TrustRadius
Proposal editor loves Privia
https://www.trustradius.com/proposalPriviaUnspecified9.79101
Eileen Hammond profile photo
August 23, 2014

Proposal editor loves Privia

Score 10 out of 101
Vetted Review
Verified User
Review Source

Software Version
Privia Enterprise

Overall Satisfaction with 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.
I have never felt that Privia is lacking any specific function that another program offers.
Privia has a robust back-end system that is not visible to many users, but which eases the process of pipeline development for management.

Using Privia

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