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Easy Customization: Reviewers have praised Privia for its easy customization of workflow process design, allowing users to configure …
Starting at $29 per month
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What is Privia?
Privia's bid capture and proposal management tools are designed for companies handling RFPs / RFIs in the public sector. Privia offers both SMB and Enterprise products and pricing starts at $29 / month / user.
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Pricing
Subscription
$29.00
Cloud
per month
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $29 per month
Product Details
- About
- Competitors
- Tech Details
- FAQs
What is Privia?
Privia aims to be the government contractor’s go-to solution for the development of high-quality, stand-out proposals. Privia is designed specifically for the proposal team; to facilitate the process workflow, synchronize the teams assignments and deadlines, and empower team collaboration. The vendor states over 10,000 users from small, mid-size, and enterprise organizations leverage Privia every day to improve productivity, save time and deliver the proposal quality today's evaluator's demand for the win.
Privia Video
People have managed proposals using spreadsheets and email...
Privia Competitors
Privia Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
Frequently Asked Questions
Privia's bid capture and proposal management tools are designed for companies handling RFPs / RFIs in the public sector. Privia offers both SMB and Enterprise products and pricing starts at $29 / month / user.
Privia starts at $29.
KAP Proposal Management, Proposal Management and Production System (PMAPS), and Qvidian RFP & Proposal Automation are common alternatives for Privia.
Reviewers rate Support Rating highest, with a score of 10.
The most common users of Privia are from Mid-sized Companies (51-1,000 employees).
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Reviews and Ratings
(9)
Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Pros
- Cons
- Recommendations
Easy Customization: Reviewers have praised Privia for its easy customization of workflow process design, allowing users to configure properties and track demanding procedures with real-time reports on their status. Several users have mentioned that this feature enhances their ability to adapt the software to their specific needs.
Powerful Reporting Capability: Many users have highlighted Privia's powerful reporting capability, which enables them to customize their view of data by selecting fields and adding filters to generate selected exportable data. This functionality has been particularly useful in generating insightful reports tailored to different project requirements.
Commenting Feature: The commenting feature in Privia has been consistently described as unique and highly useful by reviewers. It allows frequent reviews with extended project teams to be done concurrently, significantly improving efficiency and enabling more users to fully participate in the review process.
Limiting reporting feature: Some users have expressed frustration with the limited availability of certain fields in the reporting feature, stating that it can be restrictive and limiting for their needs.
Expensive customization process: Several reviewers have mentioned that the customization process for each customer can be expensive. While it does help overcome some limitations in the reporting feature, this cost may deter some potential users.
Confusing check-out and in process: The check-out and in process in Privia's version control system has been found confusing by a number of users, requiring them to seek assistance. Despite its good commenting capability, this aspect of Privia's functionality could use improvement to enhance user experience.
Users highly recommend Privia and offer several key recommendations. They emphasize the importance of understanding business processes and continuous improvement. Additionally, they advise having a demo and trying out Privia on an upcoming opportunity. It is also suggested to talk to a company currently using Privia and include technical personnel in the demo. Moreover, users recommend planning the implementation well in advance and evaluating multiple products before making a decision. Lastly, they mention the need for buy-in from all contributors or authors. These recommendations highlight the value of thorough evaluation, collaboration, and proactive planning when considering Privia as a solution.
Attribute Ratings
Reviews
(1-9 of 9)Companies can't remove reviews or game the system. Here's why
July 08, 2015
Privia - from a long time (really long time) user
Score 10 out of 10
Vetted Review
Verified User
We use Privia as a collaboration tool for approximately 500 users in developing responses to Request for Proposals for Federal, State, and Local Government systems. It allows us to provide centralized access to documents for users working throughout the world. It allows our version control, specific security as needed, and collaborative input and commenting on the documents.
- The commenting feature in Privia is a unique feature that allows us to do frequent reviews with extended project teams to do reviews concurrently and quite successfully. It allowed us to be much more efficient and have more users to more fully participate in the review process.
- The version control feature works quite well for us, allowing us to completely avoid the common issues of over writing documents and loss of content.
- The delegate feature allows us to provide multiple users with control over the workspace. This allows us to be much more efficient with scheduling and control.
- There can be occasional lag time when working on the Web Client.
- If you are copying workspaces off line for archival purposes, Privia will allow non-standard Windows file names. These files will then have to be renamed to copy them off the system.
- If you copy a folder off line, if you do not have at least view access to the file, it will simply not download without any error indicated.
February 25, 2015
Privia in the Federal Contracting World
Score 9 out of 10
Vetted Review
Verified User
The previous company I worked for uses Privia as the primary tool to support all Federal Government Bids & Proposals worth $300K or more. Privia is specifically used by the Corporate Strategic Proposal Support Team to track the proposal from start to finish. Specific users included, but were not limited to, the following: Proposal Managers, Proposal Coordinators, Proposal Writers (Technical, Management, Resumes, etc.), Capture Team (VPs & Contracted SMEs), Proposal Editors, Financial Team, Subcontractors, etc. All users associated with the specific bid / proposal were added to the Privia Workspace with various permissions, trained, and set loose on the proposal. The Proposal Manager maintained control over the entire workspace throughout the life of the proposal, added various review team members when necessary, and removed permissions as applicable. During review teams, each review team member was able to actively comment and suggest edits to the document in live mode, and the document lead locked the document for editing upon closure of the review team to ensure no overwrites were made. Overall, Privia proved to be a highly successful tool in storing all Bid / Proposal documents while maintaining control over the ever-evolving Proposal itself. I highly recommend Privia to any company looking to standardize their proposal process.
- Document Repository with standardized Folder Structures: Privia has the ability to create customized & standardized Privia workspaces with set training documents and folder structures as a foundation for each project. This helps assure that the process remains intact without jeopardizing quality throughout the lifecycle of each project / proposal.
- Customized Workspace Permissions: Privia allows the Workspace owner to maintain control over who is able to view, edit, add / remove documents, add / remove additional users, etc. This is particularly helpful when dealing with classified information such as financial data, as well as ensuring that corporate strategies are protected when it comes to subcontractors. There are many instances where subcontractors would like to share certain information with the prime, but would like to keep their data separate from other subcontractors also working on the same project / proposal.
- Commenting / Editing and Lock Feature Tools: Privia has the ability to allow multiple users to comment and edit upon the same document simultaneously. This is highly useful when it comes to proposal review teams. At the end of each review team, the comments are consolidated and the document lead can lock the document for editing so that no changes may be made while the comments are taken into consideration, accepted, or rejected.
- Limited Licenses: Privia sells licenses by the bundle. However, the licenses can get extremely pricey. To help mitigate this issue, the company administrators do a sweep of the user licenses every 3 weeks to ensure that all licenses are being maximized. This process is very time-consuming, considering that we have hundreds of proposals going on at the same time. There have been many instances where various users have had to be deactivated because their license had not been used within the last 2 months, and then reactivated a few days later because they are working on a new proposal. Our administrators are also part of the Corporate Strategic Proposal Support Team, so this can be inconvenient if all administrators are working on multiple proposals. Time management and cross-training is key to balancing the number of active licenses.
August 23, 2014
Proposal editor loves Privia
The whole organization used Privia as a file sharing and version control tool.
- Version control
- Ease of use through the desktop platform
- File Sharing
- Glitches with user permissions
April 08, 2014
Enabled This Simpleton to Perform Complex Operations
Score 9 out of 10
Vetted Review
Verified User
Privia provides a basis for real-time interface with colleagues and or clients with a document or project. I have found it suitable for a document that must undergo many stages of development among and between different types and groups of users and contributors. It is optimal for consistency of document-management standards between and within organizations.
- Ease of use--Privia has a broadly accessible array of functions, geared toward maximizing utility for disparate contexts and users. Its design is streamlined sufficiently to offer neophytes and experts alike the opportunity to contribute and review.
- Real-time editing and change management--As an editor, change management with document processing is capitally important. Privia affords me the opportunity to assess changes as they happen.
- Privia's ability to house documents (in a centralized repository) is an outright boon to assuring version control and appropriate safeguarding/protection of content/data.
- My issues with Privia have more to do with public perception than with the product itself. While I have experienced NO FUNCTIONAL PROBLEMS with Privia, I have seen non-users feel intimidated by the software in advance of using it. That's all I've got.
March 11, 2014
Straight Forward and highly enjoyable product.
Score 10 out of 10
Vetted Review
Verified User
It was used for Proposal development. It was used across the whole organization. It addressed the need for Corporate to take all requirements into consideration. I truly loved working with the Privia and would recommend it for other high-level proposal writing. We had a great Proposal/Privia manager, Linda Davies. She was an independent contractor hired by the company.
- I liked the structure of breaking down the RFP.
- I liked the way it allows comment bubbles.
- I liked the security of locking it down so that certain portions were kept internal while others could be released externally.
- None that I know of.
March 07, 2014
Just the facts, ma'am.
Score 7 out of 10
Vetted Review
Verified User
Privia is fantastic for maintaining version control, linking to other programs and keeping everybody in check on the team. I would love to be able to burn files to a CD directly from Privia. That would be my only complaint.
- Version control
- Graphics preview with mouse hover
- Linking to other sites and programs
- Burn to CD directly from Privia
- Being able to do a "save as" from the web version to save on my desktop
- Search functionality
- Email directly from Privia if Outlook is not used
March 01, 2014
Good for Proposals.
Score 7 out of 10
Vetted Review
Verified User
Across the whole organization to keep all our sensitive documents updated and shared
- File Version Management
- Collaborative work
- Permission setting
- User interaction
- Design
- Admin panel
February 28, 2014
Positively Privia for Proposal Preparation
Score 10 out of 10
Vetted Review
Verified User
Privia is used across the organization for collaboration and proposal preparation. Privia solved version control problems, provided the opportunity for remote collaboration, and enabled multiple reviewers to comment on documents at the same time.
- Use as a review tool (Privia's 'comment' feature). Privia allows multiple users to make comments on a single document at the same time. Unlike Word's track changes, the Privia comment tool allows users to make in-line or general comments on a document. No merging of comments required!
- Permissions at the user, file, folder, and workspace levels. With the click of a mouse, it's easy to restrict users' ability to edit, or even view, specific files and file folders. Workspace-level permissions allow administrators to restrict user access to only those projects they are working on.
- Compatibility and pipeline management. Privia's web interface provides pipeline management capabilities, and interfaces with sites like GovWin, allowing users to import opportunity data with the click of a mouse button. That same opportunity data can then be used to launch an opportunity-specific workspace for document management and proposal development.
- Privia's 'behind the scenes' process designer capabilities allow administrators to build workflows complete with decision points, rollback points, and the ability to assign users to tasks.
- When using the pure web version of Privia (that is, without installing the thick client on a PC), the comment feature is null and void. This is because without the thick client installed, the pure web platform cannot interact with MS Office products. This creates hassles during reviews when users show up with a laptop and don't have permissions to install software.
February 28, 2014
Never underestimate the power of CRM
Score 9 out of 10
Vetted Review
Verified User
We use Privia across the organization for the entire opportunity management process from business development leads through post-proposal submission. The main problem it addresses is configuration management of the myriad aspects of opportunity processes and procedures from the time a business development executive sees a lead twinkling in the eye of a customer to the herding of a large partnership team members involved in the many-hued review stage of the Shipley proposal process (or any other process you care to design in Privia's customizable workflow tool). Along the way, like the customizable workflow process, Privia gives the manager enormous flexibility in role assignments, role level security, internal and external user accessibility, automation and standardization of repeatable procedures, customization of data fields, and metadata search potential. I must add that it is not all things to all people and there are limits to this customization, but if you get that far you will be an appreciative user.
- Easy to customize workflow process design with accountable and acceptor assignments, among other configurable properties, that can track the most demanding procedures and provide real-time reports on their status.
- Built-in browser toolbar that automates the capture of volumes of information on government (and private sector) opportunity postings on FBO, GovWinIQ, and others.
- Although there are some limitations, it has a powerful reporting capability that allows you to customize your view of the data by selecting fields and adding filtering to generate selected exportable data.
- As mentioned in strengths, there are limitations to reporting in that some fields are not available or only available in one of the four report "types" when you'd like that field in another report type. Some fields are not selectable at all it would seem. My understanding is the Privia can accommodate further customization for each customer at a price, so even this limitation can be overcome.
- Privia has a great version control and commenting capability that includes commenting on graphics files, but the check-out and in process are not always intuitive to many of our users and require some hand-holding. In addition, the commenting capability, which supports concurrent users, produces an export to Word with comment fields but doesn't mark up the document itself - whether that is a blessing or a curse is really up to your team and editing style.