Opportunity Import: Cut Data Entry by 78%
Opportunity Import: Cut Data Entry by 78%
Import opportunities from beta.SAM.gov, Deltek GovWin IQ, or Microsoft Excel. Integrate with SalesForce and SugarCRM. Manage, share, and report on pipeline. Ask us about our open API.
WatchTemplates: Cut Ramp-up Time by 64%
Templates: Cut Ramp-up Time by 64%
Pre-define any number of Workspace Templates (folder structure, discussion, permissions and content) and deploy to your team with a few clicks. Add events to your team’s business calendar.
Workflow: Cut Manage Time by 54%
Workflow: Cut Manage Time by 54%
Configure any number of Workflows, including eight out-of-the-box. Automatically task, schedule and remind your team and keep them in sync and on deadline.
Learn MoreSearch: Find & Tailor Content
Search: Find & Tailor Content
Search and find reusable content from past proposals or content library and discussion content. Filter, sort, preview and copy directly from the results. Use metadata to monitor and maintain your content library.
WatchReal-time Review: Cut Review Time by 67%
Real-time Review: Cut Review Time by 67%
Review bid decision details, capture strategy, proposal outline, compliance matrix, proposal and graphic documents synchronously or asynchronously. Come to consensus with more time for revisions.
Learn MoreReport & Monitor: Analyze & Improve
Report & Monitor: Analyze & Improve
Monitor and report on proposal work. Head-off bottlenecks before they become delays. Capture KPIs and analyze your process and performance for efficiency improvements.
WatchAt Privia, we are business developers and proposal managers, technologists and innovators. We want you to win. That means out-of-the-box, proposal management-specific features that protect the team and save you time.
Only the current version is available to authorized users. Eliminate overwriting, skip comparisons, and forget about the serial renaming.
WatchHighly configurable permissions and access controls keeps data safe without locking out partners – even in SCIFs.
Learn MoreSmart phones and tablet access is now available! Content reviews are now in the palm of your hand. No app required.
WatchProposal Team Administrators, not IT staff, configure Workflow, organize Workspaces, and grant access. No IT experience required.
Why proposal-management-specific software?