Loopio vs. PandaDoc

I use Loopio specifically for RFP's mostly. I think it is a great and adequate tool for this and much of what I think that needs to improve are not large needle movers for me since the software as a whole is fantastic. It is very easy to upload an RFP into Loopio and begin answering those questions or pulling from previously answered questions. I also will use Loopio for large client proposals and I often use the "search functionality within Loopio to see if I can find answers to clients questions. I like that I can also pull images from Loopio as well and often use those visualizations in my proposals.

Incentivized

As an alternative to other electronic signature mechanisms, I can't recommend PandaDoc more highly. It works, plain and simple. It is less costly - by a lot - than most alternatives, stores signed documents online for easy access, is simple to use by both our staff and our clients, and makes our lives far easier.

Incentivized

• Ease of use - a few minutes' tutorial is enough for a newcomer to start using the tool.
• Handy options - i.e. support in searching for the right answer
• Often meaningful & useful releases

• PandaDoc allows our team to create and send detailed sales proposals and quotes with the use of their templates.
• The use of collaborative editing is also beneficial because our team is able to have multiple users edit and comment on documents simultaneously.
• Document tracking is useful because we are able to receive real-time notifications and updates on the proposal process.

Incentivized

• Having the ability to directly connect responses in multiple languages.
• Ability to set up more people in the review cycle (we typically have a responder, and at least 2 reviewers).

Incentivized

• I would like to see the ability to LOCK a field instead of locking an entire block or document.
• I would like to see more standard features that need to be part of the service instead of add-ons.
• Would like to see an option to allow different levels of users than just the two standard options.

Incentivized

We have been using it for a few years now and find it vital to getting our bids out quickly and accurately to our customers. We can get a request for information from a customer and once we have their basic parameters create a professional bid in minutes. It's actually usually harder to find out what the customer wants than to use PandaDoc and create a document with it

Incentivized

Usability is good but falls short of excellent. The interface is clean and well organized. They clearly spent some time working on the UI and took some feedback from focus groups to help keep it tidy. On a few occasions, we have experienced a little bit of lag while updating the question database. I'd like to see just a little faster response time on a consistent basis.

Incentivized

Once you get the hang of it, it's very easy to use. There can be a slightly steep learning curve to get fully in on the system. The new editor v2 has really improved usability and allows us to collaborate on documents simultaneously. Once the templates and library items are set up, a new document, whether it be a sales or HR document, takes very little time to complete.

Incentivized

We haven't had any real issues regarding downtime as of yet.

Incentivized

As I mentioned earlier - performance is near perfect as I can create, send, adjust my documents. I love the tracking feature as well as I can tell when my documents have been seen and by whom. The only issue I have run into is with saving and formatting - occasionally the file document does not save with the newly assigned name or the content of the document does not stay formatted nicely.

Incentivized

They're very supportive and reply in a timely manner. Whenever I contacted the support I received a helpful reply that actually solved my issue. Quite often when my team suggested an improvement that would simplify and speed up our work it happened not long after which is perfect for us.

Recently I could not upload a pdf to a contract - support was very responsive and easy to work with. They got back to me the next day with an apparent fix - however when I opened the document nothing had changed. I then could not respond to the rep who was helping me because it was a "no-reply address", the problem still has not been solved and we had to make alternate arrangements to get this to the client. Never had it happen before and was only with this one contract.

Incentivized

Implementation was before the time I was here at Riafox, however, support has been great in assisting to merge spaces and upgrade to 2.0 Editor.

Incentivized

• User friendly--very simple
• Reviews of libraries can be assigned
• Non-named user licenses can be used by various people
• Close Loop--changes can be added to library with just a few clicks
• View text in library and can copy content
• Reporting on reviews and usage and projects
• Help center and assigned representative
• Library duplicates functionality

Incentivized

PandaDoc is a more polished, professional, and 'legitimate' software site than other solutions, since PandaDoc really specializes in creating professional proposals, quotes and invoices. The eSignature capacity and pricing table capacity embedded in the documents as well as fillable fields, pre-made, customizable and reusable templates also make PandaDoc stand out.

Incentivized

I agree. We have created folders for multiple departments and have been successful with the usage.

Incentivized

• It has helped us keep data up to date and therefore provide better answers.
• The amount of time it takes us to compile RFPs has decreased tremendously giving everyone more time to focus on their main roles.

Incentivized

• We have greatly increased the efficiency in which we can get signatures from individuals for documents and increase productivity.
• We have been able to find older documents very easily.
• W-9 have been very difficult due to Section 3, but this was addressed with conditional logic

Incentivized