Privia (discontinued) vs. QuoteWerks

Privia is well-suited for project / proposal management in terms of working on a live proposal or massive document of sorts. However, it is not ideal from a business analytics standpoint. If you are looking for graphical representations and/or snapshots of your project / proposal at a glance, Privia is not for you.

The sales department is satisfied with QuoteWerks and this generates satisfaction throughout the company. The main recommendation is to use the free trial first in order to know what the goals of each company are according to their size and futuristic vision. QuoteWerks opening easy and robust integration with our CRMs, this also improves workflow. It works as an electronic signature that has improved working time and in general the relationship with our clients because we no longer have to ask the client to print the document and then sign it.

Incentivized

• I liked the structure of breaking down the RFP.
• I liked the way it allows comment bubbles.
• I liked the security of locking it down so that certain portions were kept internal while others could be released externally.

• Organize product data, costing, pricing and images in one central location
• Quickly prepare and disseminate quotes
• Time saved is redirected to other business management activities
• Interface with Act! CRM keeps quotes organized by customer
• Tech support is excellent for the few times I have had to contact them

Incentivized

• Burn to CD directly from Privia
• Being able to do a "save as" from the web version to save on my desktop
• Search functionality
• Email directly from Privia if Outlook is not used

• The data structure that is required to set up the "price books" behind the scenes is a little cumbersome until you learn how to do it and practice.
• The sync function for the data is sometimes a little slow in the Standard and Professional editions because of the Access back-end. The Corporate edition uses a MS SQL back-end and is better.

Incentivized

Privia has proved, uniformly, to be an asset. I look forward to my next experience with it. While, as I stated, users can feel advance trepidation when using Privia, those problems evaporate immediately when Privia is activated.

We will renew because QuoteWerks has all the capabilities we require for our business processes and our reps like it. The support is top notch and the pricing model saves us considerable money over SaaS models. I also feel confident that Aspire Technologies will continue to improve and add features

Incentivized

It is very intuitive and I found it very easy for my decidedly non-technical users to work with. Training was quite easy even for technophobes or complete newbies. I have a team of about 500 users on this system who are primarily writers and project managers, frequently not computer savvy at all.

Our company's experience with Quotewerks has been position and we have continued to look at other solutions to make sure we are not missing something, however for the pricing structure for what we use, makes it the right solution for our business.

Incentivized

We rarely, if ever, had unplanned outages when we were using Privia. When we did, our support staff were attentive and quick to resolve the problem no matter the hour.

QuoteWerks is a very stable, robust solution. In my experience: bugs in the software are rare; any crashes or system failures are usually due to other infrastructure issues rather than the software itself, i.e. a problem with the network or server, an issue with a.n.other piece of software on the User's workstation that has a knock-on effect on QuoteWerks.

Once set up and running, and particularly when running the more reliable, faster Corporate edition rehosted to SQL Server, then QuoteWerks performs very well. The only reason for the slight mark down here is that QuoteWerks is very sensetive to having a database connection. If there is an issue whereby the connection to the server is lost (network glitch for example) then whereas Outlook (or a.n.other piece of software) might just wait and poll in 30 seconds time, QuoteWerks will crash and potentially a User lose all changes to the document(s) that they were working on.

Each company is assigned an account manager whom you can contact directly with any questions, comments, and/or concerns. You may contact them directly via email and they will submit a ticket via their system for you or you can submit a ticket through their system and they will contact you immediately. All issues are resolved in a highly timely manner, and the customer service is impeccable. All accounts folks are well-trained from a customer service and technical standpoint and will escalate the issue as necessary depending on their expertise - though, that is rarely a necessity. Should they be unavailable, you will be notified prior to their leave / departure and assigned a secondary contact in the meantime. Overall, I was beyond impressed with Privia's customer support services.

Quotewerks Support and the UK Distributor here have always been responsive to our requests and in particular helped us out when we need some new functionality which then got added in the next build...this really impressed me and showed that where case was made, they readily embraced it and the new build was completed within 60 days.

There is in-person training offered in Orlando, but our company did not want to spend the money.

Incentivized

Originally it was weak, but they have really stepped up.

Incentivized

It is critical to plan your implementation carefully and take the time to understand the product. You have to make sure you get the initial set up and design correct so that the tool supports your business practices. If you do this up front, you can have a very successful and easy implementation.

I do not have any key insights on the implementation so I cannot provide any valuable information here. I do know, however, that the process went well when we switched from a old platform to a new hyperconverged solution to host Quotewerks. It seemed to be a quick process and our engineer was able to do so almost seamlessly.

Incentivized

Privia works quite well for developing workflows and processes within the Proposal Development process. It allows you to work offline with your documents without Web access. It allows security to be controlled on a very granular level. It allows you to quickly secure your workspaces and documents without having to work on an individual user basis.

Both this software were similar in what they do and pricing, however, the QuoteWork software in my opinion does a better job recording and tracking communications between personnel and clients. QuoteWerks also gives a lot of data that might seem like overkill, but having too much information is better than too little.

Incentivized

We've implemented QuoteWerks in both micro ("one man band") businesses as well as much larger organisations. With QuoteWerks Corporate editions option to host the backend database on SQL Server (a very powerful and scaleable database platform) it's possible to work effectively with QuoteWerks in an organisation with many 100 Users. The flexibility of the product also lends itself very well to evolving with a growing business and having various individual user configurations to help them work best with the software in their individual role in the organisation.

• Significant employee and team efficiency
• Faster review process allowing more team members to participate
• Much improved customer service for our users, who are mostly non-technical writer and managers

• Quotewerks has allowed us to improve the accuracy and speed in which we are able to generate and deliver a quote.
• Quotewerks has improved the overall consistency and appearance of our quotes.
• Quotewerks has allowed us to prevent costly pricing mistakes based on stale data or price lists.

Incentivized