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Description

Revv allows businesses to stand out among their competitors by allowing them to work quickly and with brand consistency. It's the perfect wingman to help entrepreneurs realize their dreams of owning a business. Its intuitive user interface and more than 1000 pre-formatted templates allow users to be self-powered, without the need for any code or special skills. You can concentrate on your job by having all documents organized in one place. Revv's machine-learning capabilities allow you to efficiently navigate and analyze complex counter-party files and reduce dependence on experts. Integrate with Zapier to integrate with CRM and payments systems, or connect to Google Sheets to import data into documents. Key features Pre-formatted templates available in over 1000+ formats Easy to use document editor Smart document repository that supports attachments Integrate apps via Zapier, native APIs Fill out documents and have them eSigned

Description

Enhance your proposal creation process and efficiently address requests for proposals (RFPs) using Upland Qvidian. This cloud-based, comprehensive solution for enterprise-level RFP and proposal automation simplifies content management while boosting business efficiency through a centralized and reliable content library. Utilizing Upland Qvidian offers several advantages, such as the ability to centralize sales and proposal materials, facilitate real-time collaboration among teams, track business performance metrics, maintain compliance standards, and produce polished professional documents effortlessly. Additionally, its user-friendly interface and robust features ensure a seamless experience for users at all levels of expertise.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 
Chargebee Yes 
Docusign Yes 
Google Sheets Yes 
Microsoft 365 No 
Microsoft Dynamics 365 No 
NationBuilder Yes 
OneSpan Authentication Servers Yes 
OneSpan Sign Yes 
Pipedrive Yes 
Stackreaction Yes 
Stripe Yes 
Zapier Yes 
Zendesk Yes 

Integrations

Salesforce Yes 
Chargebee No 
Docusign No 
Google Sheets No 
Microsoft 365 Yes 
Microsoft Dynamics 365 Yes 
NationBuilder No 
OneSpan Authentication Servers No 
OneSpan Sign No 
Pipedrive No 
Stackreaction No 
Stripe No 
Zapier No 
Zendesk No 

Pricing Details

Free
1) "Basic" - Free forever plan
- Unlimited users,
- Unlimited documents
- 5 active templates,
- 5 E-signs/month Free
- 5GB Storage
- Google Sheet, Zapier Integration (1000+ apps),
-Machine learning based document analysis,
-Rich media drag-n-drop editor,
-Full access to Template Store

3) "Pro" - $15 per month
- everything in basic plus
-Unlimited users
-Unlimited documents
-15 active templates
-10 E-signs/month Free
-30GB Storage
-5 workflows
-Payment collection with Stripe
-Dedicated one-time onboarding
-Machine learning driven data extraction

3) "Pro plus" - $49 Per month -
- All Pro plan benefits plus
-50 active templates
-50 E-signs/month Free
-100GB Storage
-Native API Access
-Machine learning based form filling
-Dedicated one-time onboarding and training,
-25 workflows
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Revv

Founded

2018

Country

United States

Website

www.revv.so/

Vendor Details

Company Name

Upland Software

Founded

2010

Country

United States

Website

uplandsoftware.com/qvidian

Product Features

Contract Management

Buy Side (Suppliers) Yes 
Completion Tracking Yes 
Compliance Tracking No 
Contract Lifecycle Management Yes 
Electronic Signature Yes 
Full Text Search No 
Government Contracts No 
Pre-built Templates Yes 
Sell Side (Customers) Yes 
Specialty Contracts Yes 
Version Control No 
Workflow Management Yes 

Digital Signature

Audit Trail Yes 
Authentication Yes 
Auto Reminders No 
Customizable Templates Yes 
Document Analytics Yes 
Mobile Signature Yes 
Multi-Party Signing Yes 
Progress Tracking Yes 
Task Progress Tracking Yes 

Document Management

Access Controls Yes 
Archiving & Retention No 
Collaboration Tools Yes 
Compliance Tracking No 
Document Archiving Yes 
Document Assembly Yes 
Document Capture No 
Document Conversion Yes 
Document Delivery Yes 
Document Indexing Yes 
Document Retention No 
Electronic Signature Yes 
Email Management No 
File Recovery Yes 
File Type Conversion No 
Forms Management Yes 
Full Text Search No 
Offline Access No 
Optical Character Recognition No 
Print Management Yes 
Version Control No 

Proposal Management

Automatic Formatting Yes 
Calendar Management No 
Collaboration Yes 
Contact Management Yes 
Content Repository Yes 
Document Management Yes 
Electronic Signature Yes 
Knowledge Library No 
Pipeline Management No 
RFP Management No 
Requirements Management No 
Revision Management Yes 
Task Management No 
Templates Yes 
Version Control No 

Quoting

Automated Quoting Yes 
Catalog Management Yes 
Client Portal Yes 
Contact Management Yes 
Customer Accounts No 
Customizable Branding Yes 
Discount Management Yes 
Forms Creation Yes 
Pricing Management Yes 
Product Configurator Yes 
Proposal Management Yes 

Product Features

Proposal Management

Automatic Formatting Yes 
Calendar Management No 
Collaboration Yes 
Contact Management Yes 
Content Repository Yes 
Document Management Yes 
Electronic Signature No 
Knowledge Library Yes 
Pipeline Management No 
RFP Management Yes 
Requirements Management Yes 
Revision Management Yes 
Task Management Yes 
Templates Yes 
Version Control Yes 

RFP

Bid Management No 
Collaboration No 
Content Management No 
Data Import / Export No 
Due Date Tracking No 
Knowledge Library No 
Progress Tracking No 
RFP Creation No 
RFP Responding No 
Requirements Management No 
Task Management No 
Templates No 
Vendor Management No 

RFQ

Sales Acceleration

CPQ No 
Campaign Management No 
Dialer No 
Email Sequencing No 
Email Templates No 
Email Tracking No 
List Building No 
Meeting Scheduler No 
Predictive Analytics No 
Reporting No 
Sales Gamification No 
Sales Intelligence No 
Sales Workflow Management No 

Sales Content Management

Audio / Video Recording No 
Audio File Management No 
Branded Sales Content No 
Centralized Sales Content Repository No 
Collaboration Tools No 
Content Recommendations No 
Email Management No 
Engagement Analytics No 
Interaction Tracking No 
Personalization No 
Sales Partner Management No 
Sales Training / Onboarding No 
Video File Management No 

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