--- title: Loopio Reviews meta_title: 'Loopio Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 813 reviews by the users' company size, role or industry to find out how Loopio works for a business like yours. aggregate_rating: rating_value: 4.6 review_count: 813 scale: '5' date_modified: '2026-08-12' parent_category: name: Procurement url: https://www.g2.com/categories/procurement --- # Loopio Reviews **Vendor:** Loopio Inc. **Category:** [RFP Software](https://www.g2.com/categories/rfp) **Average Rating:** 4.6/5.0 **Total Reviews:** 813 ## About Loopio Loopio is a response management software designed to assist enterprise businesses in streamlining their response processes for Requests for Proposals (RFPs), Requests for Information (RFIs), Security Questionnaires, Due Diligence Questionnaires (DDQs), and other similar documents. This innovative solution leverages advanced machine learning technology, specifically its proprietary Response Intelligence™, to enhance the efficiency and effectiveness of the response process. By providing actionable insights and recommendations, Loopio enables users to work smarter, ultimately leading to the creation of more compelling proposals. Loopio caters to a diverse range of industries, including technology, finance, healthcare, and professional services. With Loopio, users can significantly reduce the time and effort spent on crafting responses, allowing them to focus on strategic initiatives and other critical business activities. Key features of Loopio include its intuitive user interface, a comprehensive content library, and robust collaboration tools. The content library allows users to store and organize previously used responses, making it easy to retrieve and adapt them for new proposals. Collaboration tools enable team members to work together seamlessly, ensuring that all stakeholders can contribute their expertise and insights. Additionally, the software's analytics capabilities provide valuable metrics on response performance, helping teams identify areas for improvement and optimize their approach over time. The benefits of using Loopio extend beyond mere time savings. Organizations that implement this software often experience a significant increase in the number of RFP responses completed, with some reporting up to a 51% improvement. Furthermore, users can save up to 42% in time spent on the response process, allowing them to allocate resources more effectively. Most notably, businesses leveraging Loopio have reported an 85% increase in their success rate for winning new business, underscoring the software's impact on overall performance and competitiveness in the market. With over 1,700 companies relying on Loopio to enhance their response capabilities, the software has established itself as a trusted solution in the realm of response management. By combining advanced technology with user-friendly features, Loopio empowers organizations to respond faster, improve the quality of their submissions, and ultimately secure more business opportunities. ## Loopio Pros & Cons **What users like:** - Users appreciate the **ease of use** of Loopio, making RFP responses efficient and collaboration seamless. (235 reviews) - Users appreciate Loopio for its **enhanced efficiency** through easy search, quick access to information, and seamless setup. (146 reviews) - Users value Loopio for its **time-saving features** , streamlining proposal management and enhancing team collaboration and efficiency. (143 reviews) - Users appreciate Loopio for its **user-friendly search engine and seamless collaboration features** , enhancing efficiency and communication in projects. (121 reviews) - Users value the **intuitive design** of Loopio, making information retrieval and collaboration seamless and efficient. (112 reviews) - Team Collaboration (87 reviews) - RFP Management (82 reviews) - Content Library (78 reviews) - Search Efficiency (64 reviews) - Users commend Loopio's **excellent customer support** , particularly appreciating helpful assistance from team members like Newman. (59 reviews) **What users dislike:** - Users note the **missing features** like better Word mapping and keyword search options limit Loopio's effectiveness. (48 reviews) - Users face **occasional search limitations** and difficulties with importing responses, impacting overall usability of Loopio. (41 reviews) - Users struggle with **formatting issues** in Loopio, finding it difficult to maintain consistency during exports and edits. (39 reviews) - Users find the **export issues** frustrating, noting clunky functionality and a lack of filtering options. (35 reviews) - Users find Loopio's **limited features** impede configurability and intuitiveness, affecting overall user experience and efficiency. (35 reviews) - Users often face **inaccurate responses** from Loopio, creating challenges in finding the correct information when needed. (34 reviews) - Users find the **time-consuming processes** of Loopio challenging, particularly during the export phase for long projects. (33 reviews) - Users find the **learning curve challenging** , with difficulties in maintaining the tool and ensuring its effective use. (32 reviews) - Inefficient Search Functionality (28 reviews) - Import Issues (26 reviews) ## Loopio Reviews ### 1. I came in with no sales knowledge and I found this tool very easy to use. **Rating:** 4.0/5.0 stars **Reviewed by:** Coralynn M. | Marketing Coordinator, Enterprise (> 1000 emp.) **Reviewed Date:** February 22, 2021 **What do you like best about Loopio?** I live the entire tool and how easy it is to use. I like that you can run magic to find most of the question. I like the newly updated Review from Library/Projects. I like the way you can run magic several times for one question so you can create alternative answers. I like the ease of changing roles and permissions within the tool. **What do you dislike about Loopio?** I dislike the fact that you can't export certain questions in order to review. Our SMEs are not in Loopio and frankly don't want to be for the one time of year they are required to make changes. So being able to export only the categories pertaining to them would be a huge help. I know the point to Loopio is to have everyone in there but sometimes you just don't need them to be and having this option would be beneficial to us. I also dislike the linking feature. I would be nice to have like a magic function to find the French or English equivalent. Right now I have to tell it what it is and I may end up making the wrong choice because I don't know what my choices are. I don't like that there is no notification to the Content Manager when questions are added to the Review from Library/Project. The project part especially. I am not always in Loopio but I do try to be in there often but it would be nice to have a little notification bell or something at the top that tells me I have newly added responses to review. I know there is the block at the bottom of the home page but I don't find that is enough, that's just me though. I like visuals that state the obvious. :) **Recommendations to others considering Loopio:** It's a great tool for smaller businesses who will have all employees partake in the tool and all it's glory. But for larger businesses where not everyone needs to be in Loopio, there is work to be done to accommodate those needs. **What problems is Loopio solving and how is that benefiting you?** I find that it is saving a ton of time looking for questions on larger RFPs. Even though there is still work to be done as Loopio can't possible answer all questions perfectly, it's still a huge time saver. It's also nice that everyone will be aligned across the company with more consistent answers. **Official Response from Kathryn Bennett:** > Thank you for your review, Coralynn! I'm so glad that you are finding value in the use of Magic, and its ability to run several times to capture the content you need for your proposals. We are thrilled that your proposals will now feature more consistent answers. Your suggestions are certainly not lost, and we frequently report back to our product team with information from these product reviews. Thank you for your insights about our product, and we're glad you're a Loopio user! ### 2. Powerful RFx Database Software **Rating:** 4.0/5.0 stars **Reviewed by:** Alan J. | Pre-Sales Engineer, Mid-Market (51-1000 emp.) **Reviewed Date:** June 01, 2021 **What do you like best about Loopio?** The software is fantastic for organization, with flexible tools, import / export options, and support of RFx events. **What do you dislike about Loopio?** Some menu items are not always the easiest to find. **Recommendations to others considering Loopio:** If you are looking for a robust but easy to navigate RFx software / database, I believe Loopio will solve over 90% of your requirements out of the box. **What problems is Loopio solving and how is that benefiting you?** The ability to manage RFx questions (5,000 +) in a single solution. Loopio can quickly provide single or multiple answers to questions from potential customers. **Official Response from Kathryn Bennett:** > We're so glad that you find our system both robust and easy to navigate! Most teams are able to start using Loopio in just minutes thanks to our simple, intuitive interface. Combine that with a powerful library, and you have a recipe for proposal efficiency and more wins. Thank you for your comments! ### 3. Loopio has streamlined our processes and enabled our team to create better RFPs more quickly. **Rating:** 4.0/5.0 stars **Reviewed by:** Kim W. | RFP Manager, Enterprise (> 1000 emp.) **Reviewed Date:** July 29, 2020 **What do you like best about Loopio?** We implemented Loopio in 2019, and things were pretty dire. We had no useful RFP database in place, and our volume was increasing exponentially. Loopio has been instrumental in ensuring we have the latest and greatest content available for our sales team and eliminated all of the manual processes we had in place. **What do you dislike about Loopio?** We are still working to get our SMEs used to the product. This is more of a Quantum-issue than a Loopio one. **What problems is Loopio solving and how is that benefiting you?** N/A **Official Response from Sara Masson:** > Thank you so much for sharing — I'm so excited we're helping you scale with your greatest content, especially with RFP volume increasing! In terms of engaging your SMEs, have you had a chance to check out our Loopicon content? There are a few great sessions where teams talk about how they are effectively engaging their SMEs! (Your CSM might be able to recommend a few!) -Sara ### 4. Loopio tool **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** November 03, 2021 **What do you like best about Loopio?** user-friendly, great UI, easy to find answers **What do you dislike about Loopio?** Lot of options in the small window. Sometimes I need to spend time to find appropriate infos. **What problems is Loopio solving and how is that benefiting you?** I was able to find answers for my RFP quickly. ### 5. Great Potential **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** December 21, 2021 **What do you like best about Loopio?** I think it has great potential to help support the proposal team **What do you dislike about Loopio?** Accidental duplication of content is possible if the system is opened up to multiple users **What problems is Loopio solving and how is that benefiting you?** A centralised store for all bid content - making it easier to respond to standard questions. ### 6. Useful for Content Tracking and Updating **Rating:** 4.0/5.0 stars **Reviewed by:** Tejal P. | RFP Developer, Small-Business (50 or fewer emp.) **Reviewed Date:** February 26, 2021 **What do you like best about Loopio?** The ability to assign out questions and easily keep track of which questions are left to answer. This is especially helpful for a large RFP with hundreds of questions. **What do you dislike about Loopio?** RFPs come in different types and formats for all companies, so I've found that sometimes depending on the type of RFP that comes through the process within Loopio can feel more difficult than completing it outside of Loopio. **What problems is Loopio solving and how is that benefiting you?** Right now Loopio is helping us solve the issue of having to recreate the wheel. Once we have a fully updated library we are hoping to not have to rewrite answers for each new RFP and use what we've used in the past with small updates. **Official Response from Kathryn Bennett:** > Tejal - Thank you for your thoughtful assessment. Loopio's library helps proposal teams avoid the repetitive, low-value work that serves as a barrier to customizing your content. Sounds like our proposal automation tool is supporting your larger RFPs, which is great to hear! ### 7. Great software tool, but needs to be accounted for in your process **Rating:** 4.0/5.0 stars **Reviewed by:** Greg D. | Sr. Director, Sales Engineering, Mid-Market (51-1000 emp.) **Reviewed Date:** July 26, 2021 **What do you like best about Loopio?** Smart tool for managing RFP responses and maintaining a library of past answers **What do you dislike about Loopio?** Library management can be a chore. The importing capabilities of Loopio are vast, but they can lead to some messy data. **What problems is Loopio solving and how is that benefiting you?** RFP Response. Knowledge preservation. **Official Response from Kathryn Bennett:** > Thank you, Greg, for your thoughtful response. We're glad that you're experiencing the benefits of preserving knowledge for your team. Passing information more effectively between team members is just one benefit that Loopio delivers to our valued customers! ### 8. Loopio is a help but it needs to be widely used in the organization to capitalize on the investment **Rating:** 4.0/5.0 stars **Reviewed by:** Kevin O. | Director, Proposals Development and Contract Management, Mid-Market (51-1000 emp.) **Reviewed Date:** February 24, 2021 **What do you like best about Loopio?** Not having to search for basic answers each time. I like having a library. **What do you dislike about Loopio?** The fact that there were too many people in my company who felt they could not invest the time to learn how to use Loopio correctly. This is actually a fault of the management of the company but also a fault of the people I refer to. **What problems is Loopio solving and how is that benefiting you?** Problems...solving combing through prior documents and emails etc. to find information. There has been some improvement in the timelines for completing RFIs and RFPs as a result but it has been hard work to create a workable library. ### 9. Growth, Innovation and User Friendly **Rating:** 4.0/5.0 stars **Reviewed by:** Sandrine B. | Senior Proposal Support Project Manager, Enterprise (> 1000 emp.) **Reviewed Date:** August 27, 2020 **What do you like best about Loopio?** The Library/Knowledgebase - very easy to search, edit and refresh. Also, the ease of use, no need to be an expert it is very friendly and logical to use. What I like the most is that it is constantly evolving, and adapting to the customer needs. I'll be honest, to start I thought we might have had the wrong selected product as functionalities were the bare minimum of our needs and we had selected this tool based on price, but then Loopio kept surprising me. Each month there is an upgrade, new functionality that is exactly what I thought would be good to have. Also, we are assigned a special Customer Success Manager that not only has constant calls with us to help any doubts we may have but will also be a liaison with the creation of new functionalities that adapt to us. Something else that I love are the ongoing training sessions that occur nearly once a month - when a new functionality is delivered you will always get the opportunity to be the first to know about it and how it can be used. **What do you dislike about Loopio?** You will need a license for SME's to make changes in the library although you can enable and disable licenses as you please. Once you have imported your library, you cannot export it with ease to share among SME's that do not have a license. **Recommendations to others considering Loopio:** The expertise needed to statt using Loopio is very little which will make it easier for everyone to use the new tool **What problems is Loopio solving and how is that benefiting you?** We are focusing into the knowledge base and now responses to questions are faster and very easy to obtain. Different departments are starting to see the usefulness and we are starting to get access to information that was difficult to obtain all in one place ### 10. Commitment to Customer Success **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Facilities Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 20, 2021 **What do you like best about Loopio?** Constant product development and strong customer support **What do you dislike about Loopio?** Delayed integrations with Loopio partners **What problems is Loopio solving and how is that benefiting you?** Loopio’s project contributor role and assignment capabilities help increase collaboration with team members and subject matter experts. **Official Response from Kathryn Bennett:** > Thanks so much for your thoughtful resonse! We are proud to have a rapid update and product improvement cycle that supports our customers' ever-changing needs. Loopio is pleased that your interactions with our customer support team have gotten the job done for you! Stay tuned; we have more news about integrations coming out on the daily. ### 11. Massive time saver in my daily job! **Rating:** 4.0/5.0 stars **Reviewed by:** Szilvia K. | EMEA Bid Team Manager, Enterprise (> 1000 emp.) **Reviewed Date:** July 08, 2019 **What do you like best about Loopio?** 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 about Loopio?** 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 is Loopio solving and how is that benefiting you?** 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. **Official Response from Nicholas Ong:** > Szilvia! Thank you so much for leaving a review. While we're excited to have you as part of the Loopio journey, we're beyond thrilled to be along for your own professional journey. It's been a pleasure to see you continue to grow as a leader in the field and we're looking forward to all the great things you'll accomplish, now and in the future. Thank you for leaving your comments, as always we do work closely with all our partners to ensure we're capturing your valuable feedback so that we can continue to grow. Thank you for your continued support! - Nick ### 12. Makes RFPs enjoyable...almost:-) **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** November 23, 2020 **What do you like best about Loopio?** The ability to create libraries from previous responses and to maintain on the go. **What do you dislike about Loopio?** More support for online submissions, i.e. those lovely RFP tools that don't support exporting or importing responses **Recommendations to others considering Loopio:** Great Customer engagement and excellent support. **What problems is Loopio solving and how is that benefiting you?** We are able to response to standard questionnaires in days rather than weeks. With volumes increasing as our company grows this allows us to keep pace with the demand. **Official Response from Sara Masson:** > Thank you for sharing — it's so exciting to hear that we're helping you to cut response times down from weeks to days, and keep up with growing demand! It's also good to know you're still seeing online submissions that don't support import or export, and want to see more in our Chrome Extension to continue making those responses easier! Sara ### 13. Avnio is a winner **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in E-Learning | Mid-Market (51-1000 emp.) **Reviewed Date:** February 12, 2021 **What do you like best about Loopio?** We have (had, as of Cov-19) a lot of travelling salespeople who would email/call our product team for information whilst on the road, which was a major bottleneck. The “Avi” assistant has pretty much removed that bottleneck in a single stroke. Great stuff. **What do you dislike about Loopio?** We probably don’t use enough of the tool. **What problems is Loopio solving and how is that benefiting you?** Getting product knowledge out to our sales team without bottlenecking our SME’s. ### 14. Good tool for making a streamlined process around RFP and Security Reviews. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Mid-Market (51-1000 emp.) **Reviewed Date:** November 04, 2019 **What do you like best about Loopio?** Useful tool with robust features such as Stacks, Categories, Subcategories and Tags. Also integrations with tools like Salesforce and Slack. **What do you dislike about Loopio?** Could be more intuitive I think. I get technology for the most part and I was able to figure it out, but I think that people would need at least basic training around it first. **Recommendations to others considering Loopio:** Make sure you users understand the tool and its functionality. Reports from administrators can be run. Libraries are done in an IMPORT fashion via CSV. **What problems is Loopio solving and how is that benefiting you?** Long periods of time in sales cycles can be easily decreased with simple searches to find common answers that are vetted and up to date. **Official Response from Sara Masson:** > Thanks for sharing — I'm happy to hear we're helping your team reduce your sales cycle time by giving the wider team access to up to date, vetted information! It's also helpful to know we could be more intuitive for your team — our design team continues to evaluate our UI, and is absolutely focused on ensuring we become as easy as possible for new team members to ramp up, fast. ### 15. Loopio is a great place for storing content for reuse. Very helpful when responding to public bids. **Rating:** 3.5/5.0 stars **Reviewed by:** Tyman W. | Enterprise (> 1000 emp.) **Reviewed Date:** August 04, 2020 **What do you like best about Loopio?** Ability to search through content that has been used in other RFPs and reuse. **What do you dislike about Loopio?** The "search" functionality can be cumbersome. Oftentimes copying and pasting from Loopio to Word is not a smooth process. It would also be helpful if content was sorted by relevance, and recency. The most recent content should be at the top. **What problems is Loopio solving and how is that benefiting you?** I don't have to rewrite content. If I need a standard question answered, it is typically in Loopio. **Official Response from Sara Masson:** > Hi Tyman, I'm so excited to hear that Loopio is helping you not have to rewrite content! I'd also love to know more about how we can make sure you don't have to copy-paste content, and leverage some of our other functionality to help streamline your processes! Your CSM Steph would love to help! Sara ### 16. Loopio helps streamline so much! **Rating:** 4.0/5.0 stars **Reviewed by:** Samantha B. | Mid-Market (51-1000 emp.) **Reviewed Date:** June 01, 2020 **What do you like best about Loopio?** The collaboration tools make it easy to mange ongoing and multiple projects at the same time. Home dashboard gives a great view into evverything that is going on. **What do you dislike about Loopio?** I don't dislike anything, but sometimes the library reviews can be a bit clunky. Although I think there is new functionality coming out that will help with that! **What problems is Loopio solving and how is that benefiting you?** We are a pretty remote company with people working all over the country and even world. Loopio makes it easy to share projects with subject matter experts and get their responses in a timley fashion without having to send another email. **Official Response from Sara Masson:** > Thank you so much for sharing Samantha — it's great to hear we're helping you collaborate with coworkers around the world! You're also absolutely right about some updates on Library Reviews— can't wait to hear how they are working for you :) ### 17. Quick and easy! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** May 29, 2020 **What do you like best about Loopio?** Loopio makes completing tedious security assessments quick and easy. The "Magic" feature helps automatically populate answers before you even start to respond. And the Close Loop feature helps make sure the answer library stays up-to-date as you complete your responses. **What do you dislike about Loopio?** It would be great if answers in the library could be linked to standardized security questionnaires to help streamline the overall process even more. **Recommendations to others considering Loopio:** Loopio is a great product. In addition, their onboarding process was extremely efficient and helpful in getting our organization using Loopio. **What problems is Loopio solving and how is that benefiting you?** Loopio has helped reduce the amount of time to complete security questionnaires. Instead of copying and pasting answers, you can import the document and have Loopio fill in the answers. **Official Response from Sara Masson:** > It's amazing to hear that Magic is helping you automatically fill out responses, and Close Loop is helping you keep your library up to date :) I also love your suggestion on linking to standardized questionnaires, and will make sure it's shared with our Projects product team :) Sara ### 18. Loopio review for smaller size company **Rating:** 3.5/5.0 stars **Reviewed by:** Andrew S. | Project Manager , Financial Services, Mid-Market (51-1000 emp.) **Reviewed Date:** November 27, 2019 **What do you like best about Loopio?** We've benefited a lot from the ability to save responses to the library and the delegation of tasking questions for assignments and reviews. Has certainly allowed us to become more efficient and improve turnaround times with processing RFPs. **What do you dislike about Loopio?** The importing of certain source documents can be tricky for the system based on the original document is constructed. Also experience issues with exporting final document matching the original source document. Seems to be a lot of manual formatting to match the original document once it has been exported. **Recommendations to others considering Loopio:** I think Loopio has done a great job of providing support and ease of use for efficiently and effectively processing RFPs and other questionnaires. I think a big consideration of using Loopio is that some documents do not load well (import) into the system. These documents are ones typically with some sort of engineering to them such as answering question X will produce another question Y. We have found these types of documents are typically best processed outside of Loopio, which ultimately takes away from the chance to effectively leverage the platform. **What problems is Loopio solving and how is that benefiting you?** The library has helped us save previous responses and reduces the need to spend time authoring the same responses over and over again. **Official Response from Sara Masson:** > Thanks Andrew — I really appreciate your insights, and hearing that saving content and using our collaboration tools has saved you and the team time, and reduced your turnaround time. It's also good to know that imports and exports are sometimes challenging, especially with formatting. Have you had a chance to add an Export Theme yet? If not, your CSM can help get this set up — it should have your exports formatted correctly immediately. I'm also sorry to hear about the documents with macros and dependencies creating challenges — this is something we're looking into, but I know we're looking holistically at how we can keep making all Projects easier to manage. I know your CSM would love to walk you through some of what we're working on! Sara ### 19. Loopio continues to crush it with feature enhancements and improved functionality. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 07, 2020 **What do you like best about Loopio?** The user experience and ease of navigation makes it seamless for users to pull in resources from the library, create project workflows to fill in questionnaire responses and collaborate across Subject Matter Experts to receive timely feedback. This ease of use has helped us to cut down our response time by 50%. **What do you dislike about Loopio?** Project imports can sometimes be clunky and there are limited integration into 3rd party portals. **What problems is Loopio solving and how is that benefiting you?** With Loopio, we are able to cut down on our response times for RFPs/Proposals and Security Questionnaires. This has provided our Sales Team more time to connect with prospects and customers to help solve their business needs and continue to create success for their application security programs. **Official Response from Sara Masson:** > Thank you for sharing — I'm so glad to hear that we're helping you cut down response time on RFPs, proposals, and security questionnaires! I'm sorry to hear that imports can sometimes be a bit challenging — I'd love to know more. If you haven't chatted with your CSM, please do — we're continuing to work on making every import as fast and easy as possible, and we'd love your input. Sara ### 20. Great Content Library Tool **Rating:** 4.0/5.0 stars **Reviewed by:** Sandy H. | Proposal Writer, Mid-Market (51-1000 emp.) **Reviewed Date:** November 06, 2019 **What do you like best about Loopio?** It’s really easy and simple to use. I did a training with our SMEs earlier this year to kick off a content review project and they understood the tool and how to use it without many questions. We also had a new employee start a month ago. She was able to jump into the tool and use it without much help or guidance (she did spend some time in the comprehensive help centre). It’s a great content library. The ability to categorize, sub-categorize, and tag entries, and see when entries were updates makes finding the correct content response simple for my team. The Loopio webinars and staff have been super helpful whenever we have any issues or questions **What do you dislike about Loopio?** It’s hard to add and format images within content entries. It’s part of the reason my team does not build our full proposal responses in Loopio Projects and use it more as a content library. Also, the inability to recognize and format sub-questions within a source RFP is not conducive to my organization using the Projects functionality. 1. It recognizes this lead in question, but it: a. Does not recognize this b. Or this c. Or this **Recommendations to others considering Loopio:** Really think about organization and how you add content entries. My company has added way too many specific entries, so it makes it harder to find the appropriate content. Keep entries more generic and add more specific related entries as sub-questions. It could make key-word searching easier. **What problems is Loopio solving and how is that benefiting you?** GSC has made it easier to onboard new employees into the Proposal Writer role at GSC. It keeps our content organized and searchable. The ability to collaborate SMEs as users for content reviews has made that process much easier. **Official Response from Sara Masson:** > Thanks Sandy for sharing your Loopio experience! I'm excited to hear about how simple your team is finding Loopio to use, and how it's making it easier to both onboard team members and make your content organized and searchable! I'm sorry to hear about the challenges with images and sub-questions. We're working on a few things that should make sub-questions easier to manage, but if we can help with either in the interim let us know! Sara ### 21. Pretty easy to use but filtering could be better **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** August 04, 2020 **What do you like best about Loopio?** Easy to use Quickly search info for proposals **What do you dislike about Loopio?** Filtering can be weird Sometimes it includes or excludes items and I'm not sure why **What problems is Loopio solving and how is that benefiting you?** I mostly use it for completing security forms and RFIs/RFPs **Official Response from Sara Masson:** > Thanks for sharing — I'm happy to hear you're finding Loopio easy to use to search info fast! I'm sorry you're finding filtering to be weird. We'd be happy to dig into filtering with you if you want to connect with your CSM :) Sara ### 22. Loopio is a great tool that helps expedite RFI and RFP work. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 29, 2019 **What do you like best about Loopio?** I like that Loopio allows you to assign tasks and questions to colleagues easily. If you are in different offices, time zones, etc, you don't need to worry about scheduling a call or meeting to get the answers that you need - SMEs can answer on their own time. Having the ability to use an in-house Loopio Champion to change account access and permissions makes thing very easy on our end, as we don't need to log a support ticket with Loopio to make these changes. The real differentiation comes in the form of our account manager. He is focused on our success, and frequently reaches out to set up meetings, whether for regular check-ins, or to explain new or currently unused functionality to our team. **What do you dislike about Loopio?** For larger RFPs, the system can be slow to load new pages or respond, at times. This can occasionally lead to losing your place on a page if you scroll while it is loading, which can be frustrating if you are not sure where you left off, or if the project was just assigned to you. I stress that this happens rarely, but did think it was worth mentioning here. **Recommendations to others considering Loopio:** Reach out to your account manager with any question you may have. Their support is nonpareil, and they are always happy to help! **What problems is Loopio solving and how is that benefiting you?** Working across the globe has proven to be challenging for our organization; Loopio has really helped to close a lot of gaps on the pre-sales side of these challenges, allowing us to spend more energy on scaling out in the countries where we operate. **Official Response from Sara Masson:** > Thank you so much for sharing your experience — it's absolutely fantastic to hear how Loopio is helping your team with global collaboration! Have you had a chance to check out our newest setting when launching Projects, to keep everything loading quickly? (Your CSM can help walk you through this if you'd like!). It should keep things moving quickly for you :) Sara ### 23. Simple, easy to use tool - ideal for small to medium companies **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** November 26, 2019 **What do you like best about Loopio?** The searching feature is very easy to use. I never have problems locating the information that want, through a combination of a keyword search and using the organization of sub-categories in the knowledge base. It's an effective KB for sure! You also have the capacity to get emails based on customized review cycles, which is convenient. Additionally, the customer support offered by Loopio is very good. Our account managers are hands on and very happy to help with any questions or obstacles we have. **What do you dislike about Loopio?** You do need to ensure widespread buy-in to Loopio throughout your company in order to realize maximum value. Users need unique logins to be able to respond to questions or add content to a proposal/response, so there need to be enough accounts for all the people who need to contribute to a proposal to log in at any time. If you can't get those licenses for everyone, then you won't be able to make the most of the proposal management features. **Recommendations to others considering Loopio:** Make sure that you can get logins for all functional teams that might work on a proposal. Also keep in mind that the Magic tool helps but does not actually learn and improve itself. **What problems is Loopio solving and how is that benefiting you?** The biggest benefit has been the use of Loopio as an RFP knowledgebase. It works very well in this regard, and the SaaS structure makes it easy for our team to access at any time. Additionally, the solution is pretty cost effective, and it's easy to use admin settings so that different disciplines can keep their KBs side by side while restricting read/write permissions. **Official Response from Sara Masson:** > Thanks for sharing your Loopio experience — I'm glad to hear searching is helping your team, and you're seeing a lot of value out of the knowledge base components. I'm sorry to hear about the challenges around getting widespread buy-in across the company, and would love to see if we can help. If you reach out to your CSM, we'd be happy to connect and see how we can help around the widespread company buy-in. Thanks, Sara ### 24. New user Loopio experience **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** November 27, 2019 **What do you like best about Loopio?** We've recently moved to Loopio and I'm really pleased with the level of responsiveness from the technical team for problem solving. Onboarding a new software that is a primary worktool usually present challenges technical and knowledge challenges. We've noticed true client-focus from our Loopio reps. **What do you dislike about Loopio?** We are a bilingual team and our content records absolutely has to be bilingual. Right now, all our content records contain information in both languages, which means that when I'm using an answer, I have to take time to erase the content in the language that is not relevant to my project. This is a time-waster that I know will be fixed soon. **What problems is Loopio solving and how is that benefiting you?** We have seen an improvement in time spent in researching our content database. Also, I'm using the project management features extensively and can't wait to optimize them as more of our internal business partners get access to our Loopio. ### 25. I am Loopio Champion at Global Evolution and uses Loopio on a daily basis in my work. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Investment Management | Small-Business (50 or fewer emp.) **Reviewed Date:** November 12, 2019 **What do you like best about Loopio?** Our library in loopio not only helps us anwering RFP's more quickly but also collect lot of valuable know-how in the company which helps us answering email requests etc. from clients and prospects. **What do you dislike about Loopio?** In some cases the import/export function has are hard time ready the formatting which we have received directly from the clients, which is a shame and means that the software works less smoothly. Secondly, the magic function is not really efficient maybe because our library has grown too big. **Recommendations to others considering Loopio:** If the company works in the investment management industry, Loopio is very useful in responding to RFP's and DDQ's. It is an easy way for the company to share know-how in the company and store this into the library making it an efficient way to collect infomation and enebale your client servicing function to respond to client request in a timely manner. **What problems is Loopio solving and how is that benefiting you?** DDQ's, RFP's, ODD's, other small client requests. Our library now include lot of valuable know-how. **Official Response from Sara Masson:** > Thank you for sharing your Loopio experience. It's exciting to hear that your Library has become such a valuable resource for the team, for RFPs and beyond! We want to make sure that content stays as reliable as it is today. I know you're working with your CSM on taking advantage of some of our additional categorization options to make your Library even more efficient — at the same time interim, we're continuing to work on our automation tool, Magic, so it keeps working better for you. We're also continuing to work on new Import / Export options like our new Chrome Extension to make getting content into and out of the Platform easier than ever. Your CSM will follow up, but we'd love to see which documents aren't working for import / export today so we can share those insights with our Product team. Thanks, Sara ### 26. My Life with Loopio **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Libraries | Mid-Market (51-1000 emp.) **Reviewed Date:** November 11, 2019 **What do you like best about Loopio?** What I like best is having a repository for all my work and a chance to build a searchable Library of responses that will only improve over time. Before my team had to rely on a disparate set of apps, folders, etc., for our saved materials, that was nearly impossible to review or update with time. **What do you dislike about Loopio?** The interface could use much improvement. Screen space is being wasted, as I usually have less than half my available screen to display a question/answer that I'm working on; there should be easier ways to go to a full screen option, that'll still show the question as you write/paste texts and images. Being given the option to hide the "banner" info across the top of the project interface would be welcome. Copying and pasting images from websites, Word docs, etc is also a chore, as you have to go back and copy/paste images after text, instead of all at once(as opposed to the Loopio Library, which will copy/paste text and images) **What problems is Loopio solving and how is that benefiting you?** My team is able to effectively silo our work, and have a means to review and update our boiler info in a timely fashion. The search options for the library are superior and greatly aid in finding answers at a much faster pace than previously. The ability to upload a RFP, RFI ,etc document and disseminate to team members is also a great bonus and a timesaver. **Official Response from Sara Masson:** > Thanks for the thoughtful insights on how Loopio is helping your team, and areas where we can drive more value for you. I'm glad we got all your content into one, reliable place for the team, and that you're saving significant amounts of time collaborating in Loopio! The feedback around screen space and getting getting external content into Projects is also helpful to understand. Would you be open to following up with your CSM to dive into this in more detail? It would be great to see how we can help your team even more going forwards! Thanks, Sara ### 27. A great time saver! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.) **Reviewed Date:** November 08, 2019 **What do you like best about Loopio?** Being able to import an RFP as-is, replying to it using the existing repository of company-wide knowledge, and then exporting it back to the initially imported file is a huge time-saver. **What do you dislike about Loopio?** There is a bit of a starting stretch as you need to "teach" Loopio the answers from past RFPs, and the match between past answers and new questions is not always spot on - although definitely still saving time from looking in a manual RFP library. **Recommendations to others considering Loopio:** If you already have a large number of answered RFPs to build your library upon, and wish to improve the re-use and gain possible time-savings, Loopio is definitely something that could help your business. **What problems is Loopio solving and how is that benefiting you?** Reducing the repetitive tasks, allowing me to focus on providing more tailored replies. Reducing the hassle of manually reaching out for input from the team on specific questions, in Loopio you can just assign them the question and review when done. **Official Response from Sara Masson:** > Thanks for your insights — I'm excited to hear that we're reducing your team's time spent on repetitive tasks, and allowing easier collaboration in Loopio! It also sounds like Magic took a while to ramp up for the team — that's very helpful to know. As we continue working on ways to make Magic as impactful as possible, we'll continue to push on making sure it drives faster value for our new Loopio customers! Sara ### 28. Loopio has been a time saver since day 1! **Rating:** 4.0/5.0 stars **Reviewed by:** Jake B. | Sales Operations Manager, Computer Software, Mid-Market (51-1000 emp.) **Reviewed Date:** November 07, 2019 **What do you like best about Loopio?** I love the magic tool! It takes a look at all previous RFI, RFP, RFQ, etc. requests that we have uploaded and it prefills answers based on historical responses. It saves ton of times since many requests and proposals ask for the same information. The interface is easy to navigate. Our users were able to pick it up quickly compared to others applications we've rolled out. It does a very good job solving a very common problem **What do you dislike about Loopio?** The setup prior to roll-out for Loopio took quite a while. We uploaded all of our prior proposals and had to spend time setting up a classification system and tagging every record. The up front work was well worth it, but it does take a while, especially if you don't have a resource that can dedicate long hours to fairly menial work. Loopio also solves a fairly niche issue, so other applications/developments will can have a greater impact for depending on your business. **What problems is Loopio solving and how is that benefiting you?** We're answering RFP's and RFI in a fraction of the time. We've cut down on retyping redundant answers. Our escalations paths to engage more technical resources have been simplified, and Loopio has added a layer of accountability since we can keep a better eye on where a proposal has stalled. **Official Response from Sara Masson:** > Thanks Jake — I'm excited to hear about the saved time, simplified escalation paths, and increased accountability! I'm sorry to hear your setup took a while upfront — that's very helpful to know. Our onboarding team is focused on how we can continue to push on making this faster for new customers going forwards, but I'm sorry to hear it took longer on your end. Thanks again, Sara ### 29. Loopio makes project management easy **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 05, 2019 **What do you like best about Loopio?** I use Loopio as a project management tool when it comes to answering RFPs. It makes things so easy and efficient. All of our responses are in one place, can be categorized how you want and can be set to be reviewed as often or not often you would like. It is very user friendly making it easy to collaborate across teams. **What do you dislike about Loopio?** As an admin, I wish there was a way to "override" the review process to make it more efficient and easier to makes changes instead of having to re-assign the entry. I also wish that you could delete an entry that is under review by someone, as the admin. Right now you have to approve it first so it is back in the library and then you can delete it from there. It's a little clunky. **What problems is Loopio solving and how is that benefiting you?** It streamlines a process that can get pretty messy. Having to collaborate across various departments to get all of the answers you need for one RFP is easier when using Loopio. You can easily assign different questions to the right people and get your answer without having to send another email or message in a different system. **Official Response from Sara Masson:** > Thanks for sharing your experience — I'm happy to hear we're helping with the organization, collaboration, and streamlining of RFP management for the team! I also really appreciate the notes on what's not working in Reviews for you today. We recently launched a few updates to our Reviews, but we know there's more we can update on our Reviews workflows. I'll share with our Product team the notes on other areas we can make Reviews more effective for your team! Sara ### 30. Workflow and automation for RFP's **Rating:** 4.0/5.0 stars **Reviewed by:** Mark S. | Solution Architect, Enterprise (> 1000 emp.) **Reviewed Date:** November 28, 2019 **What do you like best about Loopio?** Workflow capability & task assignment. This solves problems of tracking who has answered a question, whether a question has had confirmation from the product team/owner who are internally required to sign off answers, and ensure we are always working on the latest version. It is also good for tracking where we are with the response rate. **What do you dislike about Loopio?** Response time on the screen can be slow when loading very large RFP's up. There may be lag in scrolling up and down and expanding sections. **What problems is Loopio solving and how is that benefiting you?** Task assignment, workflow creation, ensuring there are not duplicate Excel files/responses flying all over the place. **Official Response from Sara Masson:** > Thank you Mark — it's great to hear we're helping with collaboration, and tracking where everyone stands when working with multiple team members on a Project. I'm sorry to hear about the slower screen load times — have you had a chance to check out our newest filter for Project views? It's designed to speed this up considerably — and we're working on even more to make everything speedy for you! Sara ### 31. Intuitive RFP response solution that is quick and easy to get started with **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 27, 2019 **What do you like best about Loopio?** Loopio is very easy to use. The document import and export functions generally just work without any fuss. We've only been using it for a few months now, but it's very easy to see this becoming a central repository for everything related to RFPs. The 'magic' feature is awesome... we just need more content to pull from. **What do you dislike about Loopio?** Loading existing/completed RFPs into the library is time consuming. I understand why careful curation is recommended, but I would certainly welcome an easier bulk load function. Permissions on projects are a bit too restrictive and limit the ability to effectively collaborate on responses easily. **What problems is Loopio solving and how is that benefiting you?** Loopio has made it much easier to centralize and control our RFP responses. ### 32. Saving time and creating quality proposals **Rating:** 3.5/5.0 stars **Reviewed by:** Marco S. | Full stack, Enterprise (> 1000 emp.) **Reviewed Date:** July 24, 2019 **What do you like best about Loopio?** Loopio constantly requests customer feedback and implements these suggestions with each product update. Loopio is the most intuitive software I have ever used. This does not take into account the operational time required to assemble and manage the document among different authors. I can easily find answers to questions sent to us in RFPs. **What do you dislike about Loopio?** Because of this, the responses are not updated from project to project and I have to manually enter to add or update the responses periodically. There is nothing to "dislike." Customer support can restore the content depending on when it was created. I know they are working to improve this aspect. **Recommendations to others considering Loopio:** Your customer service is unparalleled - I can't believe how quickly they respond, even after hours. We put together beautiful proposals using our template that we set up in the tool, and the whole response process is much more efficient because of Loopio. They are open to feedback. If you are looking for proposal automation, collaboration, or process management, consider other options. **What problems is Loopio solving and how is that benefiting you?** Our products are constantly evolving, therefore, a robust content management function is essential. The ability to dedicate time to the parts of the proposal that will be most important. It has increased our time and efficiency in responding to RFPs. Loopio allows our team to reference previous answers to questions we have received in the past. **Official Response from Nicholas Ong:** > Thank you for leaving your comment and feedback. We are excited that Loopio is improving your teams' productivity and efficiency so they can focus on what matters. - Nick ### 33. Loopio **Rating:** 4.0/5.0 stars **Reviewed by:** Seth P. | Business Development Manager, Computer Software, Mid-Market (51-1000 emp.) **Reviewed Date:** November 26, 2019 **What do you like best about Loopio?** The magic button. You are able to hit a button and the answers automatically fill in. **What do you dislike about Loopio?** Uploading and exporting. It can be very tricky to get it to look how you want. **What problems is Loopio solving and how is that benefiting you?** We are getting through RFPs faster. **Official Response from Sara Masson:** > Thanks Seth — it's great to hear Magic is working so well for you :) We're also here to help with getting your exports to look exactly how you want — your CSM will follow up with some insights into our new export templates, and how we can get your projects ready to submit immediately from export. Sara ### 34. I would recommend Loopio to a friend **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Human Resources | Mid-Market (51-1000 emp.) **Reviewed Date:** November 25, 2019 **What do you like best about Loopio?** The best feature for me is the ability to import the source document so you don't have to copy and paste the questions from RFP's. The ability to assign questions to subject matter experts is also very useful. **What do you dislike about Loopio?** The search functionality could be better. When you are searching for an answer it would be helpful to select multiple answers without coming out of the search screen. **What problems is Loopio solving and how is that benefiting you?** Loopio has made inter-departmental collaboration a lot easier. **Official Response from Sara Masson:** > Thank you for sharing — I'm excited to hear that we're making it easier to import and collaborate across your team. I also appreciate the insights into some challenges you've seen with search, and I'm sorry to hear about them. If you're interested in seeing some things we're working on to make it much easier to combine multiple answers in the future, reach out to your CSM — they'd be happy to share. Sara ### 35. Great RFP and questionnaire application! **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 06, 2019 **What do you like best about Loopio?** Loopio has an easy to use UI and organization system. It makes centrally storing questions and responses easy. Additionally, the review process makes it seamless to ensure answers are correct. **What do you dislike about Loopio?** Exporting your questions and answers are not the easiest to accomplish. Additionally, the system might not be the easiest for some companies that have multiple different lines of services or products. One reason is this is due to the fact that you will have duplicate questions and responses. Also, the "magic" responses could be better worked on to give higher scores. **What problems is Loopio solving and how is that benefiting you?** The ability to answer information security questionnaires in a more timely basis and centrally storing our questions/responses. **Official Response from Sara Masson:** > Thanks for sharing your Loopio experience. I'm glad you're finding Loopio easy to use and organize, and understand that you've found some challenges around categorizing your information, and content export. If you're interested, could you reach out to your CSM on the content piece? We have a few things that we're working on that might help here! Sara ### 36. True Implementation Partners **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** November 26, 2019 **What do you like best about Loopio?** I led the Loopio implementation across several teams in my Financial Services organization. The partnership that we had with the Customer Success Managers and Professional Services team was typically top-notch. Even though the "implementation" spanned for many months, they were committed to our long-term success. **What do you dislike about Loopio?** There were some inconsistencies with the timing of promised items, but never to the detriment of our progress. We just kept a detailed log of promised action items and followed-up as necessary. **What problems is Loopio solving and how is that benefiting you?** centralized library, reduction of reputational risk with information for external consumption, process standardization, styling consistencies **Official Response from Sara Masson:** > Thank you so much for sharing your Loopio experience. I'm glad we were able to partner together to bring you what you needed to continue to grow across several teams! I'm sorry to hear about the delays, but happy that it never impeded progress! Sara ### 37. Great Customer Support! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** September 09, 2019 **What do you like best about Loopio?** The support has been exceptional in getting a globally distributed team up and running. **What do you dislike about Loopio?** There are some technical challenges from the product that make it a little challenging. **What problems is Loopio solving and how is that benefiting you?** RFP optimization and Security doc optimization **Official Response from Bryan Downey:** > Thank you for your feedback! It's great to hear that setting up your global team has been a smooth process. We're actively improving Loopio from a technical standpoint so we're excited to share updates with you as we continue to partner. We're looking forward to continued success! - Bryan ### 38. Easy-to-use, comprehensive content management for the RFP world **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Translation and Localization | Enterprise (> 1000 emp.) **Reviewed Date:** January 02, 2018 **What do you like best about Loopio?** I like the ease of navigation and search functions. You can search for content in a variety of ways and from a variety of locations. You can also search a specific project for something if necessary. Keywords are the best way to search, as questions vary so widely. **What do you dislike about Loopio?** It is hard to prevent duplicate answers or very SIMILAR answers from populating the library. **Recommendations to others considering Loopio:** Try to use the review cycle to keep content fresh and avoid duplicates. My team is very small and we are not able to use this feature like we should. Library management is crucial. We have completely overhauled our library twice in less than 2 years. Initial planning is paramount. **What problems is Loopio solving and how is that benefiting you?** We are standardizing our content - our tone, delivery, style, and approach - to every RFP. Within that standardization, we can customize our responses to each client, making sure that what we say fits with what they are looking for. **Official Response from Sara Masson:** > Thank you so much for sharing your Loopio experiences! I know that some of our upcoming functionality is also going to be very exciting for your team in helping with some of the challenges you described — I can't wait to hear your feedback! ### 39. A time saving tool with the support of a great team! **Rating:** 4.0/5.0 stars **Reviewed by:** Drew H. | Marketing Associate, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** January 25, 2017 **What do you like best about Loopio?** Working with the folks at Loopio is truly a joy. They are responsive, consultative, and extremely open to feedback on the product. When I've had issues, they've done everything they can to help me, while being very straight about the limitations of the product. **What do you dislike about Loopio?** When we first started using Loopio at Jiff, there was very little functionality around collaboration with teammates. Zak and the team at Loopio took our feedback and have worked to develop the functionality that we have come to expect with other software solutions. **What problems is Loopio solving and how is that benefiting you?** Jiff responds to dozens of RFPs every year. Loopio improves efficiency by reducing the time spent creating responses, archiving past answers in a single library, and navigating SMEs to appropriate sections. **Official Response from Zak Hemraj:** > Drew, thank you for taking the time to write a review! It's an absolute joy working with the Jiff team, too! Thank you for providing us with constant feedback, and helping us shape the evolution of our product. ### 40. Say goodbye to excel spreadsheets and out-dated information. **Rating:** 4.0/5.0 stars **Reviewed by:** Joram M. | Senior Business Proposal Writer, Information Technology and Services, Enterprise (> 1000 emp.) **Reviewed Date:** March 15, 2017 **What do you like best about Loopio?** Intuitive interface, auto-answer questions through Magic, assigning SMEs. **What do you dislike about Loopio?** Wish there was a way to search all answers - not just the ones in the library. **Recommendations to others considering Loopio:** Experiment with the trial. Utilize features such as the bulk question upload. Build a library so you can run Magic a few times. Get your SMEs involved early in the process to achieve their buy-in. **What problems is Loopio solving and how is that benefiting you?** Faster turnaround times on RFPs. Better, more relevant answers. Single platform - single source for our content. **Official Response from Sara Masson:** > Thank you so much for sharing your experience Joram! It's a pleasure working with your team, and I'm excited to continue working together, and help the team continue to see faster turnaround time on your RFPs! -Sara ### 41. Loopio is an effective and valuable content system for my bid team **Rating:** 4.0/5.0 stars **Reviewed by:** David L. | National Manager - Bid Solutions, Security and Investigations, Enterprise (> 1000 emp.) **Reviewed Date:** February 22, 2017 **What do you like best about Loopio?** Loopio is clean platform that is simple to use. Feedback from our team has been positive. **What do you dislike about Loopio?** Some content formatting options not aligned with MS Word, such as. tables etc. Not as easy as it could be to add columns, rows etc. **Recommendations to others considering Loopio:** Loopio is a simnple and clean system for managing content. Like any library, time needs to be invested to ensure currency. **What problems is Loopio solving and how is that benefiting you?** Loopio helps our team, who are geographically dispersed, achiev effiency gains, and improve accuracy/ relevancy of content added to tenders, proposals and other communications. **Official Response from Alyssa Szeto:** > Thanks for sharing your feedback, David! It's great to hear how Loopio has been able to help your geographically dispersed team on your proposals! ## Loopio Discussions - [What is the best way to use the "Library"?](https://www.g2.com/discussions/what-is-the-best-way-to-use-the-library) - 2 comments, 2 upvotes - [What can Loopio do to make answering industry standard security questionnaires easier?](https://www.g2.com/discussions/what-can-loopio-do-to-make-answering-industry-standard-security-questionnaires-easier) - 1 comment, 1 upvote - [How do we versino control changes to content?](https://www.g2.com/discussions/how-do-we-versino-control-changes-to-content) - 3 comments, 1 upvote - [Can I issue RFPs with Loopio?](https://www.g2.com/discussions/issuing-rfps) - 1 comment, 1 upvote - [What is Loopio used for?](https://www.g2.com/discussions/what-is-loopio-used-for) - 1 comment - [View Loopio pricing details and edition comparison](https://www.g2.com/products/loopio/reviews?filters%5Bnps_score%5D=4&page=3§ion=pricing&secure%5Bexpires_at%5D=2026-08-12+11%3A15%3A48+-0500&secure%5Bsession_id%5D=86fe678a-3e2f-4a8e-b0f8-aa37e928413d&secure%5Btoken%5D=0131d9c605b5e4e75069eadd89afbcf44f1d17a676dcb06cf3ed4a09493555b7&format=llm_user) ## Loopio Integrations - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [Chrome Enterprise](https://www.g2.com/products/chrome-enterprise/reviews) - [Chrome OS](https://www.g2.com/products/chrome-os/reviews) - [Confluence](https://www.g2.com/products/confluence/reviews) - [Copilot](https://www.g2.com/products/copilot-software-ltd-copilot/reviews) - [Dropbox](https://www.g2.com/products/dropbox/reviews) - [Glean](https://www.g2.com/products/glean-technologies-glean/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) - [Microsoft Excel](https://www.g2.com/products/microsoft-excel/reviews) - [Microsoft SharePoint](https://www.g2.com/products/microsoft-sharepoint/reviews) - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews) - [Salesforce Headless 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews) - [Slack](https://www.g2.com/products/slack/reviews) ## Loopio Features **Additional Functionality** - Tagging - Natural Language Processing - Data Extraction - Multi-Language - Predictive Analytics - Drag & Drop - Speech Recognition - Reporting/Analytics - Data Storage Management - Virtual Personal Assistant (VPA) - AI Copilot - Customer Segmentation - Collaboration Tools - Data Import/Export - Generative AI - For eCommerce - Role-Based Permissions - Customizable Branding - Search/Filter - Monitoring - Document Management - API - Data Visualization - Trend Analysis - Machine Learning - Access Controls/Permissions - Alerts/Escalation - Performance Metrics - Real-Time Data - Third-Party Integrations - Mobile App - Multiple Data Sources - For Sales Teams/Organizations - Sentiment Analysis - Activity Dashboard - Chatbot - Workflow Automation **Additional Functionality** - AI Copilot - Electronic Signature - Approval Process Control - Customer History - Workflow Management - Reminders - Automated Quoting - Price/Margin Management - Contact Management - Drag & Drop - Pricing and Cost Calculations - Calendar Management - Catalog Management - Client Portal - Discount Management - Real-Time Data - Proposal Generation - Billing & Invoicing - Generative AI - Customizable Branding - Template Management - Document Management - Estimating - Email Management - Third-Party Integrations - Reporting & Statistics - Access Controls/Permissions - Customizable Fields - CRM - Pricing Management - API - Accounting Integration - Activity Dashboard - Contract/License Management - Electronic Payments - Audit Trail - Quotes/Estimates **Document Creation** - Customizability: Variables and Fields - Template Creation and Flexibility - Rich Media - Online Document Creation - PDF Creation - Custom Branding **RFP Generation** - Customizable Templates - RFX - Versioning - Questions Library - Document Templates **Functionality** - User Access Control **Agentic AI - Salesforce AppExchange Apps** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Document Processing & Extraction - AI Proposal Generator Tools** - Requirement Identification & Tagging - Multi-Format Document Ingestion - RFP & Questionnaire Parsing **Workflow** - Document Builder Interface - Collaborative Creation - Assembly and Approval Workflows **RFP Distribution** - Progress Tracking - Milestone Tracking - Time & Expense Tracking - Status Tracking **Risk assessment** - AI Monitoring **AI Response Generation - AI Proposal Generator Tools** - Continuous Learning from Edits - Response Personalization & Tone Control - Contextual Answer Recommendations - AI Draft Response Generation **Analytics** - Reporting and Dashboards **Submissions** - Collaboration - Knowledge Base - Review - Reporting - Document Review **Generative AI - Vendor Security and Privacy Assessment** - Text Summarization - Text Generation **Content Management - AI Proposal Generator Tools** - Governed Content Library - Content Versioning & Approval Controls - Duplicate Detection & Content Optimization **Administration and Platform** - User, Role, and Access Management - Alerts and Notifications - CRM Integration - API / Integrations - Contract/License Management - Knowledge Base Management - Contact Management - RFP Management - Workflow Management - Document Management - Task Management - API **RFP Response** - Bid Management - Content Library - Access - Automation - Export - Import - Knowledge Library - Compliance Management - Purchase Order Management - Audit Management - Supplier Management - Workflow Management - Content Management - Requirements Management - Vendor Management - Document Management - Requisition Management - Contact Management - User Management - Inventory Management - Template Management - Task Management - Catalog Management **Collaboration & Workflow - AI Proposal Generator Tools** - SME Assignment & Task Routing - Review & Approval Workflows **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - RFP** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Third-Party Integrations **Analytics & Performance - AI Proposal Generator Tools** - Proposal Performance Analytics **Additional Functionality** - Templates - Collaboration Tools - AI Copilot - CRM - Automatic Formatting - Client Portal - Access Controls/Permissions - Quotes/Estimates - Customizable Reports - Content Library - Data Import/Export - Document Review - Document Automation - Reminders - Audit Trail - Reporting & Statistics - Approval Process Control - Version Control **Additional Functionality** - Alerts/Notifications - API - Version Control - Collaboration Tools - Projections - RFP Responding - Approval Process Control - Proposal Generation - Electronic Signature - AI Copilot - Activity Dashboard - Access Controls/Permissions - Automatic Formatting - RFP Creation - Audit Trail - Customizable Reports - Document Storage - Generative AI - Configurable Workflow - Quotes/Estimates ## Top Loopio Alternatives - [Responsive, formerly RFPIO](https://www.g2.com/products/responsive-formerly-rfpio/reviews) - 4.5/5.0 (1,300 reviews) - [Ombud](https://www.g2.com/products/ombud/reviews) - 4.7/5.0 (26 reviews) - [QorusDocs](https://www.g2.com/products/qorusdocs/reviews) - 4.4/5.0 (166 reviews)