Develop Winning Proposals More Efficiently

Privia gives you the tools to manage the entire proposal development process from document version control and real–time collaboration with remote contributors and teaming partners to workflow automation, activity tracking, reporting and centralized content libraries.

Document Management

Eliminate version control issues and ensure that critical information is not lost with Privia’s robust document management capabilities, including:

• File check–in / check-out
• Document–level permission settings for view and edit privileges
• Automated versioning
• Audit trails and rollback
• Familiar document folder tree structure

Workspaces (Virtual War Rooms)

Privia organizes documents in a familiar tree structure of workspaces and folders. Workspaces function as "virtual war rooms", bringing the documents, contributors and activities associated with a proposal together in one place. Proposal managers can invite remote contributors to their workspace as needed, providing integrated document management and workflows without the need for IT. Sub-workspaces give access to pricing or other sensitive data to a specified subset of contributors.

Real-Time Commenting

Real–time collaboration on proposal documents takes place within Privia via document commenting. This feature captures in–line and general comments from multiple people at the same time, regardless of physical location. Proposal managers can automatically insert all comments into Microsoft Word and Excel documents and store them in Privia for future use.

Workflow Automation

Built–in workflows help you manage the proposal process.  The easy–to–use workflow automation tool allows you to build your own proposal development processes and include the steps and decision checkpoints needed for your business or the type of opportunity. You can also incorporate a pre–populated workspace structure that includes standard proposal templates, guidelines and content to easily apply best practices to every proposal. Privia's dashboard view of workflow milestones, plus ad hoc and standard reports, ensure that your proposal stays on track.

Content Libraries

Online content libraries centralize commonly used templates and content as well as resumes, pricing information, past performance and more. Privia’s advanced search capabilities make it easy to find the exact content needed for a proposal.

Download Features for Proposal Development information in PDF format.