Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Our solution platform simplifies the entire process from drafting and answering Requests for Proposals (RFPs), Requests for Information (RFIs), and Questionnaires to the creation and configuration of Proposals, Contracts, and Sales Materials, making it easier to collaborate and generate successful responses. We have meticulously designed our platform with a wide array of tools and features that focus on scalability, customization, and streamlined workflows. Among our essential functions are tailored workflows, live tracking, and the ability to manage an unlimited number of projects. Furthermore, all our solution packages include these key features, ensuring that you consistently have access to top-tier functionalities that enhance your productivity and effectiveness. With our platform, you can confidently tackle any project and achieve remarkable results.
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
No
API Access
Has API
Yes
Integrations
Microsoft 365
Yes
Salesforce
Yes
Microsoft Dynamics 365
No
Microsoft Excel
Yes
Integrations
Microsoft 365
Yes
Salesforce
Yes
Microsoft Dynamics 365
Yes
Microsoft Excel
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
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
RocketDocs
Founded
1988
Country
United States
Website
rocketdocs.com
Vendor Details
Company Name
Upland Software
Founded
2010
Country
United States
Website
uplandsoftware.com/qvidian
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
No
Pipeline Management
Yes
RFP Management
Yes
Requirements Management
Yes
Revision Management
Yes
Task Management
No
Templates
Yes
Version Control
Yes
RFP
Bid Management
Yes
Collaboration
Yes
Content Management
Yes
Data Import / Export
Yes
Due Date Tracking
Yes
Knowledge Library
Yes
Progress Tracking
Yes
RFP Creation
Yes
RFP Responding
Yes
Requirements Management
No
Task Management
Yes
Templates
No
Vendor Management
Yes
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 Enablement
Collaboration
Yes
Contact Management
Yes
Content Management
Yes
Document Management
Yes
Goals / Quota Management
No
Lead Management
Yes
Meeting Management
Yes
Performance Management
Yes
Presentation Management
Yes
Proposal Management
Yes
Territory Management
Yes
Training Management
No
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
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