Qvidian University

RFP Management

Learn about Qvidian’s latest innovations for answering RFPs in our RFP Management course. This course is designed to teach professionals like you how to use Qvidian to easily find answers, collaborate with subject matter experts and track the progress of your RFP project.

Library Basics

The library is the backbone of your Qvidian application. All content that will be used in automated documents and RFP projects is stored in the library. This course is a perfect starting point for new Qvidian content managers and administrators to ensure the library is created and maintained according to best practices.

Qvidian & Word Templates

Let a Microsoft Word Template handle the formatting of your Qvidian content so you can spend less time on what your content looks like and more time on the quality of the writing. This course provides in-depth training on Microsoft Word Templates and how a template interacts with Qvidian functionality.

Automating Word Documents

Your team may be experiencing lots of time savings by using the Qvidian library to find and manage RFP answers, but are they producing the RFP response document (cover page, cover letter and executive summary) as efficiently as possible? Take advantage of document automation to provide your teams a fast and reliable way to build documents that are tailored to their opportunity.

Automating PowerPoint Presentations

Are you ready to take advantage of the time savings Qvidian has to offer for managing and using PowerPoint slides? Qvidian allows you to manage each slide only once, even it if it used in dozens of decks. And, your sales team will never present an old or unapproved slide again!

System Settings & Reports

In this course you will learn how to use the system settings to ensure the product is configured to meet your company’s processes and structure. In addition, you will learn about the data that is tracked and how to use Qvidian’s standard reporting features.

Advanced Content Management

Once you have the foundational skills established for using Qvidian, it is necessary to ensure that your library is structured and managed for long-term success. Advanced Content Management is your passport to becoming an expert on the Qvidian library and implementing a successful content management workflow.

Advanced Architecture

Upon completion of this course, you will be able to architect both simple and complex document types from start to finish for your company – without needing help from Qvidian. The course includes all supported architecture functionality for both Word and PowerPoint document types in the Projects interface.

Enterprise Analytics

This course is for customers who have purchased Enterprise Upland Analytics, which gives them the ability to create their own reports and dashboards rather than only viewing the preset standard dashboards. Upland Analytics is a reporting tool that uses real-time data to create a variety of customizable reports on activity, content, and users in your Qvidian instance.

Content Manager Pro learning path

With the Content Management Pro Learning Path, you’ll receive all of the courses, resources, and support you need to strategically organize, create, and maintain content in your Qvidian Library. In addition, you’ll receive access to two Qvidian Content Manager certification exams, where you can prove your knowledge and earn digital badges.

RFP Manager Exam

Professionals who earn the RFP Manager certification have demonstrated their knowledge of creating and responding to RFPs in Qvidian.

Content Manager I Exam

Professionals who earn the Content Manager I certification have demonstrated their knowledge of best practices for creating and maintaining a Qvidian library and the content it contains.

Content Manager II Exam

People who earn the Content Manager II certification have demonstrated their understanding of topics related to strategic content management features used to create, maintain, and oversee the Qvidian library.