What kind of proposal software provider would we be if we didn't start with our own Loopio alternative? Proposify is cloud-based proposal software that gives businesses full control and visibility into the end-to-end sales process. With its robust features, user-friendly interface, and customizable templates, Proposify streamlines the sales document creation process, and allows users to design professional-looking documents that are used for RFP submissions.
Key Features
Content Library: Frequently used content, such as pricing tables, case studies, and testimonials can all be stored in a centralized content library. This feature facilitates the RFP response process by ensuring consistency across all documents.
Automation: Proposify integrates seamlessly with well-known customer relationship management (CRM) platforms, including Pipedrive, Salesforce, and HubSpot, which allows users to pull proposal data into their existing workflows. This integration automates proposal creation, and ensures that all prospect interactions are tracked and recorded, enhancing efficiency.
Drag-and-Drop Editor: It's easy to create visually appealing proposals with Proposify's intuitive drag-and-drop editor, even without any design experience. Users can select from a library of fully customizable, pre-designed templates, or customize their proposals from scratch to match their branding.
Electronic Signatures: Proposify offers e-signature capabilities, which allows users to electronically send proposals for signature and track their status in real-time. This does away with the need for printing, scanning, and mailing documents, creating a seamless approval process, saving both time and resources.
Analytics: Proposify allows users to track metrics such as open rates and conversion rates, which provides detailed analytics and insights into proposal performance. It also tracks engagement, such as how many proposals each rep sends, when prospects open proposals, and how long they spend viewing them. This invaluable data enables businesses to enhance their RFP strategies and improve their close rates.
Responsive
Responsive (formerly RFPIO) is a cloud-based response management platform that makes the process of responding to RFPs easier. It's designed to improve efficiency, accuracy, and collaboration for teams dealing with complex proposal responses.
Responsive leverages automation and a centralized content library to assist organizations in managing and optimizing their response processes.
Key Features
Collaboration Tools: The platform offers robust collaboration features that allow team members to work together seamlessly, regardless of their location. It facilitates communication, task assignment, and progress tracking among team members.
Import and Export Functionality: Responsive supports a wide range of file formats for import and export, making it easy to work with documents in their original formats. This feature simplifies the process of starting new proposals and delivering final submissions.
Security and Compliance: Ensures high levels of security for all documents and communications, complying with relevant legal and regulatory standards.
Ombud
Ombud is a dynamic cloud-based platform engineered to handle complex and critical documents like RFPs. By fostering a unified workspace, it enables sales teams, subject matter experts, and other stakeholders to collaboratively craft, edit, and finalize sales documents in real-time.
Ombud's content management system acts as a central repository, organizing a wealth of sales materials, including past responses, templates, and essential documentation. It also uses advanced automation capabilities to make the proposal creation process more efficient.
Key Features
Collaborative Workspace: Ombud offers a collaborative environment where sales teams, subject matter experts, and other stakeholders can work together on sales documents in real-time. This collaborative approach ensures that all contributions are consolidated in a single platform.
Integration Capabilities: Understanding the importance of seamless workflows, Ombud integrates with various CRM systems, cloud storage solutions, and other enterprise tools. These integrations allow for easy access to customer data and relevant information.
Analytics and Insights: The platform provides analytics and reporting capabilities, offering insights into the proposal process, team performance, and content effectiveness.
GetAccept
GetAccept is a digital sales room platform designed to enhance the sales process by providing a suite of tools that facilitate engagement between sales teams and their prospects.
This is done via sales document management, including proposals, contracts, and RFP responses, making the sales cycle more efficient and increasing conversion rates. While it's an alternative to Loopio, there are also numerous GetAccept alternatives available.
Key Features
Digital Sales Rooms: Creates personalized, branded spaces where sales teams can engage with prospects, share documents, hold meetings, and communicate.
Electronic Signatures: Offers legally binding electronic signature functionality to expedite the approval and signing process of sales documents, contracts, and agreements.
Workflow Automation: Automates repetitive tasks and workflows within the sales process, such as follow-up emails and reminders.
PandaDoc
PandaDoc is a document management platform that offers various tools for creating and e-signing documents, and automating workflows.
Key Features
Interactive Quoting: Users can create interactive quotes and proposals with configurable pricing tables, enabling recipients to select different options and quantities.
Payment Collection: PandaDoc supports the integration of payment gateways, allowing prospects to make payments directly through the documents.
Security and Compliance: The platform ensures high levels of security for all documents and data, with features such as audit trails, document encryption, and compliance with standards like GDPR and HIPAA.
Qwilr
Qwilr transforms business proposals into interactive web pages, enhancing engagement with multimedia elements and dynamic content, elevating the standard of business communication.
With Qwilr, users gain insights from document analytics and streamline the proposal process with customizable templates and e-signature capabilities, increasing efficiency and conversions.
You'll also find numerous Qwilr alternatives on the market.
Key Features
Web-Based Documents: Qwilr allows users to create dynamic, web-based versions of traditional documents like proposals and quotes, incorporating interactive and engaging elements.
Interactive Pricing Tables: Users can include interactive pricing tables in their documents, enabling clients to adjust quantities or services and see updated prices in real-time.
Document Analytics: Qwilr offers detailed analytics on how recipients interact with documents, providing valuable insights for follow-ups.
QuorosDocs
QorusDocs is proposal management software designed to automate and enhance the creation of personalized documents. It facilitates collaboration, content management, and template use, improving proposal quality and response times.
The platform offers intelligent content recommendations and analytics, providing insights into document effectiveness. QorusDocs integrates with major CRM systems, creating a seamless workflow and enabling data-driven proposal strategies.
Key Features
Template Management: Users can create and manage a library of customizable templates, which serve as a starting point for new documents and ensure brand consistency.
Smart Content Recommendations: The platform uses AI to suggest relevant content based on the context of the document being worked on, improving efficiency and consistency across proposals.
Collaboration Tools: QorusDocs facilitates teamwork by allowing multiple users to work on the same document simultaneously, with features for tracking changes, assigning tasks, and providing feedback.
Qvidian
Qvidian is proposal automation software for the creation of documents like RFP responses and proposals. It enhances team collaboration, content management, and ensures consistency across all business documents.
With its advanced analytics and customizable templates, Qvidian offers insights into proposal effectiveness and optimizes content reuse.
Key Features
CRM Integration: This integration allows users to access and use customer data and insights directly from their CRM within the Qvidian platform.
Automated Proposal Generation: Qvidian automates the creation of personalized and accurate proposals, RFP responses, and sales documents.
Customizable Templates: Qvidian provides a wide range of customizable templates that can be tailored to meet specific business needs and branding requirements.
RocketDocs
RocketDocs is a response management and proposal automation platform for the creation and management of sales documents, enabling teams to collaborate.
The platform offers a centralized content library, intelligent content recommendations, and customizable templates, which reduce response times and improve document accuracy.
Key Features
Content Library: A centralized repository for storing, managing, and accessing pre-approved content, ensuring consistency and accuracy across all documents.
Intelligent Content Recommendations: Enhances proposal accuracy by suggesting relevant pre-approved content, making document creation easier and ensuring consistency.
Template Management: Provides customizable templates to standardize document creation, ensuring brand consistency and saving time on formatting.
Conga Composer
Conga Composer is a document generation tool that integrates with Salesforce, automating the creation of personalized documents, reports, and templates directly from Salesforce data.
The software offers dynamic content creation, advanced customization options, and batch processing capabilities, allowing businesses to efficiently produce high-quality documents.
Key Features
Salesforce Integration: Deep integration with Salesforce allows users to pull data into documents, ensuring accuracy and personalization.
Batch Processing: The ability to generate and send multiple documents at once, saving time and improving efficiency in document management processes.
Automated Document Generation: Automates the creation of proposals, contracts, and reports directly from Salesforce data, reducing manual effort.
Proposify vs. Loopio
Loopio offers several RFP response features, but several Loopio competitors bring more of them. This is especially true of Proposify. Many of our features and capabilities surpass Loopio's, and offer users more options and better functionality.
Learning, Use and Adoption: While Loopio has a steep learning curve, Proposify is a simpler solution. It has a user-friendly interface, and is easy to learn and use. This promotes speedy adoption, which means your team spends less time learning software and more time closing deals.
Pricing: Proposify is transparent with our pricing, publishing plan costs on our website, something Loopio doesn't provide without first collecting prospects' personal data.
Quoting and Pricing Tables: Despite being touted as an RFP response solution, Loopio doesn't include a quoting function or pricing tables. In addition to being proposal creation software, Proposify includes quoting functionality, as well as interactive pricing tables.
Overall, Proposify makes things easier for your sales team, while being more affordable and cost-effective for your company.
Boost Your RFP Responses with Proposify
Whether you're looking for interactive pricing tables and advanced e-signature capabilities, or you simply want an affordable, easy-to-use option, Proposify provides a wide range of features to streamline your sales processes and drive business growth with less effort and cost.
Learn more about how Proposify gives you end-to-end visibility into and control of your RFP response process to help you close deals more quickly and efficiently.