A Workspace Template is a time saver all on its own. It allows a user to quickly create a pre-defined workspace with a collection of folders, files, and proposal assets as a secure and reusable workspace.
The Process Template defines the common tasks, timelines and resources in a proposal process, enabling work to flow.
Workspace Templates and Process Templates are even better when put together. When you add a Workspace Template to a Process Workflow you enable Privia to automatically generate an opportunity or proposal with the selected process flow and workspace every time, improving consistency. Combining the two saves you time on set-up and kick-off coordination so your team has more time to collaborate and review. Another invaluable benefit behind adopting both features is that you create a foundation for metrics and key performance indicators.
Contact your Privia Professional Services team for a look at how Workspace Templates and Process Templates can save you time.