[ Upland ... Reviews ](https://www.g2.com/products/upland-qvidian/reviews) [ Upland ... Reviews ](https://www.g2.com/products/upland-qvidian/reviews) # Upland Qvidian Features ##### ## Document Creation (6) Customizability: Variables and Fields Define fields to pull in dynamic information. Template Creation and Flexibility Easily assemble custom fields and variables into reusable templates to automate the proposal creation process. Rich Media How well the platform supports images, audio, and video in proposals. Online Document Creation Create adaptive online documents for view via browser or mobile device. PDF Creation Create attractive PDF versions of proposals. Custom Branding Brand proposals and the application's portal with your company's logos and branding. Show More ##### ## Workflow (3) Document Builder Interface Easily search for and add elements to a proposal. Collaborative Creation Multiple users can edit a single document. Assembly and Approval Workflows Automate workflows by routing documents to the correct individuals for adding content and approval. Show More ##### ## Analytics (3) Engagement Tracking Track who is looking at proposals and how often or for how long. Proposal Effectiveness Reporting Find out which pieces of content are performing best. Reporting and Dashboards Access pre-built and custom reports and dashboards on proposal volume and acceptance. Show More ##### ## Administration and Platform (14) User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Alerts and Notifications Program in-app and email notifications for approval milestones or actions. CRM Integration Push and pull data from CRM to build proposals and update statuses with clients. Electronic Signature Digitally sign online documents CPQ Integration Push and pull data from quote applications to build proposals. API / Integrations 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. Contract/License Management Track, store, and access client contracts or licenses Knowledge Base Management Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support Contact Management Manage, organize, and store contact information RFP Management Manage and process incoming documents detailing requests for proposals Workflow Management Create, design and manage workflows for repetitive tasks Document Management Store, manage, and track all electronic documents in a centralized location Task Management Create, manage and track all task activities and progression API Application programming interface that allows for integration with other systems/databases Show More ##### ## RFP Generation (5) Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements RFX Support other types of requests such as RFB/RFI/RFQ Versioning Track versions of RFP documents and related changes Questions Library Maintain a library of questions that can be reused Document Templates Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Show More ##### ## RFP Distribution (7) Due Date Tracking Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken Analysis Compare submissions and score suppliers Selection Choose the best submission for an RFP Progress Tracking Reporting on how each user, task or process has advanced since its initiation Milestone Tracking Monitor task progress and planned accomplishments to better manage project status Time & Expense Tracking Log and record hours worked and costs spent to assist in billing and invoicing Status Tracking Track the status over time for a request, process, asset, or transaction Show More ##### ## Submissions (5) Collaboration Allow multiple users to collaborate on submissions Knowledge Base Maintain a repository or library of content and documents that can be reused Review RFPs can be reviewed by managers before submission Reporting Create real-time reports to compare data trends across processes, RFPs, vendors or profiles Document Review Review and analyze existing information across documents Show More ##### ## RFP Response (23) Bid Management Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison Content Library Updates, organizes, and stores content of a project Access Assign users, roles, and manage access in order to set tasks and leave comments Automation Automate repetitive and manual tasks, such as auto-filling answers and auto-responses Export Export files or spreadsheets with the ability to format and accomidate images Import Upload files or spreadsheets from multiple sources Knowledge Library A repository of previously used/received RFP questions with responses Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Purchase Order Management Create, send, and track purchase orders and their statuses Audit Management Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws Supplier Management Manage all supplier data and operations Workflow Management Create, design and manage workflows for repetitive tasks Content Management Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Requirements Management Enables creation, management, and tracking of product requirements & features during product production/development Vendor Management Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc. Document Management Store, manage, and track all electronic documents in a centralized location Requisition Management Review, approve and cancel requests for goods/services to be purchased Contact Management Manage, organize, and store contact information User Management Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Inventory Management Track and manage inventory levels to maintain proper supply Template Management Create, save, and re-purpose templates for emails, forms, etc. Task Management Create, manage and track all task activities and progression Catalog Management Create and manage digital catalog of products/services with their details, specifications, and price Show More ##### ## Generative AI (3) AI Text Generation Allows users to generate text based on a text prompt. Generative AI Use AI to generate content in the form of text, images, videos, etc. Proposal Generation Create proposals based on costs of labor and materials Show More ##### ## Agentic AI - RFP (4) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## Analytics & Performance - AI Proposal Generator Tools (1) Proposal Performance Analytics Tracks win rates, response effectiveness, and content usage across submissions Show More ##### ## AI Response Generation - AI Proposal Generator Tools (4) Continuous Learning from Edits Improves future responses by learning from user edits and approved changes Response Personalization & Tone Control Adapts generated responses to match company voice, tone, and specific bid context Contextual Answer Recommendations Recommends relevant answers based on similar past responses and content library matches AI Draft Response Generation Generates first-draft responses using approved organizational content and context Show More ##### ## Collaboration & Workflow - AI Proposal Generator Tools (2) SME Assignment & Task Routing Assigns questions to subject matter experts and routes tasks for completion Review & Approval Workflows Enables multi-stage review, commenting, and approval of proposal responses Show More ##### ## Document Processing & Extraction - AI Proposal Generator Tools (3) Requirement Identification & Tagging Identifies and categorizes requirements, deadlines, and response types within documents Multi-Format Document Ingestion Supports ingestion of PDFs, Word files, spreadsheets, and web-based forms for processing RFP & Questionnaire Parsing Extracts structure, questions, and requirements from uploaded RFPs, RFIs, and questionnaires Show More ##### ## Content Management - AI Proposal Generator Tools (3) Governed Content Library Stores and manages approved answers, documents, and knowledge assets for reuse Content Versioning & Approval Controls Tracks content changes and enforces approval workflows for updates Duplicate Detection & Content Optimization Identifies redundant or outdated content and suggests consolidation or improvements Show More ##### ## Additional Functionality (38) Templates Sample files or documents that could be customized as needed or used as is Collaboration Tools Provides a channel for team members to share media files, communicate, and work together AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Automatic Formatting Automatically formats data in a predetermined way Client Portal Private online space that lets businesses securely share documents and provide information access to clients Access Controls/Permissions Define levels of authorization for access to specific files or systems Quotes/Estimates Generate quotes or estimates for customers Customizable Reports Alter the layout and content of reports Content Library Centralized repository to store content and assets Data Import/Export Import and export data to and from software applications Document Review Review and analyze existing information across documents Document Automation Automated or logic-based workflows that assist in the creation of electronic documents Reminders Timed notification for any upcoming task, deadline, appointment, or activity Audit Trail A record of all activities within the system, including user access, changes made, etc. Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Approval Process Control Manage the process of evaluating documents or requests submitted for approval Version Control Track revisions and updates made to files and navigate between different versions Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges API Application programming interface that allows for integration with other systems/databases Version Control Track revisions and updates made to files and navigate between different versions Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Projections Estimate or forecast of a future scenario based on the study of present trends RFP Responding The process of creating proposals in response to requests received from potential clients Approval Process Control Manage the process of evaluating documents or requests submitted for approval Proposal Generation Create proposals based on costs of labor and materials Electronic Signature Digitally sign online documents AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Access Controls/Permissions Define levels of authorization for access to specific files or systems Automatic Formatting Automatically formats data in a predetermined way RFP Creation The process of creating a questionnaire and submitting it to prospective vendors. Audit Trail A record of all activities within the system, including user access, changes made, etc. Customizable Reports Alter the layout and content of reports Document Storage Store and organize documents in a centralized system Generative AI Use AI to generate content in the form of text, images, videos, etc. Configurable Workflow Configure existing workflows to meet your organization's needs Quotes/Estimates Generate quotes or estimates for customers Show More ## Top-Rated Alternatives [ ![Responsive, formerly RFPIO](https://images.g2crowd.com/uploads/product/hd_favicon/799e832a5413ade138b86c0c7447b06b/responsive-formerly-rfpio.svg "Responsive, formerly RFPIO") Responsive, formerly RFPIO 4.5/5(1,310) ](https://www.g2.com/products/responsive-formerly-rfpio/reviews) [ ![Loopio](https://images.g2crowd.com/uploads/product/hd_favicon/1487565815/loopio.svg "Loopio") Loopio 4.6/5(813) ](https://www.g2.com/products/loopio/reviews) [ ![QorusDocs](https://images.g2crowd.com/uploads/product/hd_favicon/839c5bf1530bdde5dcb8776aa246c715/qorusdocs.svg "QorusDocs") QorusDocs 4.4/5(168) ](https://www.g2.com/products/qorusdocs/reviews) [ View All Alternatives ](https://www.g2.com/products/upland-qvidian/competitors/alternatives) Upland Qvidian Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_36de0fae26eb54abb8f356aaec8f4c3d/loopio.png "Product Avatar Image") Loopio 4.6/5(813) [ Compare Now ](https://www.g2.com/compare/loopio-vs-upland-qvidian) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_02a3248f5f1fb2d64d51c21a5804217d/responsive-formerly-rfpio.png "Product Avatar Image") Responsive, formerly RFPIO 4.5/5(1,310) [ Compare Now ](https://www.g2.com/compare/responsive-formerly-rfpio-vs-upland-qvidian) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_517cde99dcb3730fa5bcf5c6479e310c/rocketdocs.png "Product Avatar Image") RocketDocs 4.2/5(104) [ Compare Now ](https://www.g2.com/compare/rocketdocs-vs-upland-qvidian) ##### Categories on G2 [ Proposal ](https://www.g2.com/categories/proposal)[ AI Proposal Generator Tools ](https://www.g2.com/categories/ai-proposal-generator-tools)[ RFP ](https://www.g2.com/categories/rfp) ##### Explore More [ Which web client accelerator platforms offer the best reliability and failover mechanisms? ](https://www.g2.com/discussions/which-web-client-accelerator-platforms-offer-the-best-reliability-and-failover-mechanisms)[ Which feature management tools have real-time updates and segment targeting for confident production releases? ](https://www.g2.com/discussions/which-feature-management-tools-have-real-time-updates-and-segment-targeting-for-confident-production-releases)[ What are the most trusted financial audit platforms by internal audit directors and compliance teams based on user reviews? ](https://www.g2.com/discussions/what-are-the-most-trusted-financial-audit-platforms-by-internal-audit-directors-and-compliance-teams-based-on-user-reviews) [ What is the typical setup time for a secure data room? ](https://www.g2.com/discussions/what-is-the-typical-setup-time-for-a-secure-data-room)[ Natural Language Understanding (NLU) ](https://www.g2.com/glossary/natural-language-understanding-nlu-definition)[ Pros and Cons Details ](https://www.g2.com/products/upland-qvidian/reviews?qs=pros-and-cons) Show More [ Which web client accelerator platforms offer the best reliability and failover mechanisms? ](https://www.g2.com/discussions/which-web-client-accelerator-platforms-offer-the-best-reliability-and-failover-mechanisms)[ Which feature management tools have real-time updates and segment targeting for confident production releases? ](https://www.g2.com/discussions/which-feature-management-tools-have-real-time-updates-and-segment-targeting-for-confident-production-releases)[ What are the most trusted financial audit platforms by internal audit directors and compliance teams based on user reviews? ](https://www.g2.com/discussions/what-are-the-most-trusted-financial-audit-platforms-by-internal-audit-directors-and-compliance-teams-based-on-user-reviews) [ What is the typical setup time for a secure data room? ](https://www.g2.com/discussions/what-is-the-typical-setup-time-for-a-secure-data-room)[ Natural Language Understanding (NLU) ](https://www.g2.com/glossary/natural-language-understanding-nlu-definition)[ Pros and Cons Details ](https://www.g2.com/products/upland-qvidian/reviews?qs=pros-and-cons)