Integrations
Qvidian works seamlessly with products you use daily.
Qvidian for Microsoft Office
Qvidian for Microsoft Office is intuitive and straightforward, allowing team members who rarely use (or have never used) Qvidian to jump right into Microsoft Office and complete their tasks fast. With Qvidian, teams can integrate their proposal management processes directly into Microsoft PowerPoint, Microsoft Word, and Microsoft Excel.
Related Topics
- Qvidian for Microsoft Office
- Assignment Workflows in Qvidian for Office
- Searching in Qvidian for Office
- Work with Content in Qvidian for Office
- AI Assist in Qvidian for Office & Web
- Configure Microsoft Office
Qvidian for Web
Qvidian for Web works with your workflow, giving you fast and easy access to your entire Qvidian library directly from Chrome, Firefox, or Edge. Easily respond to online RFPs, proposals, DDQs, and more without ever opening a new tab.
Related Topics
- Qvidian for Web
- Assignment Workflows in Qvidian for Web
- Searching in Qvidian for Web
- Work with Content in Qvidian for Web
- AI Assist in Qvidian for Office & Web
Salesforce
Create and update your Qvidian-built sales documents (“Projects”) directly from Salesforce. Link Qvidian Projects to your CRM data to easily pre-fill proposals and sales documents with your existing CRM data and gather crucial insights and context over all your Projects.
Related Topics
- Salesforce
- Install the Upland Qvidian Integration Package
- Configure Upland Qvidian Integration Package in Salesforce
- Add Upland Qvidian Integration Components
- Connection Information
- Document type mappings
- Merge code mapping
- Create and work with Upland Qvidian documents and projects in Salesforce
- Salesforce related list mapping