian connects directly to your Salesforce CRM allowing you to start new proposals directly from Salesforce and import and sync all your relevant data.

Salesforce driven proposal generation

Salesforce driven proposal generation

Launch proposals from Salesforce, prefill documents with Opportunity, Account, Contact, pricing and other CRM data. Data can be refreshed if Salesforce records change.

Enterprise document assembly

Enterprise document assembly

Qvidian is designed to generate complete Word-based proposals using assembly rules, merge fields, approved content, and document automation. The end result is a fully assembled proposals rather than lightweight editing.

Microsoft Word and PowerPoint centric proposals

Microsoft Word and PowerPoint centric proposals

Qvidian is built around Word and PowerPoint proposal workflows, which align with how top enterprise proposal teams produce final proposals.

Full PowerPoint integration

Full PowerPoint integration

Qvidian leaves the alternatives in the dust with its native PowerPoint generation. Assemble full presentations, insert slides dynamically, pull in relevant graphics, maintain brand integrity, and export true PPTX files.

50+ years of experience

50+ years of experience

Qvidian's been in the proposal automation industry for 10x as long as the others. Our entire team of industry experts, from our engineers to our customer success and implementation teams, are all driven by one core truth: What we build matters. How we build it matters just as much.

Advanced analytics & reporting

Advanced analytics & reporting

Qvidian comes with robust content analytics, allowing you to track and report on key content metrics that result in more won business.

AI grounded in approved content

AI grounded in approved content

Use AI to query documents and quickly pick apart key requirements, content needs, deadlines, or other important details using approved content only.

Helping companies deliver
winning sales proposals.

Helping companies deliver
winning sales proposals.

Use the left and right arrow keys to move between tabs. Swipe or drag to scroll through more tabs. Press Enter or Space to activate a tab.

NetApp saves days' worth of work on proposals.

NetApp saves days' worth of work on proposals.

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.
Read how

UPMC Insurance Services Division launches a scalable proposal process

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%.
Read how

Rehmann creates proposals 20% faster and sees a rapid ROI.

Rehmann creates proposals 20% faster and sees a rapid ROI.

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

Built by experts for experts.

Multifunctional Tool with Impressive AI for Effortless Proposal Management

Verified user

Georgiana W.

I really appreciate that this is a multifunctional tool, allowing us to create proposals, manage content, and take advantage of AI features. The AI capabilities make it possible to analyze RFPs and make go/no go decisions in just minutes, rather than...

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Easy-to-Use, Searchable Curated Content Database for Product Proposals

Verified user

It provides an easy to use, searchable database of curated content for use in responding to product proposals for the library automation marketplace. Initial training is effective, and the software is easy to administer. Updates are frequent, announc...

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Content Management Excellence

Verified user

Dan C.

Content management is by far the most useful tool for us. The way content can be stored, reviewed, maintained and updated has made our library 200% more effective. The team are always on hand to support in innovative ways in which we can continually ...

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Build winning proposals, we'll help.

eBooks

Win more deals with proactive proposals
eBooks

7 Deadly Sins of Proposal Writing
Blog

5 Signs you need sales proposal automation software

Ready to take your proposals to the next level?

Request a meeting

Learn how Qvidian can help you build a proactive strategy.

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