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Compare Loopio vs Octiv

What is better Loopio or Octiv? To ensure that you purchase the most useful and productive Sales Proposal Automation Software for your business, you should compare products available on the market. For instance, here you can match Loopio’s overall score of 8.0 against Octiv’s score of 8.4. You can also review their general user satisfaction: Loopio (100%) vs. Octiv (75%).

In addition, you can compare their good and bad points feature by feature, including their offered terms and costs. By comparing products you are more likely to select the right software for your needs. It’s clear you have to know your unique needs to realize which service addresses those needs.

At this time, the leading products in our Sales Proposal Automation Software category are: DocSend, PandaDoc, Bidsketch.

NOAWARDS
YET

SmartScore™

OUR SCORE 8.0

User Satisfaction

CUSTOMER EXPERIENCE 100%

Pricing

by quote

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Library
  • Project Canvas
  • Automation through “Magic”
  • Single sign-on
  • Content splitting
  • Collaboration
  • Response templates

Pricing Info

Loopio’s SMB and enterprise pricing information is available only upon request. Contact the company for more details, and ask for your quote.

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Thomson Reuters, Merge, Sprinklr

Integrations

At the moment, Loopio offers a streamlined integration with Salesforce.com.

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

Loopio is a proposal and knowledge management software service that simplifies the process of responding to Requests for Proposals (RFPs) and Request for Information (RFIs).

Company Email

Contact No.

Company's Address

80 Mitchell Avenue, Unit 5
Toronto, Ontario M6J 1B9
Canada

NOAWARDS
YET

SmartScore™

OUR SCORE 8.4

User Satisfaction

CUSTOMER EXPERIENCE 75%

Pricing

by quote

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Document generation
  • Electronic signature
  • Asset management search
  • Mobile responsive docs and app
  • Role based permissions
  • Tasks and messaging
  • Localization of language and currency
  • Reporting
  • Customer report designer
  • Conditional alerts on recipient activity

Pricing Info

Octiv’s SMB and enterprise pricing information is available only upon request. Contact the company for more details, and ask for your quote.

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Angie’s List, Relevant, ZirMed

Integrations

Octiv integrates with the following business systems and applications:

  • Netsuite
  • Salesforce
  • Docusign
  • Adobe Sign
  • MS Dynamics CRM
  • Webhooks

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

Octiv is a provider of a sales productivity platform that drives for efficient process work that empowers teams and businesses.

Company Email

Contact No.

Company's Address

54 Monument Circle, Suite 200
Indianapolis, IN 46204
USA

PandaDoc

Partner

This product is our partner, which means they paid for being featured as one of the suggestions. Our team takes great care to ensure all sugested products are reliable, top-quality solutions.

SmartScore™

OUR SCORE 9.2

User Satisfaction

CUSTOMER EXPERIENCE 95%

Pricing

Starting from $9

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Configure, Price, Quote (CPQ)
  • Cost & Margin Calculation
  • Contract Lifecycle Management
  • Electronic Signatures
  • Payments
  • Multiple Workspaces
  • Roles Management
  • User mManagement
  • Content & Image Libraries
  • Content Locking
  • Branding
  • Approvals
  • Audit Trail
  • Document Builder
  • Document Analytics
  • Document Themes
  • Document Access Code
  • Document Forwarding
  • Document Sender Selection
  • Document Auto Numbering
  • Auto Reminders
  • Expiration
  • Template Embedding
  • Webhooks

Pricing Info

PandaDoc provides 4 pricing plans for companies of different sizes. You can check out their free trial version or request a free demo.

Individual (promo for new users only)

$9 per month/user

  • eSignatures
  • Unlimited Templates
  • Real-time Tracking
  • Payments
  • Send up to 60 docs per year
  • 2 users max

eSignature Team

  • Unlimited eSignatures
  • Unlimited Documents and Templates
  • 24/7 Live Chat Support
  • 1 Workspace
  • 5 Users Min.
  • Personalized Branding

Business

$49 per month/user

  • Unlimited Documents & Templates
  • Unlimited eSignatures
  • Approval Workflows
  • Payments
  • Content Library
  • 1 Workspace
  • Standard Integrations
  • Personalized Branding
  • 24/7 Live Chat Support


Enterprise (for large companies)

Request a quote

  • Unlimited Templates & Documents
  • Unlimited eSignatures
  • Conditional Approvals
  • Payments
  • Content Library
  • Unlimited Workspaces
  • Premium Integrations
  • Content Locking
  • Custom Roles and SSO
  • Advanced Reporting
  • Personalized Branding
  • 24/7 Live Chat Support

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Konica Minolta, Cirque Du Soleil, Tata Steel

Integrations

PandaDoc offers integration with the following business systems and applications:

CRM

  • Salesforce
  • HubSpot CRM
  • Pipedrive
  • bmp’online
  • Microsoft Dynamics CRM
  • SugarCRM
  • Insightly
  • Prosperworks
  • SalesforceIQ
  • Zoho
  • Nimble
  • Capsule
  • Nutshell

Cloud storage

  • Box
  • DropBox
  • Google Drive

Payment gateways

  • PayPal
  • Stripe
  • QuickBooks Payments
  • Square
  • Authorize.Net

Accounting

  • Xero
  • QuickBooks (with Zapier)

SSO

  • Okta
  • OneLogin
  • Microsoft Active Directory
  • Google Identity Platform

Other

  • Zapier
  • ZebDesk

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

PadnaDoc is the winner of Expert's Choice Award. It's a feature-rich online document management and collaboration solution for professionals, SMBs and enterprises.

Company Email

info@pandadoc.com

Contact No.

Company's Address

565 Commercial St
2nd Floor
San Francisco, CA 94111

Both Loopio and Octiv were evaluated by a group of independent B2B experts who prepared a full analysis of all core elements of every app. Their final score was prepared by means of unique SmartScore system that gives an individual partial score to each factor such as: main features, client support, mobile device support, security, customer satisfaction as well as reviews in other media. Here at FinancesOnline we realize useful features are not the only aspect essential to a company so we make an effort to pay attention to all facets of a solution before coming up with its final rating.

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