--- title: Upland Panviva Reviews meta\_title: 'Upland Panviva Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 95 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: 95 scale: '5' date\_modified: '2026-08-07' parent\_category: name: Call & Contact Center url: https://www.g2.com/categories/call-contact-center --- # Upland Panviva Reviews & Product Details Visit Website 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. * * * Product Website Upland Panviva Seller [Upland Software](https://www.g2.com/sellers/upland-software) Discussions [Upland Panviva Community](https://www.g2.com/products/upland-panviva/discuss) Solution Type All-in-One Overview by Danielle Falzone Show More ## Value at a Glance Averages based on real user reviews. ### Time to Implement 4 months [ View More Pricing Information ](https://www.g2.com/products/upland-panviva/pricing) Upland Software Solutions (1) See how Upland Software products can work together to solve real problems. [ ![Solution Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Solution Avatar Image") Upland KCM SolutionBy Upland Software ](/sellers/upland-software/solutions/upland-kcm) Show More ## Upland Panviva Integrations (1) What do users say about integrations? Verified by Upland Panviva [ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") PCS TMS ](https://www.g2.com/products/pcs-tms/reviews) Show More JD Jared D. Mid-Market (51-1000 emp.) 9/7/2023 "The Literal Best Tool For Our Business" 5/5 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. Review collected by and hosted on G2.com. 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! Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic AS Angela S. Enterprise (\> 1000 emp.) 9/27/2023 "Long time Panviva user still passionate about this solution." 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic JR Jennefer R. Mid-Market (51-1000 emp.) 6/5/2018 "Most organized and helpful tool " 5/5 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! Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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! Review collected by and hosted on G2.com. Show More 9/28/2023 Current UserValidated ReviewerSource: Seller invite NG Neil G. Senior Manager - Training Automotive Enterprise (\> 1000 emp.) 9/1/2023 "Streamlines information management for users and authors" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic CC Chanicer C. Mid-Market (51-1000 emp.) 9/29/2023 "Panviva is a Wonderful tool to enhance your Team experience" 5/5 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. Review collected by and hosted on G2.com. What do you dislike about Upland Panviva? No major dislikes of Panviva at this time. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic TL Tim L. Mid-Market (51-1000 emp.) 5/7/2018 "Meets our needs but there are opportunities for improvement" 3.5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More 9/29/2023 Validated ReviewerIncentivizedSource: G2 invite on behalf of seller KA Kortnie A. Mid-Market (51-1000 emp.) 9/29/2023 "Atrium Health is a Panviva Fan!" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic AE Adriana E. Mid-Market (51-1000 emp.) 9/28/2023 "Experiencing Panviva" 5/5 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. Review collected by and hosted on G2.com. What do you dislike about Upland Panviva? In terms of editing, the software can be a bit slow when making updates. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic SL Stephen L. Enterprise (\> 1000 emp.) 9/26/2023 "Easy to Author procedures and build process flows, really easy for our teams to navigate and follow." 5/5 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. Review collected by and hosted on G2.com. What do you dislike about Upland Panviva? I cannot really find any downsides to Panviva. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic LS Laurel S. Enterprise (\> 1000 emp.) 9/8/2023 "My favorite Knowledge Management tool" 4/5 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. Review collected by and hosted on G2.com. 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). Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ## Questions about Upland Panviva? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about Upland Panviva ](https://www.g2.com/products/upland-panviva/discussions/new) GU Guest User How does Panviva support your knowledge management needs, and do you recommend it for large teams? 0 Upvotes 0 [ Join the conversation ](https://www.g2.com/discussions/how-does-panviva-support-your-knowledge-management-needs-and-do-you-recommend-it-for-large-teams) [ View all Discussions ](https://www.g2.com/products/upland-panviva/discuss) ## Pricing Insights Averages based on real user reviews. ### Time to Implement 4 months ### Return on Investment 12 months ### Perceived Cost $$$$$ [ View More Pricing Information ](https://www.g2.com/products/upland-panviva/pricing) Upland Panviva Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_35f6e34df46703731d4af22e2b12d143/livepro-knowledge-management.png "Product Avatar Image") livepro Knowledge Management 4.8/5(168) [ Compare Now ](https://www.g2.com/compare/upland-panviva-vs-livepro-knowledge-management) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_2a9a43b2d4b9db5bdb0ced67c5e23b61/confluence.png "Product Avatar Image") Confluence 4.1/5(4,368) [ Compare Now ](https://www.g2.com/compare/confluence-vs-upland-panviva) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_911354aa9fcdd7280a5bf61aee42fc72/guru.png "Product Avatar Image") Guru 4.7/5(2,322) [ Compare Now ](https://www.g2.com/compare/guru-vs-upland-panviva) ##### ##### Upland Panviva Features Administration User, Role, and Access Management Performance and Reliability Compliance Policies and Controls Data Governance Compliance Data Security Risk Data Attributes Data Transport Access Management Knowledge Management Knowledge Base Publishing Workflows Analytics [ View More Features ](https://www.g2.com/products/upland-panviva/features) ## Top-Rated Alternatives [ ![livepro Knowledge Management](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "livepro Knowledge Management") livepro Knowledge Management 4.8/5(168) ](https://www.g2.com/products/livepro-knowledge-management/reviews) [ ![Guru](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Guru") Guru 4.7/5(2,322) ](https://www.g2.com/products/guru/reviews) [ ![Confluence](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Confluence") Confluence 4.1/5(4,368) ](https://www.g2.com/products/confluence/reviews) [ View All Alternatives ](https://www.g2.com/products/upland-panviva/competitors/alternatives) ##### Categories on G2 [Knowledge Base](https://www.g2.com/categories/knowledge-base-software)[Customer Self-Service](https://www.g2.com/categories/customer-self-service)[Contact Center Knowledge Base](https://www.g2.com/categories/contact-center-knowledge-base) [Knowledge Base](https://www.g2.com/categories/knowledge-base-software)[Customer Self-Service](https://www.g2.com/categories/customer-self-service)[Contact Center Knowledge Base](https://www.g2.com/categories/contact-center-knowledge-base)[Genesys AppFoundry Marketplace](https://www.g2.com/categories/genesys-appfoundry-marketplace) [Show MoreShow Less](javascript:void(0);) ##### Explore More [Which VR collaboration platforms offer persistent virtual spaces with integrated project management tools?](https://www.g2.com/discussions/which-vr-collaboration-platforms-offer-persistent-virtual-spaces-with-integrated-project-management-tools)[Which managed IoT services tools work best for small teams lacking dedicated IT support staff?](https://www.g2.com/discussions/which-managed-iot-services-tools-work-best-for-small-teams-lacking-dedicated-it-support-staff)[Popular operational risk platforms for technology firms](https://www.g2.com/discussions/what-are-the-popular-operational-risk-platforms-for-technology-firms) [Autodesk Forma vs Procore: which has stronger predictive analytics for construction project management?](https://www.g2.com/discussions/autodesk-forma-vs-procore-which-has-stronger-predictive-analytics-for-construction-project-management)[Which publisher ad server software is easiest for a small publisher to set up without developer help so a non-technical team can manage their own ad inventory?](https://www.g2.com/discussions/which-publisher-ad-server-software-is-easiest-for-a-small-publisher-to-set-up-without-developer-help-so-a-non-technical-team-can-manage-their-own-ad-inventory)[Pros and Cons Details](https://www.g2.com/products/upland-panviva/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)