TrustRadius Insights
Easy Customization: Reviewers have praised Privia for its easy customization of workflow process design, allowing users to configure …
Starting at $29 per month
View PricingOverview
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.
Recent Reviews
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).
Comparisons
Compare with
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
(1-3 of 3)Companies can't remove reviews or game the system. Here's why
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
- Increased efficiency through editing iterations due to version control
Privia is more intuitive for end-users than SharePoint. The document version controls are stricter, and Privia has more robust pipeline and business development capabilities behind-the-scenes.
15
Sales, business development, proposal team
2
Knowledge of all back-end functions. Privia is tailored only to use the functions relevant to a particular organization, though the full suite of software offers much more. Privia support people need to know ALL of the functions. They also must be able to manage user roles and permissions.
- Business development
- Proposal management
- Document editing
- Document archive
- Contact database
- Proposal training
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.
- 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.
SharePoint is Privia's #1 competitor. SharePoint is customizable, and provides much of the same version control that Privia provides. What SharePoint cannot do is allow multiple reviewers to comment on the same file at the same time with all comments collocated for author revisions. SharePoint's ability to be customized is also a downfall of the product - there is rarely a standard look and feel from one company to another. With Privia, the simple layout and folder structures are easy to navigate, and varies little from company to company. Another downfall of using SharePoint is the cumbersome number of 'pop up' windows one has to navigate in order to open a single file. As a document repository or shared drive ensuring version control, SharePoint is better. For proposal management and collaboration activities, Privia takes the cake
20
Proposal development, proposal coordination, business development, C-level executives
1
Proposal manager serves as Privia administrator, assigning user licenses and managing permissions. This is an easy software to manage - no special skills are required,
- Proposal Management
- Business Development
- Pipeline Management
- Document Repository
- More robust process workflows to ensure accountability
No
One of our team members was having trouble accessing Privia. I ran through the basic troubleshooting steps I knew of, and ended up reaching out to Privia support for help. They went above and beyond the call of duty and reached out directly to the user, called him on the phone, and even went as far as to remote in to his machine and walk the user step-by-step through the login process. They could have just send a generic email or troubleshooting steps and made the user figure it out on their own, but they didn't. The Privia support techs genuinely care about your productivity and satisfaction with the product.
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.
- Improved efficiency in capturing opportunity data and keeping timely information available across the organization
- Improved senior management reporting capability for pipeline meetings
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.
5
Business Development, Proposal Management
1
Basic software administration knowledge
- Managing the business development pipeline
- Managing the proposal response process
- Reporting opportunity management to executive leadership
- customizing the workflow for better monitoring
- expanding the license base to include more users directly
No
- Product Features
- Product Reputation
- Positive Sales Experience with the Vendor
Presentation of the product features and invitation to the annual conference influenced our decision
The only factor might be an extended trial utilization prior to decision but who has time to learn a system completely just for evaluation?
- Vendor implemented
Yes
Contributor training followed by executive training
Change management was a major issue with the implementation
Strong senior leadership commitment and enforcement is a must. If the targeted participants resist learning and using the system and get away with it, the implementation will not be successful. You need to ensure that all players in the workflow are committed to following the accountability and acceptance process and that they use the information capture tools, supplemented by their personal knowledge, to capture all known data into an opportunity.
- Lack of participation in training
The Privia stuff worked past normal working hours for us to make sure we were prepared and successfully implemented the most recent version upgrade.
- Process Designer
- Administration and user account management
- Importing from outside opportunity sources
- Metadata
- Customizing the Opportunity Info view of fields