Loopio Reviews & Product Details

Loopio has taken our proposal library content to the next level by helping us organize it and keep it structured. Now we all can benefit from our each other's writing and respond to proposals quicker and more efficiently than ever before. We work with a large number of subject-matter experts who help us write proposal content. They all have been impressed with it's ease of use. The AI features continue to improve over time and we are pleased with our decision to move forward with this solution. Review collected by and hosted on G2.com.

Limited graphic/formatting capabilities. Managing library requires an investment in time but that is the case with any proposal management solution. Review collected by and hosted on G2.com.

I like that Loopio is centered on its usecase - filling in RFPs and similar documents for customers. Unlike some of the competitors, it does not try to spread it too far wide - instead, it's software that knows what it should do - and knows how to do it. Review collected by and hosted on G2.com.

Loopio allows for a lot of options - so if you're only using some and need very basic RFPs and VAs to fill in, you may find yourself overwhelmed by the options. Review collected by and hosted on G2.com.

It helps managing projects, assigning tasks to people and reminding them so proposal making is efficient. It is quite helpful with creating templates as well and the AI functionality is appreciated. Review collected by and hosted on G2.com.

It won't allow to map complex excel documents. Review collected by and hosted on G2.com.

The user interface is intuitive, making it easy to navigate, and the search function performs very well across various libraries. Review collected by and hosted on G2.com.

I wish there were an option to view all the questions linked to a specific keyword at once, instead of having them shown in groups of ten. Review collected by and hosted on G2.com.

As a member of a Bid Team, Loopio allows you to manage projects easily independently or as part of a wider team. It allows you to store all answers to help create a repository of all Q&As for future tenders, as well as assist the wider business find product / company information, etc.

Loopio is a game changer, and has significantly helped boost productivity and efficiency throughout the business. Review collected by and hosted on G2.com.

There isn't much to dislike - If there is anything, we speak to our account manager and they have built it into the product. Review collected by and hosted on G2.com.

Loopio makes responding to RFPs fast and efficient. Its organized , searchable content library saves time , and the collaborative review process ensures accuracy. Exporting to the original format is a huge plus & the intuitive interface makes onboarding easy. It is a smart, streamlined tool for consistent, high-quality proposals. Review collected by and hosted on G2.com.

The learning curve was steeper than expected, especially when trying to get the most out of the advanced features. I’ve also run into some limitations with library management, identifying duplicates and organizing content could be more intuitive.

That said, the platform is reliable, and the support team is responsive. With a few improvements, it could be near perfect. Review collected by and hosted on G2.com.

Loopio is a critical tool that I use everyday. The import function is very easy to use and helps me get RFP responses started quickly by filling in common answers. I also appreciate how organized it keeps all our content. Our experience with the customer success team has been great. They are proactive and always helpful! Review collected by and hosted on G2.com.

The reporting in Loopio is good for metrics related to the content library (finding duplicates, seeing which entries are being used or not, etc.) but is not so much geared toward tracking RFP results other than recording win/loss. For now I'm still tracking most of my RFP data in a spreadsheet. In the future I would also like to have more filters to search the library and past projects; it would make it easier for me to find content from similar past responses. Review collected by and hosted on G2.com.

I really like Loopio for its intuitive user interface and ease of use. When you add in that it doesn’t require a steep learning curve, it meant our team was able to get value from it quickly. The implementation process was also refreshingly smooth, with clear guidance and support along the way. I also really appreciate the quality of customer support / success the are responsive, knowledgeable, and genuinely interested in helping us succeed. We use the platform regularly, and the combination of powerful features and seamless integrations into our existing workflows makes it an essential part of our RFP response process. Review collected by and hosted on G2.com.

Loopio works great overall, but sometimes I wish it had more flexibility with customizing workflows and templates. A few features feel a bit limited, and expanding integrations with other tools would make it even better. On larger RFPs better permissions around sections would help keep the people filling out the RFP focused on the items assigned to them. Review collected by and hosted on G2.com.

- The library organisation features

- Easy upload of documents in various file formats

- Output of RFP documents in various formats

- Native interaction with questions and answers in the template of upload

- Searchability via various methods (contextual , specific words etc.)

- Searchability across library and/or projects

- Ability to recommend answers from projects into the library and have them reviewed properly before integrating into the library

- Tracking progress of projects across multiple users and resources

- Integration of activities in Loopio with email communication

- Great efforts to get us up-to-speed in the early days of subscription

- Easy to see when other users have accessed the system and manage user accounts Review collected by and hosted on G2.com.

- Magic does not match answers particularly well, I think it could do better with matching context rather than just particular words in the answers and questions

- MS Word and PDF integration could be better, the Excel integration is fantastic and MS Word does not quite live up to the excel integration

- User access management is not quite as granular as we would have hoped

- Making Review collected by and hosted on G2.com.

We've had a positive experience so far with the platform. It significantly reduces the time needed to complete RFIs from start to finish, making the process much more efficient. When the content library is well-managed, it also doubles as a reliable FAQ repository, which is a great bonus for internal knowledge sharing.

The interface is intuitive, modern, and easy to navigate—clearly designed with the end-user in mind. On top of that, the onboarding team has been excellent: responsive, flexible, and supportive throughout the setup process. Their willingness to adapt to our needs has made the transition smooth and mostly stress-free. Review collected by and hosted on G2.com.

User management can be improved, especially for non-SSO accounts.

Roles, while simple on appearances, could benefit from ‘best practice’ in various scenarios. Review collected by and hosted on G2.com.