Qvidian vs backdocket

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Qvidian

Category: Documentation Tool

Industries: Marketing, Business, Financial

Pricing

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backdocket

Category: Documentation Tool

Industries: Business, Marketing, Legal Files

Pricing

Pro

$8 /mo/user

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Most popular feedback for Qvidian

It is easy to use and organize all of your data. I use it as a question/answer database for multiple different lines of business and have no issues with making different folders to organize.

Lauren K.

About Qvidian

Upland Qvidian automates away the tedious and frustrating parts of your RFx response and proposal processes. With Qvidian, sales and proposal teams can collaborate effortlessly to quickly deliver polished and compliant proposals, presentations, and sales documents. More than 1000 companies rely on Qvidian, including eight of the ten largest U.S. banks and six of the ten largest European banks. Worldwide, over 200,000 users trust Qvidian to meet deadlines, tame proposal chaos, and win more deals.

Most popular feedback for backdocket

Docket is simple for me and for my clients to understand. I can share with participants outside the company and they can add to the docket (which they LOVE). Because you can attach time to each section of the meeting, it really keeps people on point and focused - kicking the squirrels out of the room.

Clay P.

About backdocket

Practice management is case management + business analytics. Backdocket was designed to use proven case management best practices, so you don't need to reinvent the wheel. Backdocket then adds business analytics to your case management, so you can see what's making your firm successful. Available at a competitive price, backdocket is also backed by a free demo as well as free tech support and free onboarding for new firms.

Qvidian reviews

Qvidian is a great tool for managing all of our content for proposals. We don't use it for producing proposals because we do alot of custom work. I like the feature that allows you to send content to a contact for an update. I also like the fact that there are many ways to do the same thing.

- Wendy S. Sr. Proposal consultant

Increased productivity when replying to RFPs. Better responses where we can see the history of the edits. Easier SME reviews.

- Cindy B. MarCom Writer

The feature that I like the best is that this application is very easy to use and we can track down the financials of each and every [rpject very easily and in one centralized location

- Muhammad M. PMO Team lead

backdocket reviews

We have been using it for almost a year now and don't have any regrets about switching over.

- Margo G. Paralegal

The customer service is AMAZING. These people care whether the software is meeting your unique needs. They respond quickly and have tons of VIDEOS to walk you through what you don't know, so you don't have to waste valuable time calling a tech person or googling what to try.

- Breila F. Attorney

Backdocket has allowed me with single touches of a button to access, manage and efficiently work on a client's file. It's a one stop shop and I don't have to juggle opening different programs to look for something in a client's file. It's all managed in one easy access file.

- Monique H. Paralegal

Pros & cons

Qvidian

Pros
I particularly like the ability to create saved searches based on certain criteria
There are a few features I would like to have a better understanding of such as 'linking content
It's a wonderful product that will push your organization forward if you make the commitment to leveraging it's capabilities
The search function in the library is amazing
Qvidian advanced search makes searching for specific content for specific products for our RFPs very easy and efficient
We bought Qvidian years ago for its database only
It was a lifesaver and timesaver over our practice of searching folders full of previous RFPs for responses."
Cons
This caused me a lot of frustration, as it severely slowed down my work flow since I could now only see and edit one record at a time
It's not compatible with Excel yet although I believe that upgrade is coming
Minor complaint, some of the search options are colored coded
For color blind people, it will be hard for them to distinguish which filters are on
Sometimes it's annoying how I have to think of "synonyms" of words to try and find the answers I am looking for."

backdocket

Pros
We have been using it for almost a year now and don't have any regrets about switching over.I love everything about Backdocket
It is so user friendly and very easy to learn
It helps me to manage client files efficiently.
Cons
Currently, the software does not have email integration, but it is on the roadmap for inclusion soon
This may already be a feature that I have not learned to properly utilize yet, but file sharing via link

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