# Privia Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is Privia the right Proposal Management solution for you? Explore 14 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/233258/Privia/reviews

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Privia

4.5 (14)

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Last updated March 13th, 2026

# Reviews of Privia

Ease of use

4.5

Customer Service

4.8

## Showing most helpful reviews

Showing 1-14 of 14 Reviews

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Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

WW

Wendy W.  
Owner  
Media Production  
Used the software for: 2+ years

### "Privia -- A Great Way to Organize and Centralize the Proposal Management Process"

December 24, 2019

5.0

My overall experience with Privia is positive! It provides a central, standard way to store proposal resposnes, and streamline the editing process. The stress level in writing proposals was exponentially better once we implemented Privia!

Pros

I like that Privia allows my company to have a centralized location for all proposal responses. The foldering system makes it easy to set up drafts, versions. and review copies. We never have to wonder the history of our response from first draft to final submissions. I also like the permissions function -- unless I give someone write permisssions, they cannot make changes to my document. It's frustrating to look a draft and see edits/additions/changes made...but not by me. I love that I can refer back to previous proposal responsdes via the library artchittecture to see how we addressed a requirement previously, With Privia, all writing, editing, and reviews are organized and take place in one setting. It helps us stay organized and ensure that our writing and review process is streamlined and effective.

Cons

The system takes training and practice to learn -- that learning curve can be steep! However, once they ins and outs of the system are mastered? It's simple as pie to use. The first few weeks are a lot of trial and error, I find, though.

Reason for choosing Privia

We were very impressed with the functionality it provides...and the excellent customer support whenever issues arise.

Review Source

TO

Tony O.  
Director  
  
Used the software for:

### "Complete Bid, Capture, and Proposal Lifecycle Management Application"

February 27, 2012

5.0

Privia is a Complete Bid, Capture and Proposal Lifecycle Management application that manages processes, automates the flow of deliverables and resolves interdependencies across your organization. It enables you to capture opportunity information, enter it into the Pipeline, Position your company, track Past Performance information, and manage Task Orders. You can communicate easily and efficiently with users inside and outside your organization. It also allows you to keep track of documents, processes, and activities that involve other users. Privia can help you identify and rank business opportunities based on a defined criteria. Pursuit decisions can be made based on policy and current information. It helps you increase proposal throughput without increasing staff.

Pros

The risks and costs to WIN federal business are increasing. Implementing industry best practices using proven tools and disciplines is essential for any size company. Deploying and managing an effective and efficient BD, Capture, and Proposal Management process cannot be done with SharePoint alone, although many companies have tried, and tried, and tried. The the only practical way to consistently WIN in the federal market place is to implement a solution like Privia.

Cons

Training is required.

Review Source

BR

Bryan R.  
Communications Specialist  
  
Used the software for:

### "Helpful and easy to use...once you've figured it out"

August 15, 2011

4.0

Following the "it's wonderful once you've figured it out," maxim, I'd heartily recommend Privia as a tool, but also express my reservations with the user interface. It's true, though: Once you've figured out the interface it is very easy -- intuitive, even. Just not at first.

Pros

Privia is a very helpful collaboration tool for working on multi-part documents with a team. It has been extremely helpful in organizing and directing some larger-scale proposals, and I hope to see it used more frequently within our organization.

Cons

The GUI is not immediately intuitive, and visual menus offer little (since most functions require a right-click, and have no redundant menu options). When I first used Privia, I'd heard several times "it's easy once you've figured it out," and that holds true, but I believe some of the initial difficulty or confusion has hindered the adoption of the application.

Review Source

KC

Katie C.  
Bids & Proposals  
  
Used the software for:

### "We love Privia!"

May 1, 2013

5.0

We would absolutely recommend Privia for proposal users and government contracting professionals. What did we do before Privia? There were several versions of files on different servers, making it a nightmare to find the final submission of previously submitted proposals.

Pros

Privia has helped us organize all of our proposals into one streamlined, easy-to-use directory, as well as provides accurate tracking and reporting of all in-process proposals, and previously submitted proposals. We have also an extensive corporate library of templates, resumes, and past performances stored in Privia. The version control feature has eliminated any confusion of which is the master file on opportunites.

Cons

Are there any?

Review Source

JB

John B.  
Vice President IT  
  
Used the software for:

### "JBruner Review"

March 21, 2012

4.0

Highly recommended for companies interesting in automated the pursuit process from idetnification of an opportunity through proposal development and submission.

Pros

Out of the box precanned worklfows enable faster time to production. Modifying workflows, folders, etc is quick and easy allows faster time to roll out new pursuit workflows. Alerts and dash boarding, drillable reports make it a one stop shop.

Cons

Data base limitations on free fields. Reporting limitations, complexity (both pro and con). Programability..there are certain things you just cannot do to customize like add scirpts to a page. Cannot use directly out of the box without customization (complexity).

Review Source

TW

Torian W.  
President  
  
Used the software for:

### "PRIVIA: A FORCE MULTIPLIER"

March 1, 2012

5.0

Astrella Corporation unconditionally endorses Privia as the leader in government contracting lifecycle solutions.

Pros

I have been a Privia user--and fan--for years, which is why I sought to establish a corp-to-corp relationship with Privia shortly after establishing Astrella. I am proud of our alliance and gratified every time I see the "force multiplying" results that Privia provides to our clients--enabling them to BID MORE & WIN MORE!

Cons

None that we've ever experienced.

Review Source

SB

Skot B.  
Director, Solutions Development  
  
Used the software for:

### "Good Product"

August 2, 2011

4.0

For what we are using it for, Privia is an excellent tool which I would recommend. We have yet to take advantage of all of the workflow capabilities.

Pros

Privia has been excellent for us in the following areas: - version control - collaboration - data warehousing - review and comment

Cons

Privia could be more elegant/user friendly in: - modifying opportunitities as administrator (but not owner) - clearing alerts en masse - allowing co-ownership - pop up help/suggestions

Review Source

IR

Ian R.  
Sr Business Development Manager  
  
Used the software for:

### "Great product for Proposal work, Business Development and document management"

June 29, 2011

4.0

Overall, I highly recommend Privia. It is easy to implement and use. The core features are useful and well thought out. Privia does a good job listening to customers for further development of the product.

Pros

web based intuitive easy to administer easy to implement great customer support role based permissions strong document management features

Cons

client version does not contain all the functionality/features that the web version has some features under-developed

Review Source

PR

Patrick R.  
Project Manager  
  
Used the software for:

### "Privia Product Overview - Telligen"

February 25, 2013

4.0

We would and have recommended Privia to others that are looking for a solid product that can be used as both a content repository as well as an efficient collaborative tool.

Pros

Privia listens to customer feedback for future improvements to their product, when an issue is reported Privia support is able to not only solve the issue yet also train the end user in a way that very educational.

Cons

We do not have to list at this time.

Review Source

DH

Doug H.  
Director Corporate Development  
  
Used the software for:

### "Privia works"

January 15, 2013

5.0

A great product that has helped our company better manage our business opportunities in one central location.

Pros

Privia has allowed our company to manage proposal actions and business opportunities in one central location. As a result we have been able to track business opportunities effeciently, and to develop more winning proposals.

Cons

More flexibility in adhoc reports would be helpgul

Review Source

EA

Estefania A.  
VP OF MANAGEMENT CONSULTING  
  
Used the software for:

### "MOSTLY USED AS A REPOSITORY OF INFORMATION"

January 15, 2013

4.0

I have championed and sponsored the tool since we implemented it at 6K. It would be great if Privia could provide an ROI comparison of Privia against competitor solutions in the market (e.g . GovWin)

Pros

Ready to use. Easy to control workspaces. Easy to manage access to workspaces. Publish and forget. Little maintenence required.

Cons

The number one deterrent is the license cost per seat.

Review Source

CR

Carolyn R.  
VP Business Development  
  
Used the software for:

### "Proven Proposal Process Perfection with Privia"

January 15, 2013

5.0

Highly recommend Privia for managing a proposal respository. Better than any other tool I've used in the past 20 years.

Pros

\- Total version control - Very easy to use and administer - Security down to the document level - Easily customizable to tailor workspaces to your organization's processes and needs

Cons

\- Requires initial training of staff at implementation

Review Source

NR

Noelle R.  
Proposal Manager  
  
Used the software for:

### "Love Privia"

May 29, 2012

4.0

Buy it and try it. You won't want to use anything else once you have tried Privia.

Pros

Privia is extremely user friendly. I have been using the Privia software for almost 4 years now. I can't imagine performing my job without it.

Cons

I do not have any cons to add here.

Review Source

BF

Brittany F.  
Proposal Manager  
  
Used the software for:

### "Privia review"

January 29, 2013

5.0

Highly recommend this tool for any proposal/BD shop.

Pros

Incredibly easy to use; great customer service and willingness to answer any questions; training on the product is continually updated and well done.

Cons

Search tool has a few issues (not accurate).

Review Source

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