Loopio vs. QuoteWerks

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Loopio
Score 9.2 out of 10
N/A
Loopio is a Toronto-based RFP response software provider that helps companies streamline their process for RFPs, DDQs, and Security Questionnaires. Loopio’s RFP response software is for RFIs, Security Questionnaires, DDQs, and sales proposals.N/A
QuoteWerks
Score 9.1 out of 10
N/A
QuoteWerks is specialized Configuration Pricing Quoting (CPQ) software that can be used in every industry to create sales quotes and proposals. The vendor’s value proposition is that rather than relying on Microsoft Word or Excel to create quotes, users can benefit from a tool that is specialized for the task of creating quotes and proposals. QuoteWerks integrates with the user's existing CRM software and distributors. With QuoteWerks users can also submit orders…
$15
per user/per month
Pricing
LoopioQuoteWerks
Editions & Modules
No answers on this topic
QuoteWerks Standard Edition
$15
per user/per month
QuoteWerks Professional Edition
$20
per user/per month
QuoteWerks Corporate Edition
$29
per user/per month
Offerings
Pricing Offerings
LoopioQuoteWerks
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup feeOptional
Additional DetailsThe 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.
More Pricing Information
Features
LoopioQuoteWerks
Proposal Creation & Organization
Comparison of Proposal Creation & Organization features of Product A and Product B
Loopio
8.6
6 Ratings
7% above category average
QuoteWerks
-
Ratings
Proposal branding8.46 Ratings00 Ratings
Proposal templates7.96 Ratings00 Ratings
Proposal content library updates9.26 Ratings00 Ratings
Guided proposal creation8.25 Ratings00 Ratings
Searchable proposal database9.46 Ratings00 Ratings
Proposal Collaboration & Workflow
Comparison of Proposal Collaboration & Workflow features of Product A and Product B
Loopio
8.3
6 Ratings
2% above category average
QuoteWerks
-
Ratings
RFP management & response9.26 Ratings00 Ratings
Proposal collaboration & approval8.26 Ratings00 Ratings
User permissions/proposal editing controls8.86 Ratings00 Ratings
Sales proposal workflow6.75 Ratings00 Ratings
Proposal automation user interface8.45 Ratings00 Ratings
Proposal Delivery
Comparison of Proposal Delivery features of Product A and Product B
Loopio
7.3
4 Ratings
10% below category average
QuoteWerks
-
Ratings
Proposal distribution7.94 Ratings00 Ratings
Interactive proposals7.24 Ratings00 Ratings
Proposal content tracking6.94 Ratings00 Ratings
CPQ
Comparison of CPQ features of Product A and Product B
Loopio
-
Ratings
QuoteWerks
9.2
32 Ratings
7% above category average
Quote sharing/sending00 Ratings9.132 Ratings
Product configuration00 Ratings9.632 Ratings
Configuration options00 Ratings9.232 Ratings
Pricing rules00 Ratings8.926 Ratings
Price adjustment00 Ratings9.332 Ratings
Purchase history and open contracts00 Ratings9.627 Ratings
Guided selling/Sales portal00 Ratings8.821 Ratings
CPQ reporting & analytics00 Ratings8.321 Ratings
CPQ-CRM integration00 Ratings8.927 Ratings
Attachments to quotes00 Ratings9.330 Ratings
Order capturing00 Ratings9.812 Ratings
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LoopioQuoteWerks
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Score 9.1 out of 10
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Score 8.8 out of 10
Medium-sized Companies
QuoteWerks
QuoteWerks
Score 9.1 out of 10
PandaDoc
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Score 8.8 out of 10
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Responsive
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Score 6.7 out of 10
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Score 8.6 out of 10
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User Ratings
LoopioQuoteWerks
Likelihood to Recommend
9.4
(7 ratings)
9.4
(48 ratings)
Likelihood to Renew
-
(0 ratings)
10.0
(21 ratings)
Usability
8.2
(2 ratings)
9.0
(9 ratings)
Availability
-
(0 ratings)
6.0
(5 ratings)
Performance
-
(0 ratings)
6.0
(5 ratings)
Support Rating
8.4
(2 ratings)
8.9
(9 ratings)
In-Person Training
-
(0 ratings)
5.0
(1 ratings)
Online Training
-
(0 ratings)
6.0
(1 ratings)
Implementation Rating
-
(0 ratings)
9.0
(6 ratings)
Configurability
-
(0 ratings)
9.7
(2 ratings)
Ease of integration
-
(0 ratings)
9.8
(2 ratings)
Product Scalability
-
(0 ratings)
9.0
(3 ratings)
Vendor post-sale
-
(0 ratings)
9.9
(2 ratings)
Vendor pre-sale
-
(0 ratings)
9.9
(2 ratings)
User Testimonials
LoopioQuoteWerks
Likelihood to Recommend
Loopio Inc.
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.
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Aspire Technologies, Inc.
The sales department is satisfied with QuoteWerks and this generates satisfaction throughout the company. The main recommendation is to use the free trial first in order to know what the goals of each company are according to their size and futuristic vision. QuoteWerks opening easy and robust integration with our CRMs, this also improves workflow. It works as an electronic signature that has improved working time and in general the relationship with our clients because we no longer have to ask the client to print the document and then sign it.
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Pros
Loopio Inc.
  • Ease of use - a few minutes' tutorial is enough for a newcomer to start using the tool.
  • Handy options - i.e. support in searching for the right answer
  • Often meaningful & useful releases
Read full review
Aspire Technologies, Inc.
  • It offers a robust API Integration with Connectwise Manage as well as several other CRM and accounting packages.
  • It offers a robust templating system that has allowed us to remove large amounts of manual labor from our quoting system.
  • It allows you to integrate rate sheets from your leasing partners for easy leasing options.
Read full review
Cons
Loopio Inc.
  • Adding new answers to the library was easier and better with the "close the loop" functionality. Now, it seems like it is easier to miss questions to add to the library.
Read full review
Aspire Technologies, Inc.
  • QuoteWerks can be a little clunky at times, but overall is easy to use.
  • QuoteWerks could be a little more visibly attractive, but it gets the job completed.
  • QuoteWerks Has added a couple of features that I would rather not see there - a view of all of the open quotes for a customer just muddies up the screen and it asks you if you want to save a quote at the most inopportune times.
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Likelihood to Renew
Loopio Inc.
No answers on this topic
Aspire Technologies, Inc.
We will renew because QuoteWerks has all the capabilities we require for our business processes and our reps like it. The support is top notch and the pricing model saves us considerable money over SaaS models. I also feel confident that Aspire Technologies will continue to improve and add features
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Usability
Loopio Inc.
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.
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Aspire Technologies, Inc.
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.
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Reliability and Availability
Loopio Inc.
No answers on this topic
Aspire Technologies, Inc.
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.
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Performance
Loopio Inc.
No answers on this topic
Aspire Technologies, Inc.
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.
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Support Rating
Loopio Inc.
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.
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Aspire Technologies, Inc.
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.
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In-Person Training
Loopio Inc.
No answers on this topic
Aspire Technologies, Inc.
There is in-person training offered in Orlando, but our company did not want to spend the money.
Read full review
Online Training
Loopio Inc.
No answers on this topic
Aspire Technologies, Inc.
Originally it was weak, but they have really stepped up.
Read full review
Implementation Rating
Loopio Inc.
No answers on this topic
Aspire Technologies, Inc.
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.
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Alternatives Considered
Loopio Inc.
  • User friendly--very simple
  • Reviews of libraries can be assigned
  • Non-named user licenses can be used by various people
  • Close Loop--changes can be added to library with just a few clicks
  • View text in library and can copy content
  • Reporting on reviews and usage and projects
  • Help center and assigned representative
  • Library duplicates functionality
Read full review
Aspire Technologies, Inc.
Both this software were similar in what they do and pricing, however, the QuoteWork software in my opinion does a better job recording and tracking communications between personnel and clients. QuoteWerks also gives a lot of data that might seem like overkill, but having too much information is better than too little.
Read full review
Scalability
Loopio Inc.
No answers on this topic
Aspire Technologies, Inc.
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.
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Return on Investment
Loopio Inc.
  • 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.
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Aspire Technologies, Inc.
  • QuoteWerks definitely allows us to be more responsive to our clients purchasing and planning requirements.
  • QuoteWerks ease of use and more structured sales quoting process makes it easier to bring new staff on-board and maintain better consistency to our sales quoting approach.
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ScreenShots

QuoteWerks Screenshots

Screenshot of An example of a QuoteWerks Proposal