---
title: "Upland Panviva Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about Upland Panviva Software - reviews, pricing plans, popular comparisons to other API Management products and more."
source_url: "https://www.capterra.com/p/73309/panviva/"
page_type: "product"
language: "en"
---

# 

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

Last updated on September 16, 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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## Upland Panviva Overview

Updated September 2026

AI summary

Upland Panviva offers cloud-based tools for onboarding, knowledge management, and digital workplace needs across organizations of all sizes. It supports compliance, document management, training, and orientation workflows, with options for API integration, activity tracking, and generative AI. Features such as self-service portals, feedback management, and collaboration tools aim to enhance engagement and process control.

## 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.

[4.6 (5,315)](https://www.capterra.com/p/153140/Connecteam/reviews/)

Starting Price

$20

per user, per month

Starting Price

$29

Flat Rate, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

5.0 (1)

Ease Of Use

4.7 (77)

Value For Money

0.0 (0)

Value For Money

4.5 (61)

Customer Service

0.0 (0)

Customer Service

4.6 (76)

## Upland Panviva alternatives

[4.4 (63)](https://www.capterra.com/p/131194/WalkMe/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

87%

of reviewers

rated it above 4 stars

[4.6 (6,117)](https://www.capterra.com/p/147657/monday-com/reviews/)

Starting price

$9.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

94%

of reviewers

rated it above 4 stars

[4.5 (3,481)](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

Highest Rated

[4.7 (1,789)](https://www.capterra.com/p/102188/LiveAgent/reviews/)

Starting price

$15.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

97%

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, especially finance, utilities, banking, health plans, and health systems. The description points to businesses that need employees to access accurate information at the moment they need it, making it well suited to regulated enterprise environments.

Features and Usability

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

Upland Panviva offers knowledge management and knowledge base management, with content management, content library, document management, and version control for organizing information. It also includes contextual guidance, full text search, workflow management, approval process control, access controls/permissions, audit trail, and reporting/analytics for governance and tracking.

Getting Started and Support

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

Upland Panviva provides live online sessions, documentation, and videos for training. Live online sessions support guided instruction, documentation offers written reference material for self-paced review, and videos provide visual walkthroughs for learning product features 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 centered on direct help and self-service resources, giving users multiple ways to get assistance when needed.

## Features

AI summary

Based on 8,243 API Management reviews

Capterra reviewers point to the following as the features buyers care about most when evaluating onboarding software:

-   **Payroll Management** (**63%** of reviewers rated this feature as critical)
-   **Employee Management** (**49%**)
-   **Employee Database** (**50%**)

Upland Panviva focuses on delivering onboarding support through its own set of capabilities rather than these commonly prioritized feature areas. Its feature set is geared toward guiding users through processes, sharing knowledge, and maintaining consistent information across teams. In practice, these capabilities can help businesses deliver more consistent onboarding experiences, reduce confusion during training, and provide teams with easier access to the information they need to complete tasks accurately.

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

### All Features
- 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
- Audit Trail: A record of all activities within the system, including user access, changes made, etc.
- Catalog Management: Create and manage digital catalog of products/services with their details, specifications, and price
- Change Management: Track and monitor efficient handling of all changes/transitions
- Chatbot: AI-based platform which conducts a conversation via auditory or textual methods
- Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together
- Commenting/Notes: Leave comments and notes on documents for others to view
- Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier
- Content Creation: The ability to create unique content
- Content Library: Centralized repository to store content and assets
- Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
- Contextual Guidance: Interprets what a user is doing based on context and helps guide them through the process.
- CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
- Customer Experience Management: Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.
- Decision Support: Tools that provide relevant information at specific times to support judgments and courses of action
- Developer Portal: Central hub for developers to access documentation, tools and resources
- Document Management: Store, manage, and track all electronic documents in a centralized location
- Electronic Forms: Digital forms that are shared and accessed online
- Employee Onboarding: Process of familiarizing new employees with the company, their position, and responsibilities
- Employee Recognition: Acknowledge and reward employees for reaching specific goals and/or for exemplary performance
- Engagement Tracking: Tracks metrics that provide insight into how a user interacts with any interface or product
- Feedback Management: Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
- Full Text Search: Search for specific words or phrases within a document or database
- Generative AI: Use AI to generate content in the form of text, images, videos, etc.
- Goal Management: Allows employees to set and manage work or career related goals
- IVR: Read and accept a combination of touch tone keypad selections and voice inputs and provide the appropriate prerecorded voice response
- Knowledge Base Management: Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support
- Knowledge Management: Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills
- Multi-Channel Data Collection: Collect information from multiple sources
- Negative Feedback Management: Identify, track, and respond to negative feedback
- Orientation Workflow Management: Create orientation programs for new employees or students
- Performance Management: Organize and manage the accomplishments and development of employees or performance of applications or systems
- Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
- Question Library: Pre-written repository of questions that can be reused within a course or for assessment or interviews
- Real-Time Data: Receive data and information in real time
- Real-Time Reporting: Active reporting of data and metrics
- Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data
- Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria
- Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information
- Survey/Poll Management: Create and administer polls and surveys
- Templates: Sample files or documents that could be customized as needed or used as is
- Training Management: Track employee/learner's progression through training programs
- Usage Tracking/Analytics: Track and interpret metrics on the usage of company resources
- Version Control: Track revisions and updates made to files and navigate between different versions
- Workflow Management: 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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