Browse Software
List Your Product
Loading...
PandaDoc logo

PandaDoc

  Add to Compare

81% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Privia logo
Proposal Software

4.2 43 user ratings

View Details

76% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Clientary logo
Proposal Software

4.9 42 user ratings

View Details

Overview

Description Privia Web delivers browser access and a revolutionary new review team feedback loop designed for on-the-go and virtual teams, as well as other efficiency-driving enhancements. Use templates and workflow to quickly deploy a team workspace and standardize your process, all with the click of a button. Know who is publishing documents and who is finished reviewing and head-off bottlenecks before they become delays. Review and come to a consensus together synchronously or asynchronously. Prioritize and save more time for quality revisions. Read more Clientary is the perfect solution to win clients and save time by providing a full-suite platform to manage the entire process from Proposals, Estimates, Projects, Hours, Invoices, Payments, Staff, and Clients. It streamlines the process to make it easier for businesses to stay organized, on track and on budget. It offers an integrated solution for project management, financial management, and customer management that allows businesses to streamline their workflow and increase efficiency. With Ronin, businesses can easily track progress, gain insights, and quickly make decisions to improve their operations. The platform is customizable, so businesses can tailor the software to fit their specific needs. The cloud-based platform is secure, fast, and easy to use, allowing businesses to focus on growing their business instead of managing data. Read more
Pricing Options
  • Free Trial Not Available
  • Offers Custom plan.
  • Free Trial Not Available
  • Starts at $19.00. Offers Free-forever plan.
SW Score & Breakdown

81% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    89%
  • Reviews
    78%
  • Momentum
    62%
  • Popularity
    78%

76% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    72%
  • Reviews
    71%
  • Momentum
    67%
  • Popularity
    74%

Features

Total Features
9 Features
4 Features
Common Features for All
    Access Control Defines application access to various users. Includes role-based system that controls options to be displayed to different users based on their role
    Alert Notifications Alerts the user when predefined criteria is met
    Approval Workflow Allows to route the documents to one or multiple people for seeking their approval
    CRM Integration Automatically sends and receives the relevant information to the CRM Software that helps in time management
    Collaborative Editing Invite individuals or team to co-edit the documents, pictures in real-time
    Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
    Customer Pipeline Helps to manage sales and business prospects and boosting them down the sales funnel
    Document Analytics Helps to know the complete insights of a document like who, when and how it is used.
    Document Audit Trail Tracks the document signature history and timestamp for legal attestation
    Document Library Central repository to manage your assets like Images, PDF files, etc.,
    PDF Export Enables to export the document to PDF file for easy sharing
  • + 6 More - Show Less
    • Access Control Defines application access to various users. Includes role-based system that controls options to be displayed to different users based on their role
      Alert Notifications Alerts the user when predefined criteria is met
      Approval Workflow Allows to route the documents to one or multiple people for seeking their approval
      CRM Integration Automatically sends and receives the relevant information to the CRM Software that helps in time management
      Collaborative Editing Invite individuals or team to co-edit the documents, pictures in real-time
      Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
      Customer Pipeline Helps to manage sales and business prospects and boosting them down the sales funnel
      Document Analytics Helps to know the complete insights of a document like who, when and how it is used.
      Document Audit Trail Tracks the document signature history and timestamp for legal attestation
      Document Library Central repository to manage your assets like Images, PDF files, etc.,
      PDF Export Enables to export the document to PDF file for easy sharing
  • + 1 More - Show Less
  • Technical Details

    Organization Types Supported
    • Large Enterprises
    • Medium Business
    • Small Business
    • Large Enterprises
    • Medium Business
    • Small Business
    Platforms Supported
    • SaaS/Web/Cloud
    • Installed - Windows
    • Installed - Mac
    • SaaS/Web/Cloud
    • Installed - Windows
    • Installed - Mac
    Modes of Support
    • Online
    • Online
    API Support
    • NA
    • Available

    Reviews & Ratings

    User Rating
    4.2/5 43 user ratings
    4.9/5 42 user ratings
    Rating Distribution
    • Excellent

      46.5%
    • Very Good

      37.2%
    • Average

      9.3%
    • Poor

      2.3%
    • Terrible

      4.7%
    • Excellent

      85.7%
    • Very Good

      14.3%
    • Average

      0%
    • Poor

      0%
    • Terrible

      0%
      Read All User Reviews Read All User Reviews

    AI-Generated from the text of User Reviews

    Pricing

    Pricing Options
    • Free Trial Not Available
    • Offers Custom plan.
    • Free Trial Not Available
    • Starts at $19.00. Offers Free-forever plan.
    Pricing Plans
    Monthly Plans Annual Plans

    Privia Custom

    Free Free

    Solo $19.00 $19.00 per month

    Team $39.00 $39.00 per month

    Agency $59.00 $59.00 per month

     
    View Detailed Pricing
    View Detailed Pricing

    Screenshots & Videos

    Videos Video Thumbnail
    + 2 More
    Not Available

    Vendor information

    Company Details Located in: Herndon, Virginia Located in: San Jose, California Founded in: 2008
    Contact Details

    703.539.0200

    https://www.privia.com/

    Not available

    https://www.clientary.com/

    Social Media Handles

    We understand SaaS better

    SaaSworthy helps stakeholders choose the right SaaS platform based on detailed product information, unbiased reviews, SW score and recommendations from the active community.

    icon

    Buyers

    Looking for the right SaaS

    We can help you choose the best SaaS for your specific requirements. Our in-house experts will assist you with their hand-picked recommendations.

    icon

    Makers

    Want more customers?

    Our experts will research about your product and list it on SaaSworthy for FREE.

    Get Listed