Customer stories

Product Business Settings

Upland Qvidian is popular in Computer Software, Information Technology And Services, and Financial Services industries and is widely used by Enterprise, Large Enterprise, and Small Business.

Upland Qvidian Product Overview

Upland Qvidian streamlines proposal and RFP response management, enhancing efficiency. Teams can quickly produce accurate, high-quality proposals to secure more business.

How satisfied the customers are with Upland Qvidian use-cases

Reviews

"Our proposal team is able to handle 60 – 80% of very technical questions on highly complex products. People think we’re experts, but it’s really Qvidian that makes us look good by putting the information at our fingertips." - Mark Marcinowski
"Thanks to Qvidian, we are saving our sales reps three days of work, far exceeding our original expectations. We are improving efficiencies in the field and boosting revenue." - Lisa Priapi

Upland Qvidian Customer Insights, Testimonials and Case Studies

What makes Upland Qvidian ideal for Proposal & Quote Management?

How does Upland Qvidian address your Content Management Challenges?

What Are the key features of Upland Qvidian for Social Media Analytics?

How can Upland Qvidian optimize your Workflow Management Workflow?

How can Upland Qvidian enhance your Collaboration process?

What is Upland Qvidian?

Upland Qvidian is a Proposal Management software for creating high-quality and timely responses to RFPs, and helping to achieve increased win rates. The software enables better team collaboration with its shareable content and common repository features, in addition to workflows for reducing review and approval times. Qvidian integrates with the regularly used business systems including Microsoft Office, Microsoft Dynamics and Salesforce and other Upland software.

Qvidian’s automated RFP response feature with its professional looking templates, leaves time for creating personalized responses to complex requirements, The system enables storing of the top ranking responses in a common repository for easy access and sharing across multiple teams. It also ensures sufficient time for security audits and Due Diligence Question checks.

Qvidian supports full document previews in real time, and intelligent answer completion with auto population of best-fit answers. Its Analytic reports and dashboards are provided with an easy to use interface and a drag-and-drop custom report builder, in addition to many other features.

What is Upland Qvidian used for?

Upland Qvidian is a Proposal Management Software mainly used by its customers to Increase Sales & Revenue and Acquire Customers by Proposal & Quote Management, Content Management and Social Media Analytics .

What are the top features of Upland Qvidian?

Recording, Personalization and Dashboard are some of the top features of Upland Qvidian.

Who uses Upland Qvidian?

Upland Qvidian is used by Computer Software, Information Technology And Services and Financial Services among other industries.

What are Upland Qvidian alternatives?

Responsive (Formerly RFPIO), Better Proposals, Nusii and Quotient are popular alternatives for Upland Qvidian.

Where is Upland Qvidian located?

Upland Qvidian is headquartered at Frost Bank Tower 401 Congress Avenue, Suite 1850 Austin, TX 78701-3788.

14 buyers and buying teams have used Cuspera to assess how well Upland Qvidian solved their Proposal Management needs. Cuspera uses 1023 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Proposal Management needs.

CUSTOMERS TESTIMONIALS
Upland Qvidian testimonial

Mark Marcinowski

Proposal Manager

Nuance Communications

Our proposal team is able to handle 60 – 80% of very technical questions on highly complex products. People think we’re experts, but it’s really Qvidian that makes us look good by putting the information at our fingertips. Testimonial By Mark Marcinowski
Upland Qvidian testimonial

Lisa Priapi

Proposal Manager, Global Sales Operations

NetApp

Thanks to Qvidian, we are saving our sales reps three days of work, far exceeding our original expectations. We are improving efficiencies in the field and boosting revenue. Testimonial By Lisa Priapi
Upland Qvidian testimonial

Amanda Peck

Knowledge Manager

Fifth Third Bank

Maintaining our content is easy now. With Qvidian, we’re able to manage version control and have a central documentation repository to store source documents, drafts, and final copies. I couldn’t imagine doing my job without Qvidian. Testimonial By Amanda Peck
CUSTOMERS TESTIMONIALS
Upland Qvidian testimonial

Mark Marcinowski

Proposal Manager

Nuance Communications

Our proposal team is able to handle 60 – 80% of very technical questions on highly complex products. People think we’re experts, but it’s really Qvidian that makes us look good by putting the information at our fingertips. Testimonial By Mark Marcinowski
Upland Qvidian testimonial

Lisa Priapi

Proposal Manager, Global Sales Operations

NetApp

Thanks to Qvidian, we are saving our sales reps three days of work, far exceeding our original expectations. We are improving efficiencies in the field and boosting revenue. Testimonial By Lisa Priapi
Upland Qvidian testimonial

Amanda Peck

Knowledge Manager

Fifth Third Bank

Maintaining our content is easy now. With Qvidian, we’re able to manage version control and have a central documentation repository to store source documents, drafts, and final copies. I couldn’t imagine doing my job without Qvidian. Testimonial By Amanda Peck

Fortune 500 legal firm - Legal Services

BA Insight helped a Fortune 500 legal firm modernize its knowledge search. The firm needed to streamline how employees found information. BA Insight delivered enterprise search solutions for better d...iscovery and delivery. The new system improved productivity and supported AI use cases. The legal firm now has faster, more accurate access to knowledge.

Read on →

Global Telecom - Telecommunications

BA Insight helped Global Telecom give employees secure access to search across many platforms at once. The company needed a way to find information quickly and safely. BA Insight unified search made ...it easy for staff to get what they need from different systems. This improved productivity and kept data secure. Employees now work faster and with more confidence.

Read on →

United Wholesale Mortgage - Financial Services

United Wholesale Mortgage improved agent productivity with InGenius. They increased cases handled by 50%. The integration with Salesforce Omni-Channel helped manage workloads. They achieved a 100% su...ccess rate in meeting their 3-hour SLA.

Read on →

Georgia State University - Education

Georgia State University's PMO improved project success by 69% and increased demand for services by 400% using Eclipse PPM. They achieved 96% customer satisfaction. The PMO now has better project vis...ibility and can report effectively to leadership. Eclipse PPM was chosen for its comprehensive features and quick implementation.

Read on →

California consulting firm - Management Consulting

BA Insight helped a California consulting firm improve information access with simplified search. The firm used BA Insight's enterprise search solution to make finding information easier. This led to... better productivity for employees. The case highlights the benefits of AI-powered search and knowledge management. The consulting firm saw faster access to data and improved workflow efficiency.

Read on →

Sage - Information Technology And Services

Sage improved its Sales Customer Reference Program with Upland RO Innovation. The program influenced nearly 30% of new sales. It reduced the time sales reps spent searching for references by 85%. Sag...e now delivers 30 customer references per month on average. The program includes 800+ customer references across various verticals.

Read on →
lightning

Peers used Upland Qvidian for proposal & quote management and content management

Upland Qvidian Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

2.73/5

Read Reviews (3)
Custom Reports

4.83/5

Read Reviews (75)
Analytics

4.67/5

Read Reviews (30)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

2.73/5

Read Reviews (3)
Custom Reports

4.83/5

Read Reviews (75)
Analytics

4.67/5

Read Reviews (30)

Software Failure Risk Guidance

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for Upland Qvidian

Overall Risk Meter

Low Medium High

Top Failure Risks for Upland Qvidian

Upland Software, Inc. News

Product
 

Upland Panviva's Sidekick Unveils AI Conversational Search to Elevate Enterprise Knowledge - Investing News Network

Upland Software has launched AI Conversational Search for its Panviva Sidekick, a browser-based assistant that enhances enterprise knowledge retrieval. This tool uses natural language processing and a hybrid model to provide accurate, compliant responses, crucial for regulated sectors like healthcare and finance. The AI-driven solution integrates seamlessly into existing systems, improving efficiency and compliance in contact centers.

Awards
 

Upland Software Earns 49 Badges in G2s Fall 2025 Market Reports

Upland Software earned 49 badges in G2s Fall 2025 Market Reports, highlighting the impact of its AI-powered solutions like Upland Qvidian and Upland BA Insight. These recognitions underscore Upland's commitment to delivering value through knowledge management and workflow automation, as noted by Chief Operating and Product Officer Dan Doman.

Product
 

Upland RightAnswers is Now Available in AWS Marketplace - Directors Club News -

Upland Software has launched a major update for its RightAnswers Knowledge Management solution, now KCS v6 verified. The release enhances user experience, integrates machine learning for content translation, and improves AI-enabled support. It aims to boost productivity, user satisfaction, and enterprise operations. Paychex, a long-time user, is an early adopter of this update, which was developed based on their feedback.

Financial
 

Upland ( UPLD ) Q2 Revenue Falls 23 % | The Motley Fool

Upland Software reported a 23% year-over-year revenue decline in Q2 2025, attributed to strategic divestitures. Despite the drop, adjusted EBITDA margin improved to 25% due to a focus on high-margin core operations. The company continues to integrate AI features across its products, including updates to the Panviva, InterFAX, and Adestra platforms. Upland added 100 new customers and expanded relationships with 263 existing clients.

Upland Software, Inc. Profile

Company Name

Upland Software, Inc.

Company Website

https://uplandsoftware.com/

Year Founded

2010

HQ Location

Frost Bank Tower 401 Congress Avenue, Suite 1850 Austin, TX 78701-3788

Employees

251-500

Social

Financials

PRIVATE