Develop Winning Proposals More Efficiently

Privia from SpringCM 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 issues associated with version control on proposal documents using Privia’s robust document management capabilities, including:

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

Robust version control minimizes wasted effort and ensures information is not lost.

Workspaces (Virtual War Rooms)

Privia organizes documents in a familiar tree structure of workspaces and folders. Workspaces function as "Virtual" war rooms for bringing all documents, contributors and activities associated with a proposal effort together in one place. Proposal managers can connect (and disengage) remote contributors as needed, without IT assistance, by inviting them to their workspaces. Subworkspaces support the need for a subset of contributors to have access to pricing or other sensitive sections of a proposal.

Workspaces allow you to add team members without IT assistance while providing integrated document management and workflow capabilities

Real-Time Commenting

Real–time collaboration on proposal documents (for example, during critical color team reviews) can take place within Privia using the document commenting feature. This feature allows a proposal manager to capture in–line and general comments on a document from multiple people at the same time, regardless of their physical location. Proposal managers can automatically insert all of the comments into Microsoft Word and Excel documents while also keeping them stored in Privia for future use.

Workflow Automation

Privia comes with built–in workflows to help you manage the proposal process as well as an easy–to–use workflow automation tool for building your own proposal development processes. Your processes can include many steps and decision checkpoints or just a few, depending upon the needs of your business or the type of opportunity. You can even incorporate a pre–populated workspace structure that includes standard proposal templates, guidelines and even content to make it easy to apply best practices to every proposal. Privia also offers a dashboard view of all workflow milestones as well as the ability to generate ad hoc and standard reports to ensure that your proposal stays on track.

Content Libraries

Online content libraries help 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 piece of content needed for a proposal.

Download Features for Proposal Development information in PDF format.