What users are saying about
4 Ratings
29 Ratings
4 Ratings
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Score 8.5 out of 100
29 Ratings
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Score 8.2 out of 100

Likelihood to Recommend

Loopio

Loopio shines in the basic block and tackle due diligence responses. We have significantly reduced our response time by pre-populating answers to similar questions that we get asked repeatedly from our customers. Most customers use the same regulatory or standardized security frameworks and ask very similar questions. We have reduced our manual efforts and thus staff time by automating responses using the Loopio platform.
Anonymous | TrustRadius Reviewer

Proposify

Proposify is best suited for freelancers, entrepreneurs, and businesses of any size who want to professionally create and send project proposals to potential and current clients. This helps you stand out from the crowd with the look of how you present your services and lets you see if and when they open the proposals.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Proposal Creation & Organization

Loopio
7.2
Proposify
8.4
Proposal branding
Loopio
7.0
Proposify
9.0
Proposal templates
Loopio
7.0
Proposify
8.2
Proposal content library updates
Loopio
7.0
Proposify
8.1
Guided proposal creation
Loopio
8.0
Proposify
Searchable proposal database
Loopio
7.0
Proposify
8.4

Proposal Collaboration & Workflow

Loopio
7.4
Proposify
7.9
RFP management & response
Loopio
8.0
Proposify
Proposal collaboration & approval
Loopio
8.0
Proposify
7.4
User permissions/proposal editing controls
Loopio
7.0
Proposify
7.7
Sales proposal workflow
Loopio
7.0
Proposify
8.7
Proposal automation user interface
Loopio
7.0
Proposify

Proposal Delivery

Loopio
7.3
Proposify
9.2
Proposal distribution
Loopio
8.0
Proposify
9.6
Interactive proposals
Loopio
7.0
Proposify
8.6
Proposal content tracking
Loopio
7.0
Proposify
9.5

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

Proposify

  • So our favorite feature is the huge time savings. If anybody's ever done proposals on Word or Excel; it’s a head wreck. Proposify is great because there are beautiful templates there ready to go, it saves you a ton of time, and they are visually appealing. We get lots of feedback from our clients when we send them out proposals that our proposals look amazing.
  • There are great, sneaky metrics that we absolutely love. You get notifications on your phone via the app when somebody opens the proposal and when they've signed off on it. But you can also go into the app and see how much time people are actually spending looking at your proposal.
  • Because you send out the proposals and you can have automated reminder emails, there’s communication back and forth within the proposal that you can have-- the clients can actually write notes back and forth. It just makes the whole thing super smooth and it integrates with most of your CRMs out there.
Aislinn Kenyon | TrustRadius Reviewer

Cons

Loopio

  • The interface could be a little faster.
  • I'd like to see even more pattern matching.
  • Support for additional file formats
Anonymous | TrustRadius Reviewer

Proposify

  • Export into Word would be useful
  • SFDC integration sometimes doesn’t seem to search/find contacts/opps perfectly
  • Some of controls (editing proposals and templates) could be more clear/intuitive
  • Difficult for businesses where redlined contracts/proposals may find this software does not support client/vendor collaboration
Will Goad | TrustRadius Reviewer

Likelihood to Renew

Loopio

No score
No answers yet
No answers on this topic

Proposify

Proposify 1.3
Based on 2 answers
We require a fair amount of back and forth of editing so this tool while helpful is not ideal for us
Will Goad | TrustRadius Reviewer

Usability

Loopio

Loopio 7.0
Based on 1 answer
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

Proposify

Proposify 8.3
Based on 3 answers
Overall it's great. There's definitely a learning curve, and I wish that some things were easier to use. For example, changing images isn't the easiest thing to do in it, but I'd love to be able to quickly add and change header images in my proposals. So far I've figured it out, but each time I do it I forget how it's done since it's not intuitive.
Natalie C. Winslow | TrustRadius Reviewer

Support Rating

Loopio

Loopio 9.0
Based on 1 answer
We have used their support a few times, but not what I would call often. So far our experience has been positive. Their engineers know the product well and when we have a specific detailed question that requires some level of research, they get back to us in a timely manner.
Anonymous | TrustRadius Reviewer

Proposify

Proposify 8.2
Based on 5 answers
I've actually never used Proposify support, so I'm unable to speak about it. I suppose that's a good thing. If I did need to use it, I would hope that they'd be responsive and intelligent, but, again, since everything has worked smoothly I don't really know how the support functions or how good it is.
Natalie C. Winslow | 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

Proposify

We prefer the user interface and design more compared to Bidsketch. Probably the best advantage of Proposify is the detailed reporting and notifications of the actions by the recipients - we have a detailed breakdown of who has viewed our proposals, how many time it has been open and other metrics.
Adam Farrell | TrustRadius Reviewer

Return on Investment

Loopio

  • Reduced time to response
  • Reduce manual effort
  • Streamlined responses and reduced error rates
Anonymous | TrustRadius Reviewer

Proposify

  • The detailed proposal has saved me time explaining a game plan to potential clients.
  • They have customizable tables where the client can choose how many of a certain item they desire. For instance, if they want to buy graphics from you, they can choose how many. This allows for increasing profits by putting the choice in the customer's hand.
  • When you send a contract you are alerted when a customer views the proposal. This has saved me time and money trying to go back and forth with my customers.
Brie Goumaz | 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

Proposify

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Proposify Editions & Modules

Edition
Tall$191
Grande$491
VentiPlease Contact2
  1. /user per month
  2. Billed annually
Additional Pricing Details
Try Proposify FREE for 14 days. No credit card required. No contracts. Cancel anytime.

Rating Summary

Likelihood to Recommend

Loopio
8.0
Proposify
8.1

Likelihood to Renew

Loopio
Proposify
1.3

Usability

Loopio
7.0
Proposify
8.3

Support Rating

Loopio
9.0
Proposify
8.2

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