Privia vs. Quote Roller (discontinued)

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Privia
Score 9.7 out of 10
N/A
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.
$29
per month
Quote Roller (discontinued)
Score 10.0 out of 10
N/A
Quote Roller was a sales proposal automation software solution, now superseded by PandaDoc. Quote Roller is no longer available.
$9
Per Month Per User
Pricing
PriviaQuote Roller (discontinued)
Editions & Modules
Subscription
$29.00
per month
Individual
$9.00
Per Month Per User
Business
$49.00
Per Month Per User
Offerings
Pricing Offerings
PriviaQuote Roller (discontinued)
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details——
More Pricing Information
Community Pulse
PriviaQuote Roller (discontinued)
Top Pros
Top Cons
Features
PriviaQuote Roller (discontinued)
Proposal Creation & Organization
Comparison of Proposal Creation & Organization features of Product A and Product B
Privia
-
Ratings
Quote Roller (discontinued)
9.0
1 Ratings
11% above category average
Proposal branding00 Ratings10.01 Ratings
Proposal templates00 Ratings10.01 Ratings
Proposal content library updates00 Ratings10.01 Ratings
Guided proposal creation00 Ratings5.01 Ratings
Searchable proposal database00 Ratings10.01 Ratings
Proposal Collaboration & Workflow
Comparison of Proposal Collaboration & Workflow features of Product A and Product B
Privia
-
Ratings
Quote Roller (discontinued)
7.4
1 Ratings
10% below category average
RFP management & response00 Ratings6.01 Ratings
Proposal collaboration & approval00 Ratings6.01 Ratings
User permissions/proposal editing controls00 Ratings5.01 Ratings
Sales proposal workflow00 Ratings10.01 Ratings
Proposal automation user interface00 Ratings10.01 Ratings
Proposal Delivery
Comparison of Proposal Delivery features of Product A and Product B
Privia
-
Ratings
Quote Roller (discontinued)
8.3
1 Ratings
3% above category average
Proposal distribution00 Ratings10.01 Ratings
Interactive proposals00 Ratings10.01 Ratings
Proposal content tracking00 Ratings5.01 Ratings
Best Alternatives
PriviaQuote Roller (discontinued)
Small Businesses
QuoteWerks
QuoteWerks
Score 9.1 out of 10
QuoteWerks
QuoteWerks
Score 9.1 out of 10
Medium-sized Companies
QuoteWerks
QuoteWerks
Score 9.1 out of 10
QuoteWerks
QuoteWerks
Score 9.1 out of 10
Enterprises
Responsive
Responsive
Score 6.4 out of 10
Responsive
Responsive
Score 6.4 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
PriviaQuote Roller (discontinued)
Likelihood to Recommend
9.7
(9 ratings)
10.0
(1 ratings)
Likelihood to Renew
8.8
(9 ratings)
-
(0 ratings)
Usability
9.5
(2 ratings)
-
(0 ratings)
Availability
10.0
(1 ratings)
-
(0 ratings)
Support Rating
10.0
(4 ratings)
-
(0 ratings)
Implementation Rating
10.0
(2 ratings)
-
(0 ratings)
User Testimonials
PriviaQuote Roller (discontinued)
Likelihood to Recommend
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.
Read full review
Pandadoc
No answers on this topic
Pros
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.
Read full review
Pandadoc
No answers on this topic
Cons
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.
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Pandadoc
No answers on this topic
Likelihood to Renew
Privia
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.
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Pandadoc
No answers on this topic
Usability
Privia
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.
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Pandadoc
No answers on this topic
Reliability and Availability
Privia
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.
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Pandadoc
No answers on this topic
Support Rating
Privia
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.
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Pandadoc
No answers on this topic
Implementation Rating
Privia
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.
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Pandadoc
No answers on this topic
Alternatives Considered
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.
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Pandadoc
No answers on this topic
Return on Investment
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.
Read full review
Pandadoc
No answers on this topic
ScreenShots