Proposal Management

Proposal Management Solutions for Your Pipeline

Whether you operate within a large enterprise or a small-to medium-business, your success depends on your ability to manage your new business pipeline and collaborate effectively on proposals.

All of Privia’s products are designed specifically to support the process of bidding on—and winning—new business.

Unlike other document sharing and collaboration tools, or customer relationship systems, Privia is laser-focused on combining all workflows, document sharing and collaboration tools to solve your challenges as you evaluate bids and develop proposals. Teams of all sizes benefit from our deep understanding of standards set forth by the Business Development Institute and our highly knowledgeable and responsive development experts.


Bid, Capture and Sales

You need a low-overhead way to get bids into the system, and to make sure they’re addressed with the highest quality proposals, sometimes on tight deadlines. Privia helps with:

  • Capturing relevant opportunities with one-click imports from FBO, FedConnect, GovWin and more
  • Team and resource planning
  • Status, due date, milestone tracking
  • Informed pursuit decision-making

Proposal Managers

Your work comprises the heart of winning new business. Privia can transform a chaotic, day-to-day process to a streamlined, controlled and collaborative environment. Privia helps with:

  • Increasing proposal throughput
  • Secure proposal management
  • Powerful content management with Google-like search and sophisticated metadata tagging
  • Robust document versioning 
  • Collaborative commenting

Decision Makers

Your team may be next door or scattered around the world. You need to be able to instantly grasp their needs, performance, and status in a single, secure dashboard. Privia helps with:

  • Improving win rates
  • Eliminating the need for travel
  • Providing at-a-glance view of Key Performance Indicators (KPI), activities and alerts
  • Secure, document-level, roles-based access control for need-to-know visibility

Solution Options

Choose between Privia Small Business and Privia Enterprise. No matter which product you choose, you will have access to the same robust support network at Privia and the same knowledgeable product team.

Privia Enterprise is available as a Software as a Service (SaaS) or as an on–premise installation. This flexibility allows you to select the best option for your business environment, timeframe and budget. Our hosted solution requires no hardware to provision, allowing you to quickly realize value from the product. 

Privia Small Business, available as a SaaS implementation, offers many of the rich features of Privia’s enterprise product, and is built to help small businesses easily manage their opportunities, proposal processes and past performance. Privia Small Business is available to organizations with annual revenues of less than $25M and is hosted in a secure, shared, multi-tenant system environment.


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