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Upland Qvidian

uplandsoftware.com

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Spec score 8.3 #26 of 134 in Proposal Software

What it is

Upland Qvidian helps enterprise sales and proposal teams prepare personalized, branded proposals and respond to RFPs and other requests. Its automation supports answering, content generation, and document analysis, while AI Assist can create or revise material and query documents. A content library lets teams tag and segment material by product, region, team, department, or language. Qvidian supports proposal workflows centered on Microsoft Word and PowerPoint. Users can start proposals from Salesforce and import CRM data; mapped details such as pricing can be refreshed when Salesforce records change. Collaboration tools include permissions, in-product messaging, review workflows, and audit tracking. Security controls include configurable access, approvals, version control, change tracking, and event auditing. Upland lists GDPR, ISO 27001, and SSAE 16 Type II among Qvidian's security and regulatory compliances. Qvidian for Web is an optional integration for licensed users, included at no additional cost, and accessible through Chrome, Firefox, and Microsoft Edge on Windows or Mac. Pricing is on request.

Spec sheet

What it does
Qvidian is cloud software for automating RFP responses, sales proposals and related documents.Read 15 Oct 2026 · uplandsoftware.com
Purpose
Qvidian helps sales and proposal teams create personalized, branded proposals and respond to RFPs and other requests.Read 9 Oct 2026 · uplandsoftware.com
Support
Upland describes a support team that helps solve customer problems and provides outcome-focused implementation and deployment services.Read 9 Oct 2026 · uplandsoftware.com
Headquarters
Austin, Texas, United StatesRead 28 Sep 2026 · uplandsoftware.com
Founded
1977Read 28 Sep 2026 · uplandsoftware.com
AI Assist
AI Assist can generate and revise content and query documents.Read 9 Oct 2026 · uplandsoftware.com
AI Assist launch
Upland announced Qvidian AI Assist generative-AI enhancements on February 27, 2024, including generated AutoFill answers, rewriting and AI-content flags.Read 15 Oct 2026 · investor.uplandsoftware.com
Analytics
Qvidian advertises more than 70 out-of-the-box reports, nine dashboards and custom reporting capabilities.Read 15 Oct 2026 · uplandsoftware.com
Analytics and reporting
YesRead 21 Sep 2026 · investor.uplandsoftware.com
Automatic answering
The product analyzes incoming questions and suggests or inserts answers from approved content using automation and machine learning.Read 15 Oct 2026 · uplandsoftware.com
Automation
Its tools support automatic answering, content generation, and document analysis.Read 9 Oct 2026 · uplandsoftware.com
Browser integration
Qvidian lists Chrome, Firefox and Microsoft Edge integrations, including its Qvidian for Web extension.Read 15 Oct 2026 · uplandsoftware.com
Chrome extension
Qvidian for Web searches approved library content from browser pages, supports metadata filters, previews, copying and downloading, and had 471 users when viewed.Read 15 Oct 2026 · chromewebstore.google.com
Collaboration
The product offers custom permissions, in-product messaging, review workflows, and audit tracking for team collaboration.Read 9 Oct 2026 · uplandsoftware.com
Content library
Its central library organizes approved content with folders, tagging and segmentation by attributes such as product, region, team, department and language.Read 15 Oct 2026 · uplandsoftware.com
CRM integrations
YesRead 21 Sep 2026 · investor.uplandsoftware.com
Custom branding
YesRead 21 Sep 2026 · investor.uplandsoftware.com
Document assembly
Qvidian assembles Word-based proposals using templates, merge fields, approved content and assembly rules.Read 15 Oct 2026 · uplandsoftware.com
Documentation and support
The help center supplies system-requirement PDFs, browser and Office configuration guides, installation instructions, knowledge-base material and community support.Read 15 Oct 2026 · help.uplandsoftware.com
Generative AI
AI Assist can generate answers, revise wording for tone or length, query documents and flag AI-generated text.Read 15 Oct 2026 · investor.uplandsoftware.com
Installation
The core service requires no client-side installation; downloadable Office add-ins are used for Word, PowerPoint and Excel automation.Read 15 Oct 2026 · help.uplandsoftware.com
Limit: administration effort
Reviewers say maintaining content, resolving duplicates and administering the library can be time-consuming.Read 15 Oct 2026 · capterra.com
Limit: complexity
Some reviewers find the many tags, folders and search settings complicated or unintuitive, creating a learning curve.Read 15 Oct 2026 · capterra.com
Limit: implementation and performance
Gartner reviewers report slow system performance, weak support experiences and lengthy integration work.Read 15 Oct 2026 · gartner.com
Limit: opaque pricing
Independent pricing research says Upland publishes no public rate card and requires a sales quote, with implementation and add-on costs potentially increasing total spend.Read 15 Oct 2026 · autorfp.ai
Limit: search accuracy
Users report that automatic search often needs several attempts and may not return the single best answer.Read 15 Oct 2026 · softwareadvice.com
Mac limitation
On Mac, Qvidian does not provide its Office add-ins or architecture functions unless Windows is run through virtualization or similar software.Read 15 Oct 2026 · help.uplandsoftware.com
Maker founded and size
LinkedIn lists Upland Software as founded in 2010 with 1,001–5,000 employees.Read 15 Oct 2026 · linkedin.com
Maker legal name
The maker is Upland Software, Inc., a public company headquartered in Austin, Texas.Read 15 Oct 2026 · crunchbase.com
Microsoft Office
Qvidian supports proposal workflows centered on Microsoft Word and PowerPoint.Read 9 Oct 2026 · uplandsoftware.com
Mobile limitation
The system requirements explicitly say Qvidian functionality is not supported on mobile devices.Read 15 Oct 2026 · help.uplandsoftware.com
Office integration
Supported integrations include Microsoft Word, Excel, PowerPoint and Microsoft 365.Read 15 Oct 2026 · help.uplandsoftware.com
Platform availability
Qvidian for Web is an optional integration included at no additional cost for licensed users and can be accessed through Chrome, Firefox, and Microsoft Edge on Windows or Mac.Read 9 Oct 2026 · uplandsoftware.com
PowerPoint output
The platform supports native PowerPoint proposal and presentation generation.Read 15 Oct 2026 · uplandsoftware.com
Praise: content management
Reviewers describe the library as effective for centralizing, updating and reusing RFP answers and proposal content.Read 15 Oct 2026 · capterra.com
Praise: Microsoft Word
Reviewers say the Word integration lets them insert responses while preserving formatting and metadata.Read 15 Oct 2026 · trustradius.com
Praise: search
Reviewers repeatedly praise Google-like searching, filtering and quick retrieval of proposal content.Read 15 Oct 2026 · trustradius.com
Product audience
Upland describes Qvidian as serving enterprise sales and proposal teams creating proactive proposals.Read 9 Oct 2026 · uplandsoftware.com
Public API
The RFQ product page says Qvidian integrates through an open API, but the public materials reviewed do not provide a Qvidian API reference or SDK.Read 15 Oct 2026 · uplandsoftware.com
Qvidian acquisition
Upland announced on November 17, 2017 that it acquired Qvidian Corporation for $50 million in cash.Read 15 Oct 2026 · sec.gov
Rating on Capterra
4.4 out of 5 from 41 reviewsRead 15 Oct 2026 · capterra.com
Rating on Chrome Web Store
5.0 out of 5 from 1 ratingRead 15 Oct 2026 · chromewebstore.google.com
Rating on G2
4.3 out of 5 from 166 reviewsRead 15 Oct 2026 · g2.com
Rating on Gartner Peer Insights
4.6 out of 5 from 8 reviewsRead 15 Oct 2026 · gartner.com
Rating on Software Advice
4.4 out of 5 from 41 reviewsRead 15 Oct 2026 · softwareadvice.com
Rating on TrustRadius
8 out of 10 from 41 reviewsRead 15 Oct 2026 · trustradius.com
Salesforce
Users can start proposals from Salesforce and import CRM data; mapped information such as pricing can be refreshed when Salesforce records change.Read 9 Oct 2026 · uplandsoftware.com
Salesforce integration
The Salesforce integration can launch projects, pull opportunity, account, contact and pricing data, refresh changed CRM data, and expose Qvidian project analytics in Salesforce.Read 15 Oct 2026 · uplandsoftware.com
Security certifications
Qvidian product pages state GDPR, SSAE 16 Type II and ISO 27001 compliance or certification.Read 15 Oct 2026 · uplandsoftware.com
Security controls
Security-related features include configurable user access and permissions, multi-step review and approval workflows, version control, change tracking, and event auditing.Read 9 Oct 2026 · uplandsoftware.com
Self-hosting
Qvidian is described as cloud-based and the reviewed materials provide no self-hosted deployment option.Read 15 Oct 2026 · uplandsoftware.com
System requirements
The requirements document lists Windows 8/8.1 or Windows 11, macOS High Sierra, Office 2013 or later, 2–4 GB RAM and a 10–100 Mbps network connection.Read 15 Oct 2026 · help.uplandsoftware.com
Upland trust-center controls
Upland's trust center lists GDPR, CCPA, GLBA, PIPEDA, CSA STAR Level 1, SOC 2 Type 2 and data-transfer frameworks.Read 15 Oct 2026 · trust.uplandsoftware.com
Workflow
Teams can assign tasks, route multi-step reviews and approvals, track versions and audit events, and use in-product messaging.Read 15 Oct 2026 · uplandsoftware.com

Plans and prices

Custom enterprise quote Priced on request No public plans · quote depends on users, modules, integrations and support Read 15 Oct 2026 · autorfp.ai
Qvidian Priced on request Pricing not listed; request a demo Read 9 Oct 2026 · uplandsoftware.com

Every Upland Qvidian plan and price →

Strong points and limits

Strong points

  • AI Assist generates, revises, and queries content.
  • Content can be segmented by several organizational categories.
  • Salesforce data can be imported into proposals.
  • Includes review workflows and audit tracking.
  • Qvidian for Web has no additional cost for licensed users.

Limits

  • Pricing is available on request.
  • Qvidian for Web requires a license.
  • Proposal workflows center on Microsoft Word and PowerPoint.

Who it suits

Qvidian is aimed at enterprise sales and proposal teams that create proactive proposals or respond to RFPs. It may suit teams working with Salesforce and Microsoft Word or PowerPoint proposal processes.

Verdict

Qvidian combines proposal content management, automation, and team review controls for enterprise sales work. Its request-based pricing and licensed access to the web integration are important considerations for buyers.

Where Specifiction places it

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