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Compare Quoteroller vs Loopio

What is better Quoteroller or Loopio? If you’re getting a tough time selecting the best Sales Proposal Automation Software product for your circumstances, we suggest that you do a comparison of the available software and find out which solution offers more advantages. For example, here you can examine Quoteroller (overall score: 8.9; user rating: 100%) vs. Loopio (overall score: 8.0; user rating: 100%) for their overall performance.

You can also see which one provides more tools that you need or which has more flexible pricing plans for your current budget constraints. Using a clear table to match their features will significantly increase the possibility of obtaining the best product for your company. Look closely at other aspects of the software like if it’s easy to use, adaptability, scalability, and pricing options.

Our team put a lot of effort to review all popular Sales Proposal Automation Software solutions offered out there, but among them these three caught our special attention: DocSend, PandaDoc, Bidsketch.

NOAWARDS
YET

SmartScore™

OUR SCORE 8.9

User Satisfaction

CUSTOMER EXPERIENCE 100%

Pricing

Starting from $19

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Easy to use
  • Native iOS app
  • Content Library
  • Custom templates
  • Interactive content blocks
  • Form fields
  • E-Signatures
  • CRM data merge
  • Consistent branding
  • Auto calculation of taxes, discounts, totals etc.
  • A la carte pricing
  • Margin and cost calculations
  • Analytics
  • Real-time negotiation
  • Version tracking
  • Automatic approval flow
  • Multi-team, multi-product support
  • Locked down content and branding
  • Document batching
  • Activity tracking
  • Reusability

Pricing Info

Quoteroller offers three SMB and enterprise pricing options for users to consider. Give the details a look, and select a plan that would be suitable for your business:

Professional (individuals): $19/user/month (billed annually), $29 on a monthly basis

  • Five templates
  • Unlimited docs & eSignatures
  • Document analytics
  • Document builder and editor
  • Custom branding
  • Pricing tables and product catalog
  • Email support

Business (Small businesses): $39/user/month (billed annually), $49 on a monthly basis

Professional features plus:

  • Unlimited templates
  • Content library
  • Manager approval workflow
  • Initial template conversion

Enterprise (growing businesses): By quote

Business features plus:

  • Integrations with CRMs and other tools
  • Document design assistance
  • Multiple teams and workspaces
  • Access to API, SDK & webhooks
  • Document embedding option
  • Custom integrations
  • Dedicated Account Manager
  • Private team training sessions

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

PB Web Development (Australia), Navitas Design (UK), WebSEOlogy (US)

Integrations

Quoteroller integrates with the following business systems and applications:

  • Salesforce
  • Nutshell
  • Capsule CRM
  • Nimble
  • Pipedrive
  • Insighty
  • OnePageCM
  • Zoho CRM
  • Harvest
  • Basecamp
  • Box

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

Comprehensive sales tool for automating documentation, and a web-based solution to help organizations create, organize, send and track proposals with ease. It can boost productivity with its streamlined quoting workflow and even help close deals faster with its e-signature tool.

Company Email

info@quoteroller.com

Contact No.

Company's Address

400 Spear Street, #217
San Francisco, CA 94105
USA

NOAWARDS
YET

SmartScore™

OUR SCORE 8.0

User Satisfaction

CUSTOMER EXPERIENCE N/A

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

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 3 pricing plans for companies of different sizes with 24/7 email and chat support on all plans. You can check out their free trial version or request a free demo.

 

Individual (for single users only)
From $9 per month/user

  • Legally binding eSignatures
  • Up to 5 documents sent per month
  • Rich media drag and drop document editor
  • 400+ professionally designed templates
  • Real-time tracking and notifications

Business 

(for small teams)

From $49 per month/user

All the Individual plan features plus:

  • Unlimited number of templates and sent documents
  • CRM integration for HubSpot, Pipedrive and more
  • Content library
  • Custom branding
  • eSigning and approval workflows


Enterprise 

(for larger teams)
Request a quote

All the Business plan features plus:

  • Single sign-on (SSO) support
  • Custom user roles
  • Salesforce and Zapier integrations
  • Unlimited number of team workspaces
  • Content analytics and reporting

Can’t find what you need? Explore the PandaDoc API pricing.

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 (including Lightning)
  • HubSpot CRM
  • Pipedrive
  • Microsoft Dynamics CRM
  • SugarCRM
  • Insightly
  • Copper (Prosperworks)
  • Zoho
  • Nimble
  • Nutshell

Cloud storage

  • Box
  • DropBox
  • Google Drive

Payment gateways

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

Accounting

  • QuickBooks (with Zapier)

SSO

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

Other

  • Zapier

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

This cloud-based document management application fully supports paperless operations. It offers standard and advanced features such as document building, file-sharing, multiple document format support (PDF, Word Documents, etc.), and more. It is also equipped with electronic signature technology.

Company Email

info@pandadoc.com

Contact No.

Company's Address

565 Commercial St
2nd Floor
San Francisco, CA 94111

No Sales Proposal Automation Software will be able to solve all the needs of a business. While key functionalities of Quoteroller and Loopio are obviously a priority you should also carefully study the integrations supported by each software. Quote frequently you will already be working with some other B2B software in your company and it’s much more beneficial to choose apps that integrate well with each other. With that approach you will be able to guarantee an effortless transfer of information between your teams and apps, which can considerably reduce time wasted on migrating between one app and the other.

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