Create My Proposal vs Loopio

Create My Proposal is a web app for service businesses preparing branded proposals, pricing tables, schedules, scope documents, and client approval links. Users can begin with a reusable template or start from scratch, then share a branded link by email or WhatsApp. Clients can review and approve proposals through a public link without an account, and built-in e-signatures collect approval. Activity tracking shows views, comments, and approvals with timestamps. Pricing tables support quantities, discounts, tax, deposits, and recurring or one-time charges; visual schedules can show milestones and payment triggers. Templates include architecture, consulting, retainer, and tourism proposal types. AI assistance can generate executive summaries, scope, and follow-up emails. Each proposal can use its own currency and be in English, Spanish, or both. The free plan costs nothing and allows 3 proposals per month. Pro is listed at $29 a month for unlimited proposals; Business is listed at $79 a month and includes team members, advanced analytics, saved terms, premium templates, and priority support. The pricing page says Pro and Business are coming soon, with billing details still being finalized.

Loopio is a paid web and API platform for teams answering RFPs, RFIs, RFQs, DDQs, security questionnaires, and other customer questions. Teams import and organize questions, then use Loopio to fill answers into documents or web portals. Its Response Intelligence is purpose-built AI trained with more than a decade of response data and best practices. The platform connects with organizational sources such as SharePoint, Google Drive, and websites. Listed integrations include Copilot, Confluence, Glean, OneDrive, Box, Microsoft Azure, Google SSO, and an API for custom integrations. CRM integrations, custom branding, and analytics and reporting are included. Loopio supports SAML 2.0 and Google authentication, including Okta, OneLogin, Microsoft Azure, and ADFS connections. It states that it undergoes annual SOC 2 Type II audits, encrypts data with TLS v1.2 and AES256, hosts data on AWS, and meets GDPR and CCPA standards. Foundations includes 10 seats; higher plans add review, language, confidentiality, business-unit, sandbox, theme, seat, and support options.