More than a proposal software
Loopio has an effective process for handling RFPs. Their unique proposal automation tools and intelligent AI make it easy to import documents, build an effective content library, and accelerate the RFP response process. Like RFPIO and QuoteWerks, Loopio is hyper-specialized to do one thing well. With PandaDoc, you can get the benefits of a fully-built RFP software and still have the flexibility to create other types of documents like quotes, contracts, brochures, and more. The improved ease of use and value for money means that PandaDoc can often replace multiple software solutions in your company tech stack.
Better document management tools
While Loopio has some fundamental document management tools, this software is primarily concerned with helping you streamline your CPQ process and RFP response. It does this by keeping an up-to-date content library and plugging those answers into the common questions you encounter on both due diligence and security questionnaires. But that doesn’t leave much room for document management. With PandaDoc, you’ll be able to arrange and store your documents according to your own preferences within your PandaDoc account. You can even recycle them as templates to be used again later.
Content management made simple
Loopio’s content management is the core of the platform. The intelligent AI detection system helps, but without an up-to-date content library, this software solution falls apart. With PandaDoc, your content library helps you streamline your content offering. Save everything to your content library, including branded images, marketing materials, and content blocks to your library for quick and easy retrieval. You can even load product tables for complete inventory management. With everything organized and ready, you can build entire documents within minutes.
Automatic notifications and analytics
Like Loopio, PandaDoc automatically sends you notifications. Our data and insights give details on teams and customers. You’ll know when someone looks at your document, how long they spend on a page, and how many times they come back to view it. You’ll also know who worked on it, and what they did thanks to up-to-the-second version control.