Jotform vs. Qvidian RFP & Proposal Automation

With a vast selection of pre-designed templates to choose from, ranging from event registrations to customer feedback surveys, JotForm caters to a broad spectrum of needs. Each template is fully customizable, allowing you to align the form's aesthetics with your brand identity effortlessly. JotForm has arrived to streamline and elevate your processes to a whole new level.

Incentivized

Functionality and support are my two main areas. I want to be able to speak to someone when I have an issue. To Quvidian's defense, my company didn't see the value in sending someone to NH for the training. I'd used an RFP machine before so they thought that was sufficient. It was a poor decision on the company's part because although it was similar, it was not the same.

• The ease of use is my favorite part of the Jotform. You don't have to be an IT guru to use it, but the results of your creation will surely make people think you are.
• Jotform keeps all my event request organized and accurate.
• Editing forms is done with ease.

• The search function ranks information based upon usage and is adaptive, learning/improving rankings with every search. This makes finding the right piece of information quick and easy.
• The tool offers flexibility to build various types of sales documents (proposals, presentations, case studies). This drastically reduces the time it takes to put together a client-facing document.
• The content management functionality allows for various content formats and related content can be connected. This simplifies tracking content updates by knowing which other pieces of information may also need review and update when a change is made outside the normal update cycle.

• I would love for Jotform to offer an a la carte for some of the products like maybe we pay for more form views and submissions but not all the other stuff.
• Flexibility in css.
• More options in the name field, maybe I want the last name first or for it to be a full one entry box.
• A phone number entry field.

Incentivized

• This is a weird one but when adding content to the 'Q' the tab in word sometimes disappears. Not sure why that happens and we haven't really tried to trouble shoot yet. My solution at the moment is just closing it and re-opening it. Sometimes it works and sometimes I have to do it a few times.
• While being a great place to keep content for our team to access, there is always the thought of whether the information is still accurate. Especially when comes to statistics and facts. We at times get so used to just using what is in our boilerplate that we forget to question whether information is accurate or not. This is more of an observation for users rather than an issue with 'Q' however the information is only as good as it's accuracy.

It's exceptional software

We've already renewed our contract with Qvidian and plan on using it for the foreseeable future. Apart from the fact that Qvidian has all the features we need to respond to RFPs and maintain a large informational database, the time that would need to be spent researching and testing out a different piece of software just wouldn't be worth it. All of our users are well learned in Qvidian, and it's easy to teach to new users. Having to learn a brand new application when the current one works great is pointless. "If it ain't broke, don't fix it" applies here.

It is very user-friendly and intuitive. The interface is very simple and straightforward. The elements are easily accessible even without having any prior knowledge of the interface. The customer support is incredibly awesome. They respond to you within 24-48hrs tops. They also provide a list of questions and answers that have already been asked.

Incentivized

The shift they made in architecting documents from content to outline, is now reversed allowing outline creation first, then content which is more natural. But, due to the fact that we went through a migration of content to get to the new version, it feels less optimized than if we would have re-implemented.

End users having to configure settings more often than desired

Qvidian system maintenance is performed on weekends, usually at odd hours, and advanced notice is given so that teams can plan accordingly.

Remote or VPN employees seem to have somewhat slower access time. Server maintenance has improved performance.

Finding occasional recurring prompts to update settings in Microsoft (Explorer, Word, Excel, Powerpoint)

Their support is truly awful and negligent [in my opinion]. It's rare for me to get so mad as to write a review about it but given what we do, I think it's necessary to document it. We work in mental health and having client data [transmitted] through the API correctly can be a matter of life and death for someone in crisis. We have had repeated issues with this in JotForm and reset the integration multiple times and yet it continues. [In my experience] tags don't transmit, complete contacts are absent, or parts of data [are] missing despite being mapped. [Again, per my experience] their support will initially respond and then you hear nothing. It's been a huge issue and we are leaving them as a result. [I feel] it's truly infuriating and negligent.

They are very much in support of great customer service. They respond quickly with emails and in some cases phone calls to resolve any issues and often times user questions in the past when I could not figure something out.

Incentivized

Live instructor training is expensive, though we have had instructors come to our offices for a ‘refresher’ before. The refresher was more of a “let us fix that for you” than a training on how to do it ourselves.

Online training is limited in my opinion.

Had to opt for Jotform to open in a separate window for some of my phones as being intergrated into my own site caused restricted viewing problems on some devices like mobiles.

Incentivized

IT works great. UPgrades are handled automatically. I was not involved in setup but I know they are there when we need them

Incentivized

Compared to Google and Microsoft, Jotform has a lot more features. I particularly love the e-signature because it makes the form feel more trustworthy for our team.

When compared to the other form builders, it is frankly too expensive for us to use them, while Jotform has just enough features for casual users like us.

Incentivized

Of the competitive vendor demos I have reviewed over the years, each may have its own strength. Some may be set up to drive compelling differentiators or solutions (E.g., propLIBRARY.com). Some may be built on existing CRMs (E.g., Qorus). Some may have tablet-friendly interfaces (E.g., SAVO). Others focus on collaboration (E.g., XaitPorter). There is nothing wrong with any of these models. You will just have to perform your own gap analysis and see what best addresses your needs. For Blackboard Inc., none of the aforementioned competition offered a holistic and robust replacement for our current PA tool. We have senior writers to craft compelling differentiators. We use SFDC, not SharePoint as our EA CRM. While our strategic writing and architectural needs outweigh having the slickest tablet-friendly user interface, we still have an interface and user experience that is geared toward usability and performance while being cognizant of adoption. New collaborative tools are a big draw, especially when responding to private sector proposals with a 10-to-20 day turnaround. However, not only has this not been a pain point for us (we currently have a versioning process in place) but the conversion and adoption hurdles just for one feature where there is already a workaround in place does not justify the migration.

• It saved me time. Within minutes I was able to create and share forms to collect demographic data.
• While struggling to use another software, I thought of Jotform and it was able to assist me with collating the data I had to confirm results previously obtained.
• I could not easily identify what new information was provided in a resubmission by a respondent.

• Our experience has been largely positive. It's allowed our RFP team to quickly and efficiently produce very professional documents. This has lead to more time being able to speak to the clients needs specifically. We've received lots of positive feedback from clients saying that the RFP looked tailored to them, and not just some content dumped in a binder. That was our goal.