ShareFile
ShareFile provides a secure content collaboration and file sharing solution designed to help businesses exchange documents safely while streamlining complex workflows and client interactions.
Upland Qvidian
Upland Qvidian is a cloud-based proposal management software that automates the creation of sales documents, RFP responses, and professional presentations to help your sales teams win more high-value deals.
Quick Comparison
| Feature | ShareFile | Upland Qvidian |
|---|---|---|
| Website | sharefile.com | uplandsoftware.com |
| Pricing Model | Subscription | Custom |
| Starting Price | $50/month | Custom Pricing |
| FREE Trial | ✓ 30 days free trial | ✘ No free trial |
| Free Plan | ✘ No free plan | ✘ No free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2005 | 1977 |
| Headquarters | Raleigh, USA | Austin, USA |
Overview
ShareFile
ShareFile is a secure document management platform that helps you move beyond simple file storage to build professional client experiences. You can share large files, collect legal e-signatures, and manage feedback loops all within a branded environment that looks like your own business. It solves the problem of fragmented communication by centralizing your documents, requests, and approvals in one secure location that your clients can easily access without technical hurdles.
You can automate your most repetitive document tasks, such as onboarding new clients or requesting monthly financial records, using built-in workflow templates. The platform is specifically built for industries with high security requirements, like accounting, legal, and financial services, where protecting sensitive data is non-negotiable. It scales with your needs, offering specialized tools for small practices up to large corporate departments that require advanced governance and compliance controls.
Upland Qvidian
Upland Qvidian helps you eliminate the manual grind of responding to RFPs and creating sales proposals. By centralizing your best, most up-to-date content in a single library, you can quickly pull verified answers into documents without hunting through old emails or spreadsheets. You can automate the formatting of complex documents to ensure every bid looks professional and stays on-brand.
The platform is designed for mid-market and enterprise organizations with complex sales cycles and high security requirements. It allows your sales and proposal teams to collaborate in real-time, track the progress of various bids, and use analytics to see which content actually wins deals. By streamlining these workflows, you can submit more accurate proposals in less time and focus on closing sales.
Overview
ShareFile Features
- Client Portals Give your clients a secure, branded space to upload documents and track project progress without digging through emails.
- Electronic Signatures Send documents for legally binding signatures directly from your account and track the status in real-time.
- Large File Sharing Send files up to 100 GB quickly and securely to anyone, even if they do not have a ShareFile account.
- Document Workflows Automate your approval processes by setting up sequential review steps and automated reminders for your team.
- Custom Branding Apply your company logo and colors to the interface so your clients feel confident they are in the right place.
- Outlook Integration Convert your email attachments into secure ShareFile links automatically without ever leaving your Outlook inbox.
Upland Qvidian Features
- Centralized Content Library. Store and organize your pre-approved RFP answers and proposal snippets in one searchable location for instant access.
- Automated Document Creation. Generate polished proposals and RFP responses automatically using your pre-defined templates and branding guidelines.
- Microsoft Office Integration. Work directly within Word and Excel to pull in library content without ever leaving your familiar document environment.
- Step-by-Step Workflows. Assign tasks to subject matter experts and track the status of every proposal section through a visual dashboard.
- Content Analytics. Identify your most effective content and track which responses lead to wins with built-in reporting tools.
- Compliance Tracking. Ensure every document meets legal and brand standards with automated expiration dates and review cycles for your content.
Pricing Comparison
ShareFile Pricing
- Includes 3 user seats
- Unlimited client users
- Full-text search
- File sync and share
- Outlook and Gmail plugins
- Two-step verification
- Everything in Standard, plus:
- Unlimited e-signatures
- Feedback and approval workflows
- Encrypted email
- Custom branding
- Shared folders
Upland Qvidian Pricing
Pros & Cons
ShareFile
Pros
- Excellent security features for handling sensitive client data
- Very easy for external clients to use without training
- Reliable handling of extremely large file transfers
- Seamless integration with Microsoft Outlook and Office 365
Cons
- The web interface can feel dated compared to competitors
- Higher starting price point than basic storage providers
- Occasional sync delays with the desktop application
Upland Qvidian
Pros
- Powerful integration with Microsoft Word and Excel
- Robust content library with advanced search filters
- Significantly reduces time spent on RFP responses
- Excellent for maintaining brand consistency across teams
- Strong security features suitable for enterprise needs
Cons
- Significant learning curve for new administrators
- Initial library setup requires substantial time investment
- Interface can feel dated compared to newer tools