What users are saying about
4 Ratings
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Top Rated
101 Ratings
4 Ratings
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Score 8.1 out of 100

PandaDoc

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Top Rated
101 Ratings
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Score 8.5 out of 100

Likelihood to Recommend

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

PandaDoc

PandaDoc is very well suited for sales teams who need to send out professional quotes quickly, and get them signed off quickly.When sales teams travel to events, being able to generate a quote and get sign-off whilst chatting to a prospective client makes all the difference to the deal, since no paper is involved.
Johan van Zyl | TrustRadius Reviewer

Feature Rating Comparison

Proposal Creation & Organization

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

Proposal Collaboration & Workflow

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

Proposal Delivery

Loopio
7.3
PandaDoc
Proposal distribution
Loopio
8.0
PandaDoc
Interactive proposals
Loopio
7.0
PandaDoc
Proposal content tracking
Loopio
7.0
PandaDoc

Pros

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

PandaDoc

  • Great looking proposals. PandaDoc does an exceptional job converting existing templates into HTML format so the PD version looks and feels identical.
  • The automations and integrations are awesome. Having automated reminders sent to clients helps keep things moving without taking time away from the sales team and the numerous integrations available through Zapier make it easy to do everything from sync data to Salesforce or send notifications into Slack.
  • The support from PandaDoc is impressive. Same-day response, ongoing support, and a knowledgeable support team.
Garrett Genest | TrustRadius Reviewer

Cons

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

PandaDoc

  • I don't like finding documents in PandaDoc. It may be more a problem of user error, but we have gotten a ton of nested folders in our PandaDoc, which makes it hard to find documents. Also, the search bar doesn't work as well as I'd hope it would.
  • Formatting is still fairly clunky. Making/removing bulleted lists, changing font size/type, and adding fields take some getting used to. I also wish you could link "Fields" to text so they would move with the text, but you have to reposition the fields every time you change the text.
  • I really like the experience of using templates, but building new documents is clunky still. Some of the features around formatting and building new documents are pretty buried in the panels on the top and right. For example, adding any kind of image to a document is a pain.
  • I haven't played around with it enough, but I wish there were more integrations with an invoicing system. I know they just added "Payments", but we use Quickbooks for invoicing, and I haven't figured out how to set this up yet.
Andrew Pagels | TrustRadius Reviewer

Likelihood to Renew

Loopio

No score
No answers yet
No answers on this topic

PandaDoc

PandaDoc 9.2
Based on 5 answers
PandaDoc has significantly streamlined our RFP/RFI response time from months and weeks to days, allowing us to utilize corporate messaging and personalize the response to the customer/prospect as needed
Romy Ribitzky | TrustRadius Reviewer

Usability

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

PandaDoc

PandaDoc 8.2
Based on 2 answers
Very user friendly and modifiable if needed.
Anonymous | TrustRadius Reviewer

Support Rating

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

PandaDoc

PandaDoc 9.0
Based on 6 answers
They are quick at fixing any problems that we have had which mainly came about when we were setting up the system ready to use. They also ran through some training with the team at no additional charge and we now have a team member responsible for passing that knowledge on.
Jamie Wilkinson | TrustRadius Reviewer

Implementation Rating

Loopio

No score
No answers yet
No answers on this topic

PandaDoc

PandaDoc 8.2
Based on 4 answers
Very easy, web based tool that requires little to no technical knowledge.
Anonymous | TrustRadius Reviewer

Alternatives Considered

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

PandaDoc

Quote Roller was fine, as were the platforms we used before it, but they were half the price (or less) of PandaDoc and included full export capabilities. The one area where PandaDoc stood out was that they built a "pick one of many options" feature for the pricing table allowing clients to select between options where one selection is mandatory.
Ryan Freeman | TrustRadius Reviewer

Return on Investment

Loopio

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

PandaDoc

  • Over their first 12 months since implementing PandaDoc, Revenue River realized some amazing lift across all metrics within the sales cycle:
  • 223% increase in closed-won revenue
  • 45% increase in the number of deals closed
  • 56% increase in the number of deals created
Eric Pratt | TrustRadius Reviewer

Screenshots

Pricing Details

Loopio

General

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

Loopio Editions & Modules

Additional Pricing Details

PandaDoc

General

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

PandaDoc Editions & Modules

Edition
Free eSign$0
Essentials$192
Business$492
EnterpriseRequest a quote
APIRequest a quote
  1. user/ month
Additional Pricing Details
PandaDoc offers a free eSign plan and 3 paid packages for eSigning and document automation starting at $19 per month per user. All plans include unlimited documents, eSignatures, and users. Start your evaluation with a free 14-day trial. Talk to our sales team to find the best pricing solution for you and your team.

Rating Summary

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