Loopio

Loopio

4.8
(95)
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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Sarah S.
Validated Reviewer
Verified Current User
Review Source

"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.

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Morey J.
Validated Reviewer
Verified Current User
Review Source

"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

"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

"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

"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

"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

"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

"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

"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

"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.

Cristina P.
Validated Reviewer
Verified Current User
Review Source

"Loopio has tremendously helped streamline our RFP process "

What do you like best?

The library/search functionality and the assigning off sections, questions, etc.

What do you dislike?

We receive Excel spreadsheets containing technical questions that need answers. These documents have multiple columns/rows of questions. This spreadsheet can't be uploaded to Loopio, but we are working with them to create a workaround or way for this to happen.

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

Loopio is an efficient way for us to get the response done in a timely fashion. Our responses can be done real-time and there isn't a Word version of the response being emailed back and forth, which has caused issues before with loss of emails, not responding to questions in time, etc. Loopio is not only a great way to answer RFPs, it has helped us keep our documents up-to-date, i.e. financials, support hours, departmental processes, etc

Lindsey C.
Validated Reviewer
Verified Current User
Review Source

"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.

Szilvia K.
Validated Reviewer
Verified Current User
Review Source

"Massive time saver in my daily job!"

What do you like best?

As Bid Manager I've been using Loopio on a daily basis for responding to RFPs/RFIs in the EMEA region. With the previously used answers stored in Loopio and with creating Projects Loopio enables my team to create proposal documents in a timely manner and helps also to follow up on the outstanding actions of the relevant stakeholders.

What do you dislike?

Would be great if Loopio could use other formats as well e.g ppt as there's been an increasing demand for it in the market.

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

For me one of the greatest benefits is that we can use preformatted templates and as all stakeholders are working on the Project in Loopio, version control is not an issue anymore and my team saves a massive amount of time on formatting the proposal response.

Jennifer B.
Validated Reviewer
Verified Current User
Review Source

"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
User
Validated Reviewer
Verified Current User
Review Source

"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

"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

"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.

Ben C.
Validated Reviewer
Review Source

"Loopio is the best-in-class modern RFP management solution"

What do you like best?

Centralized Library with automated assigned review cycles to keep content fresh, promoting collaboration between different department stakeholders who might own the various content categories. Importing of document RFPs into their platform to better collaborate / project manage the RFP responses between team members with due dates. Their UI is the best designed user experience after evaluating many alternatives in the marke, and the UI matters if you want salespeople to be using this solution.

What do you dislike?

If you are processing an online portal/website RFP, you cannot "import" the questions into Loopio, but rather still have to work in 2 systems, but after speaking to their product team, this is something on the roadmap.

Recommendations to others considering the product:

Feel free to ask me why I am recommending Loopio. There is no better solution out there!

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

We have shortened sales cycles from 2 week to now just 1 day response times for both business RFPs and also InfoSec questionnaires. It has promoted better collaboration between various department stakeholders. It has allowed my sales engineering team to work on RFPs together collaboratively. It has made it so much easier and faster for our RFP reviewers to review and approve.

Sarah S.
Validated Reviewer
Verified Current User
Review Source

"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

"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

"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

"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
Administrator
Validated Reviewer
Verified Current User
Review Source

"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

"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

"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

"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.

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