What users are saying about
4 Ratings
20 Ratings
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Score 8.5 out of 100
4 Ratings
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Score 8.1 out of 100

Likelihood to Recommend

Conga Collaborate

We've found that closing deals through Ocitv is very efficient and effective in saving our team time. A small team at our company has been using the beta version to display multiple quotes and proposals through our customized templates. The customization of templates allows multiple teams to leverage the software with little resistance from the client. We work with many legacy companies that still require a formal legal agreement
Anonymous | TrustRadius Reviewer

Loopio

My company receives a request proposal, and the sales team uses Loopio in order to reply promptly to the potential customer either by using an already existing template or by adjusting one that currently is unavailable. Professional services team may advice and collaborate on the proposal in case of any doubt.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Proposal Creation & Organization

Conga Collaborate
Loopio
7.9
Proposal branding
Conga Collaborate
Loopio
8.0
Proposal templates
Conga Collaborate
Loopio
7.5
Proposal content library updates
Conga Collaborate
Loopio
7.5
Guided proposal creation
Conga Collaborate
Loopio
8.5
Searchable proposal database
Conga Collaborate
Loopio
8.0

Proposal Collaboration & Workflow

Conga Collaborate
Loopio
8.3
RFP management & response
Conga Collaborate
Loopio
8.0
Proposal collaboration & approval
Conga Collaborate
Loopio
9.0
User permissions/proposal editing controls
Conga Collaborate
Loopio
8.0
Sales proposal workflow
Conga Collaborate
Loopio
8.0
Proposal automation user interface
Conga Collaborate
Loopio
8.5

Proposal Delivery

Conga Collaborate
Loopio
7.3
Proposal distribution
Conga Collaborate
Loopio
8.0
Interactive proposals
Conga Collaborate
Loopio
7.0
Proposal content tracking
Conga Collaborate
Loopio
7.0

Pros

Conga Collaborate

  • Simple to implement and use. If you're using Word to write proposals, distribute, redline and edit them... you're going to save time on the first proposal you write.
  • Impressive to our prospects. When we distribute our password-protected proposals, our prospects always comment on what a great experience it is.
  • A huge time-saver with its templating capabilities. We have standard engagements with our clients and we're able to control and update the messaging as needed, and still personalize it to each opportunity.
  • A company that listens and cares about their clients' usage. From day 1 at TinderBox, the team has been responsive to our needs.
  • Tracking and measurement show our success rates. We love the fact that we get notified when the prospect opens the proposal and that we can track our team's success.
Douglas Karr | TrustRadius Reviewer

Loopio

  • Machine learning from previous answers
  • Prepopulates a variety of fields automatically
  • Has a high match rate for similar questions with slightly different phrasing
Anonymous | TrustRadius Reviewer

Cons

Conga Collaborate

  • Formatting is weak. Sometimes the UX for bold, underline, etc. do not work well. Copy and paste functionality can be buggy at times.
  • At times, we have a difficulties with the connection between SFDC and the tool, and sometimes the SOW does not appear in the opportunity record in SFDC.
  • Takes a while to get it looking good in terms of a final SOW. It can be time consuming and not very easy to learn as a beginner.
Anonymous | TrustRadius Reviewer

Loopio

  • May not be suitable for small companies
  • There is no option to search by using the keyboard enter button, you need to click on the filter button.
  • The search option isn't working the best - quite often it shows irrelevant answers so searching takes some time.
Anonymous | TrustRadius Reviewer

Likelihood to Renew

Conga Collaborate

Conga Collaborate 4.8
Based on 2 answers
I don't see any use in my current org but If I see any use I'll propose it when I'm in position to recommand.
Sunil Parmar | TrustRadius Reviewer

Loopio

No score
No answers yet
No answers on this topic

Usability

Conga Collaborate

Conga Collaborate 8.0
Based on 1 answer
It's a fantastic platform as is, but there's always an opportunity to squeeze a little optimization into the fold. I am of the belief that the user should be looking left to go backwards, right to go forwards, up to the right for support, and hitting the menus for other commands. Sometimes I go to advance and I'm hit with the message that I have to save first... so I have to click a button up top to save, then back down to advance. I think a "Save and Continue" in places is appropriate.
Douglas Karr | TrustRadius Reviewer

Loopio

Loopio 8.0
Based on 2 answers
Usability is good but falls short of excellent. The interface is clean and well organized. They clearly spent some time working on the UI and took some feedback from focus groups to help keep it tidy. On a few occasions, we have experienced a little bit of lag while updating the question database. I'd like to see just a little faster response time on a consistent basis.
Anonymous | TrustRadius Reviewer

Support Rating

Conga Collaborate

Conga Collaborate 10.0
Based on 1 answer
Their support team is top-notch--very quick to reach out to help on any issues or questions we have.
Anonymous | TrustRadius Reviewer

Loopio

Loopio 8.5
Based on 2 answers
They're very supportive and reply in a timely manner. Whenever I contacted the support I received a helpful reply that actually solved my issue. Quite often when my team suggested an improvement that would simplify and speed up our work it happened not long after which is perfect for us.
Anonymous | TrustRadius Reviewer

Alternatives Considered

Conga Collaborate

Conga Collaborate has pricing that worked for our small team. The Salesforce integration is better suited for our needs with Conga
Anonymous | TrustRadius Reviewer

Loopio

There aren't any competitors like it in the same space. You can build bespoke machine learning processes or go with a huge vendor like Archer, but Loopio is in a class of one. We really like the features at the price point. You get good value by significantly reducing the time to response for customers, which both reduces staff time and also delights the customers with a swifter response.
Anonymous | TrustRadius Reviewer

Return on Investment

Conga Collaborate

  • Positive: Time saving and proposal consistency.
  • Negative: Unreliable editor.
  • Positive: I appreciate the ability to track user's activity once a proposal is completed.
Anonymous | TrustRadius Reviewer

Loopio

  • Decrease in the waiting time between request and providing a response to the customer
  • Simpler communication between teams
Anonymous | TrustRadius Reviewer

Pricing Details

Conga Collaborate

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional

Loopio

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?

Rating Summary

Likelihood to Recommend

Conga Collaborate
8.7
Loopio
8.0

Likelihood to Renew

Conga Collaborate
4.8
Loopio

Usability

Conga Collaborate
8.0
Loopio
8.0

Support Rating

Conga Collaborate
10.0
Loopio
8.5

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