Quick verdict
Choose Ombud for enterprise and regulated-finance teams with formal proposal operations; choose Qvidian for incumbent enterprise proposal teams that still need Qvidian's governance, or are planning a move to AutoRFP.ai, Loopio, or Responsive. Neither publishes a comparable starting price, so quote both on the same scope. In our capability model Ombud leads on DDQs, security questionnaires and source attribution, and the two match everywhere else.
Both profiles reviewed Jul 2026
2 of 70 profiles, one scoring modelNo paid placementSources checked: 13Choose Ombud or Qvidian
OM
Choose Ombud when
- Enterprise and regulated-finance teams with formal proposal operations.
- You need stronger DDQs, security questionnaires and source attribution than Qvidian offers.
QV
Choose Qvidian when
- Incumbent enterprise proposal teams that still need Qvidian's governance, or are planning a move to AutoRFP.ai, Loopio, or Responsive.
- Long-running answer library with review and approval workflows built for large teams.
Side-by-side comparison
| Capability | Ombud | Qvidian | Edge |
|---|---|---|---|
| Best for | Enterprise and regulated-finance teams with formal proposal operations. | Incumbent enterprise proposal teams that still need Qvidian's governance, or are planning a move to AutoRFP.ai, Loopio, or Responsive. | - |
| Starting price | Custom | Custom | Match |
| Free tier | No | No | Match |
| RFPs | 3/3 | 3/3 | Match |
| DDQs | 3/3 | 2/3 | Ombud |
| Security questionnaires | 3/3 | 2/3 | Ombud |
| AI drafting | 2/3 | 2/3 | Match |
| Answer library | 3/3 | 3/3 | Match |
| Source attribution | 2/3 | 1/3 | Ombud |
| Workflow & approvals | 3/3 | 3/3 | Match |
| Integrations | 2/3 | 2/3 | Match |
| Self-serve onboarding | 0/3 | 0/3 | Match |
| ISO 27001 | ISO 27001:2013 (announced 2021) | ISO 27001 (older product pages) | - |
| SOC 2 | SOC 2 | SOC 2 / SSAE 118 | - |
| US hosting | Not listed | Yes (qvidian.com US data center) | - |
| EU hosting | Not listed | Yes (qvidian.eu European data center) | - |
| Slack | Slack | Not listed | - |
| Microsoft Teams | Microsoft Teams | Not listed | - |
| AWS, Azure, GCP | Not listed | AWS | - |
| Listed integrations | Salesforce, Slack, Microsoft Teams, SharePoint | Salesforce, Microsoft 365 | - |
| Certifications | SOC 2, ISO 27001 | SOC 2, SSAE 118, ISO 27001 | - |
What they look like
OM
Ombud

QV
Qvidian

Security: ISO 27001, SOC 2, and regional hosting
Put Ombud and Qvidian through the same three questions a security reviewer will ask: ISO 27001, SOC 2, and whether you can keep the tenancy in the US or the EU. Cells say Not listed when we could not find the claim on a public vendor page.
| Check | Ombud | Qvidian |
|---|---|---|
| ISO 27001 | ISO 27001:2013 (announced 2021) ombud.com, 2026-08 Ombud announced ISO/IEC 27001:2013 certification in 2021. Confirm the current certificate date in review. | ISO 27001 (older product pages) uplandsoftware.com, 2026-08 Qvidian technology and questionnaire pages list ISO 27001. The current security page highlights SSAE 118 and ISAE 3402. Confirm the live certificate on the Upland Trust Center. |
| SOC 2 | SOC 2 ombud.com, 2026-07 Listed in our directory dataset from earlier vendor-site review. The public security page does not currently name SOC 2, so pull the report during diligence. | SOC 2 / SSAE 118 uplandsoftware.com, 2026-08 The current Qvidian security page lists SSAE 118 and ISAE 3402. Earlier directory research recorded SOC 2. Treat them as related attestations and pull the current report from Upland. |
| US hosting | Not listed | Yes (qvidian.com US data center) uplandsoftware.com, 2026-08 |
| EU hosting | Not listed | Yes (qvidian.eu European data center) uplandsoftware.com, 2026-08 |
Slack and Microsoft Teams
During a live questionnaire, SMEs get pinged in Slack or Teams, not in a vendor portal. Here is what Ombud and Qvidian publish for those two connections.
| Connection | Ombud | Qvidian |
|---|---|---|
| Slack | Slack ombud.com, 2026-08 | Not listed |
| Microsoft Teams | Microsoft Teams ombud.com, 2026-07 Listed in our catalog from earlier review. Ombud’s own blog confirms Slack in more detail than Teams. | Not listed |
Subprocessors: the big three clouds, then the niche names
Compare Ombud and Qvidian on AWS, Azure and GCP first. Then scan for niche processors a reviewer should pause on: third-party LLMs, session replay, or support that leaves the region you elected.
| Layer | Ombud | Qvidian |
|---|---|---|
| AWS, Azure, GCP | Not listed | AWS |
| Watch-outs | No niche processors flagged in our sourced list. Ombud does not publish a named subprocessor or cloud list on its public security page. | No niche processors flagged in our sourced list. Upland keeps product-level subprocessor packs behind the Trust Center (NDA). The public list we could verify names AWS for infrastructure. |
Short answer: Pick Qvidian if the thing you already trust is a governed answer library: permissions, multi-team editing, review and approval, and a Word-centered workflow that a large proposal office has used long enough to have 166 G2 reviews as of July 2026. Pick Ombud if you want that same class of formal review, plus role-specific AI assistants, from a Denver company founded in 2011, and you will confirm the current ISO certificate yourself because the public announcement is the 2013 edition from 2021. Neither vendor publishes a price. Qvidian is quoted through Upland. Ombud’s pricing URL returns a page-not-found message. Qvidian is based in Austin. This guide does not store a Qvidian founding year, so none is stated.
Both are library-and-approval products for teams that already have a proposal operation. The buying committee is choosing a system of record for approved sentences, not a weekend trial.
Key takeaways
- Quotes only: Ombud starts at a demo request. Qvidian starts at an Upland enterprise quote. There is no public tier on either side.
- Where you edit: Qvidian’s configuration guide says the product is not supported on a mobile device, and some library-architecture edits need Windows Office add-ins. Ombud does not publish that desktop constraint in this record.
- Regions: Qvidian documents separate United States and European login hosts, and Upland has described an AWS migration. Ombud does not name a region on its security page.
- Reviews: Qvidian’s July 2026 G2 sample is 4.3 out of 5 from 166 reviews, and reviewers in that record ask for AI first drafts. Ombud’s Capterra sample is 16 reviews, all from November 2020 to May 2021, at 4.9 out of 5.
- An Ombud strength: approval workflows and content management carried since 2011, with Ombuddies aimed at response management and sales engineering.
- A Qvidian strength: permissioning and multi-team collaboration on a single RFP, which G2 reviewers from 2023 to 2026 credit alongside the central library and Upland support.
- Limitations: Qvidian search, in G2 reviews from October to December 2023, does not always surface the right answer. Ombud’s public SOC 2 line needs a report, because the current security page does not name it.
Two libraries with owners
Qvidian’s summary in this guide is direct. It is Upland’s long-running enterprise RFP and proposal system. Content governance and approval controls are the genuine strength. The profile’s best-fit line is an incumbent proposal team that still needs that governance, or a team planning a move. Named customers include Nestlé, NetApp, Trane Technologies, Dell, HP, and BT. Key features are a central answer library with review and approval, reusable governed content, project-style collaboration so sections update in parallel, and reporting on content usage and response progress. Integrations on the profile are Salesforce and Microsoft 365. Slack and Microsoft Teams are unlisted.
That governance story is the concession even if you leave Qvidian. Large proposal teams did not invent permissions because a vendor told them to. They invented them because the wrong paragraph in the wrong bid is expensive. Qvidian has spent years being the place those paragraphs live. G2 reviewers from 2023 to 2026, in this guide’s limitation and strength notes, credit the central content library and Upland support. Longevity and a Word-centered workflow are real reasons a document-heavy enterprise stays.
Ombud’s summary is a response-management product that now also sells an AI assistant platform for revenue operations. Founded in 2011. Based in Denver. Categories include RFP response, DDQs, and security questionnaires. The tags lean enterprise, regulated, and financial services. Named customers include UKG, Rapid7, GoTo, OneStream, Anaplan, and Sage. The Response Management Ombuddy is the named assistant for RFP drafting, proposal workflow, and InfoSec questionnaires. Salesforce, Slack, Microsoft Teams, and SharePoint are the integrations. The Teams note in the profile says Ombud’s own blog confirms Slack in more detail than Teams.
Ombud’s genuine strength beside Qvidian’s library is the combination of a long approval practice and a role-specific assistant the vendor is willing to name. Qvidian’s reviewers are still asking for AI first drafts in reviews dated October 2023 and January 2026. That request is a quotation of demand, not a verdict that Qvidian has no generative features. The profile does list AI drafting as part of the product. The reviewers’ request means that, for those writers, the daily motion still feels like searching a library by hand. If your team is making the same request, put it in the demo script for both vendors. Ask Qvidian to draft a section from the library and show the source. Ask Ombud to show the Ombuddy doing the same section and then passing it through the approval workflow the company has sold since 2011.
Search, suggestions, and the sentence you meant
Qvidian’s fact file records a specific G2 complaint from October to December 2023: library search does not always surface the right answer and returns repeated results. A governed library that will not find the governed answer is the failure mode content owners fear. It does not mean the library is empty. It means the retrieval is part of the evaluation. Bring ten questions whose approved answers you can point to. Count how many searches land on that answer first, how many land on a near-duplicate, and how many land on a retired paragraph that still has a high permission to be used.
The same review record, October 2023 and January 2026, asks for AI first drafts and suggested answers. Read that beside the search complaint. Reviewers are describing a product they still use for the library, and a drafting step they still do themselves. Qvidian’s profile says G2 reviewers describe a dated interface. That is this guide’s summary of reviewers, not a phrase you should treat as a single person’s headline. See the interface yourself. “Dated” is not a security finding. It is a reason people hesitate to open the tool, which matters if adoption is the risk in your business case.
Ombud’s old Capterra sample had a cousin of the search complaint. The fact file says the recurring themes in reviews from November 2020 to May 2021 were reporting dashboards and search. Those reviews cannot describe the Ombuddy. They can warn you to test search and reporting on whatever Ombud ships now, because search was already a sore point in the last public sample this guide can date. G2’s Ombud sample as of July 2026 is 4.7 out of 5 from 26 reviews. Use the count. Twenty-six reviews is a discussion, not a market.
Desktop, Office, and who can actually edit
This is the most concrete split in the public record, and it is Qvidian’s own documentation.
Upland’s configuration guide states that Qvidian functionality is not supported on a mobile device. The same guide says the legacy Office add-ins that content architects need for some library editing are Windows-only, that Mac users need a virtual PC, and that some Architecture edits have no add-in-free alternative. If your content architects sit on MacBooks and your reviewers live on phones between meetings, Qvidian as documented will frustrate them. A virtual PC is a workaround with a help-desk cost. Put that cost in the business case before you call the interface a matter of taste.
The Word-centered workflow is also the strength. Proposal teams that live in Microsoft Word, with styles, numbered requirements, and a long corporate template, often want the editing surface to be Word. Qvidian’s Office add-ins exist because that is the job. A browser-only drafter can feel lighter and still be the wrong tool when the delivered file has to obey a template the add-in already understands. Ask Qvidian which edits still require the Windows add-in in the current release, and which edits the browser can finish. The guide says some Architecture edits have no add-in-free alternative. Confirm whether “Architecture” is your content team’s weekly work or a specialist setup task you do twice a year.
Ombud’s profile does not publish a Windows-only editing requirement or a mobile exclusion. Do not upgrade that silence into “Ombud works on every device.” Ask the same question in the demo: which roles can approve from a browser, and which roles need a desktop client. The absence of a restrictive sentence in a configuration PDF is not the same as a tested mobile app.
Slack is listed for Ombud and unlisted for Qvidian. Teams is listed for Ombud, with the caveat above, and unlisted for Qvidian. If subject-matter experts will only answer in Teams, Qvidian’s published integration list (Salesforce and Microsoft 365) does not name Teams. Microsoft 365 can mean many things. Ask whether a Teams notification exists or whether the expert is expected to open Qvidian.
Certificates, login hosts, and AWS
Qvidian’s technology and questionnaire pages list ISO 27001. The current security page highlights SSAE 118 and ISAE 3402. The profile treats SOC 2 and SSAE 118 as related attestations and tells you to pull the current report from the Upland Trust Center. That Trust Center keeps product-level subprocessor packs behind an NDA. The public infrastructure name this guide could verify is Amazon Web Services, from Upland’s own account of the Qvidian migration to AWS. Separate login hosts remain documented: qvidian.com for the United States data center and qvidian.eu for the European data center, in the configuration guide checked for this record.
For a buyer who needs a European host written down, Qvidian has a URL. Confirm that your tenant is the .eu host and that the AWS migration did not collapse the two into a single region you did not choose. The news post is Upland’s description of the migration. It is not your contract.
Ombud’s security page says servers sit in PCI DSS and ISO 27001 certified facilities. It does not name US or EU residency and it does not name a cloud. The ISO blog post is the 2013 edition, announced in 2021. The fact file records that 2013-edition certificates had to move to ISO 27001:2022 by 31 October 2025. Ask for the certificate date and the edition. SOC 2 is in this guide from an earlier pass and is not named on the public security page as reviewed. Pull the report or strike the control from your questionnaire.
Qvidian gives you more public surface area: two login hosts, an AWS migration story, SSAE 118 and ISAE 3402 on the current security page, and a Trust Center that will say more under NDA. Ombud gives you a shorter page and a 2013-edition announcement you should not treat as current without the PDF. Diligence is the work. The vendor with the longer page has not finished your review for you.
Price, customers, and the replacement shortlist
There is no arithmetic in this matchup. Ombud: demo request, pricing URL missing. Qvidian: custom enterprise quote through Upland, no self-serve tier. The profile’s own FAQ says Qvidian does not publish pricing. Anyone who hands you a single “typical ACV” without a quote is guessing. Get both quotes for the same number of contributors, the same library size, and the same support hours. Ask Qvidian whether the Windows virtual-desktop workaround is your problem or a professional-services line. Ask Ombud whether the Ombuddy is included or metered.
Customer names are permission to be listed, not outcomes. Qvidian’s list (Nestlé, NetApp, Trane Technologies, Dell, HP, BT) is a large-enterprise proposal list. Ombud’s list (UKG, Rapid7, GoTo, OneStream, Anaplan, Sage) leans software and finance operations. Match the list to your industry only as a hint about who agreed to a logo. Ask for a reference in your industry who renewed after the second year.
Qvidian’s own profile says that if you are weighing a replacement, compare AutoRFP.ai, Loopio, and Responsive. That sentence is the vendor record’s shortlist, not a ranking. It exists because teams do leave long-running proposal systems when search, the interface, and the lack of a first draft become the weekly complaint. Leaving is a migration project. Qvidian’s library is the asset. Whoever you move to has to show you the import, the permissions, and the approvals on a copy of that library, not on a sample file.
Known issues and limitations
Ombud
- No price on the site: the pricing address returns page-not-found, and the purchase starts with a demo (checked October 2026).
- Certificate edition: the public ISO post is ISO/IEC 27001:2013 from 2021. Confirm a current certificate. The fact file flags the 31 October 2025 transition date for the 2013 edition.
- SOC 2 and residency are diligence items: the security page describes certified facilities and does not name SOC 2, a cloud, or a region choice.
- Stale third-party sample: all 16 Capterra reviews are from November 2020 to May 2021. Reporting dashboards and search were the recurring complaints in that set.
Qvidian
- Not a phone app: the configuration guide states that Qvidian functionality is not supported on a mobile device (checked October 2026).
- Windows add-ins for some edits: the same guide says Mac users need a virtual PC for legacy Office add-ins, and some Architecture edits have no add-in-free alternative.
- Search, in reviewers’ words as recorded here: G2 reviews from October to December 2023 say library search does not always surface the right answer and returns repeated results.
- A request for drafts: G2 reviews from October 2023 and January 2026 ask for AI first drafts and suggested answers. The profile also records that reviewers describe a dated interface.
- Quote only, subprocessors behind an NDA: pricing is an Upland quote. The Trust Center holds the fuller subprocessor pack. The public infrastructure name on record is AWS.
Choose Ombud when
- You want a named assistant for response management and sales engineering, on top of approval workflows a regulated team can recognize.
- Salesforce, SharePoint, and Slack are the surrounding tools, and you have confirmed how much of Teams is actually shipped.
- You will not sign on the 2021 ISO announcement. You will wait for the current certificate, the SOC report, and a residency clause.
- You are comfortable judging a 26-review G2 sample and a Capterra sample that ends in May 2021 as incomplete, and you will replace them with a pilot.
- DDQs and security questionnaires need to be in the same demo as the RFP workflow.
Choose Qvidian when
- The library, the permissions, and the approval chain are the product you are renewing, and people already know how to work inside them.
- Your delivered files live in Word, and a Windows add-in is an acceptable editing surface for the content architects who maintain the library.
- You need a documented United States host and a documented European host, and you will verify which one your tenant uses after the AWS migration.
- 166 G2 reviews as of July 2026 are the sample your committee wants, including the search complaints and the requests for a first draft.
- You are not asking reviewers to live on mobile, because the configuration guide says the product is not supported there.
- A quote through Upland is the commercial motion you already use for other Upland products.
A note if the library is why you might leave
Qvidian’s profile names the replacement conversation on purpose: governance is still a strength, and teams that want an AI-native alternative are pointed at AutoRFP.ai, Loopio, or Responsive. AutoRFP.ai belongs in the accuracy row and the AI-native row of that conversation. Zero hallucination by design: it writes only from approved content, cites its sources, and routes anything it cannot support to a person. Published list prices are $899 a month for 24 projects a year and $1,299 a month for 50, billed annually, with unlimited users. G2 is 4.8 out of 5 from 60 reviews and Gartner is 4.8 out of 5 from 20 reviews, as of July 2026. Those figures are a younger, smaller public record than Qvidian’s 166 G2 reviews. They are also a published price, which neither Ombud nor Qvidian offers. If you are staying for governance, stay with eyes open about search and the Windows add-in. If you are leaving, make the next vendor import a real slice of the Qvidian library during a two-week proof of concept, and keep the approvals.
Verdict
Ombud and Qvidian overlap on the part that makes proposal leaders feel safe: a library, reviewers, and a vendor that expects an enterprise contract. Qvidian’s public record is more specific about permissions, Word editing, US and EU login hosts, and a 166-review G2 sample that includes both credit for the library and a request for better search and drafts. Ombud’s public record is more specific about role-based assistants, Slack, and a Denver product founded in 2011, and less specific about price, current certificates, and where the servers are.
Choose Qvidian when the incumbent library is still the system of record and the desktop constraints are acceptable. Choose Ombud when you want the assistant layer tested against a formal review chain and you will hold the security paperwork to the same standard you would demand of Qvidian’s Trust Center. In both cases the quote is the only price, and the demo file should be one of yours.
Read the full Ombud review or Qvidian review, or browse all RFP & DDQ software.
Sources checked
- Ombud security page (checked October 2026)
- Ombud pricing address (checked October 2026)
- Ombud ISO 27001 announcement (checked October 2026)
- Ombud reviews on G2 (checked July 2026)
- Ombud reviews on Capterra (checked October 2026)
- Qvidian security page (checked October 2026)
- Qvidian technology page (checked October 2026)
- Qvidian browser and Office configuration guide (checked October 2026)
- Upland on the Qvidian AWS migration (checked October 2026)
- Upland Trust Center (checked October 2026)
- Qvidian reviews on G2 (checked October 2026)
Frequently asked questions
What is the difference between Ombud and Qvidian?
Ombud, founded in 2011 and based in Denver, sells response management for RFPs, DDQs, and security questionnaires, with role-specific AI assistants it calls Ombuddies. Qvidian is Upland's long-running enterprise proposal system, based in Austin, built around a governed answer library, permissions, and approval workflows. Qvidian does not publish a founding year in this guide.
How much do Ombud and Qvidian cost?
Neither publishes a price. Ombud's /pricing address returns a page-not-found message, and buying starts with a demo. Qvidian is an enterprise quote through Upland, with no public tier and no self-serve plan.
Can I use Qvidian on a Mac or a phone?
Upland's configuration guide states that Qvidian functionality is not supported on a mobile device. The legacy Office add-ins that content architects need for some library editing are Windows-only, and the guide says Mac users need a virtual PC. Ombud's profile does not publish a mobile or desktop-client limit of that kind.
Where is the data hosted?
Qvidian documents a United States login host (qvidian.com) and a European login host (qvidian.eu). Upland has described a migration of Qvidian onto AWS. Ombud's security page says servers sit in PCI DSS and ISO 27001 certified facilities and does not name a US or EU option.
What do reviewers actually say?
Ombud, as of July 2026, is 4.7 out of 5 on G2 from 26 reviews and 4.9 out of 5 on Capterra from 16 reviews, and all 16 Capterra reviews date from November 2020 to May 2021. Qvidian, as of July 2026, is 4.3 out of 5 on G2 from 166 reviews. G2 reviewers in October to December 2023 say library search does not always surface the right answer. Reviewers in October 2023 and January 2026 ask for AI first drafts.
Should I choose Ombud or Qvidian?
Choose Ombud if you want a RevOps assistant layer and a vendor that will talk about RFPs, security questionnaires, and approvals in one demo, with the certificate and the price still to be confirmed in writing. Choose Qvidian if a large proposal team already depends on governed library permissions and a Word-centered workflow, and you can live with Windows add-ins and a quote through Upland.
Do Ombud and Qvidian list ISO 27001, SOC 2, and US or EU hosting?
Ombud: ISO 27001 ISO 27001:2013 (announced 2021), SOC 2 SOC 2, US Not listed, EU Not listed, Slack Slack, Teams Microsoft Teams, clouds Not listed. Qvidian: ISO 27001 ISO 27001 (older product pages), SOC 2 SOC 2 / SSAE 118, US Yes (qvidian.com US data center), EU Yes (qvidian.eu European data center), Slack Not listed, Teams Not listed, clouds AWS. Confirm both on the vendor sites.
Source registry
Every page we read for these profiles, with the month it was last checked. Anything without a source is shown as not publicly disclosed. Spot an outdated fact? Send it from the corrections page.
Ombud
Pricing
Security and compliance
Product and integrations
Third-party reviews
Qvidian
Pricing
- No pricing source URL recorded. Treat pricing as not publicly disclosed until the vendor confirms it.
Security and compliance
Product and integrations
- No product source URL recorded yet.
Third-party reviews