Uses

RFP and RFIs

Get out from under deadlines, focus on quality and bid more.

Sales Proposals

Create winning client-focused
proposals.

Security Questionnaires

Ensure compliance and reduce risk with current, approved content.

Due Diligence Questionnaires

Create DDQs in  minutes  and be confident your content is current and approved.

Presentations

Help your sales team with pitch perfect presentations.

SOWs

Make your clients confident you can do the job with professional statements of work.

Sales Playbooks

Your sales content portal.

RFP and RFI

Speed response by 30%

Tight timelines complicate the effort to build client-focused documents. Every minute spent hunting down the “right” content, chasing down answers or awaiting approvals is a minute you’re not creating the most persuasive and strategic responses.

Get out from under deadlines, focus on quality and bid more.

  • Qvidian searches your content library to recommend the most relevant answer
  • Intelligent workflows speed SME reviews, approvals and notifications
  • Corresponding documents help automatically complete RFP responses
  • Analytics allow a granular view of the progress of every project

Sales Proposals

Improve win rates by 28%

Creating a persuasive sales proposal means tailoring every answer to every client’s every need. Getting that done, without reinventing the wheel every time, is about intelligent automation and a flexible, accessible content library.

Create winning client-focused proposals. 

  • Personalize, localize and customize content
  • CRM integration informs outreach with client insights
  • Integrate with CRM to inform outreach with client insights
  • Be confident your team delivers quality proposals with best-in-class content

Security Questionnaires

Be confident your content is compliant

As security concerns loom larger, the volume of questionnaires has increased dramatically. Getting it right means all the difference. These responses can make or break a deal.

Ensure compliance and reduce risk with current, approved content.

  • Manage security content library
  • Leverage critical content for all questionnaires
  • Stimulate collaboration with technical, information security, and product teams through intelligent workflows
  • Make it easy for your SMEs to employ a dedicated workspace

Due Diligence Questionnaires

Create DDQs in minutes

For financial services firms, DDQs are a fact of life, whether it be firm-only DDQs, DDQs for specific products or funds, or DDQ documents that are tailored and customized for individual clients or partners, firms have to maintain these documents on a monthly and quarterly basis. Quickly create DDQs and be confident your content is current and approved.

Ensure compliance and reduce risk with current, approved content.

  • Manage a centralized content library
  • Leverage critical content for all questionnaires
  • Use reference links for easy content search
  • Create professionally branded DDQ templates

Presentations

Simplify professional presentations

Create professionally branded sales presentations, fully compatible with MS PowerPoint. Store and manage slide decks within the content library to ensure brand compliance, easily update product specifics and better control the message.

Help your sales team with pitch perfect presentations.

  • Create and manage a library of branded, approved sales presentations
  • Maintain content integrity and compatibility with PowerPoint
  • Ease the burden of updates and simplify compliance
  • Control the message and design

SOWs

Where the rubber meets the road

A complete and correct SOW is the foundation of every proposal and is key to ensuring manageability for the contractor and satisfaction for the client. Wide ranging expertise is required to complete these complex documents and revenue hangs in the balance.

Make your audience confident you can do the job.

  • More accurately specify workloads
  • Centralize these assets to avoid duplication and speed completion
  • Instill confidence in your audience with detailed scopes
  • Ensure profitability through planning

Sales Playbooks

Your sales content portal

Have your salespeople spend their time selling and not searching for content or writing it themselves. You have created quality, up-to-date and compliant content in Qvidian; now give your sales team access to the content that is pertinent to them through Qvidian’s Sales Playbooks. An easy to use interface offers quick access to content to use in presentations, quotes and proposals. Qvidian’s Sales Playbooks provides a sales portal for your team which can also be accessed via mobile phone.

If your calendar looks like this, wouldn’t you just love to delete a few meetings?

See 10 ways Qvidian RFP and Proposal Automation can help you clean up your calendar, and reclaim your FREE time!

VIEW A DEMO