# Dasseti ENGAGE vs Loopio Comparison | | Dasseti ENGAGE | Loopio | |---|---|---| | **Star Rating** | 4.0 out of 5 | 4.6 out of 5 | | **Total Reviews** | 22 | 812 | | **Largest Market Segment** | Mid-Market (54.5% of reviews) | Mid-Market (53.5% of reviews) | | **Entry Level Price** | No pricing available | No pricing available | --- ## Top Pros & Cons ### Dasseti ENGAGE Pros: - Ease of Use (7 reviews) - Efficiency (7 reviews) Cons: - Poor Usability (7 reviews) - Feature Deficiency (5 reviews) ### Loopio Pros: - Ease of Use (235 reviews) - Efficiency (146 reviews) Cons: - Missing Features (48 reviews) - Limitations (41 reviews) --- ## Ratings Comparison | Rating | Dasseti ENGAGE | Loopio | |---|---|---| | **Meets Requirements** | 7.8 (20 reviews) | 8.9 (683 reviews) | | **Ease of Use** | 7.6 (21 reviews) | 9.1 (686 reviews) | | **Ease of Setup** | 8.3 (20 reviews) | 8.8 (497 reviews) | | **Ease of Admin** | Not enough data | 9.1 (455 reviews) | | **Quality of Support** | 9.0 (19 reviews) | 9.4 (643 reviews) | | **Has the product been a good partner in doing business?** | Not enough data | 9.6 (448 reviews) | | **Product Direction (% positive)** | 9.4 (19 reviews) | 9.3 (653 reviews) | --- ## Pricing ### Dasseti ENGAGE #### Entry-Level Pricing No pricing available #### Free Trial No information available ### Loopio #### Entry-Level Pricing No pricing available #### Free Trial No information available --- ## Features Comparison By Category ### Proposal | Product | Score | Reviews | |---|---|---| | **Dasseti ENGAGE** | N/A | N/A | | **Loopio** | 8.1/10 | 373 | #### Document Creation | Feature | Dasseti ENGAGE | Loopio | |---|---|---| | **Customizability: Variables and Fields** | Not enough data | 8.2 (325 reviews) ✓ Verified | | **Template Creation and Flexibility** | Not enough data | 8.0 (314 reviews) ✓ Verified | | **Rich Media** | Not enough data | 7.4 (279 reviews) ✓ Verified | | **Online Document Creation** | Not enough data | 8.0 (273 reviews) ✓ Verified | | **PDF Creation** | Not enough data | 8.0 (261 reviews) ✓ Verified | | **Custom Branding** | Not enough data | 8.3 (286 reviews) ✓ Verified | #### Workflow | Feature | Dasseti ENGAGE | Loopio | |---|---|---| | **Document Builder Interface** | Not enough data | 8.4 (301 reviews) ✓ Verified | | **Collaborative Creation** | Not enough data | 8.8 (320 reviews) ✓ Verified | | **Assembly and Approval Workflows** | Not enough data | 8.6 (315 reviews) ✓ Verified | #### Analytics | Feature | Dasseti ENGAGE | Loopio | |---|---|---| | **Engagement Tracking** | Not enough data | Feature Not Available | | **Proposal Effectiveness Reporting** | Not enough data | Feature Not Available | | **Reporting and Dashboards** | Not enough data | 8.0 (274 reviews) ✓ Verified | #### Administration and Platform | Feature | Dasseti ENGAGE | Loopio | |---|---|---| | **User, Role, and Access Management** | Not enough data | 9.1 (338 reviews) ✓ Verified | | **Alerts and Notifications** | Not enough data | 8.7 (334 reviews) ✓ Verified | | **CRM Integration** | Not enough data | 7.5 (173 reviews) ✓ Verified | | **E-Signature Integration** | Not enough data | Feature Not Available | | **CPQ Integration** | Not enough data | Feature Not Available | | **API / Integrations** | Not enough data | 7.6 (168 reviews) | #### Generative AI | Feature | Dasseti ENGAGE | Loopio | |---|---|---| | **AI Text Generation** | Not enough data | 7.3 (93 reviews) | ### Financial Research | Product | Score | Reviews | |---|---|---| | **Dasseti ENGAGE** | N/A | N/A | | **Loopio** | N/A | N/A | #### Financial Information | Feature | Dasseti ENGAGE | Loopio | |---|---|---| | **Data Visualization** | Not enough data | Not enough data | | **Document Search** | Not enough data | Not enough data | #### Analysis | Feature | Dasseti ENGAGE | Loopio | |---|---|---| | **Financial Analysis** | Feature Not Available | Not enough data | | **Charting** | Not enough data | Not enough data | | **Risk Analysis** | Not enough data | Not enough data | | **Document Annotation** | Feature Not Available | Not enough data | | **Collaboration** | Not enough data | Not enough data | #### Market News | Feature | Dasseti ENGAGE | Loopio | |---|---|---| | **Alerts and Monitoring** | Not enough data | Not enough data | | **Market Information** | Not enough data | Not enough data | | **Market News** | Feature Not Available | Not enough data | #### Platform Basics | Feature | Dasseti ENGAGE | Loopio | |---|---|---| | **Mobility** | Not enough data | Not enough data | | **Interoperability** | Not enough data | Not enough data | #### Agentic AI - Financial Research | Feature | Dasseti ENGAGE | Loopio | |---|---|---| | **Multi-step Planning** | Not enough data | Not enough data | ### Investment Portfolio Management | Product | Score | Reviews | |---|---|---| | **Dasseti ENGAGE** | N/A | N/A | | **Loopio** | N/A | N/A | #### Functionality | Feature | Dasseti ENGAGE | Loopio | |---|---|---| | **Customizable Reporting** | Not enough data | Not enough data | | **Market Analytics** | Not enough data | Not enough data | | **Client Portal** | Not enough data | Not enough data | | **Investment Accounting** | Not enough data | Not enough data | | **Real time ** | Not enough data | Not enough data | | **Compliance** | Not enough data | Not enough data | | **Customizable Reporting** | Not enough data | Not enough data | #### Integration | Feature | Dasseti ENGAGE | Loopio | |---|---|---| | **Data aggregation** | Not enough data | Not enough data | | **Accounting Integration** | Not enough data | Not enough data | | **Risk Management** | Not enough data | Not enough data | #### Agentic AI - Investment Portfolio Management | Feature | Dasseti ENGAGE | Loopio | |---|---|---| | **Multi-step Planning** | Not enough data | Not enough data | | **Cross-system Integration** | Not enough data | Not enough data | | **Adaptive Learning** | Not enough data | Not enough data | | **Proactive Assistance** | Not enough data | Not enough data | ### Investor Reporting | Product | Score | Reviews | |---|---|---| | **Dasseti ENGAGE** | N/A | N/A | | **Loopio** | N/A | N/A | #### Platform Additional Functionality | Feature | Dasseti ENGAGE | Loopio | |---|---|---| | **Portal** | Not enough data | Not enough data | | **Messaging** | Not enough data | Not enough data | | **White-Labeling** | Not enough data | Not enough data | #### Platform Data | Feature | Dasseti ENGAGE | Loopio | |---|---|---| | **Report Manipulation** | Not enough data | Not enough data | | **Platform Search** | Not enough data | Not enough data | | **Document Automation** | Not enough data | Not enough data | #### Platform Content | Feature | Dasseti ENGAGE | Loopio | |---|---|---| | **Email Templates** | Not enough data | Not enough data | | **Email Automation** | Not enough data | Not enough data | | **Custom Reports** | Not enough data | Not enough data | | **Alerts** | Not enough data | Not enough data | ### Investor Relationship Management | Product | Score | Reviews | |---|---|---| | **Dasseti ENGAGE** | N/A | N/A | | **Loopio** | N/A | N/A | #### Sales Force Automation | Feature | Dasseti ENGAGE | Loopio | |---|---|---| | **Segmenting** | Not enough data | Not enough data | | **Contract Management** | Not enough data | Not enough data | | **Pipeline Management** | Not enough data | Not enough data | | **White-Labeling** | Not enough data | Not enough data | #### Platform Analytics | Feature | Dasseti ENGAGE | Loopio | |---|---|---| | **Forecasting** | Not enough data | Not enough data | | **Reports** | Not enough data | Not enough data | | **Analytics** | Not enough data | Not enough data | #### Marketing Automation | Feature | Dasseti ENGAGE | Loopio | |---|---|---| | **Email Templates** | Not enough data | Not enough data | | **Email Automation** | Not enough data | Not enough data | | **Lead Management** | Not enough data | Not enough data | ### RFP | Product | Score | Reviews | |---|---|---| | **Dasseti ENGAGE** | 6.7/10 | 19 | | **Loopio** | 8.2/10 | 443 | #### RFP Generation | Feature | Dasseti ENGAGE | Loopio | |---|---|---| | **Templates** | 6.1 (11 reviews) | 8.1 (359 reviews) | | **RFX** | 6.5 (10 reviews) | 8.6 (351 reviews) | | **Versioning** | 6.7 (12 reviews) | 8.2 (330 reviews) | | **Questions Library** | 7.9 (13 reviews) | 9.2 (417 reviews) | #### RFP Distribution | Feature | Dasseti ENGAGE | Loopio | |---|---|---| | **Tracking** | 7.3 (10 reviews) | Feature Not Available | | **Analysis** | 6.5 (10 reviews) | Feature Not Available | | **Selection** | 5.9 (9 reviews) | Feature Not Available | #### Submissions | Feature | Dasseti ENGAGE | Loopio | |---|---|---| | **Collaboration** | 7.4 (14 reviews) | 9.1 (408 reviews) | | **Knowledge Base** | 8.5 (12 reviews) | 9.2 (417 reviews) | | **Review** | 7.6 (11 reviews) | 8.9 (401 reviews) | | **Reporting** | 5.6 (9 reviews) | 7.9 (281 reviews) | #### RFP Response | Feature | Dasseti ENGAGE | Loopio | |---|---|---| | **Project Management** | 6.9 (12 reviews) | 8.8 (367 reviews) | | **Content Library** | 7.6 (12 reviews) | 9.1 (389 reviews) | | **Access** | 7.1 (11 reviews) | 9.0 (380 reviews) | | **Automation** | 7.5 (14 reviews) | 8.2 (297 reviews) | | **Export** | 6.4 (14 reviews) | 8.1 (304 reviews) | | **Import** | 6.8 (13 reviews) | 8.0 (302 reviews) | #### Agentic AI - RFP | Feature | Dasseti ENGAGE | Loopio | |---|---|---| | **Autonomous Task Execution** | 4.8 (10 reviews) | 6.4 (53 reviews) | | **Multi-step Planning** | 6.3 (9 reviews) | 6.6 (53 reviews) | | **Cross-system Integration** | 6.1 (9 reviews) | 6.4 (52 reviews) | ### Vendor Security and Privacy Assessment | Product | Score | Reviews | |---|---|---| | **Dasseti ENGAGE** | N/A | N/A | | **Loopio** | 7.5/10 | 173 | #### Functionality | Feature | Dasseti ENGAGE | Loopio | |---|---|---| | **Customized Vendor Pages** | Not enough data | Feature Not Available | | **Centralized Vendor Catalog** | Not enough data | Feature Not Available | | **Questionnaire Templates** | Not enough data | Feature Not Available | | **User Access Control** | Not enough data | 9.0 (163 reviews) | #### Risk assessment | Feature | Dasseti ENGAGE | Loopio | |---|---|---| | **Risk Scoring** | Not enough data | Feature Not Available | | **4th Party Assessments** | Not enough data | Feature Not Available | | **Monitoring And Alerts** | Not enough data | Feature Not Available | | **AI Monitoring** | Not enough data | 6.6 (47 reviews) | #### Generative AI - Vendor Security and Privacy Assessment | Feature | Dasseti ENGAGE | Loopio | |---|---|---| | **Text Summarization** | Not enough data | 7.1 (47 reviews) | | **Text Generation** | Not enough data | 7.3 (51 reviews) | ### Salesforce AppExchange Apps | Product | Score | Reviews | |---|---|---| | **Dasseti ENGAGE** | N/A | N/A | | **Loopio** | N/A | N/A | #### Agentic AI - Salesforce AppExchange Apps | Feature | Dasseti ENGAGE | Loopio | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | | **Multi-step Planning** | Not enough data | Not enough data | | **Cross-system Integration** | Not enough data | Not enough data | | **Adaptive Learning** | Not enough data | Not enough data | | **Natural Language Interaction** | Not enough data | Not enough data | | **Proactive Assistance** | Not enough data | Not enough data | | **Decision Making** | Not enough data | Not enough data | ### AI Proposal Generator Tools | Product | Score | Reviews | |---|---|---| | **Dasseti ENGAGE** | N/A | N/A | | **Loopio** | N/A | N/A | #### Document Processing & Extraction - AI Proposal Generator Tools | Feature | Dasseti ENGAGE | Loopio | |---|---|---| | **Requirement Identification & Tagging** | Not enough data | Not enough data | | **Multi-Format Document Ingestion** | Not enough data | Not enough data | | **RFP & Questionnaire Parsing** | Not enough data | Not enough data | #### AI Response Generation - AI Proposal Generator Tools | Feature | Dasseti ENGAGE | Loopio | |---|---|---| | **Continuous Learning from Edits** | Not enough data | Not enough data | | **Response Personalization & Tone Control** | Not enough data | Not enough data | | **Contextual Answer Recommendations** | Not enough data | Not enough data | | **AI Draft Response Generation** | Not enough data | Not enough data | #### Content Management - AI Proposal Generator Tools | Feature | Dasseti ENGAGE | Loopio | |---|---|---| | **Governed Content Library** | Not enough data | Not enough data | | **Content Versioning & Approval Controls** | Not enough data | Not enough data | | **Duplicate Detection & Content Optimization** | Not enough data | Not enough data | #### Collaboration & Workflow - AI Proposal Generator Tools | Feature | Dasseti ENGAGE | Loopio | |---|---|---| | **SME Assignment & Task Routing** | Not enough data | Not enough data | | **Review & Approval Workflows** | Not enough data | Not enough data | #### Analytics & Performance - AI Proposal Generator Tools | Feature | Dasseti ENGAGE | Loopio | |---|---|---| | **Proposal Performance Analytics** | Not enough data | Not enough data | ### Financial Services CRM | Product | Score | Reviews | |---|---|---| | **Dasseti ENGAGE** | N/A | N/A | | **Loopio** | N/A | N/A | #### Content | Feature | Dasseti ENGAGE | Loopio | |---|---|---| | **Automation** | Not enough data | Not enough data | #### Platform Additional Functionality | Feature | Dasseti ENGAGE | Loopio | |---|---|---| | **Pre-Built Connectors** | Not enough data | Not enough data | | **Dashboard** | Not enough data | Not enough data | | **Cloud** | Not enough data | Not enough data | | **Mobility** | Not enough data | Not enough data | | **Messaging** | Not enough data | Not enough data | #### Platform Reporting and Analytics | Feature | Dasseti ENGAGE | Loopio | |---|---|---| | **Reporting** | Not enough data | Not enough data | | **Forecasting** | Feature Not Available | Not enough data | #### Customer Support | Feature | Dasseti ENGAGE | Loopio | |---|---|---| | **Case Management** | Not enough data | Not enough data | | **Customer Support Portal** | Not enough data | Not enough data | | **Knowledge Base** | Not enough data | Not enough data | | **Support Analytics** | Not enough data | Not enough data | #### Marketing Automation | Feature | Dasseti ENGAGE | Loopio | |---|---|---| | **Campaign Management** | Not enough data | Not enough data | | **Lead Management** | Not enough data | Not enough data | | **Marketing Analytics** | Not enough data | Not enough data | #### Sales Force Automation | Feature | Dasseti ENGAGE | Loopio | |---|---|---| | **Pipeline Management** | Not enough data | Not enough data | | **Task Management** | Not enough data | Not enough data | | **Product and Price List Management** | Not enough data | Not enough data | | **Quote and Order Management** | Not enough data | Not enough data | | **Contract Management** | Not enough data | Not enough data | #### Agentic AI - Financial Services CRM | Feature | Dasseti ENGAGE | Loopio | |---|---|---| | **Decision Making** | Not enough data | Not enough data | --- ## Categories **Shared Categories (3):** [RFP Software](https://www.g2.com/categories/rfp), [Proposal Software](https://www.g2.com/categories/proposal), [AI Proposal Generator Tools Software](https://www.g2.com/categories/ai-proposal-generator-tools) **Unique to Dasseti ENGAGE (5):** [Investor Relationship Management Software](https://www.g2.com/categories/investor-relationship-management), [Investor Reporting Software](https://www.g2.com/categories/investor-reporting), [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm), [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management), [Financial Research Software](https://www.g2.com/categories/financial-research) **Unique to Loopio (2):** [Salesforce AppExchange Apps](https://www.g2.com/categories/salesforce-appexchange-apps), [Vendor Security and Privacy Assessment Software](https://www.g2.com/categories/vendor-security-and-privacy-assessment) --- ## Reviewer Demographics ### By Company Size | Segment | Dasseti ENGAGE | Loopio | |---|---|---| | **Small-Business** | 31.8% | 11.7% | | **Mid-Market** | 54.5% | 53.5% | | **Enterprise** | 13.6% | 34.8% | ### By Industry #### Dasseti ENGAGE - **Financial Services:** 57.1% - **Investment Management:** 28.6% - **Venture Capital & Private Equity:** 4.8% - **Commercial Real Estate:** 4.8% - **Accounting:** 4.8% #### Loopio - **Computer Software:** 28.8% - **Information Technology and Services:** 13.7% - **Financial Services:** 7.9% - **Hospital & Health Care:** 4.4% - **Marketing and Advertising:** 3.4% - **Insurance:** 3.1% - **Computer & Network Security:** 2.8% - **Health, Wellness and Fitness:** 2.6% - **Telecommunications:** 1.7% - **Human Resources:** 1.7% - **Other:** 29.9% --- ## Alternatives ### Alternatives to Dasseti ENGAGE - [Responsive, formerly RFPIO](https://www.g2.com/products/responsive-formerly-rfpio/reviews) — 4.5/5 stars (1289 reviews) - [PandaDoc](https://www.g2.com/products/pandadoc/reviews) — 4.7/5 stars (3573 reviews) - [Proposify](https://www.g2.com/products/proposify/reviews) — 4.6/5 stars (1138 reviews) - [Qwilr](https://www.g2.com/products/qwilr/reviews) — 4.6/5 stars (908 reviews) - [Morningstar Direct](https://www.g2.com/products/morningstar-direct/reviews) — 4.0/5 stars (420 reviews) - [Jotform Sign](https://www.g2.com/products/jotform-sign/reviews) — 4.7/5 stars (1729 reviews) - [Nintex](https://www.g2.com/products/nintex-nintex/reviews) — 4.3/5 stars (1322 reviews) - [GetAccept](https://www.g2.com/products/getaccept/reviews) — 4.6/5 stars (1249 reviews) - [Conga Composer](https://www.g2.com/products/conga-composer/reviews) — 4.4/5 stars (905 reviews) - [DealHub](https://www.g2.com/products/dealhub/reviews) — 4.7/5 stars (851 reviews) ### Alternatives to Loopio - [Responsive, formerly RFPIO](https://www.g2.com/products/responsive-formerly-rfpio/reviews) — 4.5/5 stars (1289 reviews) - [Ombud](https://www.g2.com/products/ombud/reviews) — 4.7/5 stars (26 reviews) - [QorusDocs](https://www.g2.com/products/qorusdocs/reviews) — 4.4/5 stars (168 reviews) - [Upland Qvidian](https://www.g2.com/products/upland-qvidian/reviews) — 4.3/5 stars (166 reviews) - [RocketDocs](https://www.g2.com/products/rocketdocs/reviews) — 4.2/5 stars (104 reviews) - [PandaDoc](https://www.g2.com/products/pandadoc/reviews) — 4.7/5 stars (3573 reviews) - [Proposify](https://www.g2.com/products/proposify/reviews) — 4.6/5 stars (1138 reviews) - [Qwilr](https://www.g2.com/products/qwilr/reviews) — 4.6/5 stars (908 reviews) - [Vanta](https://www.g2.com/products/vanta/reviews) — 4.6/5 stars (2451 reviews) - [Conga Composer](https://www.g2.com/products/conga-composer/reviews) — 4.4/5 stars (905 reviews) --- ## Top Discussions ### Dasseti ENGAGE No discussions available for this product. ### Loopio - Title: [How do we versino control changes to content?](https://www.g2.com/discussions/how-do-we-versino-control-changes-to-content) — 3 comments, 1 upvote > **Top comment:** "Version Control: 1) If you are releasing multiple versions of software you can version control on your answer through creating a tag for that version...." - Title: [What is the best way to use the "Library"?](https://www.g2.com/discussions/what-is-the-best-way-to-use-the-library) — 2 comments, 2 upvotes > **Top comment:** "Hi Gokul, Great question! We currently have a workflow that allows you to thoughtfully update your Library, as you respond to an RFP. This allows you to..." - Title: [What is Loopio used for?](https://www.g2.com/discussions/what-is-loopio-used-for) — 1 comment > **Top comment:** "It helps teams manage and respond to RFPs, RFIs, DDQs, and security questionnaires in one system. It uses a central content library so companies can reuse..." - Title: [What can Loopio do to make answering industry standard security questionnaires easier?](https://www.g2.com/discussions/what-can-loopio-do-to-make-answering-industry-standard-security-questionnaires-easier) — 1 comment, 1 upvote > **Top comment:** "I'm not sure if this is a question or if you're making a statement, but I'm going to answer the question with my limited security questionnaire experience...." - Title: [Can I issue RFPs with Loopio?](https://www.g2.com/discussions/issuing-rfps) — 1 comment, 1 upvote *(includes official response)* > **Top comment:** "No. Loopio's RFP software is designed to help organizations respond to RFPs, DDQs, and Security Questionnaires." --- **Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/dasseti-engage-vs-loopio)