Collateral & Whitepapers

Cultivate a More Productive Online Proposal Team Dialogue

A productive team dialogue is critical to effectual proposal management; it aligns strategy, communicates tasks, and synchronizes schedule. It’s distinct from one-way forms of communication, such as document management and email, in that it promotes a conversation with a center, rather than from all sides. Here we’ll break down the productive online team dialogues necessary throughout the proposal process to avoid the miscommunication that disrupts the schedule and the conflicting points of view that derail reviews.

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Crack the Proposal Time-Saving Nut 

If you’re still managing a proposal project using a spreadsheet or other manual “tools,” then your team is no doubt spending more time trying to figure out what tasks to work on and when they are due than actually working to complete their proposal tasks. Learn how to save proposal time, get your team focused on their tasks instead of the process, and position your team for success that is not only repeatable, but scalable.

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Don't Go it Alone; Tips for Remote Collaboration

As a platform for real-time, remote team collaboration, our team and many of our customer’s teams are part the 4.7 million U.S. workers working remotely today. Still, for many more, remote work is the new normal. Learn what our remote collaboration pros and the remote proposal pros from the community have to share about how to keep the collaboration, and your business rhythm, going during these trying times.

Pro Tips for Remote Team Collaboration

5 Ways to Bridge the Sales-Proposal Gap

A lot of improvisation and innovation goes into developing a winning proposal, and what your proposal manager doesn’t know can hurt you, and the pursuit. If the proposal manager is responsible for helping you win, then they need to be part of the discussion about what it’s going to take to win. Resolve to bridge the gap between sales and proposal teams with these five strategies.

Download 5 Ways to Bridge the Sales-Proposal Gap

Proposal Management: Auto-Build vs Collaboration

Crafting proposals involves a lot of time and resources to ensure proposals are delivered on-time and contain all the necessary information. This guide will go over the pros and cons of Auto-Build and demonstrate how taking a collaborative, connected approach to proposal management can improve your proposal quality while saving time and reducing costs.

Download Proposal Management: Auto-Build vs Collaboration Guide


The Evolution of Content Management

This comparative guide will walk you through a history of content management, and how it has changed over the last 30 years. Learn how modern content management software coupled with simultaneous commenting can enable proposal teams to work together, and increase visibility and autonomy. 

Download The Evolution of Content Management White Paper


The Ultimate Proposal Management Checklist

There are always pieces to keep in flight and people to connect with. So, how do you make sure everything is accounted for to win the bid? Download our new guide "The Ultimate Proposal Management Checklist" to make sure you have everything you need to effectively manage the proposal process.

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The Power Duo That Breaks Your Team Away From the Proposal Management Status Quo

Learn about how combining the power of consulting with the power of software will help your team get your RFP and proposal process on track to maximize efficiency. 

Download The Power Duo That Breaks Your Team Away From the Proposal Management  Status Quo


Proposal Management Power Dynamic

Empower your team to break away from the proposal management status quo – it's time to say goodbye to old habits. 

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Beyond SharePoint

The pros and cons of SharePoint and strategies that Privia advocates for better collaboration across your organization’s capture and proposal management teams.

Download Beyond SharePoint Whitepaper

Privia Software Datasheet 

Privia is the industry-leading solution for bid, capture and proposal management, providing leading organizations with integrated document management, best practice workflows and productivity tools in a common workspace.

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Privia Professional Services

Our Professional Services offering combines the best in bid, capture and proposal technology – the Privia solution – with the best resources – our proposal experts – to enhance your win rate and maximize your team’s potential.

Download Privia Corporate Overview


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