Proposal Expert vs Upland Qvidian

Proposal Expert is a web-based subscription service for creating proposals, combining an editor, AI feedback, and CRM integrations. Its assistant, Fred, suggests stronger wording, flags weak points, and supports multilingual proposals. Engagement tracking reports when a client opens a proposal, which sections they read, and how long they spend reading. Electronic signatures use email verification and record an audit trail. HubSpot and Pipedrive integrations are listed for Professional, while Salesforce is listed for Business. The company says customer data is stored on servers in the EU, encrypted in transit with TLS 1.2+ and at rest with AES-256, and not sold or used to train foundation models. The free plan includes three proposals per month, 25 AI credits, five templates, three e-signatures per month, basic analytics, and 250 MB of storage. Starter costs €24.00 per month. Support is available in Dutch and English, with weekday replies within one business day; there is no phone line during the beta. Monthly AI credits are pooled per workspace and roll over for one month, capped at one times the monthly allocation.

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.