With Loopio, your team can create project templates so that it’s easy to set up for your next RFP. With PandaDoc, you can take that a step further by setting up document templates. For RFP responses that don’t require a portal submission or industries where repeat questions are common, it’s easy to set up a brief document template and use your content repository to quickly add responses to inbound questions. Most RFP response software solutions stop here, but PandaDoc also allows you to create fully-detailed templates for other essential documents like contracts and marketing proposals. We even offer a template library with over 450 pre-made, customizable templates.

Loopio and other proposal automation software providers provide a document assembler rather than a document editor. Your team inputs their response to the document assembler and then the program builds your document. But you don’t get to see the finished product until the end of the process. With PandaDoc, you can see a live version of your document while you create it! Much like Google Docs or Microsoft Word, the document you see within the PandaDoc editor is the output you will see upon export. No more automatic formatting glitches or strange outputs during export. Seeing is believing.

At the end of the day, you want your proposal to move forward — but what happens when it does? With Loopio, you’d still need to generate an invoice or collect funding through a third party. With PandaDoc, you have everything you need to move your paperless proposals forward and streamline customer purchase decisions. Our built-in electronic signature technology means that you can collect digital signatures in a flash. Including a payment gateway within your proposal will also make it easy for you to collect payments without the need for customers to visit your website or fill out additional paperwork.

While your RFP is being built, it makes sense to keep an eye on the project. Unfortunately, SaaS-based management software like Loopio often requires you to visit the website, log in, and navigate through menus and dashboards in order to access your information. That’s a hassle if you’re always on the go. The PandaDoc mobile app can help with that. Our app works on iPhone, iPad, and Android devices and allows you to connect with your team and review documents from anywhere so that you can approve final changes and get documents to customers as soon as possible.