What users are saying about
9 Ratings
Top Rated
57 Ratings
9 Ratings
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Score 8.5 out of 100
Top Rated
57 Ratings
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Score 8.3 out of 100

Likelihood to Recommend

Loopio

I use Loopio specifically for RFP's mostly. I think it is a great and adequate tool for this and much of what I think that needs to improve are not large needle movers for me since the software as a whole is fantastic. It is very easy to upload an RFP into Loopio and begin answering those questions or pulling from previously answered questions. I also will use Loopio for large client proposals and I often use the "search functionality within Loopio to see if I can find answers to clients questions. I like that I can also pull images from Loopio as well and often use those visualizations in my proposals.
Anonymous | TrustRadius Reviewer

QuoteWerks

QuoteWerks really shines in its flexibility and powerful integrations with multiple CRM/account systems. It is well suited for technical users but isn't as streamlined as some of the more vertical integrations like the ones that exist between ConnectWise Sell and Manage. Their commitment to offering reasonable pricing without moving to a per user/month model also makes it attractive for companies trying to save money on recurring monthly spend.
Nathaniel Bannister | TrustRadius Reviewer

Feature Rating Comparison

Proposal Creation & Organization

Loopio
8.0
QuoteWerks
Proposal branding
Loopio
8.0
QuoteWerks
Proposal templates
Loopio
8.0
QuoteWerks
Proposal content library updates
Loopio
8.2
QuoteWerks
Guided proposal creation
Loopio
7.7
QuoteWerks
Searchable proposal database
Loopio
8.2
QuoteWerks

Proposal Collaboration & Workflow

Loopio
8.0
QuoteWerks
RFP management & response
Loopio
8.0
QuoteWerks
Proposal collaboration & approval
Loopio
8.5
QuoteWerks
User permissions/proposal editing controls
Loopio
8.5
QuoteWerks
Sales proposal workflow
Loopio
7.5
QuoteWerks
Proposal automation user interface
Loopio
7.7
QuoteWerks

Proposal Delivery

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

CPQ

Loopio
QuoteWerks
8.3
Quote sharing/sending
Loopio
QuoteWerks
9.6
Product configuration
Loopio
QuoteWerks
8.6
Configuration options
Loopio
QuoteWerks
8.5
Pricing rules
Loopio
QuoteWerks
8.6
Price adjustment
Loopio
QuoteWerks
8.8
Purchase history and open contracts
Loopio
QuoteWerks
6.9
Guided selling/Sales portal
Loopio
QuoteWerks
7.4
CPQ reporting & analytics
Loopio
QuoteWerks
6.9
CPQ-CRM integration
Loopio
QuoteWerks
6.6
Attachments to quotes
Loopio
QuoteWerks
9.4
Order capturing
Loopio
QuoteWerks
10.0

Pros

Loopio

  • Organize and manage security RFC questions
  • Autofill questionnaires in CSV format
  • Determine when questions are becoming stale and need to be reviewed
Stephen Groat | TrustRadius Reviewer

QuoteWerks

  • QuoteWerks integrates well with our ERP, Connectwise and pulls the information back and forth well between the two.
  • QuoteWerks integrates with our Distributors, Ingram Micro and Tech Data and pulls current pricing into the quote, which saves time having to go back and forth between applications.
  • QuoteWerks provides professional looking quotes that we can submit to our customers.
Sue Scott | 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

QuoteWerks

  • There is much room for improvement in setting up new users and transferring QW from one computer to another. You have to call QW and get a seed number which can at times be a hassel for a California based business because QW support works 9 to 5 Eastern Standard - A little extra time in the afternoon would be much appreciated
  • The pricing for Quote valet combined with the cost for annual update maintenance puts it in the price range of web based subscription programs
  • The program needs to run on a users computer and therefore when there is a computer problem the rep can't quote - As noted above it is a hassle to set up new users or transfer the program. This shortcoming is a serious one and made us consider a web based quoting solution. However, as of this date none of them offer the functionality of QW. However, the technology is moving fast and I will continue to look for the day when I am not dependent on an individual machine.
Douglas Borses | TrustRadius Reviewer

Likelihood to Renew

Loopio

No score
No answers yet
No answers on this topic

QuoteWerks

QuoteWerks 8.0
Based on 20 answers
Although I have been using QuoteWerks for 15 years, there are still many features in the current version I have not fully explored. It's just *that* feature-rich! Still, there are other features and online delivery methods currently awaiting, plus new features I am very excited to engage. The price of QuoteWerks is also quite reasonable, keeping our data exactly as we want it - on premise and affordable!
Paul Marentette | 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

QuoteWerks

QuoteWerks 9.0
Based on 9 answers
In my experience, QuoteWerks is incredibly easy to get started with and very intuitive to putting together your first quote. It also has a depth of features that has not only allowed us to enhance our own internal quote / order / invoice production, but also implemented into other businesses has increased their quote production significantly.
Stephen Siggs | TrustRadius Reviewer

Reliability and Availability

Loopio

No score
No answers yet
No answers on this topic

QuoteWerks

QuoteWerks 6.0
Based on 6 answers
QuoteWerks is a very stable, robust solution. In my experience: bugs in the software are rare; any crashes or system failures are usually due to other infrastructure issues rather than the software itself, i.e. a problem with the network or server, an issue with a.n.other piece of software on the User's workstation that has a knock-on effect on QuoteWerks.
Stephen Siggs | TrustRadius Reviewer

Performance

Loopio

No score
No answers yet
No answers on this topic

QuoteWerks

QuoteWerks 6.0
Based on 6 answers
Once set up and running, and particularly when running the more reliable, faster Corporate edition rehosted to SQL Server, then QuoteWerks performs very well. The only reason for the slight mark down here is that QuoteWerks is very sensetive to having a database connection. If there is an issue whereby the connection to the server is lost (network glitch for example) then whereas Outlook (or a.n.other piece of software) might just wait and poll in 30 seconds time, QuoteWerks will crash and potentially a User lose all changes to the document(s) that they were working on.
Stephen Siggs | 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

QuoteWerks

QuoteWerks 8.9
Based on 9 answers
Quotewerks Support and the UK Distributor here have always been responsive to our requests and in particular helped us out when we need some new functionality which then got added in the next build...this really impressed me and showed that where case was made, they readily embraced it and the new build was completed within 60 days.
Gary Perkins | TrustRadius Reviewer

In-Person Training

Loopio

No score
No answers yet
No answers on this topic

QuoteWerks

QuoteWerks 5.0
Based on 1 answer
There is in-person training offered in Orlando, but our company did not want to spend the money.
David C. Noe | TrustRadius Reviewer

Online Training

Loopio

No score
No answers yet
No answers on this topic

QuoteWerks

QuoteWerks 6.0
Based on 1 answer
Originally it was weak, but they have really stepped up.
David C. Noe | TrustRadius Reviewer

Implementation Rating

Loopio

No score
No answers yet
No answers on this topic

QuoteWerks

QuoteWerks 9.0
Based on 6 answers
I do not have any key insights on the implementation so I cannot provide any valuable information here. I do know, however, that the process went well when we switched from a old platform to a new hyperconverged solution to host Quotewerks. It seemed to be a quick process and our engineer was able to do so almost seamlessly.
Sue Scott | TrustRadius Reviewer

Alternatives Considered

Loopio

Loopio had competitive pricing and the feature set we needed to remove roadblocks/inefficiencies in our current RFP process.
Anonymous | TrustRadius Reviewer

QuoteWerks

At the time that we selected QuoteWerks there was not quoting software "married" to ConnectWise. We viewed both products and since the products were very similar we chose the product that more closely fit our budget. QuoteWerks fit the bill.
Anonymous | TrustRadius Reviewer

Scalability

Loopio

No score
No answers yet
No answers on this topic

QuoteWerks

QuoteWerks 9.0
Based on 3 answers
We've implemented QuoteWerks in both micro ("one man band") businesses as well as much larger organisations. With QuoteWerks Corporate editions option to host the backend database on SQL Server (a very powerful and scaleable database platform) it's possible to work effectively with QuoteWerks in an organisation with many 100 Users. The flexibility of the product also lends itself very well to evolving with a growing business and having various individual user configurations to help them work best with the software in their individual role in the organisation.
Stephen Siggs | TrustRadius Reviewer

Return on Investment

Loopio

  • I have saved hundreds of hours working in Loopio instead of answering RFP's on my own. This has allowed me to spend other hours elsewhere. Having an RFP management tool has been an incredible timesaver
  • The creation and management of questions has also saved me hours of time in searching out tough questions to answer and has also saved my colleagues time as well since we don't need to collaborate to find answers.
  • Have had some issues with downloading the proposal in a readable format for clients to view. I've sometimes had to go back and figure out what went wrong when exporting which can be frustrating- especially when dealing with very tight deadlines.
Anonymous | TrustRadius Reviewer

QuoteWerks

  • Positive: organized, consistent quotes
  • Positive: reduced time to generate/modify quotes
  • Negative: has sometimes given our customers the false impression that we are providing an exact quote, not a cost estimate. We have been trying several different ways of expressing this on the quote.
Anonymous | 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

QuoteWerks

General

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

QuoteWerks Editions & Modules

Edition
QuoteWerks Standard Edition$151
QuoteWerks Professional Edition$201
QuoteWerks Corporate Edition$291
  1. per user/per month
Additional Pricing Details
The QuoteWerks license count is based on concurrent usage so while you may have 5 users using it, you may only need to purchase 2 licenses. The QuoteValet license count is based on daily maximum number of unique users. In addition to monthly and annual subscriptions, one-time, up-front purchasing options for edition and realtime licenses are available which include volume pricing discounts. Invest up-front and pay minor maintenance fees annually. Please contact QuoteWerks Sales at sales@quotewerks.com or 407-248-1481 to answer any questions or to obtain a personalized quote.

Rating Summary

Likelihood to Recommend

Loopio
8.4
QuoteWerks
7.9

Likelihood to Renew

Loopio
QuoteWerks
8.0

Usability

Loopio
8.0
QuoteWerks
9.0

Reliability and Availability

Loopio
QuoteWerks
6.0

Performance

Loopio
QuoteWerks
6.0

Support Rating

Loopio
8.5
QuoteWerks
8.9

In-Person Training

Loopio
QuoteWerks
5.0

Online Training

Loopio
QuoteWerks
6.0

Implementation Rating

Loopio
QuoteWerks
9.0

Scalability

Loopio
QuoteWerks
9.0

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