Upland Software, Inc., a leader in cloud-based Enterprise Work Management software, announced the latest release of Qvidian, its cloud-based request for proposal (RFP) and proposal automation software. The release extends Qvidian’s integration capabilities with Microsoft Office 365 and Salesforce†solutions, and augments content review reporting to help organizations in regulated industries meet stringent compliance requirements.
Qvidian’s improved integration with Microsoft Office 365 allows users to directly edit content for RFP and other request projects, such as requests for information (RFI) and due diligence questionnaires (DDQ), allowing sales teams to be more responsive to customer requests. Qvidian’s enhanced integration with Salesforce solutions allows users to initiate RFP, requests for quotation (RFQ), requests for tender (RFT), and security questionnaires, directly from SalesforceÆ applications, resulting in reduced data-entry errors and improved opportunity analytics. Additionally, Qvidian’s enhanced reporting functionality automates the creation of an audit trail and supports critical compliance initiatives, particularly suitable for organizations in highly regulated industries like financial services and healthcare.
“With Microsoft Office 365 integration for Upland’s Qvidian projects, my team can add and update answers to our RFP responses quickly and simply. Our specific formatting is maintained, and this new workflow has fewer steps, saving us critical time,” said†Mila Lynne, an Upland customer and Qvidian administrator in the educational services market.
“Completing RFPs, security questionnaires, and due diligence questionnaires quickly and accurately is critical to any enterprise’s ability to win new business,” said†Sean Nathaniel, CTO and SVP of Workflow Automation Solutions at Upland Software. “Upland’s Qvidian solution helps proposal teams keep up with demand while maintaining high quality standards and brings our customers to the next level of efficiency.”
Key benefits of this Qvidian release include:
- Completion of more volume, better quality projects through Microsoft Office 365 online collaboration
- Streamlined workflow and time savings through automatically synced changes via Microsoft Office 365 and upgraded inline editing
- Fewer continuity errors and enhanced analytics with Salesforce Aloha and Lightning Experience integrations
- Improved efficiency through the ability to generate Qvidian response projects from Salesforce opportunities
- More comprehensive auditing capabilities through an automated audit trail and improved reporting functionality
