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Upland Qvidian
Upland Qvidian · Austin, Texas, United States · founded 1977
What it is
Upland Qvidian helps enterprise sales and proposal teams create personalized, branded proposals and respond to RFPs and other requests. Its tools automate answering, content generation, and document analysis. AI Assist can generate or revise content and query documents, while a tagged content library organizes material by product, region, team, department, or language. Proposal workflows can center on Microsoft Word and PowerPoint. Users can start proposals from Salesforce and bring in CRM information; mapped details such as pricing can refresh when Salesforce records change. Collaboration features include permissions, in-product messaging, review workflows, and audit tracking. Security controls include configurable access, approval steps, 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 included at no additional cost for licensed users, accessible through Chrome, Firefox, or Microsoft Edge on Windows or Mac. The product is paid, and pricing is available on request.
For and against
For
- AI Assist can generate and revise content
- Content library supports tagging by team and region
- Salesforce data can refresh when records change
- Web integration is included for licensed users
Against
- Pricing is available on request
- Qvidian for Web is an optional integration
- Web access is listed for Windows or Mac
The verdict
Qvidian combines proposal content, automation, collaboration, and Salesforce data workflows for enterprise teams. Organizations should request a demo and confirm which integrations fit their workflow.
Who it suits
Qvidian is designed for enterprise sales and proposal teams that prepare branded proposals and respond to RFPs. It may suit teams working with Salesforce and Microsoft Word or PowerPoint.
Plans and prices
Custom enterprise quote
No public plans · quote depends on users, modules, integrations and support
Read 15 Oct 2026 · autorfp.ai
Qvidian
Pricing not listed; request a demo
Read 9 Oct 2026 · uplandsoftware.com
On the record
- AI Assist
- AI Assist can generate and revise content and query documents.uplandsoftware.com · read 9 Oct 2026
- AI Assist launch
- Upland announced Qvidian AI Assist generative-AI enhancements on February 27, 2024, including generated AutoFill answers, rewriting and AI-content flags.investor.uplandsoftware.com · read 15 Oct 2026
- Analytics
- Qvidian advertises more than 70 out-of-the-box reports, nine dashboards and custom reporting capabilities.uplandsoftware.com · read 15 Oct 2026
- Analytics and reporting
- Yesinvestor.uplandsoftware.com · read 21 Sep 2026
- Automatic answering
- The product analyzes incoming questions and suggests or inserts answers from approved content using automation and machine learning.uplandsoftware.com · read 15 Oct 2026
- Automation
- Its tools support automatic answering, content generation, and document analysis.uplandsoftware.com · read 9 Oct 2026
- Browser integration
- Qvidian lists Chrome, Firefox and Microsoft Edge integrations, including its Qvidian for Web extension.uplandsoftware.com · read 15 Oct 2026
- 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.chromewebstore.google.com · read 15 Oct 2026
- Collaboration
- The product offers custom permissions, in-product messaging, review workflows, and audit tracking for team collaboration.uplandsoftware.com · read 9 Oct 2026
- Content library
- Its central library organizes approved content with folders, tagging and segmentation by attributes such as product, region, team, department and language.uplandsoftware.com · read 15 Oct 2026
- CRM integrations
- Yesinvestor.uplandsoftware.com · read 21 Sep 2026
- Custom branding
- Yesinvestor.uplandsoftware.com · read 21 Sep 2026
- Document assembly
- Qvidian assembles Word-based proposals using templates, merge fields, approved content and assembly rules.uplandsoftware.com · read 15 Oct 2026
- Documentation and support
- The help center supplies system-requirement PDFs, browser and Office configuration guides, installation instructions, knowledge-base material and community support.help.uplandsoftware.com · read 15 Oct 2026
- Generative AI
- AI Assist can generate answers, revise wording for tone or length, query documents and flag AI-generated text.investor.uplandsoftware.com · read 15 Oct 2026
- Installation
- The core service requires no client-side installation; downloadable Office add-ins are used for Word, PowerPoint and Excel automation.help.uplandsoftware.com · read 15 Oct 2026
- Limit: administration effort
- Reviewers say maintaining content, resolving duplicates and administering the library can be time-consuming.capterra.com · read 15 Oct 2026
- Limit: complexity
- Some reviewers find the many tags, folders and search settings complicated or unintuitive, creating a learning curve.capterra.com · read 15 Oct 2026
