Loopio

Loopio

4.8
(89)
Optimized for quick response

Loopio’s response software streamlines the way enterprises respond to RFPs, RFIs, and Security Questionnaires. Why dig through past proposals, chase subject-matter experts, and spend hours updating old content when Loopio can help automate this for you.

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Showing 89 Loopio reviews
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Morey J.
Validated Reviewer
Verified Current User
Review Source
content

"Loopio is our Source of Truth"

What do you like best?

Loopio has given us the ability to capture institutional knowledge that historically was dispersed throughout other systems, previous projects, and email/slack. We're seeing more success with Loopio Magic and currently see about 17% of each project completed through automation.

What do you dislike?

Nothing that would deter me from using it in future roles. I'd like to see Loopio implement some proactive alerts to help us better manage the library more effectively. Would like to see duplicate library entry alerts (i.e. "this looks like a duplicate, want to merge?") and more flexibility with alerts for assignments and reviews.

Recommendations to others considering the product:

Establish an early cadence for library reviews. Ensure that subject matter experts own specific categories in the library.

What problems are you solving with the product? What benefits have you realized?

We needed a solution to centralize repetitive answers for RFI/P/Qs and security questionnaires. We've been able to support the completion of 3x the projects YoY since implementing Loopio without hiring additional writers or proposal coordinators. With the Salesforce integration, we are also able to easily tie projects to revenue, giving our proposal team very accurate data on resource allocation and revenue influence.

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Alison H.
Validated Reviewer
Verified Current User
Review Source
content

"Loopio is a lifesaver! "

What do you like best?

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 has searchable responses to questions, we are able to reuse content. We also keep our responses fresh and current with regular reviews by subject matter experts.

What do you dislike?

We had some trouble with duplicate responses being inadvertently saved in our library, but once we raised the issue up to Loopio they helped us resolve the issue and keep us on a path where we wouldn't add duplicate data going forward.

What problems are you solving with the product? What benefits have you realized?

We are much more efficient and the output of our responses are much more professional and customized to the specific opportunity. With the time saved by using our library of answers, we are able to spend more time addressing the specific needs of the particular bid.

What RFP solution do you use?

Thanks for letting us know!
Craig V.
Validated Reviewer
Verified Current User
Review Source
content

"Great product and wonderful company to work with!"

What do you like best?

We've been using Loopio for almost a year. The top three reasons that Loopio has been beneficial in the workplace are very easy to use user interface for managing RFP questions, very attentive customer success/support, and a central place to manage all our frequently asked questions.

I attended Loopicon and met many Loopio admins like myself and have been able to improve my Loopio usage and strategy greatly.

What do you dislike?

There are some custom RFPs or ones that come in PDF format which are more difficult to import questions or export answers to, but besides that, it's able to handle the majority of the needs we have. There could be additional reporting or answer improvement features, but their roadmap seems to be headed in the direction to address these concerns.

Recommendations to others considering the product:

Make sure to use your Customer Success Manager to the fullest extent!

What problems are you solving with the product? What benefits have you realized?

Since using Loopio, we've reduced the time it takes to answer RFPs by >60%. Prior to Loopio, we were using Excel spreadsheets and looking at old submitted RFPs. Recently, we've added security questionnaires and analyst reports to the library for future submissions and security requests, which will be a massive benefit in the coming years.

Terry L.
Validated Reviewer
Verified Current User
Review Source
content

"Fantastic easy to use platform. A real time saver."

What do you like best?

It is a very easy to use system. It has become our system of record for knowledge. As we built up our database of questions and answers, our time to complete RFP's dramatically improved. It is also used by our sales team for a quick answer to a question.

What do you dislike?

I can't say that I found anything that I dislike about the platform or company. Their service has also been great.

Recommendations to others considering the product:

It is not only helpful with completing RFP's, We found it to have a much wider use as a knowledge base for our folks to get quick and accurate answers.

What problems are you solving with the product? What benefits have you realized?

Prior to using Loopio, we were completing RFP's by a few different individuals all using their own sources of information, therefore causing us to deliver varied results. Loopio allowed us to populate a single database with information to quickly and more accurately complate RFP's and well as Security response forms. We have been able to streamline to process and InfoSec loves it too, because we don't have to go to them as often for questions.

Nicki S.
Validated Reviewer
Verified Current User
Review Source
content

"Best in Class- both in Product and Service/Support"

What do you like best?

The sense of community and support that all of Loopio employees convey.

Proposal writers often feel as if they are alone or unsupported by their immediate work situation. Very little focus or attention has been given to the specific challenges we face. Loopio gets it.

In every one of my expereinces I have come away with the sense that the Loopio-ers are working on answers. Answers that show innovation and a real desire to advance the solution. This is why we chose their software over the compeitors and Loopio has delivered.

What do you dislike?

Writing proposals... no, but really. Having chosen this as a career, I'd say that there are times when the solution isn't perfect. But most times we realize it's on our end... not maintaining the content review cycles etc.

What problems are you solving with the product? What benefits have you realized?

Managing and updating content- an ongoing battle, but made easier with review cycles and close looping.

Managing deadlines- with the large # of proposals we having working at any given time it's nice to have one place to review the progress of each proposal.

Collaboration across teams- no more emails!!

Karla F.
Validated Reviewer
Verified Current User
Review Source
content

"Fantastic company to work with!"

What do you like best?

Loopio has one of the most response customer service teams I've ever worked with. The system is easy to use and understand, but whenever a hiccup or question does come up, I know that I can reach out to our customer success manager or any of the Loopio team and have an answer within minutes.

What do you dislike?

There are some disconnects between the Loopio platform and Microsoft Word. However, the support team is on hand to help us find workarounds for some of the formatting issues that regularly come up, plus they are open to listening to our business needs and helping us to find what works best for our process.

What problems are you solving with the product? What benefits have you realized?

Our proposal content process has been streamlined using the content library - no longer do we have to search old proposals for content we knew we wrote at some point. It's all searchable in the library and easy to bring up fast.

Becky M.
Validated Reviewer
Verified Current User
Review Source
content

"Excellent customer support!"

What do you like best?

Loopio has excellent customer service. They provide you with a dedicated customer success manager who is available for training, answering questions, and providing updates about the product. There is also a general support team who is able to answer your questions at any time if your customer success manager is unavailable. Loopio employees are always willing to walk me through what I am having trouble with and follow up to ensure I have been successful.

What do you dislike?

One improvement that I recommend would be to give the user more flexibility when importing documents into the system. Sometimes there is not the option to upload charts or questions as they are presented in the source document.

What problems are you solving with the product? What benefits have you realized?

Loopio has not just helped in streamlining our RFP process, but it is also helped with other areas of our business as well. Since Loopio's library stores pertinent, easily-searchable information for the company, we are able to use it as a source when creating new sales materials.

Stephanie B.
Validated Reviewer
Verified Current User
Review Source
content

"Create a Streamlined Process to Maximize Efficiency for Your Team "

What do you like best?

We love Loopio because...

1 - It is our point of truth for all information.

2 - It increases transparency for projects in the queue

3 - Creates collaboration on projects in a seamless manner

4 - Saves us hours of time per day/per project.

5 - Their support and customer services is very responsive and willing to do whatever it takes to get the job done.

What do you dislike?

We're a little bummed that some of the admin features (reporting) only come with the Elite edition. It would also be nice to have the ability to have a blend of compliance or standard formats for RFP project creation.

What problems are you solving with the product? What benefits have you realized?

We were able to solve multiple business issues by implementing Loopio. Our main issue was having a data repository that wasn't a Word doc, spreadsheet, or email to keep our content updated for the entire team to utilize. With Loopio search features and library reviews, it is very easy to keep content current and keep track of what RFPs we have bid on.

We're still building best practices, and we continue to find new and creative ways for our team to find success with Loopio in their day-to-day.

Jennifer M.
Validated Reviewer
Verified Current User
Review Source
content

"Great Product / Great Service"

What do you like best?

Our expansive library is manageable now, and easy to keep current. Previously it was in numerous folders and you had to go digging through them (or old proposals) to find what you need. The Loopio library has reduced the time and effort it takes to write our proposals.

The product is intuitive and easy to learn. And I appreciate the occasional "bootcamps" and teaching videos.

Loopio's customer service is top notch. We are always responded to right away, and the technical team does their best to work with you and solve any issues you're having.

What do you dislike?

Limited formatting - the types of documents we produce (based on the types of RFPs we get) are often quite complex with multi-level numbering and bulleting. But we have overcome this relatively minor annoyance by doing the formatting at the very end in the final draft.

What problems are you solving with the product? What benefits have you realized?

Time saved - both in proposal development and library maintenance. As the "keepers of the information" in our organization, proposal writers get requests for information and data all the time. This task is now streamlined as well.

Lindsey C.
Validated Reviewer
Verified Current User
Review Source
content

"We love Loopio!"

What do you like best?

Our team loves that we are able to set up our response structure with ease from the beginning, and "check" items off as we go, so we are easily able to see our progress. Before Loopio, we typically had to pull up multiple old responses to pull information, and now we can access everything through Loopio, which has made us much more efficient and productive with limited resources.

What do you dislike?

We love Loopio, but we are very much looking forward to a live doc feature that's similar to Google docs.

What problems are you solving with the product? What benefits have you realized?

We have a small team, and there are more RFPs issued in our industry every day, it seems, so we needed a tool to help us be more efficient with our time. We also, of course, want our responses to be the best they can be; with Loopio, we're able to focus more on new, tailored content, because our reusable content is so easy to access and tweak as needed.

Jennifer B.
Validated Reviewer
Verified Current User
Review Source
content

"Excellent Customer Service, Intuitive Product"

What do you like best?

Loopio was very easy to implement, easy to learn, and there is unparalleled customer support.

What do you dislike?

Some features could be improved, but our account manager provided our feedback to their product development.

Recommendations to others considering the product:

This is a cost effective way to improve your RFP process, which is tedious, time consuming, and overall difficult to manage. My favorite part of Loopio is that you can set up a review cycle, where you assign categories of the library to be automatically reviewed by a staff member for accuracy every x period of time (1 month, 3 months, 6 months, etc). The close the loop feature is also AWESOME because you can add questions/ answers to your library as you go, making your library "smarter".

What problems are you solving with the product? What benefits have you realized?

Our company uses Loopio for RFPs. We do hundreds over the course of the year. We were struggling to find a product that was reliable, simple to use, and could keep our answers organized. My team had used qvidian before I joined the team. They were unhappy with that product because they could not keep the content organized, but most importantly, they had RFPs go missing in the software. Loopio is VERY easy to use. My team was not excited to try a new product due to their past experience with qvidian. I received EXCELLENT support from both our account manager and their customer service department.

Looopio has a simple lay out, and it is intuitive to learn/use. We did not opt for their company to train us, soI took on that role. I was easily able to navigate the program, learn the important features (they have several helpful videos to learn the program), and teach my team. I felt completely supported by Loopio's staff. When we run into issues, there are several helpful options: 1) contact our account manager who always replies back (email or phone same day); 2) email customer support (average turn around time is 45 minutes! WOW), and 3) call customer support. Their customer support team is VERY friendly, knowledgeable, and will go above and beyond to ensure our needs are met. They take seriously product feedback when we have found a few things that could function differently. They have ran custom reports for us as needed (2 day turnaround). I cannot say enough about how helpful this support is. They can also screen share get a better sense of the issue if needed.

U
Un-attributed
Validated Reviewer
Verified Current User
Review Source
content

"Loopio is Easy to Use and is Always Improving"

What do you like best?

Loopio is intuitive and generally quite easy to use, even for beginners, once the software is set up, which doesn't take long at all. Loopio's customer service is top notch and they are always fast to respond no matter what a user may need help with.

What do you dislike?

If I had to nitpick, occasionally, there are formatting issues that arise after exporting a document, but that is probably attributed more to Microsoft Word than Loopio. Since becoming a customer, I've noticed nothing but improvements in this area, so it really isn't much of an issue.

Recommendations to others considering the product:

Loopio should be in your top five proposal management applications for consideration. The value provided is excellent.

What problems are you solving with the product? What benefits have you realized?

We use Loopio to process RFPs and RFIs and we will soon be using it as a knowledge base company-wide. Using Loopio has certainly improved the quality of our proposals as well as our efficiency in processing them from receipt to submission.

Ritu J.
Validated Reviewer
Verified Current User
Review Source
content

"Life Saver PM tool"

What do you like best?

Loopio has been my pet project since I joined Pinnacle Group - 3 years and counting. It has been a life saver in terms to time to compile, collaborate and complete RFP's. We have moved away from the traditional word docs, multiple versioning and compiling all the changes manually to a very effective streamlined PM tool. Keeping track of everyone's work has been far easier with 'Projects' in loopio. Using Loopio effectively is the key to keep the craziness at the bay. Keeping those library fresh, tagged and stacked is important to quickly fill out the first go of the bid. It brought a new meaning to our RFP process. Plus always had a great experience with customer service especially Alyssa. Keep on improving and adding features - I would highly recommend this to anyone who is looking.

What do you dislike?

Few updates are needed - Tracking comment, chat feature, open ended document collaboration, History format needs to improve.

What problems are you solving with the product? What benefits have you realized?

Moved away from traditional word doc and multiple versioning and saved time.

Jenna R.
Validated Reviewer
Verified Current User
Review Source
content

"Enables efficiency through enhanced collaboration!"

What do you like best?

This is helping us SO MUCH with being able to truly collaborate as a team when responding to RFPs. Our process has become much more efficient, effective, and tailored to the prospect since using Loopio.

What do you dislike?

It's impossible to find a tool that truly does everything, however Loopio checks most boxes for what we were looking for. When we come across features we wish were better, we provide feedback and receive follow through on that feedback making it's way into the product.

Recommendations to others considering the product:

If you have a lot of projects asking similar question, Loopio helps keep the answer database up-to-date and able to be re-used project after project.

If you have a large team (more than 2 people) working on RFPs and other projects, Loopio truly provides efficiency in team collaboration.

What problems are you solving with the product? What benefits have you realized?

We use Loopio for responding to RFPs and as a Proposal Template tool. Loopio allows us to keep content up-to date an a central database, and use this content for RFPs, RFIs, Proposals, etc. If we have a question pertaining to a certain project, we can easily bring other team members in for clarification and accuracy.

Sarah S.
Validated Reviewer
Verified Current User
Review Source
content

"Loopio has taken the pain away from the RFP process"

What do you like best?

Loopio has allowed us to organize our RFP content, and more importantly find the content when we need it through powerful search capabilities. The collaboration capabilities allow questions to be assigned, reviews to be assigned, comments to be made, etc. We have users across the globe so this capability is critical.

What do you dislike?

I cannot think of anything I dislike about the product or the support team. Loopio does a great job of listening to their customers and incorporating feedback into their development cycle. Many of the functionality suggestions we have made have made its way into the product.

Recommendations to others considering the product:

Loopio embodies everything a true SaaS app should be. Their aggressive development cycle ensures that the product never becomes stale. They listen to their customers suggestions and make frequent updates to the product. Importantly, they do a great job communicating these enhancements. Enhancements are included at no additional fee.

What problems are you solving with the product? What benefits have you realized?

We spent so much time digging through old Word documents, emails, etc. trying to find responses that we know we wrote, but could no longer find. Loopio not only allowed us to store these responses in a central repository, but the Close the Loop workflow made adding new and updated content back into our library an easy process.

Michelle E.
Validated Reviewer
Review Source
content

"Loopio Delivers!"

What do you like best?

Having been in the proposal business for more than a dozen years, I've seen my share of proposal management software. Until now, I have been left greatly disappointed by solutions that oversell and underdeliver. Loopio RFP software is highly intuitive and easy to use. More importantly, the company's customer success managers are there to ensure you get the most from the solution - not just in the beginning when you're a new customer, but throughout your use. The solution has definitely helped us improve our process. Great company, with great people. Highly recommend.

What do you dislike?

Some of our responses are complex. When we first began using the solution almost 2 years ago, the tool couldn't handle all of our unique outputs, but since that time, the company has continued to innovate and add enhanced features and functionality to address those more complex responses formats.

Recommendations to others considering the product:

Great team. Really smart. Really helpful. Reach out to them. Ask for a test drive.

What problems are you solving with the product? What benefits have you realized?

Loopio is helping us to respond to security audit responses and RFP/RFI responses. We have realized shorter response times, improved consistency and better quality of responses as a result of Loopio.

Katie C.
Validated Reviewer
Verified Current User
Review Source
content

"Loopio is a Sales Engineering Life-Changer"

What do you like best?

Have you ever had to spend 2 weeks digging up responses to obscure technical questions for an RFP? I assume that if you're looking at Loopio, you have. Loopio has been an absolute game changer for us. It used to take us over a week to fill out an RFP response. With Loopio, it's a few hours. And Loopio's Magic feature is probably the best thing since sliced bread. Nay - it is BETTER than sliced bread. Being able to have the solution automatically match answers to RFP question in a matter of seconds has saved us tons of time, allowed us to provide better responses to RFP, and improved our ability to compete. We're getting to the table with more deals because we can leverage the speed of Loopio to answer more RFPs in a fraction of the time.

What do you dislike?

We tend to struggle a little with the output for Word responses, but all of the information is always there - we just have to do a little more manual work to format them properly.

What problems are you solving with the product? What benefits have you realized?

Speed of responding to RFPs. We went from 1-2 weeks for an RFP response to 1-2 hours. If you look at that from a straight salary standpoint, we went from spending $8,750, on average, in salary to respond to an RFP, to less than $500. Plus, it allows us to compete in more deals, with more professional, comprehensive, accurate, and up-to-date feedback.

Kelly W.
Validated Reviewer
Verified Current User
Review Source
content

"Loopio is the the best RFP software program I've used. "

What do you like best?

Loopio is very user friendly. I like the design of the software layout. The tabs and pages are easy to access. I don't have to go through a number of pages to get to where I need to go. The features are perfect for writing RFPs. Content is very easy to edit and organize. The new duplicate entry feature is an absolute plus! My customer success contact is easy to reach and responds very promptly. I appreciate how Loopio responds to customer feedback and creates new features to ensure customer satisfaction.

What do you dislike?

I can't think of anything I don't like about Loopio. Whenever I've had questions about a feature the Loopio team always responded and offered solutions and or suggestions.

What problems are you solving with the product? What benefits have you realized?

Our main issue was keeping our content updated. With Loopio search features and library reviews, it is very easy to keep content current.

A
Un-attributed
Validated Reviewer
Verified Current User
Review Source
content

"Loopio is Reinventing How we Answer RFPs"

What do you like best?

Having a searchable repository of client-facing language has been massively helpful for ALL of our teams.

What do you dislike?

Minor detail, but sometimes half the RFP is compliance questions and the other half is regular question/answer, and I think you have to split up the RFP into 2 Loopio Projects in order to answer it most efficiently.

What problems are you solving with the product? What benefits have you realized?

1) Searchable Library of content - this use goes beyond answering RFPs. It's super helpful to have a single source of truth when creating decks or replying to client emails.

2) Updated and approved language - makes staying on the same page way easier across different teams.

3) Custom-organized for my company - you definitely have to put work into how you structure your library in the beginning, but the fact that it's so malleable to what our specific organization does is incredibly important and effective.

Samantha L.
Validated Reviewer
Verified Current User
Review Source
content

"Absolute Time Saver!!"

What do you like best?

It keeps your RFP responses organized in the Library. Importing sections and questions has become very easy to do. Loopio has a magic button that will automatically search your library for an answer that matches previous questions. It is very easy to use. Exporting a document allows you to save time on formatting and generates a document that looks the same every time. I really like how Loopio listens to your feedback. They are always rolling out new features that make the process even easier!

What do you dislike?

I am having trouble thinking of something that I dislike about Loopio. Most of the problems I have had with Loopio have been fixed with updates by Loopio. Their functionality has come a long way since I first started using it.

Recommendations to others considering the product:

Loopio actively listens to your feedback. If you have a recommendation or suggestion for how to make their product better, let them know. A lot of the feedback that I have given is actually now current functionality.

What problems are you solving with the product? What benefits have you realized?

I use Loopio to respond to RFP's that our company receives. This has cut down my time in building an RFP by at least 50%!

Lauren C.
Validated Reviewer
Review Source
content

"Very helpful and responsive!"

What do you like best?

The usability of the platform makes responding quick and easy. The Help Center allows you to quickly look up questions and review videos to show you how to accomplish a task. Our CSM is extremely knowledgable and provides our feedback back to product, including us in Betas and quickly adding in Support when needed.

What do you dislike?

There's a few product requests such as Sub-questions that could be helpful as some RFPs have many subquestions. I'd like the ability to manage and upload my own custom templates, currently the Support team needs to do this but they're very quick to respond and help.

Recommendations to others considering the product:

Do your research and make the best decision for your company. Loopio is great at taking feedback and has a helpful and supportive staff.

What problems are you solving with the product? What benefits have you realized?

Quickness to response, ability to house information for future training and future RFP usage.

Eric S.
Validated Reviewer
Verified Current User
Review Source
content

"Simplify your search for answers."

What do you like best?

One of the more difficult things in replying to RFPs and Technical documents is need to search through previous responses and finding the most up to date response. In an ever changing industry, it is necessary for my SMEs to go in and keep their answers up to date as our product offerings change. Loopio provides the best of both worlds with their universal search and ability for answer review cycles.

What do you dislike?

The concept of Magic is great... execution of magic however is a bit disappointing. More often than not, I have to search and replace "magic" answers with answers searched through the database.

Recommendations to others considering the product:

Plan out and map your response process before going live. Understand the different silos within your organization and try not to cross streams. If answers do not need to be shared across departments or products, make sure to keep them separate through the use of Stacks and categories.

What problems are you solving with the product? What benefits have you realized?

I am currently a team of 1 responding to RFP and Technical responses. I am able to farm out some of the more technical questions to Developers and IT staff. Working with our sales team to streamline our responses with quicker than average turn around times. In many cases, it has made me seem like a genius because of the amount of time saved regarding our responses. Rarely do we only receive one questionnaire at a time. most weeks we are sitting with 5-10 responses with turnaround times requested of just 2-3 weeks. Loopio helps us meet these requests with ease.

Stephen Y.
Validated Reviewer
Verified Current User
Review Source
content

"From days of work to a couple of hours of work"

What do you like best?

Ease of use, automation of security assessment questionnaires, and a single source of product knowledge

What do you dislike?

Have not yet seen anything I don't like about Loopio

What problems are you solving with the product? What benefits have you realized?

I manage a team of Sales Engineers at a company that provides SaaS data pipelines. As such, it is very common for prospective customers to send Security Questionnaires prior to beginning a POC. Before Loopio, my team was spending many, many valuable hours on these assessments. Now, we are spending maybe an hour or two on these, which consists mostly of confirming that Loopio "Magic" answered the questions correctly, and building new logic appropriately.

Michael T.
Validated Reviewer
Verified Current User
Review Source
content

"Paramount to Our RFP Success"

What do you like best?

Limeade has used Loopio since April 2017. We evaluated many of Loopio’s competitors and found that the product offerings included in Loopio greatly outpace everyone in the RFP management space. At Limeade, I’ve had the opportunity to build the RFP process from the ground up with my team. We’ve been able to use Loopio as a key process component to reduce the amount of time our sales directors and subject matter experts spend on an RFP. I can’t really speak to the time savings as, it is something we haven’t really measured. I can saw that Loopio allows us to be far more proactive with our SME requests. No more tracking through email. 90 percent of the time we can find our answer in the Loopio Library. We’ve worked hard to build and refine our Library and we are currently having all 1400+ entries reviewed by our SMEs, Leadership Team, and Marketing groups. By the end of the year Limeade will have updated, game-changing content we can leverage on future RFP responses. We would not have been able to achieve this milestone, without Loopio by January 2018.

Loopio’s customer staff and support are amazing. Any time we’ve needed to consult on best practices or process Alyssa and her team are available. We are constantly refining our process to be more agile on our RFP responses. It’s been very nice to run our ideas by Alyssa and her team to determine if what we are trying to accomplish with Loopio is viable.

Loopio’s platform is clean and easy to use. We receive lots of feedback from our internal users regarding how easy Loopio is to use. We feel the Project features in Loopio are unmatched. I enjoy managing proposals with Loopio. In my 15-year career as a proposal management professional, I’ve never had the luxury of such a nice tool. We’ve truly built our RFP processes around Loopio.

Limeade doesn’t really track win rates or time saved. We track whether or not the RFP/RFI has advanced to the next phase. What Loopio does allow us to do is further tailor our messaging and strategy to our potential customers. Most of the time we have a starting place for our SMEs and sales directors, which is paramount to our team’s quick turn-a-round times on responses.

We are looking forward to future innovations from Loopio and our continued relationship. Thanks to all of you for your product, people, and hard work!

What do you dislike?

Nothing major. We'd like more features around the Review function. Custom exporting to Word/InDesign. Magic isn't reliable for us yet.

Recommendations to others considering the product:

Loopio is hands down the best tool on the market. I've used other various RFP management tools and they can't match Loopio's features and customer service.

What problems are you solving with the product? What benefits have you realized?

We’ve been able to use Loopio as a key process component to reduce the amount of time our sales directors and subject matter experts spend on an RFP. I can’t really speak to the time savings as, it is something we haven’t really measured. I can saw that Loopio allows us to be far more proactive with our SME requests. No more tracking through email. 90 percent of the time we can find our answer in the Loopio Library. We’ve worked hard to build and refine our Library and we are currently having all 1400+ entries reviewed by our SMEs, Leadership Team, and Marketing groups. By the end of the year Limeade will have updated, game-changing content we can leverage on future RFP responses. We would not have been able to achieve this milestone, without Loopio by January 2018.

Mari M.
Validated Reviewer
Verified Current User
Review Source
content

"Clear, Easy, and a Helpful Team"

What do you like best?

Ease of Use and Short Learning Curve, as well as the export function. It's easy to onboard sales reps (and we have a lot of them, so that's important to us)

What do you dislike?

We love using Loopio, but it's sometimes confuses our users to have to tag people in comments when the question is already assigned to them.

Recommendations to others considering the product:

Improve the Chrome extension to do automatic import.

What problems are you solving with the product? What benefits have you realized?

Our team processes a little under 1000 proposals per year and there would be no way to accomplish that without Loopio's library function and collaboration software

Allyson K.
Validated Reviewer
Verified Current User
Review Source
content

"Loopio Has Changed the Way I Work!"

What do you like best?

I love the import/export feature, the search feature, and the review cycle feature. It makes completing RFIs quick, repeatable, and the information stays reliable and accurate.

What do you dislike?

I would like to see some improvement on the Magic function. However, our CSM has been amazing showing us how we can make this function work better for us for the time being.

What problems are you solving with the product? What benefits have you realized?

The problem we are trying to solve is multi-faceted. We are small team and we need to complete a lot of questionnaires. With Loopio, our response time has drastically decreased. We are also trying to keep information accurate--this is where the review function comes in. Finally, we are trying to get other teams to help themselves by using Loopio.

Zach C.
Validated Reviewer
Verified Current User
Review Source
content

"The Best Software Purchase "

What do you like best?

Loopio has easily solved one of the biggest pain points we had as a business -- responding to prospect security questionnaires.

We've dramatically cut down our response times by 70% and as a side-effect created a live Q&A repository for our team to access.

I cannot imagine my life without loopio!

What do you dislike?

Nothing to add here -- the software is simple to setup and gets more accurate the more you use it.

Their team has also been responsive and helpful.

What problems are you solving with the product? What benefits have you realized?

The time and effort required to respond to enterprise infosec questionnaires is a complete nightmare.

With loopio we've been able to dramatically reduce the man hours required as well as improve the accuracy and detail of our response.

Gina K.
Validated Reviewer
Verified Current User
Review Source
content

"Consistency and collaboration are key"

What do you like best?

The ability to use build libraries for each of our product lines and know the information we are using in our proposals is top-notch.

What do you dislike?

I wish we could do a few things not currently available. However, the Loopio team is always open to new ideas!

What problems are you solving with the product? What benefits have you realized?

We no longer have to hunt for every standard response for our proposals across all past projects. It is so easy to have the information in an easy-to-find library - saving us many hours of work.

Michelle G.
Validated Reviewer
Verified Current User
Review Source
content

"Love Loopio"

What do you like best?

I love that Loopio makes it so easy to add and update questions & answers. It's a wonderful way to keep all previous RFP Q&As in one place, simplifying and shortening my search time when I need answers quickly. I also love that the Loopio team is constantly issuing updates, and really listens to its customers' requests for new features. They also personally update you when a feature you've requested has been added! Such a personal touch that they really don't have to do, but it makes you feel like you're truly valued as a customer.

What do you dislike?

I think it would be great to see Loopio's search functionality grow, in that you don't need an exact 'key word' when searching.

What problems are you solving with the product? What benefits have you realized?

Loopio ensures that as an organization, we are providing consistent, up-to-date responses to all of our prospective and current customers during the RFP process. We have many teams of professionals across the country utilizing this software, so Loopio has made this process easy for us.

Vanessa A.
Validated Reviewer
Review Source
content

"Loopio gives their customers the royal treatment!"

What do you like best?

I love Loopio's wonderfully responsive customer service and technology teams. In the past year, I have seen many of our RFP team's feature requests become a reality, which is something hard to come by with other software companies. On the rare occasion we have had an issue, customer support is always spot on with tracking down the issue and presenting a quick solution. We truly do get the royal treatment with Loopio. Congratulations, you're doing it right!

What do you dislike?

We'd love to have customization for variables aside from the client variable and some other features in review cycles unrelated to projects. We'd also love to see a hybrid compliance and standard project and/or a way to custom build a project to reflect what our prospect client sends us. Nothing a feature request implementation can't solve. We're confident Loopio is constantly working on improving the product.

Recommendations to others considering the product:

When the user is well-prepared, this product is a game-changer. One tip to new users: make sure you understand the library stack, category, and sub-category structure well before you load your content in. Making structural changes when you already have content loaded isn't impossible, but it also take a lot of planning and time. It's best to think it through first, plan it out well, and then move forward. Think of all of the possible reasons you could use the system, make sure you talk it out with your customer success manager, and you will love Loopio like our team does!

What problems are you solving with the product? What benefits have you realized?

We are housing all of our RFP content within Loopio and are finding more and more ways to use the platform as a general content management system for our marketing collateral. We are saving time and becoming more efficient by centralizing content for our sales teams.

Bill B.
Validated Reviewer
Verified Current User
Review Source
content

"Fantastic tool for managing RFPs"

What do you like best?

I love how seamless Loopio makes the entire RFX process. With its ease of inputting RFX questions to collaborating with subject matter experts and maintaining the knowledge base, Loopio saves me hours if not days on every project.

What do you dislike?

The only feature I wish would improve would be the ability to more easily input answered questions from completed RFXs back into Loopio after they've been exported to a document for outside collaboration.

Recommendations to others considering the product:

Don't hesitate; it's a great tool

What problems are you solving with the product? What benefits have you realized?

With Loopio, I've been able to handle over 50 RFXs a year as a one-person team. Loopio makes collaboration easy, and with all the new features they've introduced, it continues to save me time and effort.

Trevor E.
Validated Reviewer
Verified Current User
Review Source
content

"Saves Time, "

What do you like best?

+Great features surrounding content library organization, tagging, content review cycles

+Project features allow for a streamlined workflow for RFPs from start to end - very easy to search and pull in library content for specific requirements / sections of the proposal, and then close the loop and update library content with improvements when the project is done.

+Allows you to create very customized proposals much faster and easier than before, which is important for us because we position our proposals to many different kinds of markets and use cases and we need to be able to customize at the paragraph and sentence level, not the page level like other RFP software does.

+Loopio is regularly releasing updates and features.

+Export feature to Word makes it extremely easy to produce a clean and attractive PDF proposal. Excel export makes it much faster and easier to work on an Excel or online portal submission (e.g., Ariba) import file.

+Ability to import proposal outlines into a project via an Excel template saves a lot of time.

What do you dislike?

-You may have to adjust the way you go about your RFP response process to create an effective workflow with your sales force to get the most out of Loopio, but it is worth making changes because if you use Loopio the way it is designed, it allows you to respond to a larger number of RFPs in less time AND produce much better proposals.

-Collaboration on individual questions can be challenging because you basically have to hand questions back and forth between assignees. This is a challenge when working in different time zones and continents with different team members. This doesn't happen a lot though, so when we need a lot of people contributing to a single answer/topic/requirement at the same time we do it in a Google Doc.

-Some things, like uploading and configuring your own proposal templates (like say you have different cover pages for different industries, markets, or products), have to be managed through Loopio support because there is no user interface to do this.

Recommendations to others considering the product:

Understand your current RFP and proposal process and how Loopio can help you innovate / improve. There are many benefits to Loopio, but unlocking them all requires the right business processes. This includes processes to keep your content library up to date and how to train and involve sales people in using it and being involved in the proposal creation process.

What problems are you solving with the product? What benefits have you realized?

We are a small team of 5 proposal managers supporting 400+ sales people globally. Each of us has to manage 20-30 proposals a quarter by partnering with the sales reps who created the opportunities, so we need a software that provides fast and easy access to our entire library. We needed a workflow that was intuitive for sales people to be able to respond to monstrous RFPs in as little time as possible AND have those proposals be of very high quality to set us apart at the RFP stage.

Our sales teams love Loopio and find it saves them substantial time compared to before we have it. We are able to spend more time managing our content library and keeping it more up to date because sales reps, even those without any RFP experience, are able to do heavy lifting on the proposals. This allows us to leverage their knowledge of the prospect and their relationship with them to have customized proposals that really resonate with our clients.

Barry N.
Validated Reviewer
Verified Current User
Review Source
content

"An excellent product solving real pain in a very specific niche"

What do you like best?

We've been using Loopio for a couple years now. Simply put, there isn't another product on the market that does what Loopio does, and the team they have in place supporting it is top notch (very responsive, rapid and high quality product iteration, etc.). RFP and evaluation management is a very painful process for almost any company and one that is usually solved by simply throwing bodies at the problem until it goes away. Loopio makes the process considerably more efficient, and their whole product really speaks to the value that comes with products built in service of extremely specific tasks/needs. Everything about it is optimized to ensuring that RFPs can be answered rapidly, involving only people who need to be involved, with maximum accuracy and transparency. It incorporates several tools that help make sure RFP material is reused appropriately and kept up to date. It's become a mission critical tool at our company.

What do you dislike?

The only areas I'd like to see Loopio grow into now are better integration with vendor evaluation platforms that our customers often use. Using Loopio to manage an RFP response that has to be input into a decade(s)-old SAP solution...well, for starters, it highlights how far the software world has come in "consumer-izing" enterprise software, but it's an area that if Loopio's able to solve for will transform how RFPs are responded to.

Recommendations to others considering the product:

Get a demo of the product and compare it to what you're doing now.

What problems are you solving with the product? What benefits have you realized?

We are solving for the need to effectively manage multiple RFPs and vendor assessments, often simultaneously, while retaining maximum accuracy and effectiveness of response, taking input from a variety of internal SMEs, and keeping our responses current.

U
Un-attributed
Validated Reviewer
Review Source
content

"Loopio makes our work life better"

What do you like best?

Loopio is a modern software that makes every step of the RFP/RFI easier and more thoughtful. The overall platform is sleak, and intuitive to use. Loopio allows our team to focus on value add activity by removing the bottleneck that can be RPF/RFI processes. One of the most important benefit is that employees are happier. What a concept. By making the process around RFP/RFI easier Loopio is making the workspace a happier place.

What do you dislike?

There are certain bells and whistles on the functional side that are on the roadmap that would be nice to be part of Loopio. However, at the end of the day Loopio is far superior to the dark ages of running the RFP process through emails and excel.

What problems are you solving with the product? What benefits have you realized?

As described above, the greatest benefits are saving time and making employees happier. Moreover, Loopio has also increased our win rate and removed risk in the RFP/RFI process.

A
Un-attributed
Validated Reviewer
Review Source
content

"Loopio has helped our global organization be more efficient and consistent!"

What do you like best?

Loopio helps me create messaging that my global sales team can leverage to ensure our responses are consistent across all regions. Loopio's collaboration features helps ensure that everyone is aligned with expectations, deadlines, etc. The support team at Loopio is also second to none.

What do you dislike?

There is not a single thing I would say I dislike about Loopio. They are a great company to partner with and they have helped my organization increase their sales productivity. They are also continuing to grow the platform and are very open and transparent about the roadmap and where the product is headed.

Recommendations to others considering the product:

Talk to their references, view a demo, ask them about their roadmap and frequency of development - these things I believe will really show you the difference between Loopio and others.

What problems are you solving with the product? What benefits have you realized?

Decrease in time to respond to RFPs, consistent messaging across the company, and sending proposals that are branded with our company standards.

David S.
Validated Reviewer
Verified Current User
Review Source
content

"Loopio saves our team a LOT of time!"

What do you like best?

Loopio is very easy to use. I can easily find answers to questions sent to us in RFPs. And if the answer hasn't been created yet, it's easy to add a new answer to the database.

The Loopio support team has been incredibly responsive to questions and suggestions.

What do you dislike?

There is nothing to "dislike". There are always features to be added, and the Loopio team is always open to suggestions

Recommendations to others considering the product:

Spend some extra time up-front to properly set up your review schedule, and categorization subjects.

What problems are you solving with the product? What benefits have you realized?

I am a consultant managing the Loopio product for my client. Every one of our potential customers requires a response to an RFP. The Sales Engineers were spending an inordinate amount of time writing responses to questions that had already been answered MANY times. I've been able to offload the SEs from having to do redundant work. This has saved my client a huge amount of time, allowing the sales team to do their real job!

Stuart D.
Validated Reviewer
Verified Current User
Review Source
content

"Saving time and building quality proposals"

What do you like best?

Before using Loopio we were trying to manage the RFP writing process through re-utilizing past proposals responses and a disjointed library on Google Drive. This process was cumbersome and disjointed. The searching capabilities in our archive weren't effective and unnecessary time was spent looking for a specific tacit of information buried in heavy documents. This changed with Loopio. The search capabilities alone have lessened our response time allowing us to work on other opportunities or other related business development activities. This doesn't take in to account the operational time it takes to assemble and manage the document among different authors.

What do you dislike?

It would be nice to have dynamic fields within template where you can automatically fill them with client names, etc.

What problems are you solving with the product? What benefits have you realized?

Our business development team is relatively small and quite time crunched. We needed a tool that would provide us efficiencies related to time spent on RFP development. We also wanted to ensure that content was delivered in a consistently manner that truly represented our brand and products despite having different authors involved in the RFP writing process.

Mark P.
Validated Reviewer
Verified Current User
Review Source
content

"I feel like I have the dev team's ear"

What do you like best?

With frequent webinars and check-ins from Loopio staff, I really feel listened to. The staff is friendly and responsive, and they seem to really want me to get the most out of Loopio.

What do you dislike?

I wouldn't say I "dislike" anything...just that I'm excited for certain new features to improve what's already very good.

Recommendations to others considering the product:

If you're considering Loopio, definitely get a demo. As I've said, the staff is friendly and approachable. They're open to feedback. And they seem hungry enough that you'll remain relevant to them.

What problems are you solving with the product? What benefits have you realized?

My last RFP writing job didn't use Loopio. They really just had a folder structure with content, and everyone just had to "know" where everything was. We lied to ourselves and said it was fine, and that we were keeping up with content reviews...but we'd constantly find gaps and inaccuracies. Loopio's what I always needed, but never knew I needed until I had it.

Jennifer A.
Validated Reviewer
Verified Current User
Review Source
content

"Extremely responsive development team"

What do you like best?

Not only is Loopio easy to use, but the support and development teams are extremely helpful and responsive. If there is ever a feature we would benefit from, we explain our needs and we usually see it come out in a new release.

What do you dislike?

We are still growing as a company and a proposal team, and we have found that there are a few features that just haven't been brought up yet or needed by others that would now be helpful to us. Being able to have more flexibility in projects would be helpful. For example, if a question needs to be reassigned, the assignee cannot reassign it directly to someone else.

The platform is always evolving, so I have every confidence that features such as this will make it into a future release.

What problems are you solving with the product? What benefits have you realized?

We are able to easily check on the status of a project without waiting for multiple email replies from project participants. This has saved us so much time as we deal with various departments and subject matter experts for each project.

Carnie F.
Validated Reviewer
Verified Current User
Review Source
content

"The Loopio platform creates efficiency and confidence in content."

What do you like best?

For those of us used to RFP content spread out on different areas of the company LAN, Loopio is a breath of fresh air! We are constantly creating new and different RFP response content, or refining old content, and Loopio is beautifully set up to help us manage these areas. From creating categories to setting internal content reviews, it's all easily accomplished within the system.

What do you dislike?

The search functionality is already strong, but it could be 'smarter'. I know they're working to improve this aspect,

What problems are you solving with the product? What benefits have you realized?

We respond to a lot of RFPs/RFIs/RFQs and we have a tiny staff to make it happen. With Loopio, we are 10x more efficient having 95% of our content in one Cloud location. Also, ensuring content is up to date is a struggle every RFP crew understands. Loopio helps ensure we are using the latest and greatest content with all of the features built around track changes and content management.

Stephen R.
Validated Reviewer
Verified Current User
Review Source
content

"Speed and Accuracy "

What do you like best?

The best thing ever is running Magic and watching that progress bar build and build....ahhhhh

What do you dislike?

Nothing really on Loopio. There does not seem to be an "industry standard" for RFP/RFI's. And starting to see a rise in Portal Submissions.

What problems are you solving with the product? What benefits have you realized?

Building a template RFP for our partners and customers has been great. We are able to help our potential customers in securing a good RFP process for them.

John M.
Validated Reviewer
Verified Current User
Review Source
content

"Proposal Management Tool?"

What do you like best?

Works fairly well as a library for managing standard content.

For a library tool, the cost is right.

What do you dislike?

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, Excel, PowerPoint); requires too much double, triple and impossible handling.

The library is cumbersome in managing images. Images must be stored as flat images (.jpg, etc) with makes them uneditable later. Therefore, a separate - offline - library of both editable and flat images also must be maintained.

Recommendations to others considering the product:

If you are looking for proposal automation, collaboration or process management, consider other options. For a low-cost library solution, this may well be the right tool

What problems are you solving with the product? What benefits have you realized?

We have been able to move from multiple MS Word documents to a library to a single 1000+ entry library.

A
Un-attributed
Validated Reviewer
Verified Current User
Review Source
content

"Mandatory part of my daily workload"

What do you like best?

The ease of use by far!! There are so many databases we are forced to be a part of in our daily lives these days, but Loopio is a platform I look forward to using each and every day.

What do you dislike?

Nothing. Each and every suggestion I have had, The Loopio Team has made happen within a short period of time. What a fantastic group!!

Recommendations to others considering the product:

Be prepared to get your proposals completed thoroughly, and efficiently.

What problems are you solving with the product? What benefits have you realized?

Request for proposal preparation and collaboration. I have noticed we have been able to keep track of each entry, and collaborate effectively from any place around the world.

Lauri Ross E.
Validated Reviewer
Review Source
content

"Loopio Works!"

What do you like best?

The simplicity. Loopio is very easy to use. You don't have to be a technical guru.

What do you dislike?

I'd like to see library content entries be able to belong to more than one category without duplicating the entry.

Recommendations to others considering the product:

There are many solutions out on the market with a wide range of costs. I've used many tools, which were very expensive, had terrible customer support and ultimately, very little in the way of automated functionality. Loopio is designed to be simple and user-friendly. It has an intelligent brain that gets smarter as you use the tool. Ask for a demo - you will be pleasantly surprised.

What problems are you solving with the product? What benefits have you realized?

First, having a solid repository for our content is key. We have several lines of business and organizing the content is critical. Second, using that content in an automated fashion simplifies the proposal response process. Loopio makes it very easy.

Lise F.
Validated Reviewer
Review Source
content

"Agile, efficient proposal content management and retrieval"

What do you like best?

Loopio has allowed us to transform the way we manage our proposal and compliance questionnaire content. No more time consuming searches through old emails and Google drive for the answers we need. No more content produced under fire-drill conditions, greatly increasing the risk of errors, omissions, and inaccuracies. We now have a single repository to yield accurate, SME-approved answers in seconds -- and a formal workflow through Close Loop for capturing answers that don’t already exist.

What do you dislike?

We'd really like to see more reporting from the platform. Loopio is working on that. Would also really like a better mechanism for reviewing content entered and edited by SMEs during formal Reviews.

What problems are you solving with the product? What benefits have you realized?

We are safeguarding the proprietary and irreplaceable knowledge of our core SMEs, and have an easy-to-search, well-organized, on-demand repository that non-proposal professionals can access for accurate, SME-approved, fully edited, instant answers to our most frequently asked RFP questions. A proposal library is only as good as the content in it - and through Loopio we have built robust content governance mechanisms.

AH
Un-attributed
Validated Reviewer
Verified Current User
Review Source
content

"A manual process no more"

What do you like best?

Loopio has made the new business team's life so much easier - no longer do we have to manually search past proposals looking for answers to questions or relevant examples. Loopio has cut our proposal development time in half (or more) and allows more individuals to be involved in the process.

What do you dislike?

I would like to see the graphics features improved - I have to clean it up after I export it into Word, which isn't horrible, but would love for it to be ready to go upon export.

Also, when we have multiple people collaborating on a project there are challenges when saving changes.

Recommendations to others considering the product:

We looked at Loopio, RFP365, Paperless Proposal and RFPMonkey.com when evaluating options. RFP365 ran a close second in terms of price and functionality. We chose Loopio because of the "magic" feature and the customer support.

What problems are you solving with the product? What benefits have you realized?

Loopio has allowed us to improve our proposal process, allow more collaborators and increase the number of RFPs we are able to respond to.

AM
Un-attributed
Validated Reviewer
Verified Current User
Review Source
content

"Loopio is a lifesaver!"

What do you like best?

The library has allowed us to conveniently find any previous content we have developed and then can be inputted easily into any new RFP, saving us a tremendous amount of time.

What do you dislike?

There are a few formatting things that could be improved, but nothing major and Loopio actively is improving their software based on customer feedback so I know these small details will be worked out soon.

Recommendations to others considering the product:

We previewed several other RFP softwares, and Loopio was the clear winner for us. One of the main things we really liked about Loopio was the fact that they actively listen to customer feedback and then quickly make improvements on the feedback. We've already experienced this first hand. Loopio keeps getting better and better because of this!

What problems are you solving with the product? What benefits have you realized?

Loopio has been extremely helpful in streamlining our process, helping to keep us organized, and has improved our ability to collaborate better as a team. The saved time throughout the RFP process has helped allow us to give more thoughtful responses and ultimately be more successful in our business development efforts. In addition to all of these great things, our customer service with Loopio has been phenomenal! Every worry you may have of making this big shift to a project management system for your RFP process you should just throw out the window as the team at Loopio makes it a straightforward, seamless and simplistic process to get up and running quickly. We have worked with a few members of their team and every one of them have gone above and beyond for us and have been extremely responsive.

Conor C.
Validated Reviewer
Verified Current User
Review Source
content

"Great tool for speeding up your sales RFPs"

What do you like best?

It's a very easy tool to use, and it never stops learning. What I mean by this, each time anyone completes an RFP, their answers become available for everyone to us, reducing the time and effort it takes to reply to RFPs.

The tool is easy to use and has plenty of functionality I am still discovering.

As a company, it is definitely one I would recommend. Their customer team is fantastic too.

What do you dislike?

There's nothing I dislike from a user standpoint. It is a very easy to use tool, so long as it is utilised correctly by your colleagues.

What problems are you solving with the product? What benefits have you realized?

Our organisation receives dozens of RFPs per day. With Loopio, it means that we have the time to accept, and respond to more RFPs.

More RFPs= More business won.

Paul W.
Validated Reviewer
Verified Current User
Review Source
content

"Excellent company and software to work with"

What do you like best?

Quality of service and reliability of service, dramatic improvements in tracking, speed and quality of our response.

What do you dislike?

Some minor features missing around alerting. Could handle multi-document RFPs better.

Recommendations to others considering the product:

Control your library and make sure you get that reviewed regularly. Also make submission of docs mandatory, don't allow responses to side step Loopio unless technically unfeasible.

What problems are you solving with the product? What benefits have you realized?

InfoSec responses, DDQs and RFx responses.

A
Un-attributed
Validated Reviewer
Verified Current User
Review Source
content

"Intelligent, Intuitive… Indispensable! "

What do you like best?

We love having a central source for all of our company wide info. Plus, the document mapping on export is smart and intuitive...so awesome!

What do you dislike?

Not being able to assign multiple people to the same set of questions has been an obstacle but we are looking forward to enabling the new "Teams" function to tackle that. Hopefully, a function similar to a live Google doc is coming soon.

What problems are you solving with the product? What benefits have you realized?

Central hub for information and collaboration. We've realized the additional benefit of deeper/improved communication across SMEs in different locations through the "Comments" feature available on each question.

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