What users are saying about
9 Ratings
20 Ratings
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Score 8.5 out of 100
9 Ratings
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Score 9.7 out of 100

Likelihood to Recommend

Conga Collaborate

We've found that closing deals through Ocitv is very efficient and effective in saving our team time. A small team at our company has been using the beta version to display multiple quotes and proposals through our customized templates. The customization of templates allows multiple teams to leverage the software with little resistance from the client. We work with many legacy companies that still require a formal legal agreement
Anonymous | TrustRadius Reviewer

Privia

It is VERY important to make sure you think through the map for how your system should be configured. Time spent carefully determining exactly how you want it laid out and how you will use the system will make your implementation and roll out much more successful. You should understand how your process currently works and determine any preferred process changes before your implementation.
Rae McFarron | TrustRadius Reviewer

Pros

Conga Collaborate

  • Simple to implement and use. If you're using Word to write proposals, distribute, redline and edit them... you're going to save time on the first proposal you write.
  • Impressive to our prospects. When we distribute our password-protected proposals, our prospects always comment on what a great experience it is.
  • A huge time-saver with its templating capabilities. We have standard engagements with our clients and we're able to control and update the messaging as needed, and still personalize it to each opportunity.
  • A company that listens and cares about their clients' usage. From day 1 at TinderBox, the team has been responsive to our needs.
  • Tracking and measurement show our success rates. We love the fact that we get notified when the prospect opens the proposal and that we can track our team's success.
Douglas Karr | TrustRadius Reviewer

Privia

  • 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.
Danielle N. Silva Aceituno | TrustRadius Reviewer

Cons

Conga Collaborate

  • Formatting is weak. Sometimes the UX for bold, underline, etc. do not work well. Copy and paste functionality can be buggy at times.
  • At times, we have a difficulties with the connection between SFDC and the tool, and sometimes the SOW does not appear in the opportunity record in SFDC.
  • Takes a while to get it looking good in terms of a final SOW. It can be time consuming and not very easy to learn as a beginner.
Anonymous | TrustRadius Reviewer

Privia

  • 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.
Angela Snyder, CF APMP, ITIL | TrustRadius Reviewer

Likelihood to Renew

Conga Collaborate

Conga Collaborate 4.8
Based on 2 answers
I don't see any use in my current org but If I see any use I'll propose it when I'm in position to recommand.
Sunil Parmar | TrustRadius Reviewer

Privia

Privia 8.8
Based on 9 answers
Privia has proved, uniformly, to be an asset. I look forward to my next experience with it. While, as I stated, users can feel advance trepidation when using Privia, those problems evaporate immediately when Privia is activated.
Anonymous | TrustRadius Reviewer

Usability

Conga Collaborate

Conga Collaborate 8.0
Based on 1 answer
It's a fantastic platform as is, but there's always an opportunity to squeeze a little optimization into the fold. I am of the belief that the user should be looking left to go backwards, right to go forwards, up to the right for support, and hitting the menus for other commands. Sometimes I go to advance and I'm hit with the message that I have to save first... so I have to click a button up top to save, then back down to advance. I think a "Save and Continue" in places is appropriate.
Douglas Karr | TrustRadius Reviewer

Privia

Privia 9.5
Based on 2 answers
It is very intuitive and I found it very easy for my decidedly non-technical users to work with. Training was quite easy even for technophobes or complete newbies. I have a team of about 500 users on this system who are primarily writers and project managers, frequently not computer savvy at all.
Rae McFarron | TrustRadius Reviewer

Reliability and Availability

Conga Collaborate

No score
No answers yet
No answers on this topic

Privia

Privia 10.0
Based on 1 answer
We rarely, if ever, had unplanned outages when we were using Privia. When we did, our support staff were attentive and quick to resolve the problem no matter the hour.
Rae McFarron | TrustRadius Reviewer

Support Rating

Conga Collaborate

Conga Collaborate 10.0
Based on 1 answer
Their support team is top-notch--very quick to reach out to help on any issues or questions we have.
Anonymous | TrustRadius Reviewer

Privia

Privia 10.0
Based on 4 answers
Each company is assigned an account manager whom you can contact directly with any questions, comments, and/or concerns. You may contact them directly via email and they will submit a ticket via their system for you or you can submit a ticket through their system and they will contact you immediately. All issues are resolved in a highly timely manner, and the customer service is impeccable. All accounts folks are well-trained from a customer service and technical standpoint and will escalate the issue as necessary depending on their expertise - though, that is rarely a necessity. Should they be unavailable, you will be notified prior to their leave / departure and assigned a secondary contact in the meantime. Overall, I was beyond impressed with Privia's customer support services.
Danielle N. Silva Aceituno | TrustRadius Reviewer

Implementation Rating

Conga Collaborate

No score
No answers yet
No answers on this topic

Privia

Privia 10.0
Based on 2 answers
It is critical to plan your implementation carefully and take the time to understand the product. You have to make sure you get the initial set up and design correct so that the tool supports your business practices. If you do this up front, you can have a very successful and easy implementation.
Rae McFarron | TrustRadius Reviewer

Alternatives Considered

Conga Collaborate

Conga Collaborate has pricing that worked for our small team. The Salesforce integration is better suited for our needs with Conga
Anonymous | TrustRadius Reviewer

Privia

Its been too long since we did our due diligence, I don't even remember the names of the competitive products. Privia stood out at the time and meeting users at their annual conference was a strong reference for the product.
Greg Barr | TrustRadius Reviewer

Return on Investment

Conga Collaborate

  • Positive: Time saving and proposal consistency.
  • Negative: Unreliable editor.
  • Positive: I appreciate the ability to track user's activity once a proposal is completed.
Anonymous | TrustRadius Reviewer

Privia

  • Increased employee efficiency is #1. For example, without having to manage cumbersome piles of separate, track changes comments and revisions, Privia saves time and money in the review process.
  • Improved reporting. Privia's web interface and pipeline management capabilities allow for generation of customizable reports to garner greater visibility and insight into business development activities.
  • Overall the product is a bit expensive and robust for some smaller businesses, though the functionality is definitely worth the cost.
Angela Snyder, CF APMP, ITIL | TrustRadius Reviewer

Pricing Details

Conga Collaborate

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional

Privia

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?

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