Upland Qvidian Features

As reported in 77 Upland Qvidian reviews. Define fields to pull in dynamic information.

As reported in 74 Upland Qvidian reviews. Easily assemble custom fields and variables into reusable templates to automate the proposal creation process.

How well the platform supports images, audio, and video in proposals. 61 reviewers of Upland Qvidian have provided feedback on this feature.

Create adaptive online documents for view via browser or mobile device. This feature was mentioned in 69 Upland Qvidian reviews.

Based on 57 Upland Qvidian reviews. Create attractive PDF versions of proposals.

Brand proposals and the application's portal with your company's logos and branding. 68 reviewers of Upland Qvidian have provided feedback on this feature.

Based on 69 Upland Qvidian reviews. Easily search for and add elements to a proposal.

As reported in 68 Upland Qvidian reviews. Multiple users can edit a single document.

As reported in 66 Upland Qvidian reviews. Automate workflows by routing documents to the correct individuals for adding content and approval.

Track who is looking at proposals and how often or for how long. This feature was mentioned in 60 Upland Qvidian reviews.

Find out which pieces of content are performing best. 60 reviewers of Upland Qvidian have provided feedback on this feature.

Based on 68 Upland Qvidian reviews. Access pre-built and custom reports and dashboards on proposal volume and acceptance.

Based on 81 Upland Qvidian reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

As reported in 79 Upland Qvidian reviews. Program in-app and email notifications for approval milestones or actions.

As reported in 59 Upland Qvidian reviews. Push and pull data from CRM to build proposals and update statuses with clients.

As reported in 47 Upland Qvidian reviews. Couple accepting proposals and signing contracts together in one workflow.

Push and pull data from quote applications to build proposals. 47 reviewers of Upland Qvidian have provided feedback on this feature.

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. 46 reviewers of Upland Qvidian have provided feedback on this feature.

Provide standard templates for different types of RFPs This feature was mentioned in 76 Upland Qvidian reviews.

As reported in 71 Upland Qvidian reviews. Support other types of requests such as RFB/RFI/RFQ

Track versions of RFP documents and related changes This feature was mentioned in 71 Upland Qvidian reviews.

Maintain a library of questions that can be reused 78 reviewers of Upland Qvidian have provided feedback on this feature.

Track submissions from multiple vendors and suppliers 75 reviewers of Upland Qvidian have provided feedback on this feature.

Compare submissions and score suppliers This feature was mentioned in 72 Upland Qvidian reviews.

Based on 73 Upland Qvidian reviews. Choose the best submission for an RFP

Allow multiple users to collaborate on submissions 82 reviewers of Upland Qvidian have provided feedback on this feature.

Maintain a repository or library of content and documents that can be reused 82 reviewers of Upland Qvidian have provided feedback on this feature.

Based on 75 Upland Qvidian reviews. RFPs can be reviewed by managers before submission

Create real-time reports to compare data trends across processes, RFPs, vendors or profiles 76 reviewers of Upland Qvidian have provided feedback on this feature.

Tracks the progress of any RFP in real time and set milestones to improve efficiency This feature was mentioned in 73 Upland Qvidian reviews.

As reported in 83 Upland Qvidian reviews. Updates, organizes, and stores content of a project

Assign users, roles, and manage access in order to set tasks and leave comments This feature was mentioned in 74 Upland Qvidian reviews.

Based on 76 Upland Qvidian reviews. Automate repetitive and manual tasks, such as auto-filling answers and auto-responses

Export files or spreadsheets with the ability to format and accomidate images This feature was mentioned in 77 Upland Qvidian reviews.

Upload files or spreadsheets from multiple sources 77 reviewers of Upland Qvidian have provided feedback on this feature.

Allows users to generate text based on a text prompt. This feature was mentioned in 45 Upland Qvidian reviews.

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases