Compare RocketDocs, iQuote Xpress, and Loopio

Pricing

 
Premium
Starting at $250
per month, for 5 users
 
Free Trial Unavailable
Free Trial Unavailable
Free Trial Unavailable
RocketDocs
Free Trial Unavailable
iQuote Xpress
Premium
Starting at $250per month, for 5 users
Free Trial Unavailable
Loopio
Free Trial Unavailable

Ratings

Meets Requirements
Meets Requirements
7.8
9.0
8.9
Ease of Use
Ease of Use
7.5
9.3
9.4
Ease of Setup
Ease of Setup
7.5
9.3
9.1
Ease of Admin
Ease of Admin
7.6
9.3
9.3
Quality of Support
Quality of Support
7.8
9.0
9.9
Ease of Doing Business With
Ease of Doing Business With
9.0
9.3
9.9
Product Direction (% positive)
Product Direction (% positive)
9.0
10.0
10.0
Meets Requirements
RocketDocs
7.8
iQuote Xpress
9.0
Loopio
8.9
Ease of Use
RocketDocs
7.5
iQuote Xpress
9.3
Loopio
9.4
Ease of Setup
RocketDocs
7.5
iQuote Xpress
9.3
Loopio
9.1
Ease of Admin
RocketDocs
7.6
iQuote Xpress
9.3
Loopio
9.3
Quality of Support
RocketDocs
7.8
iQuote Xpress
9.0
Loopio
9.9
Ease of Doing Business With
RocketDocs
9.0
iQuote Xpress
9.3
Loopio
9.9
Product Direction (% positive)
RocketDocs
9.0
iQuote Xpress
10.0
Loopio
10.0

Features

Document Creation
Customizability: Variables and Fields
RocketDocs
8.1
iQuote Xpress
9.0
Loopio
8.1
Template Creation and Flexibility
RocketDocs
7.9
iQuote Xpress
9.3
Loopio
8.0
Rich Media
RocketDocs
6.9
iQuote Xpress
Not enough data available
Loopio
7.8
Online Document Creation
RocketDocs
8.3
iQuote Xpress
6.7
Loopio
8.5
PDF Creation
RocketDocs
8.1
iQuote Xpress
Not enough data available
Loopio
8.3
Custom Branding
RocketDocs
7.7
iQuote Xpress
9.3
Loopio
8.8
Workflow
Document Builder Interface
RocketDocs
7.4
iQuote Xpress
8.7
Loopio
8.5
Collaborative Creation
RocketDocs
6.4
iQuote Xpress
Not enough data available
Loopio
8.9
Assembly and Approval Workflows
RocketDocs
6.9
iQuote Xpress
Not enough data available
Loopio
8.7
Analytics
Engagement Tracking
RocketDocs
Not enough data available
iQuote Xpress
6.7
Loopio
7.8
Proposal Effectiveness Reporting
RocketDocs
8.1
iQuote Xpress
Not enough data available
Loopio
7.8
Reporting and Dashboards
RocketDocs
8.3
iQuote Xpress
8.0
Loopio
7.7
Administration and Platform
User, Role, and Access Management
RocketDocs
8.0
iQuote Xpress
9.7
Loopio
9.1
Alerts and Notifications
RocketDocs
7.3
iQuote Xpress
Not enough data available
Loopio
8.9
CRM Integration
RocketDocs
6.7
iQuote Xpress
Not enough data available
Loopio
8.4
E-Signature Integration
RocketDocs
Not enough data available
iQuote Xpress
Not enough data available
Loopio
8.8
CPQ Integration
RocketDocs
Not enough data available
iQuote Xpress
Not enough data available
Loopio
8.8
API / Integrations
RocketDocs
7.7
iQuote Xpress
Not enough data available
Loopio
9.0

Reviewers' Company Size

Small-Business (50 or fewer emp.)
Small-Business
(50 or fewer emp.)
7.1%
71.4%
7.8%
Mid-Market (51-1000 emp.)
Mid-Market
(51-1000 emp.)
46.4%
28.6%
53.4%
Enterprise (> 1000 emp.)
Enterprise
(> 1000 emp.)
46.4%
0%
38.8%
RocketDocs
Small-Business
7.1%
Mid-Market
46.4%
Enterprise
46.4%
iQuote Xpress
Small-Business
71.4%
Mid-Market
28.6%
Enterprise
0%
Loopio
Small-Business
7.8%
Mid-Market
53.4%
Enterprise
38.8%

Reviewers' Industry

 
Financial Services
28.6%
Real Estate
14.3%
Computer Software
27.2%
 
Insurance
25.0%
Marketing and Advertising
14.3%
Information Technology and Services
18.4%
 
Investment Management
14.3%
Machinery
14.3%
Financial Services
6.8%
 
Retail
3.6%
Information Technology and Services
14.3%
Hospital & Health Care
3.9%
 
Real Estate
3.6%
Furniture
14.3%
Mental Health Care
2.9%
 
Other
25.0%
Other
28.6%
Other
40.8%
RocketDocs
Financial Services
28.6%
Insurance
25.0%
Investment Management
14.3%
Retail
3.6%
Real Estate
3.6%
Other
25.0%
iQuote Xpress
Real Estate
14.3%
Marketing and Advertising
14.3%
Machinery
14.3%
Information Technology and Services
14.3%
Furniture
14.3%
Other
28.6%
Loopio
Computer Software
27.2%
Information Technology and Services
18.4%
Financial Services
6.8%
Hospital & Health Care
3.9%
Mental Health Care
2.9%
Other
40.8%

Reviews

Most Helpful Favorable Review
Most Helpful Favorable Review
Michele M.
Administrator

Easy proposal automation for sales reps.

Nicholas TY L.
Administrator in Biotechnology

- Cloud-base CPQ software, my interstate reps do not need on-site servers to access pricing. - Quoting is fast and intuitive. - Does not require a 3rd party app to sync quotes with my Zoho CRM, this reduces subscription costing for a 3rd party app. - The...

Alison H.
Administrator

Loopio has saved my team countless hours and has truly streamlined the way we prepare and respond to RFPs. Prior to having Loopio, we used to have to dig through past proposals and/or come up with new content every time. With a robust Loopio library that...

Most Helpful Critical Review
Most Helpful Critical Review
GI
Administrator in Investment Management

There needs to be a better way to avoid the clutter from diffrent people on diffrent teams adding material.

Holly S.
User in Real Estate

Only price breaks for multi year agreements.

John M.
User in Outsourcing/Offshoring

Too cumbersome to use to respond directly to RFPs; works only as a library to export information to a separate document. This makes the proposal management functionality irrelevant. Does not handle the variety of RFP formats in the marketplace (Word,...

 
RocketDocs
Most Helpful Favorable Review
Michele M.
Administrator

Easy proposal automation for sales reps.

Most Helpful Critical Review
GI
Administrator in Investment Management

There needs to be a better way to avoid the clutter from diffrent people on diffrent teams adding material.

iQuote Xpress
Most Helpful Favorable Review
Nicholas TY L.
Administrator in Biotechnology

- Cloud-base CPQ software, my interstate reps do not need on-site servers to access pricing. - Quoting is fast and intuitive. - Does not require a 3rd party app to sync quotes with my Zoho CRM, this reduces subscription costing for a 3rd party app. - The...

Most Helpful Critical Review
Holly S.
User in Real Estate

Only price breaks for multi year agreements.

Loopio
Most Helpful Favorable Review
Alison H.
Administrator

Loopio has saved my team countless hours and has truly streamlined the way we prepare and respond to RFPs. Prior to having Loopio, we used to have to dig through past proposals and/or come up with new content every time. With a robust Loopio library that...

Most Helpful Critical Review
John M.
User in Outsourcing/Offshoring

Too cumbersome to use to respond directly to RFPs; works only as a library to export information to a separate document. This makes the proposal management functionality irrelevant. Does not handle the variety of RFP formats in the marketplace (Word,...

Screenshots

 
1 of 4
2 of 4
3 of 4
4 of 4
1 of 3
2 of 3
3 of 3
No screenshots provided
iQuote Xpress
Loopio
No screenshots provided

Videos

 No videos providedNo videos provided

Loopio Customer Video

RocketDocs
No videos provided
iQuote Xpress
No videos provided
Loopio

Loopio Customer Video

Downloads

 No downloads providedNo downloads providedNo downloads provided
RocketDocs
No downloads provided
iQuote Xpress
No downloads provided
Loopio
No downloads provided
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