Loopio vs. Qvidian RFP & Proposal Automation

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Loopio
Score 8.1 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
Qvidian RFP & Proposal Automation
Score 7.1 out of 10
Enterprise companies (1,001+ employees)
Proposal management and RFP response softwareN/A
Pricing
LoopioQvidian RFP & Proposal Automation
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
LoopioQvidian RFP & Proposal Automation
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup feeOptional
Additional DetailsPlease contact Qvidian for pricing details.
More Pricing Information
Community Pulse
LoopioQvidian RFP & Proposal Automation
Top Pros
Top Cons
Features
LoopioQvidian RFP & Proposal Automation
Proposal Creation & Organization
Comparison of Proposal Creation & Organization features of Product A and Product B
Loopio
8.6
6 Ratings
8% above category average
Qvidian RFP & Proposal Automation
7.6
3 Ratings
4% below category average
Proposal branding8.46 Ratings7.93 Ratings
Proposal templates7.96 Ratings8.03 Ratings
Proposal content library updates9.26 Ratings8.03 Ratings
Guided proposal creation8.25 Ratings7.13 Ratings
Searchable proposal database9.46 Ratings7.03 Ratings
Proposal Collaboration & Workflow
Comparison of Proposal Collaboration & Workflow features of Product A and Product B
Loopio
8.3
6 Ratings
3% above category average
Qvidian RFP & Proposal Automation
7.1
3 Ratings
13% below category average
RFP management & response9.26 Ratings7.13 Ratings
Proposal collaboration & approval8.26 Ratings8.03 Ratings
User permissions/proposal editing controls8.86 Ratings7.03 Ratings
Sales proposal workflow6.75 Ratings7.23 Ratings
Proposal automation user interface8.45 Ratings6.23 Ratings
Proposal Delivery
Comparison of Proposal Delivery features of Product A and Product B
Loopio
7.3
4 Ratings
9% below category average
Qvidian RFP & Proposal Automation
-
Ratings
Proposal distribution7.94 Ratings00 Ratings
Interactive proposals7.24 Ratings00 Ratings
Proposal content tracking6.94 Ratings00 Ratings
Best Alternatives
LoopioQvidian RFP & Proposal Automation
Small Businesses
QuoteWerks
QuoteWerks
Score 9.2 out of 10
QuoteWerks
QuoteWerks
Score 9.2 out of 10
Medium-sized Companies
QuoteWerks
QuoteWerks
Score 9.2 out of 10
QuoteWerks
QuoteWerks
Score 9.2 out of 10
Enterprises
Conga CPQ
Conga CPQ
Score 7.8 out of 10
Conga CPQ
Conga CPQ
Score 7.8 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
LoopioQvidian RFP & Proposal Automation
Likelihood to Recommend
9.4
(7 ratings)
7.9
(34 ratings)
Likelihood to Renew
-
(0 ratings)
8.0
(32 ratings)
Usability
8.2
(2 ratings)
9.0
(8 ratings)
Availability
-
(0 ratings)
10.0
(1 ratings)
Support Rating
8.4
(2 ratings)
10.0
(6 ratings)
In-Person Training
-
(0 ratings)
6.0
(1 ratings)
Online Training
-
(0 ratings)
9.0
(2 ratings)
Implementation Rating
-
(0 ratings)
10.0
(4 ratings)
User Testimonials
LoopioQvidian RFP & Proposal Automation
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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Upland Software
This software is very well-suited to companies who find themselves expanding their footprint, the number of their Sales representatives, their territories, and/or their products and services and need to maximize their ability to both keep up with those demands whilst streamlining their proposal resources. Further, this is a very powerful tool with a lot of features and functionality including CRM plug-in and reporting. Thus, it may be less appropriate for a very small organization with only one product and that is also blessed with lengthy cradle-to-grave turnaround windows. In addition, to better the odds for success an investment in upfront personnel training and either a dedicated periodic window of time and/or dedicated person(s) for content upkeep are prudent. Finally, working with the vendor is a delight as they make every effort to maintain and deliver a product that both meets your needs and on which you can rely.
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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
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Upland Software
  • Using Qvidian as an RFP tool has made a difference in our RFP process, turn-around time, and content development. It's helped us streamline our RFP process so that we are able to produce the majority of the document before the kick-off meeting, which means we have more time to customize and refine the document before it goes to print.
  • Additionally, it took several hours before to gather all of the basic data we needed for an RFP, but now we can have the majority of the response ready in under 15 minutes in most cases. We are also able to start projects from our phones (iPhone thru Safari) or on an iPad. This has been extremely helpful while traveling.
  • Finally, our content is centrally located on a searchable database. Previously we had used several free tools to aid in content storage that would allow us access easily via search. It never seemed to do what we wanted, and when we did find something, we weren't sure if it was the most current or usable. The library functions in Qvidian have been a huge help, and has changes the way we collect data, and retrieve it.
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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.
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Upland Software
  • One area where Qvidian occasionally struggles is feature regression. For instance, the editing option that puts multiple records into one document had always been present in Qvidian; however, when the multi-edit feature that only allows editing one record at a time was released in version 9.1, the original editing functionality was removed. This caused me a lot of frustration, as it severely slowed down my work flow since I could now only see and edit one record at a time. It wasn't until a year later when version 10 was released that the old editing functionality was added back. However, one bright spot of version 9.1 was an added feature that allowed organizing records by simply dragging and dropping them into different categories. This was much easier than having to right click on a record, select Move, then right click on a folder and select paste. However, with version 10, this feature was removed and I'm now back to having to right click on records instead of dragging and dropping. It seems that with each release, I never know if something I like will be taken away or if something I don't like will be added -- sometimes it's both.
  • A recent change that was added in version 10.1 that I personally view as a negative is that Qvidian now handles all requests server side instead of on the user's computer. This means that if a user wants to export or edit a large number of records, they have to wait for Qvidian's server to generate a report of those records. Depending on the number of records, this can be very quick (a few seconds) or very long (I've waited up to 20 minutes before) depending on how taxed Qvidian's servers currently are. I understand the reasoning behind the move, in that it takes the load off of a user's computer so that other applications they currently have open aren't affected by added memory usage, but in practice I find that it only slows down my workflow. Any somewhat modern PC shouldn't have any trouble handling a large report request from Qvidian.
  • Although Qvidian is certified for use in several different browsers (Internet Explorer, Firefox, and Chrome for Windows), it doesn't offer the same functionality in each one. For instance, in Explorer, when a record is selected for editing or export, it will automatically open in Word. In Firefox, a pop-up dialog appears and a user has to click Open in order for the record to appear in Word. And in Chrome, the file is added to the download bar and a user must click on the file there for it to open, unless they add an exception to .docx file types to automatically open in Word (which I had to do, since I prefer using Chrome). Other simple features such as right clicking on a folder or record to bring up Qvidian's context menu are hit or miss depending on the browser. In Explorer, everything is generally smooth, though the browser itself is slower than the other choice. In Firefox, right clicking generally works but sometimes has some hiccups, and in Chrome, more often than not right clicking brings up Chrome's context menu instead of Qvidian's, which often leads to having to first select a folder and then click the dedicated Actions button in Qvidian to perform the desired action. No matter which browser you use, there will be some sort of functionality that doesn't quite work as expected.
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Likelihood to Renew
Loopio Inc.
No answers on this topic
Upland Software
The tool provides us with the functionality we need to perform more efficiently and we have not identified another product that offers enough "nice to haves" in addition to the "must haves" to warrant a compelling reason for changing tools.
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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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Upland Software
The shift they made in architecting documents from content to outline, is now reversed allowing outline creation first, then content which is more natural. But, due to the fact that we went through a migration of content to get to the new version, it feels less optimized than if we would have re-implemented.

End users having to configure settings more often than desired
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Reliability and Availability
Loopio Inc.
No answers on this topic
Upland Software
Qvidian system maintenance is performed on weekends, usually at odd hours, and advanced notice is given so that teams can plan accordingly.
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Performance
Loopio Inc.
No answers on this topic
Upland Software
Remote or VPN employees seem to have somewhat slower access time. Server maintenance has improved performance.

Finding occasional recurring prompts to update settings in Microsoft (Explorer, Word, Excel, Powerpoint)
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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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Upland Software
They are very much in support of great customer service. They respond quickly with emails and in some cases phone calls to resolve any issues and often times user questions in the past when I could not figure something out.
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In-Person Training
Loopio Inc.
No answers on this topic
Upland Software
Live instructor training is expensive, though we have had instructors come to our offices for a ‘refresher’ before. The refresher was more of a “let us fix that for you” than a training on how to do it ourselves.
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Online Training
Loopio Inc.
No answers on this topic
Upland Software
Online training is limited in my opinion.
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Implementation Rating
Loopio Inc.
No answers on this topic
Upland Software
IT works great. UPgrades are handled automatically. I was not involved in setup but I know they are there when we need them
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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
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Upland Software
We have been using Qvidian for years, when Compass was introduced in our company. Having spent over a year using Compass, I would not recommend it for writing proposals. In all fairness, that is not Compass' strength. Compass is ok for general document sharing for informational purposes. It does have a Presentation Builder function for creating PowerPoint presentations, but it is cumbersome and not very flexible. Specifically, the linkage is awkward and files may have to be re-linked when they are updated. In addition, the architecture only allows you to create a couple of levels of content. The search function is very limited. Compass is a newer project and has not fully matured.
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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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Upland Software
  • The positive impact has been to know we have a system that can house legally-approved responses to questionnaires. The good about this is that if we have a simple RFI that does not require a lot of response customization, we can draw upon previously-approved responses and create output MUCH quicker, without the need of laborious and time-consuming legal reviews of RFIs or DDQs we produce for prospective clients. Quicker, easier output with less internal review = efficient RFI process and quicker turnaround time to respond to our client/prospective client base.
  • The negative impact has only been the time it takes to orient oneself with the program, and REMAIN oriented. As we do not do RFIs on a daily basis, it is easy for us to become rusty, or to take short-cuts because we do not have time to re-train on the program. Those shortcuts and workarounds tend to cause us not to use the program to its full potential and lead to counter-productivity in some cases.
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ScreenShots

Qvidian RFP & Proposal Automation Screenshots

Screenshot of Accelerate responses to RFPs, DDQs, and other docs with automatic content suggestions from AutoFill.Screenshot of In one click, SMEs can view all pending review jobs from a single dashboard.Screenshot of Access answers to FAQs and step-by-step tutorials in the Help Center.Screenshot of Tailor the home screen to streamline access to the tools and information.Screenshot of Build complete RFP packages that are brand compliantScreenshot of Simplify content reviews and approvals, and build audit trails, with automated workflows