---
title: Upland Qvidian Reviews
meta_title: 'Upland Qvidian Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 166 reviews by the users' company size, role or industry
  to find out how Upland Qvidian works for a business like yours.
aggregate_rating:
  rating_value: 4.3
  review_count: 166
  scale: '5'
date_modified: '2026-08-07'
parent_category:
  name: Procurement
  url: https://www.g2.com/categories/procurement
---


# Upland Qvidian Reviews
**Vendor:** Upland Software  
**Category:** [RFP Software](https://www.g2.com/categories/rfp)  
**Average Rating:** 4.3/5.0  
**Total Reviews:** 166
## About Upland Qvidian
Upland Qvidian is an advanced, cloud-based solution that uses a suite of automation and collaboration tools along with generative AI to automate proposal tasks and polish presentations. Qvidian helps sales proposal teams collaborate effortlessly, quickly find answers, deliver stronger RFP responses, build personalized winning proposals, and grow revenue by winning more deals. Qvidian has been built from the ground up by a team of professionals who know the industry inside and out. Over 200,000+ users arcoss the globe trust Qvidian to meet deadlines, tame proposal chaos, and win more deals, including eight of the ten largest U.S. banks and six of the ten largest European banks. Ready to learn more? Connect with us: https://uplandsoftware.com/qvidian/?utm\_source=g2&amp;utm\_medium=affiliate



## Upland Qvidian Pros & Cons
**What users like:**

- Users appreciate the **ease of use** of Upland Qvidian, facilitating efficient content management and quick questionnaire completion. (17 reviews)
- Users find the **content management capabilities** of Upland Qvidian invaluable for enhancing efficiency and team collaboration. (13 reviews)
- Users value the **task assignment and content reuse features** in Upland Qvidian for efficient RFP management. (13 reviews)
- Users value the **effective content management** in Upland Qvidian, greatly enhancing their library&#39;s efficiency and usability. (12 reviews)
- Users value the **efficiency** of Upland Qvidian, significantly enhancing content management and streamlining their workflow. (12 reviews)
- Users value the **time-saving features** of Qvidian, enabling quick and efficient proposal generation and collaboration. (12 reviews)
- Search Efficiency (10 reviews)
- Users value the **responsive customer support** from Upland Qvidian, enhancing their experience with personalized attention and guidance. (9 reviews)
- Artificial Intelligence (8 reviews)
- Users value the **efficient content management** capabilities of Qvidian, significantly enhancing library effectiveness and proposal workflow. (7 reviews)

**What users dislike:**

- Users often face **upload issues** as adding questions is cumbersome, hindering collaboration and efficiency in large organizations. (8 reviews)
- Users find the **complexity of navigation** in Upland Qvidian can complicate tasks and diminish overall user experience. (6 reviews)
- Users find that **adding content can be cumbersome** , wishing for improved categorization and version tracking features. (6 reviews)
- Users experience **inadequate search functionality** that leads to irrelevant results and complicates finding the right information. (6 reviews)
- Users find Qvidian&#39;s interface **not intuitive** , making it challenging to navigate its complex features and functionalities. (6 reviews)
- Users find Upland Qvidian **expensive** , especially for smaller teams utilizing only a fraction of its features. (4 reviews)
- Users experience **slow performance** with Upland Qvidian, finding it time-consuming to complete tasks efficiently. (4 reviews)
- Users find the **user difficulty** challenging, struggling with intuitive navigation and requiring extensive training to use Qvidian effectively. (4 reviews)
- Clunky Interface (3 reviews)
- Users desire **better AI performance** in Upland Qvidian, seeking more automated features and intelligent suggestions for responses. (3 reviews)

## Upland Qvidian Reviews
  ### 1. The go-to RFP and DDQ response software

**Rating:** 4.0/5.0 stars

**Reviewed by:** Steve T. | Enterprise (> 1000 emp.)

**Reviewed Date:** October 29, 2023

**What do you like best about Upland Qvidian?**

It's intuitive and easy to customise, with powerful search features

**What do you dislike about Upland Qvidian?**

Some of the filtering tools are not so clear

**What problems is Upland Qvidian solving and how is that benefiting you?**

Finding the most recent and appropriate content from a large database when responding to technical RFP and DDQ questions

  ### 2. Great tool with a clean library for ease of use!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Health, Wellness and Fitness | Enterprise (> 1000 emp.)

**Reviewed Date:** December 12, 2023

**What do you like best about Upland Qvidian?**

The library! Our team no longer has to go searching for answers in different folders as it's all in one central place. Also love that we can enter comments into specific records that can point out details regarding the answer or product.

**What do you dislike about Upland Qvidian?**

Not able to set notifications on an expired record or category.

**What problems is Upland Qvidian solving and how is that benefiting you?**

We are able to connect with Subject Matter Experts within the organization. They're able to review our library and see if it's up to date with their policy. This helps our team have accurat and current data.

  ### 3. Efficient Tool

**Rating:** 4.0/5.0 stars

**Reviewed by:** Susan M. | Small-Business (50 or fewer emp.)

**Reviewed Date:** December 13, 2023

**What do you like best about Upland Qvidian?**

Standardized templates and quick output.

**What do you dislike about Upland Qvidian?**

I often end up with duplicate documents --  so apparently I am not referencing or uploading them correctly.  Definitely a training issue vs Qvidian issue.

**What problems is Upland Qvidian solving and how is that benefiting you?**

Allowing us to standardize and provide a 98% template for our Sales Teams

  ### 4. The best proposal/RFP software combined with fantastic support!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.)

**Reviewed Date:** August 30, 2023

**What do you like best about Upland Qvidian?**

Qvidian allows us to easily locate, update and content for RFPs and to upload new content. Additionally, their staff are very dedicated to assisting users with specific projects and issues as well as offering general information on updates and how to better utilize all the features of the program.

**What do you dislike about Upland Qvidian?**

The learning curve in the beginning is steep but worth it once it's set up.

**What problems is Upland Qvidian solving and how is that benefiting you?**

The software enables us to answer RFPs quickly, efficiently and with high accuracy. We sometimes have multiple RFPs at the same time and this helps us to be more productive.

  ### 5. Qvidian - quick, easy, and reliable

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Utilities | Enterprise (> 1000 emp.)

**Reviewed Date:** August 31, 2023

**What do you like best about Upland Qvidian?**

We are strong users of the content library feature; nice set of tools for the content generation team and easy tools for proposal team to pull content

**What do you dislike about Upland Qvidian?**

User permissions to limit some users from accessing sensity library content is a bit challenging

**What problems is Upland Qvidian solving and how is that benefiting you?**

Single tool to manage the proposal content whether direct or indirect through our approved resellers.  Enables stronger and consistent messaging tied to our solutions. 

The ability to share our content library with our 3rd party resellers (read only); resellers now rely heavily on Qvidian and less on our proposal manager resources.

  ### 6. Smooth

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Oil & Energy | Enterprise (> 1000 emp.)

**Reviewed Date:** December 07, 2023

**What do you like best about Upland Qvidian?**

It works smoothly and effitiently. It is very user friendly.

**What do you dislike about Upland Qvidian?**

I honestly cannot think of anything. It does everything according to my current needs.

**What problems is Upland Qvidian solving and how is that benefiting you?**

Keeping all the information together and being able to build documents effitiently. It is well structured and easy to use.

  ### 7. Extensive experience of the needs of RFP and Proposal writers

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.)

**Reviewed Date:** December 12, 2023

**What do you like best about Upland Qvidian?**

Easy to use and like the folder structure for ease of content reviews and managing access to content. library references - briliant!

**What do you dislike about Upland Qvidian?**

Not quick enough in bringing in new texhnology such as AI and promoting enhancements in general.

**What problems is Upland Qvidian solving and how is that benefiting you?**

Improved customer support

  ### 8. I have been using it for one year and had little training about how to actually fully use it.

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.)

**Reviewed Date:** November 16, 2023

**What do you like best about Upland Qvidian?**

It provide a great knowledgebase of information and offers deadlines of when to recheck the information to keep it current.

**What do you dislike about Upland Qvidian?**

It doesn't allow users to file the answers into a folder when uploading them.

**What problems is Upland Qvidian solving and how is that benefiting you?**

Solving our storage of information that benefits us for future RFPs and quickly adding already vetted, correct information.

  ### 9. Improves response quality and streamlines ongoing response maintenance

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Health, Wellness and Fitness | Enterprise (> 1000 emp.)

**Reviewed Date:** December 19, 2023

**What do you like best about Upland Qvidian?**

Powerful custom meta data helps us manage and maintain our content.

**What do you dislike about Upland Qvidian?**

Tracking changes in projects is lacking.

**What problems is Upland Qvidian solving and how is that benefiting you?**

Highly searchable database of  re-usable proposal responses helps us complete a first pass RFP response more efficiently.

  ### 10. Very usefull

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** November 21, 2023

**What do you like best about Upland Qvidian?**

We can easily update the documents we need to modify

**What do you dislike about Upland Qvidian?**

We sometimes can't find what we are looking for

**What problems is Upland Qvidian solving and how is that benefiting you?**

Qvidian allows us to find very quickly the information we are looking for. Moreover, we are sure that the information we fin are updated

  ### 11. Over 20 year experience working with RFP & Proposal automation tools, Qvidian is the best.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 24, 2023

**What do you like best about Upland Qvidian?**

Easy to Implement
Searchable, easy to use library
Time saving options for the RFP/DDQ response process
Dynamic, customized proposal generation
Easy to use integration with Microsoft Office
Flexibile collaboration options with subject matter experts

**What do you dislike about Upland Qvidian?**

I love everything about the Qvidian tool.

**What problems is Upland Qvidian solving and how is that benefiting you?**

1 - maintain accurate content
2 - produce within minutes (not days) drafts of RFP/DDQ response, SOW, corporate slide presentations
3 - minimize duplication of effort with subject matter experts
4 - Word format consistancy
5- ease of responding to portal RFP/DDQ requests

  ### 12. I found useful to work on Qvidian for answers to my doubt

**Rating:** 4.0/5.0 stars

**Reviewed by:** Anna C. | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 22, 2023

**What do you like best about Upland Qvidian?**

I like when I find aswers in easy way by key words

**What do you dislike about Upland Qvidian?**

I don't like the way to upload question and assign to the different owner of the questions.

**What problems is Upland Qvidian solving and how is that benefiting you?**

To find a lot of answer for Techical requirements

  ### 13. Qvidian Review - focused on the library

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.)

**Reviewed Date:** September 11, 2023

**What do you like best about Upland Qvidian?**

Easy-to-use interface.  With intentional effort on my part to populate (and update) content, the library function has been increasingly useful in quickly drafting client responses.

**What do you dislike about Upland Qvidian?**

No particular concerns.  A year ago, there were times that the system was slow to respond. But I believe that may have been a network issues on my end.  It's been reliable this year.

**What problems is Upland Qvidian solving and how is that benefiting you?**

Helping to quickly create first draft response to client info requests.

  ### 14. Helps a lot to collaborate

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** December 14, 2023

**What do you like best about Upland Qvidian?**

Project Management functionality to manage project end to end.

**What do you dislike about Upland Qvidian?**

Updating library could be more easier...

**What problems is Upland Qvidian solving and how is that benefiting you?**

easy project management

  ### 15. Principal, Director of Proposal Management

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Consulting | Mid-Market (51-1000 emp.)

**Reviewed Date:** September 14, 2023

**What do you like best about Upland Qvidian?**

I like the library, ease of use and default value merge codes for easy updating of content.

**What do you dislike about Upland Qvidian?**

The search feature doesn't always put exact match questions at the top of a search.

**What problems is Upland Qvidian solving and how is that benefiting you?**

Qvidian is looking into using AI to general content.  Additional I would like to have back the Save to Clipboard feature that was lost with the new library.

  ### 16. Content Library and Proposal Tool

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Health, Wellness and Fitness | Enterprise (> 1000 emp.)

**Reviewed Date:** August 29, 2023

**What do you like best about Upland Qvidian?**

The ease of updating and editing content from content library is an excellent feature. Qvidian has also helped us streamline our proposal creation.

**What do you dislike about Upland Qvidian?**

The only complaint I have is that it took me a bit of time to create the proposal template but the assistance I received helped trememdously.

**What problems is Upland Qvidian solving and how is that benefiting you?**

Qvidian is helping us streamline our proposal process. This allows me to keep up with the volume demands.

  ### 17. As someone new to Qvidian, I have found it easy to navigate and use.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.)

**Reviewed Date:** September 01, 2023

**What do you like best about Upland Qvidian?**

It's simplicity as well as it's capabilities to create quality documents and maintain a library of content.

**What do you dislike about Upland Qvidian?**

At times, the search results within the library aren't the best, but it's not typically the case.

**What problems is Upland Qvidian solving and how is that benefiting you?**

It fulfills our need to create large proposal documents in an efficient and organized manner. It also helps us maintain our large library of content and makes it easy to update.

  ### 18. Great for content management

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.)

**Reviewed Date:** November 06, 2023

**What do you like best about Upland Qvidian?**

All approved content in once place at your fingertips.

**What do you dislike about Upland Qvidian?**

Presently it doesn't have the ability to send proposals digitally vs. Word/PDF.

**What problems is Upland Qvidian solving and how is that benefiting you?**

It is the one source of truth for all proposal content.

  ### 19. A good automation tool with opportunities in the administratiom area

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.)

**Reviewed Date:** October 25, 2023

**What do you like best about Upland Qvidian?**

The easy way to architect document types, projects and upload documents

**What do you dislike about Upland Qvidian?**

The complexity of managing its users (in my admin role) and the difficulty to provide & restricting Qvidian's usage functionality

**What problems is Upland Qvidian solving and how is that benefiting you?**

Standardize and expedite the proposal develeopment

  ### 20. Good Proposal Software and support

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.)

**Reviewed Date:** August 31, 2023

**What do you like best about Upland Qvidian?**

I like it is web-based and intuitive.  I also like the people that support our account.  They are very helpful.

**What do you dislike about Upland Qvidian?**

I wish content and content properties could be updated together, at the same time.

**What problems is Upland Qvidian solving and how is that benefiting you?**

Qvidian is our team's trust source for RFP responses.  if we didn't have a strong repository from which to start we could neve rmeet the deadlines of our industry.

  ### 21. Qvidian review

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.)

**Reviewed Date:** December 07, 2023

**What do you like best about Upland Qvidian?**

Qvidian is constantly improving its product. There are various upgrades and UI enhancements for the user. I also appreciate that our Customer Service Director is highly responsive and keen to help with anything.

**What do you dislike about Upland Qvidian?**

Some of the features could be consolidated/streamlined, e.g. the Key Words and Learned Terms function.

**What problems is Upland Qvidian solving and how is that benefiting you?**

Completing RFPs and DDQs

  ### 22. User-Friendly Product with a Modern Interface

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.)

**Reviewed Date:** August 31, 2023

**What do you like best about Upland Qvidian?**

The product is extremely user friendly. Even our newest team  members are able to use it with ease after only a few weeks. When situations arise that we are not sure of how to handle, the Qvidian Support team is quick to respond to our inquiries.

**What do you dislike about Upland Qvidian?**

When updating content within the Library, you are not given an option to update the content and properties simultaneously.

**What problems is Upland Qvidian solving and how is that benefiting you?**

Our team mainly uses the Library functions of Qvidian for content storage. The interface is easy to use - allowing our team to keep content up to date and ready to use within our proposals.

  ### 23. Great tool, easy to use.  Great organization.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.)

**Reviewed Date:** August 30, 2023

**What do you like best about Upland Qvidian?**

The online capabilities that work with Microsoft Office products. Easy to use.

Like the additional features they provide to assist their clients as well.  Service to help update your database, etc.

**What do you dislike about Upland Qvidian?**

So many features, not enough time to learn all of the capabilities.

**What problems is Upland Qvidian solving and how is that benefiting you?**

Allows us to have  a database that we can use to provide consistant responses to questions from the field.

  ### 24. Great tool to collaborate

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** November 17, 2023

**What do you like best about Upland Qvidian?**

Share knowledge and work together on documents

**What do you dislike about Upland Qvidian?**

The way the Excel sheets are shown in the application

**What problems is Upland Qvidian solving and how is that benefiting you?**

Share and rewiew answers.

  ### 25. I use Qvidian every day and also with my previous company.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Karen K. | Enterprise (> 1000 emp.)

**Reviewed Date:** October 11, 2023

**What do you like best about Upland Qvidian?**

Ease of use, customer support and frequency of use.

**What do you dislike about Upland Qvidian?**

Nothing but sometimes the onlline training is not what I am looking for.

**What problems is Upland Qvidian solving and how is that benefiting you?**

First place to look but we have to "beef" it up!

  ### 26. Qividan  Platform Review

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Primary/Secondary Education | Mid-Market (51-1000 emp.)

**Reviewed Date:** September 13, 2023

**What do you like best about Upland Qvidian?**

Qvidian makes it easy to build proposals! It is very user-friendly and has guidance on how to navigate the features.

**What do you dislike about Upland Qvidian?**

Adding content to the library can be cumbersome at times.

**What problems is Upland Qvidian solving and how is that benefiting you?**

Qvidian's select-a-response option reduces the amount of time it takes to answer questions and create content.

  ### 27. Daily user

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Telecommunications | Enterprise (> 1000 emp.)

**Reviewed Date:** October 11, 2023

**What do you like best about Upland Qvidian?**

Seems more flexible than other softwares.

**What do you dislike about Upland Qvidian?**

Not enough reporting on duplicates or similar content.

**What problems is Upland Qvidian solving and how is that benefiting you?**

It gives us a good place to save standard content.

  ### 28. RFP responses at your fingertips

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Investment Management | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 31, 2023

**What do you like best about Upland Qvidian?**

The ability to see content records (RFP responses)  along with all  its relevant information in one glance.

**What do you dislike about Upland Qvidian?**

Smart marking documents to upload new content into the system is still manual. It has become less cumbersome over time but it is still manual.

**What problems is Upland Qvidian solving and how is that benefiting you?**

Completing first drafts of RFP documents in 1 day instead of 3+ days.

  ### 29. Purchase at your own risk

**Rating:** 0.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.)

**Reviewed Date:** October 14, 2022

**What do you like best about Upland Qvidian?**

This was an inherited tool for our organization. I like that we already had information populated in the tool for use.

**What do you dislike about Upland Qvidian?**

There is no support or training for the tool. The Customer Success team is a joke and of no help. They even state they have no knowledge of the platform and don't know how to answer your questions.

**What problems is Upland Qvidian solving and how is that benefiting you?**

It is supposed to solve RFI and RFP automation- none of those features work, so it is now a paperweight.

  ### 30. Offers the features that we needed

**Rating:** 4.5/5.0 stars

**Reviewed by:** Cameron Shaw F. | Senior Technical Consultant / Qvidian Technical Admin, Enterprise (> 1000 emp.)

**Reviewed Date:** November 07, 2019

**What do you like best about Upland Qvidian?**

The interface is constantly improving and the tool offers the features that we need to rollout a fairly complicated deployment of the application with our sales force (our customers) and with our subject matter experts (our responders).

**What do you dislike about Upland Qvidian?**

There's a lot going on in the Project response screens and sometimes it's a bit confusing. 

**What problems is Upland Qvidian solving and how is that benefiting you?**

We have a high volume of requests for assistance in answering RFPs which Qvidian allows us to finally handle with much less stress, and as importantly, we are able to measure KPIs much more readily, i.e. how many requests arrive, how big is the library, when are RFPs completed, etc. 

  ### 31. Complete tool to respond RFPs and making solution documents

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Telecommunications | Enterprise (> 1000 emp.)

**Reviewed Date:** July 26, 2021

**What do you like best about Upland Qvidian?**

It helps to quickly formulate the solution documents
I like the format
It also suggest where sales team need to input as per customer requirements.

**What do you dislike about Upland Qvidian?**

It needs to be updated as soon as product goes GA. It takes lot of time to onboard new products

**What problems is Upland Qvidian solving and how is that benefiting you?**

Quick solution documents
Uniformity of content across different proposals

  ### 32. Very helpful and a timesaver

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.)

**Reviewed Date:** July 29, 2021

**What do you like best about Upland Qvidian?**

The autopopulate response feature helps you quickly complete 50 or more responses to standardized questions. Its a legit timesaver when working on lengthy RFP/RFI questionnaires.

**What do you dislike about Upland Qvidian?**

It is a process to create a standardized library of content. Creating a library requires work and regular content updates. But once you have a process in place it is a big help.

**Recommendations to others considering Upland Qvidian:**

Make sure you invest in building up a content library before implementing qvidian.

**What problems is Upland Qvidian solving and how is that benefiting you?**

Reduced search time for content. The suggested responses list help to pick and choose the most fitting response from among a laundry list of possible responses.

  ### 33. Great tool  -  we used it regularly

**Rating:** 5.0/5.0 stars

**Reviewed by:** Aditya B. | Account Manager, Enterprise (> 1000 emp.)

**Reviewed Date:** July 25, 2021

**What do you like best about Upland Qvidian?**

Best thing about using it is how our teams can collaborate on proposals and bid documents

**What do you dislike about Upland Qvidian?**

Workflow approval tool could be simplified a bit more.

**What problems is Upland Qvidian solving and how is that benefiting you?**

Collaboration between teams was a big challenge considering people are working all remotely. Qvidian takes that pain away.

  ### 34. Several years of using Qvidian has yielded both upsides and downsides

**Rating:** 3.5/5.0 stars

**Reviewed by:** Timothy S. | Senior Proposal Coordinator, Enterprise (> 1000 emp.)

**Reviewed Date:** July 19, 2021

**What do you like best about Upland Qvidian?**

Autofill saves time, repository search finds results dependably

**What do you dislike about Upland Qvidian?**

Integrating non-regular users is unintuitive

**What problems is Upland Qvidian solving and how is that benefiting you?**

Locating previously used responses is much easier with Qvidian. Generating a first draft of a proposal response happens faster.

  ### 35. This is great software I have used ever and like its flow and functionality

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.)

**Reviewed Date:** August 10, 2021

**What do you like best about Upland Qvidian?**

best for lengthy RFP questionnaires and very easy to understand and use

**What do you dislike about Upland Qvidian?**

This UX is a little bit confusing to find the required fields.

**What problems is Upland Qvidian solving and how is that benefiting you?**

We are using Automation software for testing this tool.

  ### 36. Amazing experience

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Aviation & Aerospace | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 23, 2021

**What do you like best about Upland Qvidian?**

Easy to use and accessable all times, impressive

**What do you dislike about Upland Qvidian?**

Nothing much, just need to be adverised more

**What problems is Upland Qvidian solving and how is that benefiting you?**

Working on proposal and management presentations

  ### 37. Qvidian review 

**Rating:** 4.0/5.0 stars

**Reviewed by:** Bonney M. | procurement officer, Business Supplies and Equipment, Mid-Market (51-1000 emp.)

**Reviewed Date:** September 16, 2019

**What do you like best about Upland Qvidian?**

Its comprehensive features that include comprehensive banking transactions that are safe and quick and also it has invoicing and quotation services and tjis makes it among the best softwares of thia generation. 

**What do you dislike about Upland Qvidian?**

For the people with less knowledge on computer softwares and  procurement it may become hard for them to fully utilize it. 

**Recommendations to others considering Upland Qvidian:**

I would wish to advise all considering Qvidian to make use of it since its cheap and  fast in its services amd once a person learns how to use its easy. 

**What problems is Upland Qvidian solving and how is that benefiting you?**

Unreliable purchasing methods

Qvidian has made it easy for the procurement sector to purchase quality goods  at a fare price since the software has the best quotation services and invoicing services this is also good in time saving. 

  ### 38. a wonderful system for content management

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.)

**Reviewed Date:** January 26, 2018

**What do you like best about Upland Qvidian?**

Working in the world of RFXs (Request for...Proposals/Information/Quotes etc). a system where you can store content which can then be reused and customised for clients is essential. Qvidian offers an intuitive search function for content making the information you require easy to find.

**What do you dislike about Upland Qvidian?**

If you have a content management system you need to make sure those in charge maintain it effectively or else you can end up with multiple records for the same content, this misuse is one of my major dislikes.

**Recommendations to others considering Upland Qvidian:**

use it to store answers to questions, don't upload bulk documents (e.g. full response documents that you sent to a client). Qvidian is best used in it's simplest form and that is storing boiler plate content which can then be catered when needed for bids.

**What problems is Upland Qvidian solving and how is that benefiting you?**

The ability to turn around answers for clients in a short space of time, Qvidian allows you to keep all your content in once place and it can be used at the click of a couple of buttons. The content can also be updated (providing you have admin rights) which certainly helps when working on bids.

  ### 39. Proposal Automation Software

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.)

**Reviewed Date:** April 05, 2018

**What do you like best about Upland Qvidian?**

The cloud-based library of proposal content that can be maintained by subject matter experts

**What do you dislike about Upland Qvidian?**

We weren't able to actually use Qvidian to produce our RFPs due to formatting requirements. 

**Recommendations to others considering Upland Qvidian:**

If you're looking for a product that will allow you to centralize proposal content, Qvidian is a useful tool. It also allows for access to this content by all sales department members regardless of geographic location. By having everything centralized, it can help streamline our RFP process. Further, it allows you to more easily ensure that proposal content is current and accurate.

**What problems is Upland Qvidian solving and how is that benefiting you?**

Access to content by entire sales department as well as SMEs
Ensuring content is up-to-date


  ### 40. Simple to use

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** January 04, 2018

**What do you like best about Upland Qvidian?**

Qvidian is a simple to use content management system specifically tailored to RFx responses. The interface is easy to navigate. 

**What do you dislike about Upland Qvidian?**

Uploading content can be cumbersome, especially updating current content. This requires a Microsoft Word plugin and very specific formatting. Would like to see this area improved i.e. dissecting old RFx's and uploading. 

**Recommendations to others considering Upland Qvidian:**

Better than basically anything out there currently. Has room to improve. 

**What problems is Upland Qvidian solving and how is that benefiting you?**

Our proposal writing is much faster with Qvidian. It allows us to maintain a database of responses to pull from. 

  ### 41. Speeds time to response immensely by reducing research and writing time.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Outsourcing/Offshoring | Enterprise (> 1000 emp.)

**Reviewed Date:** April 20, 2015

**What do you like best about Upland Qvidian?**

Once you have hit a critical mass with the amount of content that you have published - Qvidian is a great tool that prevents re-writing the same content over and over. If you set up your environment mindfully and make your more standardized offering language modular - it can easily reduce time to response and time researching in half if not more.

**What do you dislike about Upland Qvidian?**

When using the library - the right click menus and sub-menus seem to disappear when trying to make selections often. Also, your environment will only be as good as your admins, so if you do not have the right team for implementation the tool will likely fail.

**Recommendations to others considering Upland Qvidian:**

The success of your Qvidian environment will depend largely upon your implementation team and your admins. If you have the right team in place this should be a great tool for your enterprise.

**What problems is Upland Qvidian solving and how is that benefiting you?**

We are reducing our time to response. We are also answering a large volume of responses with a very small team, which would literally be impossible if we had not automated many of our processes.

  ### 42. Great tool to manage RFP's and create automated documents

**Rating:** 5.0/5.0 stars

**Reviewed by:** Nancy B. | Sales Engineer, Information Technology and Services, Enterprise (> 1000 emp.)

**Reviewed Date:** July 10, 2017

**What do you like best about Upland Qvidian?**

The feature set keeps getting better. With options to import RFP documents from Word/Excel; to performing auto-fill and search capabilities while responding to RFP's and the ability to integrate and create documents using Salesforce. 

**What do you dislike about Upland Qvidian?**

sometimes the documentation when learning a new task is a challenge to decipher

**Recommendations to others considering Upland Qvidian:**

Watch videos to learn; attend the annual conference for good insights

**What problems is Upland Qvidian solving and how is that benefiting you?**

responding to RFP's rapidly and maintaining a shared project allowing others to reply simultaneously; also the ability to track your progress and the overall response progress is a great feature

  ### 43. We are expanding Qvidian access to our Sales Directors

**Rating:** 5.0/5.0 stars

**Reviewed by:** Chuck M. | RFP Manager, Interactive Services, Information Technology and Services, Enterprise (> 1000 emp.)

**Reviewed Date:** July 27, 2017

**What do you like best about Upland Qvidian?**

Qvidian easily handles multiple formats: Word, Excel, Power Point, PDF.

**What do you dislike about Upland Qvidian?**

A little longer learning curve for our Salesforce administrator to help us integrate with Qvidian.

**Recommendations to others considering Upland Qvidian:**

Use Qvidian in real projects and you will learn faster with real proposals

**What problems is Upland Qvidian solving and how is that benefiting you?**

Our Sales Directors are starting to access our complete Qvidian library of Power Point slides through the Salesforce Opportunity level and we are allowing them to be more self-served.

  ### 44. Solid proposal builder and resource library. 

**Rating:** 4.0/5.0 stars

**Reviewed by:** Claire G. | Account Development Manager, Human Resources, Enterprise (> 1000 emp.)

**Reviewed Date:** March 30, 2017

**What do you like best about Upland Qvidian?**

Qvidian allows my company to create build proposals unique to each prospective client's needs, and to preview, review, and adjust as needed based off of our current needs. 

**What do you dislike about Upland Qvidian?**

The UX is not the most amazing, and I think finding your way through the resource library can be a little bit confusing. 

**Recommendations to others considering Upland Qvidian:**

This is a great project if you're looking for a flexible proposal builder!

**What problems is Upland Qvidian solving and how is that benefiting you?**

Having an efficient way to build proposals, but being able to create proposals that are unique to each of our individual client's situations. We also are able to access all of our client-facing materials without having to worry if they are the most updated, etc. 

  ### 45. RFP Tool for Financial Services

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.)

**Reviewed Date:** November 08, 2017

**What do you like best about Upland Qvidian?**

Ease of integration of content from multiple sources

**What do you dislike about Upland Qvidian?**

We are in the process of consolidating data from two systems so there isn't anything to dislike just yet

**What problems is Upland Qvidian solving and how is that benefiting you?**

Keeping RFP content current and correct

  ### 46. Great product for entire Sales cycle

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 06, 2017

**What do you like best about Upland Qvidian?**

The advanced search capabilities in the library and the intelligence of Auto-Fill when building a proposal.

**What do you dislike about Upland Qvidian?**

Develop a few more behaviors similar to Word (scrolling bars, descriptive text when hovering over icons and linked headings, etc.)

**Recommendations to others considering Upland Qvidian:**

You need every competitive edge. If you use it and some of your competitors do not, that's one more differentiator for you.

**What problems is Upland Qvidian solving and how is that benefiting you?**

Automating the repetitive aspects of proposal development.  It saves our team hours of work.

  ### 47. Good option for writing proposals

**Rating:** 3.5/5.0 stars

**Reviewed by:** Aamir K. | Co-Founder Director at Decorade.in, Internet, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 26, 2016

**What do you like best about Upland Qvidian?**

I loved browser based library which allows me to work remotely, customizability of user interface is the best of all and I can see the file without having to download it, making it things easier to keep track of what information i have already used.

**What do you dislike about Upland Qvidian?**

I have not used this very much but as far I have used it, I felt some issues with the indexing of items which makes user suffer when they try to search something and it kinda takes too much time in implementation.

**Recommendations to others considering Upland Qvidian:**

I am not very much happy with the services they were providing at that moment, though I have used a trial copy but I would suggest this to use and report your problems, support team is actually very supportive and provide the solution whatever necessary.

**What problems is Upland Qvidian solving and how is that benefiting you?**

Proposal making is more efficient and less time consuming and allowing us to use our saved time in other works more efficiently to solve problems.

  ### 48. Excellent product but don't under-estimate how much time you have to invest in it.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Alan H. | Founder, Consumer Services, Enterprise (> 1000 emp.)

**Reviewed Date:** July 21, 2015

**What do you like best about Upland Qvidian?**

Qvidian Proposal Automation (QPA) is an excellent content repository. It's browser-based cloud library is excellent for organizations who have workforces who occasionally work remotely without direct access to a network drive.

The user-interface is intuitive and it allows for excellent customization in order to be tuned to your specific needs. The organization itself also has an incredible commitment to continuous improvement and their consistent attempts to develop and improve their technology is noticeable and appreciated. The system continues to improve and evolve over time with improvements that are obviously created in direct response to customer feedback.

The system is comprised of two major components, the library and the project management tool. Both have their own valuable benefits and they can interact very well together.

Lastly, QPA is very good at highlighting for you (almost without even trying) where your processes lack the necessary organization to function at a high level. It is built to enable companies to manage their content to industry best-practices and if you aren't doing so, you can see that very quickly.

**What do you dislike about Upland Qvidian?**

Two things that every company considering Qvidian should know:

1) Take the implementation slowly. I don't think Qvidian has nailed this process yet. The implementation process ran over a few months when honestly, it probably should have been various components phased in over the course of a year. That's not to say it's overly complicated, it's not. But it will result in a number of process changes for your staff and asking them to adjust to all of those changes simultaneously is something I wouldn't recommend.

2) It's time consuming. This is a bit of a double-edged sword. The honest truth is that managing QPA is a very time-consuming endeavor and if you don't have a dedicated resource, you're likely to struggle with the maintenance of your content. That sounds bad, but really, this fact is true whether you are using QPA or not. Having this system in place helps clarify for you exactly what you are and are not doing, which is actually more of a positive than a negative...but understand up-front that it takes an ongoing time commitment to maintain an effective content repository.

**Recommendations to others considering Upland Qvidian:**

I absolutely recommend using Qvidian. It's a wonderful product that will push your organization forward if you make the commitment to leveraging it's capabilities.

I HIGHLY recommend the investment in a dedicated resource for the management of the system. It will pay off at 10x the value of the expense.

**What problems is Upland Qvidian solving and how is that benefiting you?**

As a result of a merger, our company grew from a department of 3 proposal management professionals to a team of over 12 over the course of 4 years. It became very apparent that the processes in place for managing a small team were insufficient with a much more diverse group. QPA has helped us centralize our content more effectively, it has improved the sharing and management of our content and it has forced us to re-examine our inefficient processes to get better just on the basis of it's capabilities. 

Beyond that, we still know we're only leveraging some of the benefits that QPA can provide and it has helped us gameplan additional improvements in order to better leverage the opportunities it can provide. Projects that weren't even on our radar are now in the pipeline because we discovered a way to make them possible by leveraging QPA. A great deal of this is thanks to learning what other companies have accomplished with it by attending their annual customer-conference.

  ### 49. Proposal automation is cool, but the best feature is the content library.

**Rating:** 3.5/5.0 stars

**Reviewed by:** Scott A. | Marketing Director, Enterprise (> 1000 emp.)

**Reviewed Date:** June 25, 2015

**What do you like best about Upland Qvidian?**

The content library is robust and easy to integrate with Word files. Generally, the organization is familiar to Windows and fairly reliable in terms of recall. Proposal automation is an easy way to get a base/template file quickly.

**What do you dislike about Upland Qvidian?**

Errors seemed to be fairly frequent. Customer support wants to do a full scale investigation when you really need a quick fix NOW (read: deadline impending). Searching in the library sometimes did not find the content I wanted up-top. I don't know if this is a problem with Qvidian's algorithm or the way we tagged content. Our initial build with the Qvidian architects took a long time, with some frustration.

**Recommendations to others considering Upland Qvidian:**

I've heard from Qvidian reps that they are totally revamping the content library. I'm confident this will help improve the system.

**What problems is Upland Qvidian solving and how is that benefiting you?**

Making proposal production more efficient. Searching for content was reduced, allowing us to use our time more effectively.

  ### 50. Expands proposal excellence out to your sales team

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.)

**Reviewed Date:** July 21, 2015

**What do you like best about Upland Qvidian?**

Qvidian Proposal Automation provides the flexibility to solve a range of document automation, customisation and personalisation challenges. It means that we can extend the proposal best-practice knowledge and skills of our team out to the wider sales team so that we deliver consistent, quality and persuasive proposals to our customers. 

**What do you dislike about Upland Qvidian?**

I would like to see more flexibility and control in the area of document architecture with a richer logic to create more powerful value-propositions.

**Recommendations to others considering Upland Qvidian:**

Think very carefully about the problems you are trying to solve for your business and the priority you assign to resolving those problems. This will help you to focus your own resources on delivering the biggest RoI in the shortest possible time, which is critical for justifying the allocation of resources, driving new user adoption and expanding the features and capabilities.
The more effort you put into your Qvidian deployment the more benefit you will derive. But the big advantage is that you will multiply these efforts across your salespeople to make them more efficient, present higher quality proposals to customers and win more business. 

**What problems is Upland Qvidian solving and how is that benefiting you?**

We have rationalised all our content in one place, enriched our proactive proposals with persuasive, client-focused content and delivered value to other parts of the organisation through innovative use of QPA to automate customer facing documents of all kinds.


## Upland Qvidian Discussions
  - [What does Qvidian do?](https://www.g2.com/discussions/what-does-qvidian-do)
  - [How do I use Rfpio?](https://www.g2.com/discussions/how-do-i-use-rfpio)
  - [What is RFP software?](https://www.g2.com/discussions/what-is-rfp-software)
  - [What is Qvidian used for?](https://www.g2.com/discussions/what-is-qvidian-used-for)

- [View Upland Qvidian pricing details and edition comparison](https://www.g2.com/products/upland-qvidian/reviews?page=3&section=pricing&secure%5Bexpires_at%5D=2026-08-10+01%3A13%3A36+-0500&secure%5Bsession_id%5D=89465c62-21d6-46be-8704-37625a451b42&secure%5Btoken%5D=2122355a99788efab4b3e8fe95b201c93622c27b2eefd1dd4c52e6675e9e4905&format=llm_user)
## Upland Qvidian Integrations
  - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)
  - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews)
  - [Microsoft Excel](https://www.g2.com/products/microsoft-excel/reviews)
  - [Microsoft PowerPoint](https://www.g2.com/products/microsoft-powerpoint/reviews)
  - [Microsoft Word](https://www.g2.com/products/microsoft-word/reviews)

## Upland Qvidian Features
**Additional Functionality**
- Tagging
- Natural Language Processing
- Data Extraction
- Multi-Language
- Predictive Analytics
- Drag & Drop
- Speech Recognition
- Reporting/Analytics
- Data Storage Management
- Virtual Personal Assistant (VPA)
- AI Copilot
- Customer Segmentation
- Collaboration Tools
- Data Import/Export
- Generative AI
- For eCommerce
- Role-Based Permissions
- Customizable Branding
- Search/Filter
- Monitoring
- Document Management
- API
- Data Visualization
- Trend Analysis
- Machine Learning
- Access Controls/Permissions
- Alerts/Escalation
- Performance Metrics
- Real-Time Data
- Third-Party Integrations
- Mobile App
- Multiple Data Sources
- For Sales Teams/Organizations
- Sentiment Analysis
- Activity Dashboard
- Chatbot
- Workflow Automation

**Additional Functionality**
- AI Copilot
- Electronic Signature
- Approval Process Control
- Customer History
- Workflow Management
- Reminders
- Automated Quoting
- Price/Margin Management
- Contact Management
- Drag & Drop
- Pricing and Cost Calculations
- Calendar Management
- Catalog Management
- Client Portal
- Discount Management
- Real-Time Data
- Proposal Generation
- Billing & Invoicing
- Generative AI
- Customizable Branding
- Template Management
- Document Management
- Estimating
- Email Management
- Third-Party Integrations
- Reporting & Statistics
- Access Controls/Permissions
- Customizable Fields
- CRM
- Pricing Management
- API
- Accounting Integration
- Activity Dashboard
- Contract/License Management
- Electronic Payments
- Audit Trail
- Quotes/Estimates

**Document Creation**
- Customizability: Variables and Fields
- Template Creation and Flexibility
- Rich Media
- Online Document Creation
- PDF Creation
- Custom Branding

**RFP Generation**
- Customizable Templates
- RFX
- Versioning
- Questions Library
- Document Templates

**Document Processing & Extraction - AI Proposal Generator Tools**
- Requirement Identification & Tagging
- Multi-Format Document Ingestion
- RFP & Questionnaire Parsing

**Workflow**
- Document Builder Interface
- Collaborative Creation
- Assembly and Approval Workflows

**RFP Distribution**
- Due Date Tracking
- Analysis
- Selection
- Progress Tracking
- Milestone Tracking
- Time & Expense Tracking
- Status Tracking

**AI Response Generation - AI Proposal Generator Tools**
- Continuous Learning from Edits
- Response Personalization & Tone Control
- Contextual Answer Recommendations
- AI Draft Response Generation

**Analytics**
- Engagement Tracking
- Proposal Effectiveness Reporting
- Reporting and Dashboards

**Submissions**
- Collaboration
- Knowledge Base
- Review
- Reporting
- Document Review

**Content Management - AI Proposal Generator Tools**
- Governed Content Library
- Content Versioning & Approval Controls
- Duplicate Detection & Content Optimization

**Administration and Platform**
- User, Role, and Access Management
- Alerts and Notifications
- CRM Integration
- Electronic Signature
- CPQ Integration
- API / Integrations
- Contract/License Management
- Knowledge Base Management
- Contact Management
- RFP Management
- Workflow Management
- Document Management
- Task Management
- API

**RFP Response**
- Bid Management
- Content Library
- Access
- Automation
- Export
- Import
- Knowledge Library
- Compliance Management
- Purchase Order Management
- Audit Management
- Supplier Management
- Workflow Management
- Content Management
- Requirements Management
- Vendor Management
- Document Management
- Requisition Management
- Contact Management
- User Management
- Inventory Management
- Template Management
- Task Management
- Catalog Management

**Collaboration & Workflow - AI Proposal Generator Tools**
- SME Assignment & Task Routing
- Review & Approval Workflows

**Generative AI**
- AI Text Generation
- Generative AI
- Proposal Generation

**Agentic AI  - RFP**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Third-Party Integrations

**Analytics & Performance - AI Proposal Generator Tools**
- Proposal Performance Analytics

**Additional Functionality**
- Templates
- Collaboration Tools
- AI Copilot
- CRM
- Automatic Formatting
- Client Portal
- Access Controls/Permissions
- Quotes/Estimates
- Customizable Reports
- Content Library
- Data Import/Export
- Document Review
- Document Automation
- Reminders
- Audit Trail
- Reporting & Statistics
- Approval Process Control
- Version Control

**Additional Functionality**
- Alerts/Notifications
- API
- Version Control
- Collaboration Tools
- Projections
- RFP Responding
- Approval Process Control
- Proposal Generation
- Electronic Signature
- AI Copilot
- Activity Dashboard
- Access Controls/Permissions
- Automatic Formatting
- RFP Creation
- Audit Trail
- Customizable Reports
- Document Storage
- Generative AI
- Configurable Workflow
- Quotes/Estimates

## Top Upland Qvidian Alternatives
  - [Responsive, formerly RFPIO](https://www.g2.com/products/responsive-formerly-rfpio/reviews) - 4.5/5.0 (1,300 reviews)
  - [Loopio](https://www.g2.com/products/loopio/reviews) - 4.6/5.0 (804 reviews)
  - [QorusDocs](https://www.g2.com/products/qorusdocs/reviews) - 4.4/5.0 (166 reviews)

