--- title: Upland Panviva Reviews meta_title: 'Upland Panviva Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 94 reviews by the users' company size, role or industry to find out how Upland Panviva works for a business like yours. aggregate_rating: rating_value: 4.6 review_count: 94 scale: '5' date_modified: '2026-07-17' parent_category: name: Call & Contact Center url: https://www.g2.com/categories/call-contact-center --- # Upland Panviva Reviews **Vendor:** Upland Software **Category:** [Contact Center Knowledge Base Software](https://www.g2.com/categories/contact-center-knowledge-base) **Average Rating:** 4.6/5.0 **Total Reviews:** 94 ## About Upland Panviva Upland Panviva delivers AI-powered, expert-approved guidance and recommendations to build confidence and trust for contact center agents and customers. Panviva ensures complex organizations and their customer experience operations are compliant, competitive, and productive. Tailored for healthcare, health insurance, banking, utilities, and BPO organizations with large contact centers, Panviva offers flexible solutions that allow you to evolve at your own pace. From compliance-focused manual knowledge management to fully AI-powered, seamlessly integrated guidance across your contact center ecosystem, Panviva grows with you. Experience the productivity power of Panviva and transform your organization's knowledge delivery while maintaining strict compliance standards, all backed by deep industry expertise. ## Upland Panviva Pros & Cons **What users like:** - Users praise the **accuracy** of Upland Panviva, finding it essential for efficient real-time resource management in critical industries. (1 reviews) - Users value the **real-time analytics** of Upland Panviva, enhancing efficiency and accuracy in critical resource management. (1 reviews) - Users value the **versatile daily use** of Upland Panviva for various instructional and product needs. (1 reviews) - Users value the **ease of learning** with Upland Panviva, finding information structured and readily accessible. (1 reviews) - Users enjoy the **ease of use** of Upland Panviva, leveraging it daily for various instructional and product materials. (1 reviews) - Users find **easy access** to information invaluable, enhancing efficiency and accuracy in fast-paced industries like customer support. (1 reviews) - Easy Setup (1 reviews) - Efficiency (1 reviews) - Efficiency Improvement (1 reviews) - Users value the **real-time resource management** of Upland Panviva, enhancing efficiency in fast-paced industries. (1 reviews) **What users dislike:** - Users often face **customization issues** with Upland Panviva, finding it challenging to tailor the system to specific needs. (1 reviews) - Users report occasional **system glitches with images** , though they find these issues manageable and easy to work around. (1 reviews) - Users face **integration issues** with Upland Panviva, finding it challenging to tailor the product to specific company needs. (1 reviews) - Users find **limited capabilities** in tailoring Upland Panviva to specific needs, complicating integration with multi-platform systems. (1 reviews) - Users find **limited customization** options challenging, making it difficult to tailor Upland Panviva to specific needs. (1 reviews) - Missing Features (1 reviews) - Not Intuitive (1 reviews) - Software Bugs (1 reviews) - System Instability (1 reviews) ## Upland Panviva Reviews ### 1. All Our Content in One Place for Every User **Rating:** 5.0/5.0 stars **Reviewed by:** Jennefer R. | Contact Center Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** March 12, 2026 **What do you like best about Upland Panviva?** Having content all in the same area for all users has been the best part about the system and ensuring everything is in one spot. Our team loves the system and thats the best part about having this system. We have been having the system almost 10 years and we love the system and now its growing to other departments which is awesome **What do you dislike about Upland Panviva?** Having content for 10 years turns in to a lot of information for users ro review. That becomes difficult to keep up with but also to ensure that they utilize it. But we will be talking with our team at Upland Panviva to look at AI products and more to evolve and continue to benefit from Panviva at all times. **What problems is Upland Panviva solving and how is that benefiting you?** Upland Panviva is helping is with training needs. We used to have an extremely long training process before we moved to Upland Panviva and ever since the switch the training program has been faster and more efficient and we can train staff in less than half the time that before. we also receive a lot more positive feedback on training. ### 2. Real use of Panviva, my honest review **Rating:** 5.0/5.0 stars **Reviewed by:** Dr. Will Hernando R. | Community Public Health Practicum Professor, Small-Business (50 or fewer emp.) **Reviewed Date:** February 04, 2025 **What do you like best about Upland Panviva?** What I value most about Upland Panviva is its balance between power and practicality. I find that it is not only a platform full of features, but also very easy to use. From the first time I used it, I was impressed by how easily I could implement and integrate it. The excellent customer service I received was outstanding, as they were responsive and helpful, guiding us every step of the way. Now I want to use it all the time. **What do you dislike about Upland Panviva?** The documentation is useful, however, sometimes personally I would like to have tutorials or examples with more details. It's my opinion regarding what I don't like about upland panviva. Anyway, this is something very easy to achieve and perhaps with tutorials on the web I could solve it. Very good product. **What problems is Upland Panviva solving and how is that benefiting you?** Panviva has helped me a lot to solve the problem of staff training that was previously inefficient. With this tool, training new team members has become much simpler and faster since they have access to all the necessary information and procedures. **Official Response from Lauren Spjut:** > Hello Will! Thank you for sharing your positive experience with Upland Panviva and especially for valuing the balance between its power and practicality! We loved reading your perspective as a user and that you found the platform: Full of features Easy to use Easy to implement and integrate Provided with excellent customer service Solves the problem of staff training Facilitates the integration of new team members Regarding the documentation and the desire for more tutorials and examples with more details, I will ask your assigned Customer Success Manager to contact you and share more detailed resources. In the future, do not hesitate to connect with your CSM for any questions you have. Thank you very much again for sharing your positive 5-star experience! ### 3. Reliable and structured resource management platform **Rating:** 4.5/5.0 stars **Reviewed by:** Parikshit S. | Senior Manager, Enterprise Data, Mid-Market (51-1000 emp.) **Reviewed Date:** February 15, 2025 **What do you like best about Upland Panviva?** Well, it is a solid tool for real-time resource management, especially in industries where accuracy and compliance are critical. It’s great for reducing the time employees spend searching for information, everything is structured and easy to find, which is a lifesaver in fast paced environments like customer support or healthcare or IT support systms where I work.. **What do you dislike about Upland Panviva?** I somethimes struggle trying to integrate it woth a multi platform system. While it integrates with CRMs and other systems, tailoring it to match a company’s exact needs isn’t always straightforward. I often end up working within its structure rather than making it work for you. **What problems is Upland Panviva solving and how is that benefiting you?** For me and my organization personally, Panviva helps solve my headache of inconsistent information and slow responses by giving employees structured guidance. And that is because it ensures everyone follows the right steps without second-guessing. For new hires specially, it speeds up training by giving them answers as they work, instead of making them dig through manuals. It also improves customer service since agents can respond faster and more accurately. **Official Response from Lauren Spjut:** > Hi Parikshit! Thank you for taking the time to give us feedback about Panviva. We're glad to hear it's a solid tool for real-time resource management and that you find the structured information a lifesaver in fast-paced environments. We appreciate your honest comments regarding integration with multi-platform systems and understand the challenges in tailoring it to exact needs. Would it be helpful for your CSM to reach out to assist in tailoring it for you? We want to make sure it's working for you - not the opposite. We're pleased that Panviva helps solve the problem of inconsistent information and slow responses by providing structured guidance, speeding up training, and improving customer service. Your insights are helpful as we continuously work to improve Upland Panviva. Remember, we're here to help! ### 4. More companies need this for their team **Rating:** 5.0/5.0 stars **Reviewed by:** Chloe K. | Call Center Services Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 18, 2024 **What do you like best about Upland Panviva?** It is very user friendly, both from the Admin side and User side. It does cut down on how often team members need to reach out for help because they are able to search and find the answers themselves quickly. You can integrate it with other programs like a website or salesforce platforms. It can be set up to be used by external users like customers looking for answers on your public website. You tailor it to your companies colors with images and create engagement with the team through creative scavenger hunts you design within the platform. Its a living encyclopidia of knowlage. **What do you dislike about Upland Panviva?** Being able to embed videos would be useful, but Panviva can link out to websites so there are ways around that. **What problems is Upland Panviva solving and how is that benefiting you?** Panviva allows our superviors to spend more time coaching and assisting Members directly by reducing the amount of calls they get from our team asking clarifying questions on our policies and procedures. **Official Response from Danielle Falzone:** > Thanks for the review, Chloe! We strive to set our customers up for success and are so happy to hear that you’re loving Panviva. We can’t wait to see what the future holds for your organization! ### 5. Panviva administrator for over 2 years **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** August 13, 2024 **What do you like best about Upland Panviva?** I'm pleased with how easy it is to create and edit content in Panviva as an administrator, and the wide range of content types that can be created in Panviva and linked from other sources. I work with Panviva every day and tell my network about it whenever I get the chance. **What do you dislike about Upland Panviva?** In the future I would love to see more reporting and analytics capabilities in Panviva, and a greater range of reports that could be generated. **What problems is Upland Panviva solving and how is that benefiting you?** Having Panviva as a resource has helped us be able to replace paper binders of training materials, and our staff are no longer combing through SOPs and quick guides during calls. We're able to get information communicated to staff quickly and have our processes at their fingertips at any time. **Official Response from Danielle Falzone:** > Thank you for sharing your positive experience with Panviva. We're glad to hear that it has helped streamline your training processes and improve accessibility to important information for your staff. We take your feedback about reporting and analytics seriously and we are excited to share that we have some upcoming updates in our roadmap to enhance our analytics capabilities! ### 6. Great Multiuse Program **Rating:** 5.0/5.0 stars **Reviewed by:** Sarah B. | Quality Assurance Agent, Mid-Market (51-1000 emp.) **Reviewed Date:** September 19, 2024 **What do you like best about Upland Panviva?** I like that with Panviva there are multiple ways to use the system. I use it for not only instructional material but product material. I the program nearly every day. **What do you dislike about Upland Panviva?** Sometimes the system can glitch when working with images but this is an easy thing to work around. **What problems is Upland Panviva solving and how is that benefiting you?** Keeping our product and knowledge base in an easy and well organized system for our team to navigate. **Official Response from Danielle Falzone:** > Thank you for sharing your positive experience with Upland Panviva! We're thrilled to hear that you find the program versatile and use it regularly for instructional and product material. We appreciate your feedback about the occasional glitch with images and will work on improving this aspect. If you encounter any further issues or have suggestions for improvement, please feel free to reach out to your CSM and they can loop in the support team. It's great to hear that Panviva is helping you keep your product and knowledge base organized for your team's benefit. We're here to support you every step of the way! ### 7. Review of Panviva **Rating:** 5.0/5.0 stars **Reviewed by:** Nicki M. | Procedure Specialist, Enterprise (> 1000 emp.) **Reviewed Date:** September 25, 2023 **What do you like best about Upland Panviva?** I like the ease of use of Panviva. It's great for writing procedures and I can resolve many simple problem myself because they are so logical. I find is really easy to negotiate my way around - a no fuss tool. **What do you dislike about Upland Panviva?** A few hitches with sizing and position of the windows that do not remain to my desired requirements **What problems is Upland Panviva solving and how is that benefiting you?** I can write professional looking procedures within Panviva instead of Word documents. This enables us to house and contain thousands of procedures in one place and it is super easy to navigate both for the author and user. **Official Response from Danielle Falzone:** > Thanks for the kind words, Nicki! We’re so happy Panviva is helping you achieve your goals. At Upland Software, we’re committed to your success, so please let us know if there’s anything we can do to support you! ### 8. Panviva - A powerful knowledge base **Rating:** 4.0/5.0 stars **Reviewed by:** Carlos D. | Project Manager - Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** July 25, 2024 **What do you like best about Upland Panviva?** Panviva is a powerful knowledge base system that excels in providing real-time guidance. Its easy-to-navigate interface helps new employees quickly get up to speed. Step-by-step instructions and a searchable knowledge base reduce the learning curve, enabling new hires to perform tasks confidently and accurately. **What do you dislike about Upland Panviva?** Panviva's formatting capabilities are somewhat limited, resulting in difficulties creating and maintaining complex document structures. The formatting options can be restrictive, making it challenging to produce visually appealing and well-organized documents. **What problems is Upland Panviva solving and how is that benefiting you?** Centralization of standard operating procedures. **Official Response from Danielle Falzone:** > Thank you so much for taking the time to leave a review. We love that Panviva is helping you reduce your team’s learning curve! We are excited to share that we have some upcoming updates in our roadmap to enhance the flexibility of our editor. This will help us evolve our format options for you and allow you to be more creative. Don’t forget you can join our Customer Community Forum for more design tips and ideas from other Panviva customers! ### 9. Great Tool for Call Center Teams **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** July 30, 2024 **What do you like best about Upland Panviva?** The best part of Panviva is the ability to customize the look of the information from a call center agents point of view. Making it easy to drill down into exactly what product the customer needs based on a couple simple questions to work through the flow in panviva. **What do you dislike about Upland Panviva?** The ease of creating new pages takes quite a bit of time to get it perfect, wish there was a better way to upload the content and arrange as nessecary. **What problems is Upland Panviva solving and how is that benefiting you?** Panviva has all of our products loaded by brand and type allowing an agent to pull up all the relevant part numbers to place an order with the click of a button! **Official Response from Danielle Falzone:** > Thank you so much for taking the time to leave a review. We love that Panviva is making your agents and customers lives easier. We understand how important designing content is, and we have some pretty exciting things planned in our roadmap in this space. Don’t forget you can join our Customer Community Forum for more design tips and ideas from other Panviva customers. ### 10. Panviva fundamentally transformed our KM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** July 02, 2024 **What do you like best about Upland Panviva?** Panviva helped us get to a true single-source for knowledge in our contact center. We rely on it for all of our customer-facing procedures and scripting, as well as subject matter background and FAQ's. Our agents are now able to retrieve the info they need in the context of a fast moving phone call or live chat. **What do you dislike about Upland Panviva?** What you need to know going into it, is that it likely requires a philosophical change in how you manage KM and that it there is some initial investment. However, that change is exactly what we needed as it supplied us with a consistent, repeatable methodology. **What problems is Upland Panviva solving and how is that benefiting you?** Single source of information and scripts. Fast access to procedures. Searchable in a variety of ways. Excellent search engine. **Official Response from Danielle Falzone:** > We appreciate the review! We love that Panviva has helped transform your contact center and look forward to hearing more about your success. Feel free to reach out if you ever need assistance or support. We're here to help you exceed your goals! ### 11. Great customer service tool **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Medical Devices | Enterprise (> 1000 emp.) **Reviewed Date:** August 05, 2024 **What do you like best about Upland Panviva?** Panviva is great tool for customer service teams. We use it to store our large product porfolio as well as our internal work instructions and Panviva makes it easy to access this info for our customer service agents. **What do you dislike about Upland Panviva?** It may take you bit to learn all the tips/tricks to building pages in Panviva on the Admin end. They were very helpful in the provided training. **What problems is Upland Panviva solving and how is that benefiting you?** Panviva is great for making our product catalog and work instructions easy to access for our internal customer service teams. **Official Response from Danielle Falzone:** > We appreciate the review! We love that Panviva has helped transform your contact center and look forward to hearing more about your success. Please let us know if we can do anything else to help you and your team succeed! ### 12. Amazing 'guide on the side' with phenomenal customer support **Rating:** 5.0/5.0 stars **Reviewed by:** Richard M. | Senior Manager Member Engagement, Enterprise (> 1000 emp.) **Reviewed Date:** August 13, 2024 **What do you like best about Upland Panviva?** Panviva's 'guide on the side' allows the user to key transactions while having Panviva beside the transaction application. Panviva's style and standards create a uniform product that allows employees to seamlessly change roles while remaining familiar with the look and feel. This is ideal for firms that invest in employee growth. Phenomenal customer support. **What do you dislike about Upland Panviva?** The need to tag keywords to influence search results is a challenge for user adoption. **What problems is Upland Panviva solving and how is that benefiting you?** Provides a single source of trurth **Official Response from Danielle Falzone:** > Thank you for taking the time to provide your feedback! We're delighted to hear that Panviva's Guide On The Side and design have been valuable for your team, especially in supporting employee growth. We're also happy to know our customer support has impressed you! We acknowledge the challenge of keyword tagging and appreciate your feedback—it helps us improve. Thanks for trusting Panviva as your single source of truth! ### 13. Gold standard of reference tools! **Rating:** 5.0/5.0 stars **Reviewed by:** Wilfredo R. | Training and Quality Supervisor, Mid-Market (51-1000 emp.) **Reviewed Date:** September 29, 2023 **What do you like best about Upland Panviva?** Our agents rely on Panviva every day. For us it's not just a reference tool, it's a training tool, a communications tool, and a true knowledge hub. It's very easy to use for end users. For administrators, Panviva can be customized for your needs without drowning you in customization options. It’s a powerful tool that becomes more essential as your business grows and the library of knowledge expands. I personally find the Feedback feature to be extremely helpful for collaboration between authors and SMEs. Their customer service is also exceptional, with incredibly attentive business partners and experts to help at a moment's notice. At the end of the day, Panviva is the best tool for the job. That’s why our training team always asks: Did you check Panviva? **What do you dislike about Upland Panviva?** The biggest pain points are with the reporting and admin interface. While it’s extremely easy to use for end users, it needs a group of very savvy and skilled authors and admins to utilize it to it’s full potential. **What problems is Upland Panviva solving and how is that benefiting you?** Panviva helps us deliver complex instructions and processes to a wide range of audiences. It has a robust authoring system that’s easy to audit and can help organize even the most scattered business processes. ### 14. Panviva is our Google **Rating:** 5.0/5.0 stars **Reviewed by:** Ginger T. | Patient Account Specialist Customer Service, Enterprise (> 1000 emp.) **Reviewed Date:** June 21, 2024 **What do you like best about Upland Panviva?** Panviva holds all our important information regarding our day to day processes. It always the team to locate and solve questions/problems without having a bunch of sticky notes all over your desk. **What do you dislike about Upland Panviva?** I haven't found any problems with Panviva while using it. **What problems is Upland Panviva solving and how is that benefiting you?** It is allowing our team to be more efficent and provide accurate customer service **Official Response from Danielle Falzone:** > Hi Ginger! Thanks for the fantastic review! We're thrilled to hear that you're enjoying Panviva. Your success is our top priority, and we're so glad Panviva is helping you and your team thrive. Feel free to reach out if you ever need assistance or support. We're here to help you exceed your goals! ### 15. Panviva **Rating:** 4.0/5.0 stars **Reviewed by:** Lani C. | Enterprise (> 1000 emp.) **Reviewed Date:** September 27, 2023 **What do you like best about Upland Panviva?** We currently us Panviva to house workflows and pathways for multiple specialties. I feel that the program itself is very user friendly from the end users perspective. The program allows us to notify our staff of any changes as well as monitoring the usage of each document in Panviva. We also use it for training purposes or attestations. This program as used frequently by our staff and provides easy navigation. When using the system from the back end or the administrative side I found the system easy to navigate or use. I do believe that could be a few upgrades to help with the easy of creating and developing documents. **What do you dislike about Upland Panviva?** I don't really dislike anything about Panviva but I do believe that there could be a few upgrades to help with the ease of creating and developing documents. Such as being able to apply filters when searching for documents on the back end of the program as well as some upgrades in the reports we are allowed to run in the system. Overall I enjoy using the program. **What problems is Upland Panviva solving and how is that benefiting you?** We use Panviva as a way to get workflows and pathways to our staff. This program allows us to notify al the staff at one time about changes that may effect there quality of work. ### 16. Panviva/SupportPoint is a wonderful tool **Rating:** 5.0/5.0 stars **Reviewed by:** Lisa M. | Enterprise (> 1000 emp.) **Reviewed Date:** September 26, 2023 **What do you like best about Upland Panviva?** I think from a user perspective, it is an intuitive one stop shop for information/resources. It is very easy to navigate and find information. Information is broken down into manageable chunks and has decision points with options to help the reps "choose their own adventure" when handling calls. Reps do not have to guess where to send different servcing requests for resolution. They can use email templates that are clickable to easily send their requests where they need to go. Reps can also quickly send feedback on the processes to help keep them up to date and advise of any broken links, etc. From an authoring perspective, document manager is easy to use to set up folder structure to organize content. The drafting/editor window has easily identifiable icons for the various functions and has an autosave feature which is a great safety net feature. The Upland team provides wonderful support around the setup and authoring/editing of content. Very helpful and proactive. They provided tools to help with Scoping and Discovery and were always available for consultation/trouble shooting. From as Administration perspective, the Support Desk is quick to respond to any issues we raise and is ready to meet for more complex issues, if necessary. Friendly and knowledgable staff. Our Account Manager is great about keeping us in the loop about any software changes and offers helpful information/advice in our regular check in meetings. **What do you dislike about Upland Panviva?** Sometimes with software updates, other functions may be impacted. The Support Desk is friendly and responsive when addressing these challenges. **What problems is Upland Panviva solving and how is that benefiting you?** It is very much a single source of truth for our call centers that is intuitive and easy to use. We're currently converting over a large number of new call center users to SupportPoint and have heard nothing but postive feedback about how much easier it is to use than the previous documentation tool. ### 17. I have had a great experience using Panviva . **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** September 29, 2023 **What do you like best about Upland Panviva?** Process vs Reference documents. Limited amount of times you have to click to get to what you need. **What do you dislike about Upland Panviva?** Panviva has been very helpful to me, therefore I do not have any downsides to using it. **What problems is Upland Panviva solving and how is that benefiting you?** Panviva has allowed our department to have a platform to go for information instead of the BIG manual. **Official Response from Danielle Falzone:** > Thanks for the review! We strive to set our customers up for success and are so happy to hear that you’re loving Panviva. We can’t wait to see what the future holds for your organization. ### 18. Point32Health Loves SupportPoint! **Rating:** 4.5/5.0 stars **Reviewed by:** Patrick M. | Enterprise (> 1000 emp.) **Reviewed Date:** September 15, 2023 **What do you like best about Upland Panviva?** The best thing about SupportPoint for documentation folks like myself is the fact that it forces decision points when working a manual processing document. Prior to using SupportPoint our company used Word Doc/PDF format which left a lot of gray area in manual processing documentation. SupportPoint forces our subject matter experts (SMEs) to think critically about certain decision points that they left with much ambiguity in their previous forms of documentation. This allows for a more accurate and understood process for someone like a new hire who may be learning the business and using SupportPoint documentation to understand their own daily processes. Ultimately it has improved manual processing as a whole for our company! **What do you dislike about Upland Panviva?** The only things I would hope improve with the Document Manager functionality of SupportPoint are the bugs that we'll run into. A couple examples include image icons switch to another image icon without reason and document review workflows not applying properly when saved although they are set correctly. Luckily, Joe and the team at Upland are great with their support in resolving these issues and their efforts are much appreciated! **What problems is Upland Panviva solving and how is that benefiting you?** Panviva is implementing CollaborationHub to help enhance how we recieve, distribute and respond to feedback on our documentation. This appears to be a positive enhancement and I look forward to its implementation in the coming months! ### 19. Easy-to-use knowledge management resource that provides information at the time of need to reps **Rating:** 5.0/5.0 stars **Reviewed by:** Diana W. | Enterprise (> 1000 emp.) **Reviewed Date:** September 12, 2023 **What do you like best about Upland Panviva?** Easily able to chunk tasks and supporting knowledge so that call center reps can quickly find the information they need while on the phone. Tasks are built for all users, both new and tenured, and information not needed regularly can be "hidden" in pop-ups or secondary windows so as not to clutter the information provided to the reader. **What do you dislike about Upland Panviva?** I'd love to see more editing options. Right now the editing capabilities are very limited. Not able to use colors or underline. Unable to easily paste from external excel documents. **What problems is Upland Panviva solving and how is that benefiting you?** Previously documents that associates needed to do their jobs were shared via email, sometimes posted to SharePoint, discussed in team meetings, etc. This made it hard for associates to keep track of the current process or find the resource when they needed it. Having a global workforce also made it difficult to maintain consistency in procedures. Panviva has allowed us to have one central location for all tasks and supporting knowledge that can be updated in current time. We are able to alert associates within the software that changes have been made so they are notified immediately. There's no longer a need to save documents and go searching for them later. They can simply pull up the process they need when they need it. Having accurate, just-in-time resources is especially helpful to agility associates who don't do the same processes every day. ### 20. The Literal Best Tool For Our Business **Rating:** 5.0/5.0 stars **Reviewed by:** Jared D. | Mid-Market (51-1000 emp.) **Reviewed Date:** September 07, 2023 **What do you like best about Upland Panviva?** Panviva is such a helpful, easy, and incredible solution for storing work process/instructions for any business. We are a call-center and have hundreds of work instructions which can be accessed or needed at any moment. This solution is built for that. However, we use Panviva in an even more unique way: as a product catalog. Our organization sells dental products and we have thousands of product in our portfolio. Panviva allows us to create product pages with colors, photos, technical information, and build out each page as a flowchart to ensure our agents know exactly which product to offer, which products are compatible with particular product, and keep us extremely organized. Any company which has a large product catalog ... I highly reccomend using this solution. I often joke and say if Panviva didn't exist then I simply wouldn't be able to perform my job. It takes the pain of flipping through 300+ pages of detailed product in a physical catalog and instead makes finding the product only a few clicks away. You can design each page in a way that your agent needs to ask probing questions for process of elmination to find each product. Panviva is amazing and only continues to get better. Any time I have reached out to the team for support they have responded quickly. **What do you dislike about Upland Panviva?** The designing and authoring of pages can be a bit tedious and overwhelming to learn. Thankfully once you learn it then it just clicks. I will also say sent this feedback in early on and Panviva sent a member of their team to our organization to give us a hands on training! **What problems is Upland Panviva solving and how is that benefiting you?** Panviva resolves the need to flip through a physical catalog to find which product we need to order for our customer. Picture the pain of looking at a Cheesecake Factory menu trying to find 1 individual item. Now picture that menu but multiplied by 3,000. Panviva makes it possible to find that product in only a few clicks. ### 21. Long time Panviva user still passionate about this solution. **Rating:** 5.0/5.0 stars **Reviewed by:** Angela S. | Enterprise (> 1000 emp.) **Reviewed Date:** September 27, 2023 **What do you like best about Upland Panviva?** I've been implementing Panviva libraries across healthcare systems for over 10 years. Panviva is still the solution I recommend for any deparment leader needing their staff to work with high levels of efficiency and accruacy amidst constant changes. It's more than just an application, it's a methodology for accessing information in a way that supports staff in their moment of need. **What do you dislike about Upland Panviva?** Implementing Panviva highlights that we ask our staff to keep up with constantly changing information. The application is easy to update, but you have to make the time to do it. While some enhancements have come quickly, overhauls to reporting and image map functionality have taken longer than I'd like. **What problems is Upland Panviva solving and how is that benefiting you?** Panviva is getting the same information across a health system with multiple locations. This reduces staffing needs by allowing call centers to cover more than one site. ### 22. Most organized and helpful tool **Rating:** 5.0/5.0 stars **Reviewed by:** Jennefer R. | Mid-Market (51-1000 emp.) **Reviewed Date:** June 05, 2018 **What do you like best about Upland Panviva?** Panviva is easy to use, it is a one stop shop! It carries all the information we need and use on a daily basis, very easy to locate what you are looking for. Our department is very fast paced and updates are constantly changing but with Panviva we are always on the same page and updates are received in a timely manner. Last but not least, everyone at Panviva is awesome! Very helpful and great to work with! **What do you dislike about Upland Panviva?** One thing I would change would be to automatically save any updates added to the homepage, having these updates automatically switch over to an archived folder will save a lot of time when we constantly update information. **What problems is Upland Panviva solving and how is that benefiting you?** Training time has been cut drastically, what use to take 6 weeks to learn is now being taught in half the time! ### 23. Streamlines information management for users and authors **Rating:** 5.0/5.0 stars **Reviewed by:** Neil G. | Senior Manager - Training, Automotive, Enterprise (> 1000 emp.) **Reviewed Date:** September 01, 2023 **What do you like best about Upland Panviva?** There are so many benefits of using Panviva for both end users and content managers or authors. Users enjoy a simple interface that provides quick access to the most used reference documents, awesome search capabilities, and a wide variety of content formats from price lists to step-by-step business processes. Content authors love how Panviva allows reuse of content across multiple user groups and platforms, controls versioning automatically, and manages end user feedback. It has provided a solid platform for serving as the "source of truth" through numerous mergers, product and system launches. Outside of system functionality, the Panviva support team is truly world class and provides a real connection to the company that feels like a continued partnership long after the sale. **What do you dislike about Upland Panviva?** There aren't any specific areas that I dislike about Panviva. The software serves it's function as we need it to in all areas. Panviva is very responsive to needs expressed by customers and provides updates and enhancements regularly. **What problems is Upland Panviva solving and how is that benefiting you?** Panviva provides all employees with access to a curated and easily accessed knowledge base at the time the end user needs the information. It enabled us to change directions very rapidly during the pandemic to redeploy employees into new job roles, launch new businesses very succesfully, and communicate rapidly changing product and system enhancements to a widely geographically dispersed work-at-home audience. ### 24. Panviva is a Wonderful tool to enhance your Team experience **Rating:** 5.0/5.0 stars **Reviewed by:** Chanicer C. | Mid-Market (51-1000 emp.) **Reviewed Date:** September 29, 2023 **What do you like best about Upland Panviva?** I love how Panviva transforms and provide storage for content and scripting previously contained in huge physical binders or multiple locations. It is a one stop shop to provide instructions and house links to various documents your employees need quick access to on a daily basis. Our organization has a very attentive CSM, Kelly Turner. Since Kelly has been our CSM, we are exposed and utilizing all of the wonderful tools Panviva has to offer such as the Panviva Community and the various forums. She keeps us abreast of upcoming changes in a timely manner and is always readily available when needed. **What do you dislike about Upland Panviva?** No major dislikes of Panviva at this time. **What problems is Upland Panviva solving and how is that benefiting you?** Panviva provides a resource to provide scripting and instructions for our contact center agents to know how to navigate a call. One stop shop. ### 25. Meets our needs but there are opportunities for improvement **Rating:** 3.5/5.0 stars **Reviewed by:** Tim L. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 07, 2018 **What do you like best about Upland Panviva?** The ability to compartmentalize information is great. The feedback system was rudimentary when we initially started using Panviva, but has greatly evolved and works very well now. The ability to track a document's edit history has really helped with audits. The ability to control who can view/edit/remove a document has helped us make sure the reps get the information they need without confusion. The search functionality has greatly improved since we first started using Panviva and helps our reps efficiently find the information they require. **What do you dislike about Upland Panviva?** I think our biggest frustration with Panviva are the issues with making mass changes across multiple documents. For example, if you create a template and then use that template across many pages--400 or more in our case--and then need to change something within the template, all documents with the template must be manually changed. There is no "parent" template that you can create and edit that will then edit all of the subsequent templates. Similarly, the global find-and-replace is a nice feature to have on the surface, but we've found that it is temperamental, buggy, and limited in what it can replace. In the 7 years that we've been using Panviva, it does not seem to have improved. We dislike the limited functionality of the Side Window display. Our reps routinely open side windows for reference information while still using the core Panviva window to follow a procedure, but we are limited by the lack of left tab functionality for the side window display. (For example, a stand-alone window with an A-Z menu on the left side would have been very useful for us in numerous situations.) The functionality of the Taskflow tab in which arrows always linearly point to the next task, even for branching tasks, is confusing to users and has basically led us not to use it. Finally, more options for styles/formats, such as a third level of bulletpoints, when creating a document would be nice. **What problems is Upland Panviva solving and how is that benefiting you?** We've streamlined document creation and managing content updates so our users rarely encounter conflicting information. We've greatly cut down on the amount of time our users spend searching for the info they need. We've slightly cut down on training time. We've given our users more independence without the need to stop to ask questions. ### 26. Atrium Health is a Panviva Fan! **Rating:** 5.0/5.0 stars **Reviewed by:** Kortnie A. | Mid-Market (51-1000 emp.) **Reviewed Date:** September 29, 2023 **What do you like best about Upland Panviva?** I love the ease of getting needed and requested information to our team. Everyone is provided the same information so it takes a lot of guessing out of performing their role. I also like that the team is able to interact with the authors directly. They are at the pulse of the concerns and updates and it helps to be able to get information directly from them in this way. Furthemore, Our new hires also learn to use Panviva as a trusted resource during training so they become familiar with the application within the first week on the team. That allows them to build confidence and become more independent much quicker. **What do you dislike about Upland Panviva?** There really isn't anything I dislike about Panviva. Typically if I have a question or concern there is always someone on their team that is able to assist. **What problems is Upland Panviva solving and how is that benefiting you?** Panviva allows our department to provide consistent information. This allows the team to give the same response to patients that may be looking for a different or specific answer from represtantative to representative. It also assists with handle time by providing answers quicker then having to flip through a bunch of notes. ### 27. Experiencing Panviva **Rating:** 5.0/5.0 stars **Reviewed by:** Adriana E. | Mid-Market (51-1000 emp.) **Reviewed Date:** September 28, 2023 **What do you like best about Upland Panviva?** Panviva allows users to access information in an efficient manner. In terms of customer support, it is an essential tool for assisting our callers and is frequently used by our representatives. It has numbers of features such as: customization, ease of access and 1:1 technical support. **What do you dislike about Upland Panviva?** In terms of editing, the software can be a bit slow when making updates. **What problems is Upland Panviva solving and how is that benefiting you?** Panviva provides additional support to our representatives. Representatives are able to access Panviva while assisting callers to answer health plan related questions. Panviva is beneficial to our team in terms of our call times and ensuring information is accessible in a proficient manner that reflects our P.R.I.D.E statement. ### 28. Easy to Author procedures and build process flows, really easy for our teams to navigate and follow. **Rating:** 5.0/5.0 stars **Reviewed by:** Stephen L. | Enterprise (> 1000 emp.) **Reviewed Date:** September 26, 2023 **What do you like best about Upland Panviva?** Panviva allows me to build task level process flow maps which are super easy for users to follow. From here they can dive into a detailed procedure which is hyper-linked to and individual box in the map. **What do you dislike about Upland Panviva?** I cannot really find any downsides to Panviva. **What problems is Upland Panviva solving and how is that benefiting you?** Panviva allows our users to quickly dive in and find the required information without slowing down their day to day work. Once users have confidence in the quality of the data and how quickly they can find the answer, they progress orders accurately and quickly, which has led to an increase of "right first time " orders and avoids costly delays and re-works. ### 29. My favorite Knowledge Management tool **Rating:** 4.0/5.0 stars **Reviewed by:** Laurel S. | Enterprise (> 1000 emp.) **Reviewed Date:** September 08, 2023 **What do you like best about Upland Panviva?** I love how Panviva allows me to break down complex processes into managable steps. Ease of use for back and front end users is a bonus. Our training time has drastically decreased after implementing Panviva and out of all the KM tools I use in my role, Panviva is the easiest to use. I would call it my favorite Knowledge Management tool. **What do you dislike about Upland Panviva?** Support is slow to fix major issues. Some features are complicated to use and could do well with an upgrade (for example, quick link grids are time-consuming and complicated to edit once created). **What problems is Upland Panviva solving and how is that benefiting you?** Some of our processes are extremely complicated and our end users struggled to follow the steps. Panviva has allowed me, as an author, to break down these processes and more clearly guide users to follow appropriate steps. Our end users struggled with having information across a multitude of programs and Panviva allows us to house all types of information so end users only need to use one source of truth: Panviva. ### 30. Outstanding software creating team efficiencies and training tools **Rating:** 5.0/5.0 stars **Reviewed by:** Lisa D. | Mid-Market (51-1000 emp.) **Reviewed Date:** June 05, 2018 **What do you like best about Upland Panviva?** Perform all employee training on Panviva and assuring our teams have one source of truth for information and workflows. **What do you dislike about Upland Panviva?** Getting info from others in the company. Hard to get current employees to hardwire utilizaition. **Recommendations to others considering Upland Panviva:** This tool cannot be duplicated in SharePoint and many businesses think it's the same. I am not familiar with any other software that provides the Panviva tools. **What problems is Upland Panviva solving and how is that benefiting you?** Assuring all call center staff have consistent information on a daily basis to assure our customers are hearing the same information from all staff. We have increased efficiencies with accessing information and streamlined our training process. Have implemented with other operational departments as well. Content development is a huge challenge due to time constraints. Have had to contract out for support and even with a very reasonably priced vendor it's very expensive. Love, love, love this tool. ### 31. Panviva for the win! **Rating:** 5.0/5.0 stars **Reviewed by:** Lori G. | Mid-Market (51-1000 emp.) **Reviewed Date:** September 25, 2023 **What do you like best about Upland Panviva?** Our Customer Success team has used Panviva for several years and we have found it to be very effective in assiting staff with inquries. The tool is accessed mutiple times a day, on various topics. Many of our inquiries are complex. With the ability for staff to "drill down" into information, staff are able to easliy access and provide accurate information. We have had very few issues and outages - the overall support has been great. **What do you dislike about Upland Panviva?** I suggest better tools for making more global changes to the product. **What problems is Upland Panviva solving and how is that benefiting you?** Houses all of the teams procdures, guidelines and workflows. ### 32. Simple authoring & robust document control is a winning combination **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** September 29, 2023 **What do you like best about Upland Panviva?** - The ability to layer information using task flows, secondary windows, image maps and pop-ups means less experienced team members can drill down for further explanation if required, while more experienced users are not required to scroll through reams of basic information. - The "workflow" functionality takes the admin overhead out of document control tasks as Authors, Reviewers and Approvers receive system triggers to review, update and feedback via SupportPoint. -We regularly run reports on system utilisation, most accessed documents and most searched for key words etc. to inform our approach to creating an effective work instruction respository . **What do you dislike about Upland Panviva?** More text formatting features would be useful **What problems is Upland Panviva solving and how is that benefiting you?** Panviva / Support Point is being used to create work instruction repository for our operational teams ### 33. New User **Rating:** 5.0/5.0 stars **Reviewed by:** Andrew J. | Mid-Market (51-1000 emp.) **Reviewed Date:** September 25, 2023 **What do you like best about Upland Panviva?** Super easy to author procedures and our customers who follow our procedures love it. Many features to explore, and a step up from our old version of Supportpoint. Excellent customer support, when and if needed. We use the tool daily and you always come across something that's new. **What do you dislike about Upland Panviva?** No downsides at all, it's a really good tool **What problems is Upland Panviva solving and how is that benefiting you?** Helping both new and experienced desk based team's complete their daily tasks ### 34. Panviva has supported our tremendous growth over the last three years. **Rating:** 5.0/5.0 stars **Reviewed by:** Sandra B. | Sr. Director Transformation and Engagement, Enterprise (> 1000 emp.) **Reviewed Date:** October 16, 2023 **What do you like best about Upland Panviva?** We really appreciate the ease in which we have been able to expand Panviva to meet the needs of our teams. The need to update and change information in the tool on a day to day basis is high and Panviva is a life-saver for our team supporting patient health and well-being. **What do you dislike about Upland Panviva?** As we grow searchability is something we need to get better at creating. Less about the tool and more about the many phrases and acroymns in our landscape. **What problems is Upland Panviva solving and how is that benefiting you?** Panviva fills the gap missing from our CRM on scheduling nuances for our various speciality areas. ### 35. Did you check Panviva? **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** September 12, 2023 **What do you like best about Upland Panviva?** What I like best about Panviva is the ability to develop & upload documents within minutes. As a tech writer I often receive urgent requests that impact our processes. Panviva allows us to upload pdf, word, excel documents, and images litereally within minutes. For important updates, every second counts when providing crucial information to our customer support teams. **What do you dislike about Upland Panviva?** What I dislike about Panviva is the inability to create documents with color, such as a grid or background. Due to the various types of policies offered by BSWHP, there are restrictions for some benefits. It would be nice to have the ability to create a colorful grid or highlight an item to call out details for those particular groups. **What problems is Upland Panviva solving and how is that benefiting you?** Panviva resolves the need for physical resources such as training manuals and notes. Panviva is the primary resource for our call centers. In observing the workforce chats, our leadership group will often ask the representative one question when they are seeking assistance ... Did you check Support Point(Panviva)? ### 36. Great Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Candace O. | Enterprise (> 1000 emp.) **Reviewed Date:** September 26, 2023 **What do you like best about Upland Panviva?** It improves the performance of our team by being a one stop resource for multiple policies and procedures. Users are able to find information quickly allowing them to be more efficient in their work. **What do you dislike about Upland Panviva?** I would like to see more options for formatting to make content more visually appealing. **What problems is Upland Panviva solving and how is that benefiting you?** Improves productivity of the team by allowing users to find information quickly. ### 37. Solid reference tool **Rating:** 4.0/5.0 stars **Reviewed by:** Alison A. | Mid-Market (51-1000 emp.) **Reviewed Date:** September 07, 2023 **What do you like best about Upland Panviva?** Easy to navigate and helpful for step by step procedures. Builds consistency in experience for our customers when used correctly. Allows our staff to feel confident in providing answers to our customers. **What do you dislike about Upland Panviva?** While this tool is highly customizable, it also requires staff to maintain and manage the content. As a user, you need to create a sustainable structure that needs to be monitored and maintained to prevent the information from becoming unusable, stale or unwieldly. **What problems is Upland Panviva solving and how is that benefiting you?** This is our primary appication for knowledge management. All departments requiring consistent process execution have the ability to use this application. This allows us to have consistent and maintainable processes throughout the organization. ### 38. One Stop Shop for Procedures **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** September 07, 2023 **What do you like best about Upland Panviva?** Panviva houses all procedures and/or process flows in one centralized location. It allows for real time updates in order to have a main source of truth knowledgebase. **What do you dislike about Upland Panviva?** Comparing version history is a great feature, but it's not always easy to extract prior versions of a document into PDF form or compare changes from one version to the next. **What problems is Upland Panviva solving and how is that benefiting you?** Panviva benefits our organization by housing all desktop procedures, call flows, training documents, job aids and more into one centralized location. Documents can be found in 3 clicks or less which makes it quick to find what you're looking for. Since Panviva is updated in real time as business decisions/processes are updated, it allows our organization to also use it as a tool to train new and existing associates. ### 39. Overall, it's a good resource, but occasional downtime can be a bit frustrating. **Rating:** 5.0/5.0 stars **Reviewed by:** Audrey V. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 27, 2023 **What do you like best about Upland Panviva?** I generally find this knowledge base useful, very user friendly **What do you dislike about Upland Panviva?** it has had some brief periods of not working **What problems is Upland Panviva solving and how is that benefiting you?** Keeping employees updated daily. This ensure our patients are provided with the proper treatment. ### 40. Robust Product **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** September 28, 2023 **What do you like best about Upland Panviva?** This KMS is easy to navigate, easy to search and is easily tailored to my business needs. My team relies on this platform daily, on eveyr call. Panviva makes it easy to deliver consistent, excellent customer experiences! **What do you dislike about Upland Panviva?** I do not find any characteristics which I dislike **What problems is Upland Panviva solving and how is that benefiting you?** Ensure a consistent answer and experience. ### 41. Panviva keeps you in compliance. **Rating:** 4.5/5.0 stars **Reviewed by:** Andriana H. | Human Resources Specialist, Enterprise (> 1000 emp.) **Reviewed Date:** December 13, 2022 **What do you like best about Upland Panviva?** Panviva is a software designed for compliance that provides consistent knowledge across all its channels. I like it very much because it is a safe and effective tool that provides accurate knowledge from a single source of truth, improving the user experience by accelerating the path of learning, reducing training times increasing collaboration and productivity without much effort. **What do you dislike about Upland Panviva?** Panviva is a tool that is designed for knowledge-based compliance offering benefits in cost savings and offering customers superior service, it is a perfect knowledge solution that works with security and ease from start to finish, its features are flexible and intuitive as well as being pleasant at first glance, so far it has totally worked for me. **What problems is Upland Panviva solving and how is that benefiting you?** Panviva when it comes to reducing training time, increasing productivity and the confidence of employees fits us like a glove. It is software that allows us to quickly obtain optimized information from a single source of truth, delivering information when it is needed. Panviva in my organization has generated various results such as reduced training time, changes in the error rate, and greater productivity and confidence. ### 42. Amazing Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Enterprise (> 1000 emp.) **Reviewed Date:** September 25, 2023 **What do you like best about Upland Panviva?** Our ability to customizer it the business needs. **What do you dislike about Upland Panviva?** I cant think of anything I dont like with the tool **What problems is Upland Panviva solving and how is that benefiting you?** we have over a hundred different HPs we work with so it allows us to keep all the details and proceses needed easliy accessable to our agents. ### 43. Great Knowledgebase Product! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Automotive | Mid-Market (51-1000 emp.) **Reviewed Date:** September 06, 2023 **What do you like best about Upland Panviva?** We use Panviva as a one-stop resource for all of our processes, policies, and communication in the call center. It is easy to build content and administer user accounts. **What do you dislike about Upland Panviva?** Limited options for formatting text that would make the content more visually appealing. **What problems is Upland Panviva solving and how is that benefiting you?** We have one place where our agents and leadership team can go to find answers. We use Panviva heavily for new hire training. This allows them to move along quickly in their learning. The feedback option is very useful and helps to keep the content current. ### 44. Simplify daily workflows. **Rating:** 4.0/5.0 stars **Reviewed by:** Enzo R. | Human Resources, Mid-Market (51-1000 emp.) **Reviewed Date:** December 02, 2022 **What do you like best about Upland Panviva?** I like Panviva a lot because it is a software that guarantees operational security and compliance, it is a software that improves the performance and the experience of employees by delivering knowledge everywhere, I love this tool because it has reduced the workload by 14% work of the employees thus increasing the effectiveness of the processes, increased sales, performance, better relationship with customers, promoting compliance with excellence in customer service, in turn simplifying the processes. **What do you dislike about Upland Panviva?** Panviva is a knowledge software for compliance that guarantees positive results in the relationship with clients, allowing access, sharing and collaboration on content, guaranteeing teams the key information they need, it is a compliance tool that offers ways to find answers, it works perfectly for me from the start Finally, with flexible and intuitive options and features, it does not throw me any errors or inconveniences, its operation is excellent from anywhere. **What problems is Upland Panviva solving and how is that benefiting you?** Panviva helps me reduce employee time to compete by safely and easily allowing teams to access everything they need when it's needed to onboard in record time Panviva is software that delivers key insights to answer queries, track scripts and offer advice growing the business, Helps us to have a perfect relationship with clients by offering smoothly consistent answers on websites, chatbots and CRM, Increases effectiveness by putting all the knowledge in one place giving immediate access to the information with complete security and efficiency. ### 45. A great tool for group utilization **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Medical Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** September 30, 2023 **What do you like best about Upland Panviva?** Panviva's program is a great tool to utilize when having a large group of individuals who need a solid knowledge base. The options that are within the platform are endless. **What do you dislike about Upland Panviva?** I feel like the Manager portion of the platform could be more user friendly. Sometimes it is hard to nagivate or look for a certian document. **What problems is Upland Panviva solving and how is that benefiting you?** Panviva solves the number of questions the team asks. The team now has all the information at their finger tips. ### 46. increases productivity and precision. **Rating:** 4.5/5.0 stars **Reviewed by:** Massimo F. | Human Resources Specialist, Enterprise (> 1000 emp.) **Reviewed Date:** November 21, 2022 **What do you like best about Upland Panviva?** Panviva is a compliance management software that provides us with innumerable advantages and benefits when accessing information effortlessly and in the format that is most beneficial, allowing us to spend less time, increase collaboration, and practice effective customer service. , is a software that works perfectly without limitations and solutions that fit our needs. **What do you dislike about Upland Panviva?** Panviva allows us to focus on customers and not on processes by offering benefits that help us from start to finish. It is a reliable compliance software that provides a complete service with real results, a tool that provides flexible and intuitive features that adjust to the needs of the work team to offer clients a unique experience and nothing bothers me. **What problems is Upland Panviva solving and how is that benefiting you?** For customer service in my organization we use Panviva is a compliance software that offers call center agents the tools to increase the experience of our customers by increasing call resolution, reducing call load and accelerating learning paths, is a compliance management software with which we have obtained greater effectiveness in the processes and give free rein to self-service. ### 47. Best KM solution on the market **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** September 26, 2023 **What do you like best about Upland Panviva?** Intuitive design and features. Support. Use it every day. **What do you dislike about Upland Panviva?** Implementation can take a long time. Integrations still developing. **What problems is Upland Panviva solving and how is that benefiting you?** Call handling time, training time, manager escalations, user errors ### 48. PANVIVA IS THE PERFECT KNOWLEDGE SOLUTION. **Rating:** 4.5/5.0 stars **Reviewed by:** Rebeca P. | Human Resources Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** November 24, 2022 **What do you like best about Upland Panviva?** Panviva is knowledge management software that is designed for compliance and provides accurate, contextual and consistent information that drives efficiency and increases customer satisfaction, from a single source of truth that provides accurate information that improves performance and reliability experience of my team accelerating learning paths from anywhere with support and speed. **What do you dislike about Upland Panviva?** Panviva is a compliance management software that reduces our training time by maintaining a complete audit trail ensuring clear and concise instructions overcoming process errors and compliance violations works very well with no issues nothing to dislike. **What problems is Upland Panviva solving and how is that benefiting you?** Panviva has always had a positive impact on my organization by helping us increase efficiency and reduce costs thus improving the digital and customer experience, it is a powerful tool that simplifies processes for agents so they can focus on customers by offering a satisfactory experience with access to knowledge 24 hours a day, 7 days a week through chat bots and Web portals. ### 49. How Panviva Can Help Your Business Thrive **Rating:** 3.5/5.0 stars **Reviewed by:** Yuvika M. | HR Manager, Information Services, Enterprise (> 1000 emp.) **Reviewed Date:** January 23, 2023 **What do you like best about Upland Panviva?** Panviva offers offline access, user interface customization options, security measures, analytics and reporting tools, a mobile application, and the ability to import an existing knowledge base. These features help your company be more efficient and productive by making it easy for employees to get to the information they need when they need it **What do you dislike about Upland Panviva?** With an integrated scheduling or calendar solution, Panviva would become a true all-in-one solution for companies looking to streamline their knowledge base **What problems is Upland Panviva solving and how is that benefiting you?** Automation of daily tasks and processes is becoming more and more popular in the workplace, as it allows employees to devote time to creative or productive activities. We increase the accuracy and consistency of knowledge base by providing employees with a single source of truth. ### 50. Great Knowledge Base for Team **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** September 27, 2023 **What do you like best about Upland Panviva?** Ease of use and implementation. Customer Support very helpful. **What do you dislike about Upland Panviva?** Would like to be able to use a wider variety of fonts. **What problems is Upland Panviva solving and how is that benefiting you?** Changing healthcare industry, allows call center agents knowledge quickly. ## Upland Panviva Discussions - [How does Panviva support your knowledge management needs, and do you recommend it for large teams?](https://www.g2.com/discussions/how-does-panviva-support-your-knowledge-management-needs-and-do-you-recommend-it-for-large-teams) - [View Upland Panviva pricing details and edition comparison](https://www.g2.com/products/upland-panviva/reviews?section=pricing&secure%5Bexpires_at%5D=2026-07-18+11%3A46%3A00+-0500&secure%5Bsession_id%5D=3a320b2b-93df-4f62-a44f-0613b1729d77&secure%5Btoken%5D=bf527cad094ae32bd02364bb4147e718a7791d6bb10feeae2f7f41a4a9e6e06e&format=llm_user) ## Upland Panviva Features **Administration** - Database Management - Data Workflows - Issue Management **Knowledge Pages** - Templates - In-Content Feedback - Versioning and Version History - Decision Trees - Content Editor **Knowledge Management** - Knowledge Base - Publishing Workflows - Analytics **Generative AI** - AI Text Summarization **Agentic AI - Genesys AppFoundry Marketplace** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Self-Service Experience** - Knowledge Base - Searchable Articles - Community Forums - Mobile Optimization - Personalization **Knowledge Base** - Q & A - Link Sharing - Searchable **Compliance** - Policies and Controls - Data Governance - Compliance - Auditing **Knowledge Dissemination** - Page Analytics - Permissions - Knowledge Sharing - Notifications - Organization - Other Integrations - Knowledge Integrations **Customer Support** - Intelligent Search - Decision Trees **Self-Service Platform** - Branding - Integrations **Security** - Verification - Role-Based Permission - Public vs Private **Data Security** - Risk Data Attributes - Data Transport - Access Management - Multi-Factor Authentication **Administration** - Integrations - User, Role, and Access Management - Performance and Reliability **Agentic AI - Knowledge Base** - Adaptive Learning - Natural Language Interaction - Proactive Assistance **Content** - Trackable Analytics - Import - File Viewing - Update Notifications **Generative AI** - AI Text Summarization **Agentic AI - Customer Self-Service** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Communication** - Social Features - Tagging - Upload - Comments ## Top Upland Panviva Alternatives - [livepro Knowledge Management](https://www.g2.com/products/livepro-knowledge-management/reviews) - 4.8/5.0 (167 reviews) - [Guru](https://www.g2.com/products/guru/reviews) - 4.7/5.0 (2,260 reviews) - [Confluence](https://www.g2.com/products/confluence/reviews) - 4.1/5.0 (4,246 reviews)