PandaDoc provides a fully-functional RFP software with the added benefit of creating diverse documents like quotes, contracts, brochures, and many others.
Because it’s easier to use and more affordable, PandaDoc frequently replaces several other software programs within your business’s technology infrastructure.
Loopio’s platform centers around its content management system. While helpful, the AI detection system is only as good as its content library; an outdated library renders the software ineffective.
Using PandaDoc, you can organize your content library to improve your workflow. Store branded images, marketing materials, and content blocks in your content library for quick and easy access. Complete inventory management is possible by uploading your product tables.
Our analysis tools reveals key information about teams and customers. The document analytics will show you who’s viewed it, page dwell times, and return visit frequency. Up-to-the-second version control means you’ll always know who did what.
Migrating to PandaDoc gave us an edge in our operational efficiency. Don’t let the lesser-known name fool you; PandaDoc delivered more value than its bigger rivals. It’s a robust, reliable solution that transformed our document management process for the better.
No hidden fees
Document editor
Templates
24/7 support
Document creation and unlimited templates
User-friendly interface with extensive template library, custom branding, andintegrated drag-and-drop document creation/editing tools.
Customizable fields and forms
Advanced drag-and-drop fields, conditional logic, calculated fields, and dynamic content
Collaboration tools
Real-time collaboration with comments, approvals, and document version tracking. Organize content across projects and teams with team workspaces.
Document analytics
In-depth analytics (recipient engagement, time spent, open rates, etc.)
Payment collection
API and developer tools
Extensive, highly customizable open API with detailed documentation and sandbox environments.
Workflow automation
Advanced automation for approvals, notifications, and reminders with integrations (Slack, Zapier, etc.).
Security and compliance
SOC 2 Type II, GDPR, HIPAA compliance, secure storage, and legally binding eSignatures.
CPQ
Generate error-free quotes tailored to every buyer with two-way sync with HubSpot and Salesforce. Add line items and cost breakdowns with pricing tables and add product SKUs and billable services from your product catalog.
Loopio has an effective process for handling RFPs. Their unique proposal automation tools and intelligent AI make it easy to import documents, build an effective content library, and accelerate the RFP response process. Like RFPIO and QuoteWerks, Loopio is hyper-specialized to do one thing well. With PandaDoc, you can get the benefits of a fully-built RFP software and have flexibility to create other types of documents like quotes, contracts, brochures, and more. The improved ease of use and value for money means that PandaDoc can often replace multiple software solutions in your company’s tech stack.
While Loopio has some fundamental document management tools, this software is primarily concerned with helping you streamline your CPQ process and RFP response. It does this by keeping an up-to-date content library and plugging those answers into the common questions you encounter on both due diligence and security questionnaires. But that doesn’t leave much room for document management. With PandaDoc, you’ll be able to arrange and store your documents according to your own preferences and needs within your PandaDoc account. You can even recycle them as templates to be used again later.
Loopio’s content management is the core of the platform. The intelligent AI detection system helps, but without an up-to-date content library, this software solution falls apart. With PandaDoc, your content library helps you streamline your content offering. Save everything to your content library, including branded images, marketing materials, and content blocks to your library for quick and easy retrieval. You can even load product tables for complete inventory management allowing you to build entire documents within minutes.
Like Loopio, PandaDoc automatically sends you notifications. Our data and insights give details on teams and customers. You’ll know when someone looks at your document, how long they spend on a page, and how many times they come back to view it. You’ll also know who worked on it, when, and what changes they made thanks to version control.
Loopio lets your team create project templates to simplify future RFP creation. PandaDoc goes beyond typical RFP response software by offering fully-detailed templates for contracts and marketing proposals. We also provide a template library including customizable, pre-made documents.
Instead of document editors, Loopio and other proposal automation software companies provide document assemblers. The document assembler compiles your team’s input to create the final document. However, you won’t see the final result until the process is complete. PandaDoc lets you view your document in real time as you build it. The PandaDoc editor provides a WYSIWYG experience, mirroring the final exported document as seen in Google Docs and Microsoft Word. Exporting should be glitch-free, producing clean, predictable results.
Connecting PandaDoc to your workflow lets you automate your entire document workflow. We integrate with HubSpot, Salesforce, Pipedrive, and many other CRMs, as well as document storage and administrative tools. Plus, Zapier integrates with thousands of other apps, connecting you to your whole tech stack.
Invoices and funding aren’t processed directly through Loopio — it requires a third-party service. PandaDoc provides all the tools to advance your paperless proposals and simplify customer purchasing. Our electronic signature technology allows for the quick collection of digital signatures. A payment gateway in your proposal simplifies payment processing; customers avoid website visits and extra paperwork.
If you have a question about Loopio, it can be a timesink trying to get a hold of customer support and awaiting a reply. While you can search the help center or submit a ticket, it can take a while for the team to get back to you. This is especially true if you need help outside of business hours and can’t phone in. With PandaDoc, you’ll always have access to 24/7 customer support. Our live chat specialists can help you resolve issues and point you to support documentation that helps you improve your documents. We also offer regularly scheduled online webinars to help you learn and grow. With thousands of positive user reviews and experiences, our team knows how to put you on the right track for success.
During RFP development, project oversight is vital. Unfortunately, using SaaS-based management software such as Loopio often means navigating its website, logging in, and using its menus and dashboards to find your information. That’s a hassle if you’re always on the go. The PandaDoc mobile app lets you connect with your team, review documents, and approve final changes from your iPhone, iPad, or Android device, for quick customer delivery.
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At PandaDoc, our integrations are designed to fit into your existing tools, making your workflows more efficient and your team more productive. Our CRM integrations stand out because they enable real-time collaboration, simplify document generation, and ensure your sales processes stay on track. Automating proposals, contracts, and quotes is easy with PandaDoc; its smooth integration with your favorite platforms helps you close deals faster..
Take your sales processes to the next level with ourPandaDoc CPQ for HubSpot andPandaDoc CPQ for Salesforce. These integrations provide powerful quoting and proposal tools directly within your CRM, giving your team the ability to configure, price, and quote with precision — all without leaving their workflow. Give your sales team a competitive edge by integrating PandaDoc.
PandaDoc allowed us to build really nice-looking templates. We loved the ability to insert videos in our proposals where we could explain the value of Grow and why a particular plan was the best fit.
PandaDoc Pricing: Tiered plans — Starter ($19/user/month), Business ($49/user/month), Enterprise (custom pricing). Includes document creation, eSignatures, CPQ tools, and CRM integrations at higher tiers.
Loopio Pricing: Custom pricing based on organizational needs, with features primarily aimed at RFP responses and content management.
PandaDoc: Best for sales teams needing document creation, guided selling, CPQ, and CRM integrations. It offers broader functionality for the sales cycle. Unlike Loopio, PandaDoc is beneficial for all parts of the document management cycle from creation to execution and more..
Loopio: Ideal for enterprises focused on RFP response and proposal management. It’s tailored for RFPs.
Yes, PandaDoc integrates with a wide range of business tools. From CRMs like Salesforce, HubSpot, and Pipedrive to payment platforms like Stripe and QuickBooks, PandaDoc connects with the tools you already use. You can also integrate with collaboration tools like Google Drive, Slack, and Zapier, making it easy to manage documents and automate tasks across your tech stack. For businesses with unique needs, PandaDoc offers a developer-friendly API to create custom integrations.
