RocketDocs vs Loopio

Not all RFP Response Platforms are created equal. See how RocketDocs compares to Loopio.

RocketDocs is a leader in Enterprise Proposal on G2 RocketDocs is a leader in Enterprise User Adoption on G2 RocketDocs is a leader in Enterprise Americas Proposal on G2 Vanta_Compliance Vanta_Compliance_ISO 27001

RocketDocs are trusted by global brands to deliver market-leading RFP solutions

At A Glance: Key Features Compared

Both RocketDocs and Loopio share a number of key features in common, such as a centralized content library, AI-driven autofill, and a variety of software integrations.

RFP Generation

Templates

Streamline proposal creation and ensure consistency. Templates provide a solid foundation that can be quickly customized, saving time and reinforcing brand messaging.

DDQ

Respond to due diligence questionnaires (DDQs) effectively using automation getting you to a first draft faster.

Versioning

Track changes, collaborate seamlessly, and always access the right version. Version control eliminates confusion, improves efficiency, and ensures accountability throughout the proposal process.
AI

Local AI Generative Response

Harness the power of AI while protecting your sensitive data. Private Generative AI learns from your unique content, keeping your information confidential and crafting responses tailored to your company’s voice.

AI-Driven Autofill

Accelerate proposal completion and focus on high-value strategy. AI-Driven Autofill quickly populates standard content, allowing you to dedicate more time to nuanced answers and winning strategies.
Workflow

Collaborative Creation

Optimize teamwork and knowledge sharing. Collaborative creation streamlines editing and facilitates real-time contributions from subject matter experts, boosting proposal quality and turnaround time.

Assembly and Approval Workflows

Maintain quality control and mitigate risk. Approval workflows establish clear accountability and provide safeguards before sensitive information or proposals are submitted.
Analytics

Reporting and Dashboards

Visualize key metrics and make informed decisions. Reporting and dashboards transform RFP data into actionable insights, empowering you to track progress, identify bottlenecks, and strategize for success.

RocketDocs Key Features

RocketDocs is a comprehensive platform tailored to enhance the response process for various documents, including RFPs (Request for Proposals), RFIs, and DDQs.

Native Microsoft & GSuite

One of its standout features is the ability to work natively within Microsoft Excel or Word, ensuring a seamless experience for users familiar with these applications.

Enhanced Collaboration

Our unifying platform makes team collaboration easier, especially when engaging with Subject Matter Experts (SMEs). Project workflows, approvals, and having one source of truth all contribute to greater collaboration.

Rapid Search

The platform also boasts a rapid content search capability, making it easy to locate and utilize relevant information.

Salesforce Connector

RocketDocs offers a bidirectional Salesforce connector, enhancing its integration capabilities.

Launchpad

The platform’s LaunchPad feature provides users with various methods to respond to questions efficiently.

BioBuilder

The BioBuilder tool simplifies the addition of employee bios and headshots to various documents.

AI-Driven

Additionally, RocketDocs leverages artificial intelligence with its Autofill feature, streamlining the response process.

Mobile Responsive

RocketDocs is mobile-responsive, enabling users to assemble and share proposals directly from mobile devices.

Data Security? RocketDocs Has Got You Covered!

Security is key. RocketDocs is committed to protecting your data. In fact, it is built into our product. Read more here.

Loopio Features Overview

Loopio includes a number of similar features as well, including an AI-driven autofill, a cohesive content library, and an easy to use interface. Loopio’s collaborative Project Workspace allows multiple teams to work seamlessly on RFP projects, promoting teamwork and efficiency.

 

Loopio integrates with popular tools like Microsoft Excel and various CRM platforms, enhancing its usability. The service also utilizes robust security measures to protect sensitive information and ensure compliance.

 

The choice between RocketDocs and Loopio would largely depend on an organization’s specific needs and preferences. If a company heavily relies on Microsoft applications and values advanced AI-driven autofill capabilities, RocketDocs is likely to be a better fit.

 

If collaboration across multiple teams and a cloud-based solution are top priorities, Loopio could be a good fit as well. It’s essential to evaluate the unique requirements of the organization and the features of each platform before making a decision.

Why Customers
Choose RocketDocs

See which RocketDocs features are helping brands with their RFP solutions

RocketDocs helps you say goodbye to spreadsheets

Forget the hassle of errors and manual checks. Our RFP tool brings accuracy and simplicity to your fingertips.

RocketDocs helps you streamline your workflow

Ditch the time-waste of manual processes. Embrace fast, cost-effective RFP management.

RocketDocs enables easy compliance

Keep policies in check without the headache. Automatic compliance settings make it a breeze

RocketDocs gives you insights at a glance

Get the big picture fast. Easy-to-digest reports for smarter, quicker decisions.

Don’t just take our word for it
Here’s what our customers say about RocketDocs...

We are also thrilled to be recognized as industry leaders by G2

RocketDocs is a leader in Enterprise Proposal on G2
RocketDocs is a leader in Enterprise User Adoption on G2
RocketDocs is a leader in Enterprise Americas Proposal on G2
RocketDocs is a leader in Americas Proposal on G2

Choosing the right RFP Management Service for you

Selecting the appropriate document management system is crucial for streamlined business processes, enhanced procurement effectiveness, and robust data protection. Before finalizing your choice, evaluate aspects like the system’s functionalities, compatibility with existing tools, cost-effectiveness, and security protocols.

Key factors to consider

Budgetary Constraints

Align your budget with the service’s pricing models to ensure you achieve optimal value.

User
Experience

The platform should be intuitive and straightforward to navigate.

Seamless
 Interoperability

The service should seamlessly integrate with your existing software to maintain a fluid workflow.

Document Access and Organization

The platform should facilitate effortless storage, categorization, and retrieval of documents.

Data Protection and Regulatory Adherence

Ensure the system complies with relevant data protection standards and industry-specific regulations.

Growth 

Potential

As your enterprise expands, your document management requirements may evolve. Choose a system that can adapt to these changes.

Collaborative 
Features

If document collaboration is essential, opt for systems that support features like simultaneous editing and version tracking.

Customer 
Assistance

Prioritize services known for their prompt and dependable customer support.

Storage

Options

Evaluate the system’s storage offerings. Some platforms provide cloud-based storage, ensuring access from any location.

User 

Feedback

User reviews can offer valuable insights into the system’s dependability and efficacy.

RocketDocs vs Loopio: Our Verdict
(and the pros & cons)

Pros

Advanced AI-driven autofill and template creation speeds up your workflow.

 

Analytics and reporting enables real-time feedback on performance.

 

Flexible pricing options.

Cons

No free trial, but you can have a demo anytime.

Pros

Offers collaboration across many teams in a simplified structure.

 

Robust community and learning resources.

Cons

No Microsoft-specific integration, such as LaunchPad.

 

Mobile experience may vary.

The winner: RocketDocs

Loopio and RocketDocs are two leading RFP management solutions, both with a unique subset of features and advantages.

 

While both offer a robust service for those looking to simplify their procurement, RocketDocs unique approach and comprehensive software integrations make it the best option for those looking for the most flexibility possible.

 

RocketDocs offers an all-inclusive solution, encompassing the RFP procedure as well as a comprehensive range of analytics, administrative access controls, and CRM integration capabilities.

 

For these reasons, we recommend our tool RocketDocs due to its extensive set of features, diverse applications, and thorough support. However, individual requirements can differ, so it’s crucial to thoroughly assess the pros and cons of each option before finalizing your choice.

Common RocketDocs vs Loopio questions

Data security is a top priority for RocketDocs. We are SOC 2 and ISO 20071 certified. All data stored in RocketDocs is encrypted at rest using AES-256. We employ robust security measures, including data encryption, secure server infrastructure, and regular security audits to ensure that all information stored in the software remains safe and confidential.

For additional information on organizational, product, data, and privacy security at RocketDocs, please refer to our Privacy Policy.
Anyone who regularly has to respond to any type of repetitive questionnaire can use RocketDocs. It is especially helpful when you need one source where all your content resides and you need that content to be up-to-date, compliant, and accurate. A variety of industries can use RFP software – financial, asset management, technology, healthcare, and more.
RocketDocs offers a full suite of support services. Our customer success team is available to answer questions and offer best practice recommendations, and our customer support portal has self-service tools including step-by-step articles, webinars, and video walkthroughs of our platform. Additionally, RocketDocs offers professional services for larger projects or detailed consulting engagements.
No, there are currently no trial versions, however, you can see a demo of our product at any time.
Our business address is:
2201 Main Street, Suite 1180
Dallas, Texas 75201- 4351

In 1994 PMAPS Proposal Software was started and in 2018 was rebranded to RocketDocs. We’ve been innovating the questionnaire response space for over 30 years.
Loopio’s business address is:
310 Spadina Avenue, Suite 600
Toronto, Canada
M5T 2E8

Loopio has been around since 2014.
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Talk with Mike - our resident RFP expert

to find out how RocketDocs can help you supercharge your response management.
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