# Upland Panviva Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Upland Panviva Software - reviews, pricing plans, popular comparisons to other Onboarding products and more.

Source: https://www.capterra.com/p/73309/panviva

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# 

 Upland Panviva Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

Upland Panviva

## What is Upland Panviva?

Upland Panviva is a cloud knowledge management software that not only provides the ultimate customer service experience, but it empowers your employees with a single source of truth. Panviva captures information wherever it is stored in your organization, optimizes it for better understanding and delivers it to internal teams. Contact centers will love it too! It eliminates the need to search endlessly for critical information and provides the right answers to your customers through any channel.

## What is Upland Panviva used for?

[Knowledge Base](https://www.capterra.com/knowledge-base-software/)[Onboarding](https://www.capterra.com/onboarding-software/)[Customer Engagement](https://www.capterra.com/customer-engagement-software/)

Top alternative

Featured

Overall rating

Based on 1 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$20

Per User, Per Month

Free trial  
not available

Free version not included

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## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Upland Panviva

5.0 (1)

VS.

[4.4 (4,083)](https://www.capterra.com/p/164283/Zendesk/reviews/)

Starting Price

$20

per user, per month

Starting Price

$115

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

5.0 (1)

Ease Of Use

4.3 (3,607)

Value For Money

0.0 (0)

Value For Money

4.2 (2,662)

Customer Service

0.0 (0)

Customer Service

4.3 (2,770)

## Upland Panviva alternatives

[4.5 (3,460)](https://www.capterra.com/p/124981/Freshdesk/reviews/)

Starting price

$19.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

94%

of reviewers

rated it above 4 stars

[4.5 (2,213)](https://www.capterra.com/p/169505/Zoho-Desk/reviews/)

Starting price

$20.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

94%

of reviewers

rated it above 4 stars

[4.2 (997)](https://www.capterra.com/p/113540/Bitrix24/reviews/)

Starting price

$69.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

82%

of reviewers

rated it above 4 stars

Highest Rated

[4.7 (258)](https://www.capterra.com/p/130406/AGI-Self-Service/reviews/)

Starting price

$25.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

## FAQs about Upland Panviva

Overview

### What company size and specific industries is Upland Panviva built for?

Upland Panviva is designed for organizations in highly regulated industries, including finance, utilities, banking, health plans, and health systems. The vendor description does not specify a company size, but the product appears aimed at regulated businesses that need employees to access the right information at the moment of need.

Features and Usability

### What are the key features of Upland Panviva?

Upland Panviva offers knowledge management and knowledge base management, plus content management, content library, and version control for structured information control. It also includes contextual guidance, full text search, workflow management, access controls/permissions, audit trail, reporting/analytics, and alerts/notifications for compliance and support operations.

Getting Started and Support

### What training and onboarding options does Upland Panviva offer?

Upland Panviva provides live online training, documentation, and videos. Live online sessions support guided setup and instruction, documentation offers written reference for key steps and features, and videos give users a self-paced way to review product topics and procedures.

Getting Started and Support

### What customer support options does Upland Panviva offer?

Upland Panviva provides a knowledge base, phone support, and 24/7 live rep assistance. Support is positioned for users who need self-service guidance or direct contact at any hour. No reviewer feedback on support quality is available, so response times, helpfulness, and common frustrations cannot be assessed.

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Activity Tracking

Track and document all activities across devices, networks, and other systems

Alerts/Escalation

System alerts about the need to escalate an issue or request

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

API

Application programming interface that allows for integration with other systems/databases

Approval Process Control

Manage the process of evaluating documents or requests submitted for approval

Upland Panviva 50 features

Define levels of authorization for access to specific files or systems

Track and document all activities across devices, networks, and other systems

System alerts about the need to escalate an issue or request

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Manage the process of evaluating documents or requests submitted for approval

A record of all activities within the system, including user access, changes made, etc.

Create and manage digital catalog of products/services with their details, specifications, and price

Track and monitor efficient handling of all changes/transitions

AI-based platform which conducts a conversation via auditory or textual methods

Provides a channel for team members to share AI models, media files, communicate, and work together

Leave comments and notes on documents for others to view

Track and manage adherence to policies for any service, product, process, or supplier

The ability to create unique content

Centralized repository to store content and assets

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Interprets what a user is doing based on context and helps guide them through the process.

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.

Tools that provide relevant information at specific times to support judgments and courses of action

Central hub for developers to access documentation, tools and resources

Store, manage, and track all electronic documents in a centralized location

Digital forms that are shared and accessed online

Process of familiarizing new employees with the company, their position, and responsibilities

Acknowledge and reward employees for reaching specific goals and/or for exemplary performance

Tracks metrics that provide insight into how a user interacts with any interface or product

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Search for specific words or phrases within a document or database

Use AI to generate content in the form of text, images, videos, etc.

Allows employees to set and manage work or career related goals

Read and accept a combination of touch tone keypad selections and voice inputs and provide the appropriate prerecorded voice response

Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support

Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills

Collect information from multiple sources

Identify, track, and respond to negative feedback

Create orientation programs for new employees or students

Organize and manage the accomplishments and development of employees or performance of applications or systems

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Pre-written repository of questions that can be reused within a course or for assessment or interviews

Receive data and information in real time

Active reporting of data and metrics

View and track pertinent metrics to find patterns and gain insights from data

Search and filter data across systems to locate required information by entering keywords or certain criteria

Online portal through which end users can access the system, manage tasks, or obtain information

Create and administer polls and surveys

Sample files or documents that could be customized as needed or used as is

Track employee/learner's progression through training programs

Track and interpret metrics on the usage of company resources

Track revisions and updates made to files and navigate between different versions

Create, design and manage workflows for repetitive tasks

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Features

5.0 (1)

5.0

Based on 1 reviews

## Pricing

Basic

$20.00

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## Support, customer service and training options

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

## User reviews

Overall rating

5.0

Based on 1 reviews

Filter by rating

5(1)

4(0)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

DA

Daniel A.

Marketing Manager

Financial Services

### "Great process management tool, easy to use"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

0.0

0.0

Likelihood to Recommend

10/10

December 1, 2016

We just recently brought on this product for our call center and support staff. It's a simple to use step-by-step process guide -- letting our staff quickly learn how to do complex and not-too-often tasks without having to read through a huge manual. Having everything in one database, instead of multiple word docs/pdfs, saves time and frustrations.

Pros

Easy enough that any employee can figure it out, regardless of skill or aptitude.

Cons

Takes a very long time to setup. Not so much a fault of the software, just the nature of the service--we have to write all the process guides and put them into the system.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

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