The collaboration and reminder aspects of the software are also excellent. As a company, they have a responsive, creative and open minded management and operations teams.

The enhancements that have been shared with us look great so we are excited to see Loopio is invested in improving an already powerful system.

One other great thing about Loopio is that the staff is very responsive and helpful.

A great tool, awesome team and we even won the first RFP built in Loopio.

An excellent and rapidly improving solution to a difficult process.

We began our relationship with Loopio primarily to cut down the admin and resources being allocated to completing RFP's.

Beyond that, the Loopio team are exceptionally attentive and responsive to feedback, they're great to work with, and they are iterating very rapidly.

The pricing is also very competitive and is a great value.

Setup was super fast, very easy to use, could be better if the import template was more flexible.

Loopio is a great product. It is intuitive, powerful and gets straight to the point.

There was no sense of collaboration, a lot of time wasted, and a great deal of frustration and confusion.

The development team treats our feature requests and suggestions with great care and we see very useful new features fairly quickly.

The solution has cut the time we spend on RFPs significantly. This is an excellent solution for the business that needs to respond to many RFPS.

The Loopio team has not only created an awesome product, but they're incredibly easy to work with. From day one our experience with them has been great.

Overall my experience with Loopio has been great.

Preset response templates make it very easy to give a response to customers and with just little modifications you can convince them.

SMEs were bombarded with the same questions time after time and we were terribly inefficient.

In addition, it is worth noting that Loopio has some of the best go-live support for SaaS software that I have seen.

This is the best damn RFP software system on the market. These guys have unparalleled customer support and have developed the first FUN to use RFP system to make requests for anything 100% less sucky.

Other than a few quirks in the system/workflow, we have been extremely pleased with the platform and the customer support that we have received.

The product is already substantially better than the one we were so excited to select a mere 6 months ago and it continues to improve.

The software is the best in terms of the user interface than anything else we tried out. We have found Loopio extremely intuitive, easy to learn, easy to train others on and easy to navigate.

Export formatting is our biggest pain point; however, this has a lot to do with preferences.

I believe that they are building a world-class product and have throught very hard about product development and roll out.

Keyword matches sometimes return very off the wall answers, but those are few and far between. When using subgroups, there is no way to reflect the subgroup ended on the import.

The software is good but the people with Proposify are GREAT. Having multiple types of proposals for different types of clients.

Little issues of moving the pricing tables and images, sometimes they are embedded, sometimes not. It depends and is frustrating.

Easily to modify and build your proposal template, and easy to maintain it to deliver to your customers.

Integrating with our CRM was as easy as a few mouse clicks. Clients love being able to review and sign proposals online, and I love the notifications and analytics behind the proposals.

Love it , and I truly believe it’s worth the price I pay.

Beautiful looking proposals, easy to use templates and libraries, very impressive for clients and it looks great when printed out too.

It helped us to create high quality proposal template which are so easy to deploy to new clients. We especially love the integrations with Hubspot CRM and Fresh books.

Glitchiest software we have EVER used. Trying to format is horrible.

The worst experience was when I lost hours worth of work for a big proposal (and it didn't autosave), making for a sleepless night.

Even better is the seemless integrations with Harvest, creating an invoice from a proposal when it is signed, and importing contacts from Harvest. This automated approach is saving me a bunch of time.

Easy to use, beautiful software and amazing customer support.

If you take everything mentioned above and add a sweet integration with Zapier it makes me a happy business owner.

Very poor quality product, Poor integrations, Poor proposal layouts that are inconsistent.

Such a great product with such great potential and such shortsighted execution.

Missing a subtotal line which we have asked for.

Great platform, really user-friendly, and the customer support is fantastic.

From reluctant adopter, I now love using this tool and am excited to continue to learn more about it.

Love the ability to save snippets to reuse later. Videos in proposals are a game changer.

It's great to see a SaaS product backed up by brilliant and quick customer support. This is so rare these days.

It is also nice that you can track when someone has opened your email/proposal and how long they have viewed different sections, which greatly helps during sales follow-ups.

Customer support is awesome and so responsive. Every proposal we have turned out with Proposify has looked amazing and our conversion rate has increased 20.

Save time doing tedious tasks so you can get to doing what you do best.

We used Proposify for a very long time and it was really nice. The template were great it  was a very easy to use software.

Additionally link sharing and signatures are super simple and make the signature process awesome.

I've used this both in an agency setting and as an individual consultant to craft and send proposals. I truly do believe that a great proposal (both visually and written) helps to win business.

We are also interested to see that a lot of third party integrations can be done on this tool like adding in Zoho platform etc.

It also lets us give options in the proposal for the client to pick things like # of years of licensing or change the amount of deliverables to get the final price they need.

Instead I've inherited a new set of problems created by Proposify that is far worse.

Pricey but looks like it is worth it. A free trial experience helps in knowing if it works for you.

The editor in the tool can also be a pain to work with - it's very clunky in parts and adding simple tables can be an infuriating experience.

We love being able to create beautiful, visually compelling proposals quickly from content that we have banked.

Honestly can't praise Proposify enough. The webapp runs really well, is very intuitive and straight forward.

US Dollar

Loopio is a cloud-based request for proposal (RFP) solution that is suitable for midsize and large businesses. Primary features include content management, content libraries, team collaboration, import and export and advanced search.


It allows users to respond to RFPs by importing requirements within the solution, searching questions in the database and assigning them to subject matter experts (SMEs) if needed. Security teams can fill up questionnaires using the content library and users can also create customized sales proposals.


The content manager module allows users to store and organize content into categories and multiple libraries. Users can schedule periodic review cycles for SMEs to refresh content.  It continually adds updated content sent out in proposals to the library. The solution offers integration with Salesforce, Microsoft Word and Microsoft Excel.


Support is offered via email and over phone. Other support options include an online support team, training sessions, videos and webinars.



LongDescription

Document Templates

RFP Responding

Due Date Tracking

Proposal Generation

Access Controls/Permissions

Activity Tracking

Templates

Progress Tracking

Automatic Formatting

Projections

Collaboration Tools

Content Library

Data Import/Export

Audit Trail

Version Control

Content Management

Bid Management

Workflow Management

Activity Dashboard

Alerts/Notifications

Knowledge Base Management

Reminders

Customizable Templates

Document Automation

Task Management

Document Management

RFP Management

Knowledge Library

Search/Filter

Mac OS

Web browser (OS agnostic)

Windows 10

Request demo and further information to receive full pricing details.

Email/Help Desk

Knowledge Base

Phone Support

Chat

51-200

201-500

501-1000

1000+

Loopio

In Person

Live Online

Webinars

Documentation

Proposify is the online proposal software that gives you the control and visibility you need to better manage your sales document process and double your close rates. Create, send, track, and close quotes, contracts, and proposals with confidence.

- Create impressive sales documents that stay brand-consistent and error-free.
- Receive valuable insights to  make timely engagements with prospects, scale your process, and accurately forecast.
- Deliver a seamless sign-off experience for your customers and prospects.
- Manage and organize all your sales documents from contracts and quotes to proposals and presentations.

Features include a flexible and user-friendly design editor, electronic signatures, CRM integrations, data-driven insights, interactive pricing, content management, approvals, and so much more.

Monthly and annual pricing is available.

Cataloging/Categorization

Status Tracking

Product Catalog

Customizable Reports

Document Storage

Digital Signature

Contract/License Management

Pre-built Templates

Electronic Signature

Product Configurator

Approval Process Control

Pipeline Management

Specialty Contracts

Customizable Fields

Sales Trend Analysis

Template Management

Process/Workflow Automation

Contact Management

Price and Cost Calculations

Configurable Workflow

Real Time Data

Real-Time Notifications

Pricing Management

Reporting & Statistics

Chat/Messaging

Document Review

For Sales Teams/Organizations

Discount Management

Customizable Branding

Reporting/Analytics

Quotes/Estimates

Drag & Drop

Team Collaboration

Third-Party Integrations

RFP Creation

Team Plan
$49.00

Great for growing sales teams. Billed quarterly or annually.
- Unlimited Documents
- Standard Integrations
- Custom Fields & Variables
- Client Input Forms
- PDF Downloads
- White Labelling
- Chat Support

Business Plan
$590.00

Perfect for teams of 10 or more. Billed annually.
- 10+ Users
- Salesforce Integration
- Approval Workflow
- User Roles & Permissions
- Unassigned Signatures
- Premium Support
- Onboarding Services

Loopio vs Proposify

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

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