# Loopio Reviews **Vendor:** Loopio Inc. **Category:** [RFP Software](https://www.g2.com/categories/rfp) **Average Rating:** 4.6/5.0 **Total Reviews:** 811 ## About Loopio Loopio is the most highly-trusted response management software, helping enterprise businesses supercharge and scale their response process for RFPs, RFIs, Security Questionnaires, and more. Loopio streamlines manual and time-consuming processes through: Confident Answers: Our AI-powered library connects to preferred content sources, enabling teams to craft tailored responses, populate trustworthy answers, and ensure accuracy across every proposal. Effortless Projects: AI-driven automation helps teams seamlessly import and export complex document formats, track high-volume proposal pipelines, and respond to portal-based RFPs with ease. Seamless Collaboration: Our vast integrations break down departmental silos, allowing responders to engage with SMEs, centralize multi-stakeholder feedback, and deliver vetted content—all within an existing tech stack. Strategic Insights: Loopio transforms the response process into a data-driven operation by providing the visibility needed to monitor content health, identify winning trends, and measure business impact. At the heart of our enterprise RFP platform is Response Intelligence™, Loopio’s proprietary machine learning technology. It surfaces insights and makes recommendations in the response process to help responders work smarter and create winning proposals, making it the easiest RFP response solution to use on the market. The proof is in the numbers. Loopio customers experience: ■ 51% more RFP responses completed ■ 42% in time savings ■ And 85% win more business Loopio’s RFP software is trusted by 1,700+ leading companies to respond faster, improve response quality, and win more business. We’d love for you to be one of them. ## Loopio Pros & Cons **What users like:** - Users appreciate the **ease of use** of Loopio, streamlining project management and enhancing team collaboration effortlessly. (142 reviews) - Users love the **time-saving efficiency** of Loopio, enabling quick proposal submissions and better team collaboration. (95 reviews) - Users value Loopio for its **efficiency** , significantly saving time and streamlining proposal management and collaboration. (90 reviews) - Users value the **user-friendly search engine** of Loopio, which enhances efficiency and collaboration in proposal management. (84 reviews) - Users find Loopio to be **intuitive and easy to use** , significantly enhancing team efficiency and collaboration. (70 reviews) - Team Collaboration (51 reviews) - Artificial Intelligence (47 reviews) - RFP Management (46 reviews) - Search Efficiency (46 reviews) - Content Library (45 reviews) **What users dislike:** - Users note various **missing features** in Loopio, such as ineffective Word mapping and issues with SmartScan functionality. (32 reviews) - Users experience **limitations with mapping complex Excel documents** , making it challenging for extensive quantitative data tasks. (28 reviews) - Users find that Loopio has **limited features** , such as inadequate import options and insufficient AI integrations. (26 reviews) - Users experience **inaccurate responses** from Loopio, highlighting a need for improved content updates and reliability. (25 reviews) - Users face **formatting issues** with Loopio, often needing to manually adjust exports and desiring better graphic options. (24 reviews) - Users face **export issues** with Loopio, often requiring additional editing and format adjustments post-export. (21 reviews) - Ineffective Search Functionality (21 reviews) - System Limitations (20 reviews) - Users find the **time-consuming processes** of Loopio challenging, particularly during the export phase for long projects. (20 reviews) - Inefficient Search Functionality (19 reviews) ## Loopio Reviews ### 1. Hands down the best tool for B2B Proposals, RFPs, and Security Questionnaires on the market **Rating:** 5.0/5.0 stars **Reviewed by:** Rob W. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 11, 2023 **What do you like best about Loopio?** Still the best User Interface out of all the tools that I've used. Clean and simple navigation, powerful tools, and it's easy to train people. Their new features around AI have reduced the time to our first draft by about 70-80% and most of the answers are solid. The new Proposal Summary feature makes tracking deliverables more streamlined and user friendly. Their "Project Import" tool is the best on the market, helping proposal managers get their projects in front of their teams both accurate and very fast. All around, Loopio takes the pain out of responding to Tenders, RFPs, Security Questionnaires, and puts proposal managers in the driver seat better than anything else on the market. **What do you dislike about Loopio?** Having attended a recent roadmap webinar, the only thing that they can improve they're already working on: Agentic AI that can be trained to help craft responses. The tool continues to remain fantastic, keeping focus on core functionality while expanding workflow functionality. **What problems is Loopio solving and how is that benefiting you?** It helps our large team manage and respond to RFPs, Tenders, and Security Questionnaires both in the US and around the world. ### 2. Improving Workflow Efficiency with Loopio **Rating:** 5.0/5.0 stars **Reviewed by:** Amanda K. | RFP/Content Writer, Enterprise (> 1000 emp.) **Reviewed Date:** December 02, 2025 **What do you like best about Loopio?** The biggest upside to Loopio is the library. Our library is in the final stages of being built out, and categories and tags have already saved us a significant amount of time, allowing us to find content without having to dig through completed RFP files. I’ll also say their customer support has been stellar. Any time I’ve had a question or needed assistance with adding an export template, the response has been quick and clear. **What do you dislike about Loopio?** The GenAI feature is useful for quick, one-off questions or when I need a fast starting point, but it’s less helpful when I want to further refine the language it suggests without needing to start the prompt from scratch. **What problems is Loopio solving and how is that benefiting you?** We recently set up the Salesforce and Slack integrations and are looking forward to taking full advantage of them. Even early on, we know they will streamline our process by tying RFP projects more closely to opportunities and pushing notifications into the channels where our team already works. ### 3. Loopio- a time saver tool for an RFP manager **Rating:** 4.5/5.0 stars **Reviewed by:** VIJAY R. | RFP Manager, Enterprise (> 1000 emp.) **Reviewed Date:** November 27, 2025 **What do you like best about Loopio?** Loopio is advancing its technology every few months, with the latest addition of AI in it. The Library is really the MVP of Loopio. Once you get it built out, pulling in solid, pre-approved answers is almost effortless. Instead of following up with several SMEs for the same or even similar responses every time, I can usually find what I need in just a couple of clicks. Even though I try to keep a repository of my own- Loopio makes it easier for me. One of the best feature is Loopio Magic, where it understands the context to find the answers you are looking for- especially in areas were you can use similar answers to find answers close to it. It feels less like I’m copying and pasting and more like the tool is helping me piece things together. And the collaboration side is great too. Loopio makes it easy to loop in teammates, SMEs, assign questions, and see where everyone is at without drowning in email chains. **What do you dislike about Loopio?** Main issue will be the initial few weeks or months when you're building the library- the time Loopio needs to learn and understand about type of products and queries thrown at it. I’ve also found that the search functionality can sometimes return too many loosely related answers, which means I still spend time verifying and cleaning up content. If you're too specific you might not find the answer and if you're too vague answer might be of different product/service **What problems is Loopio solving and how is that benefiting you?** It helps saves immense amount of time on a day to day basis. going through 100s of documents trying to find that one answer, or even though i tried saving all the questions in an excel sheet, it was very difficult or next to impossible for me to search a question based on context- eg, if i want to find something on physical risk/security and there are lots of answers on how safety is ensured, excel won't understand context and will only search for exact keywords. Loopio can understand context- very strict or very vague(using magic feature). As an RFP manager, time is of essence to me and i need to be sure it saves my time as it gives me time to concentrate on other projects as well. More tools like loopio that helps me save my time, more efficient i can work ### 4. Loopio has changed the way I respond to tenders **Rating:** 5.0/5.0 stars **Reviewed by:** Jack W. | Bid Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** June 06, 2025 **What do you like best about Loopio?** Loopio has had a massive impact on the way we respond to tenders, it has streamlined our entire process and allowed for maximum collaboration across the entire company. Some of my favourite features of Loopio include the Ai responses and how easy the system is to use, for all user types. Improvements to Looopio's AI has been fantastic as well, really pushing us forward in terms of quality and allowing us to be more efficient with our time. **What do you dislike about Loopio?** Some issues I have with Loopio surround the visibility of source documents and being able to make notes on sections of documents that arent questions. **What problems is Loopio solving and how is that benefiting you?** Loopio has allowed us to respond to RFPs et much quicker, allowing us to focus more time elsewhere. Loopio has also given us the ability to maintain our knowledge library a lot easier with the functionality within the system. The AI functionality has massively reduced the time it takes for me and my team to respond to RFPs, allowing us to spend that extra time on increasing the over all quality of responses we send out. ### 5. Intuitive and Easy to Learn, Perfect for Organizing Questions **Rating:** 4.5/5.0 stars **Reviewed by:** Anna K. | International SAP Presales Consultant, Enterprise (> 1000 emp.) **Reviewed Date:** November 20, 2025 **What do you like best about Loopio?** The platform is very intuitive. When I joined the Pre-sales team at my company, a colleague was supposed to explain how it works, but I had already figured out the functionalities on my own before that happened. I also appreciate that you can organize the questions into categories and subcategories. I use it every time when we have an RFI or an RFP. **What do you dislike about Loopio?** The main issue I’ve come across is that after I submit and complete a question, I’m unable to access it again on my own. If I need to review it later, I have to reach out to a colleague from our presales team who serves as the Loopio administrator to have it reopened for me. Another problem I’ve noticed is that when we export a project, the formatting of bullet points does not carry over and is lost in the exported version. **What problems is Loopio solving and how is that benefiting you?** I recently joined the Pre-sales team after working as a technical consultant. Naturally, since I am new to this role, there are aspects that are unfamiliar to me. However, I found it easy to browse through the answers that my more experienced colleagues have already provided. This not only helps me respond to questions more effectively, but also allows me to learn as I go. ### 6. Loopio: A Game Changer for RFP Efficiency **Rating:** 4.5/5.0 stars **Reviewed by:** Valerie A. | Marketing Communication Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** November 20, 2025 **What do you like best about Loopio?** 1. User-Friendly Interface: The platform is intuitive and straightforward to use, making it accessible even for those who are new. While there is a learning curve, the clean design and logical workflow help minimize it, allowing users to become comfortable more quickly. 2. Content Library & Automation: Loopio’s content library truly stands out. It enables us to store, organize, and reuse approved content, which helps maintain both accuracy and brand consistency. The automation features, such as Smart Suggestions and AI capabilities, accelerate our response process without compromising on quality. 3. Collaboration Tools: Assigning questions to subject matter experts and monitoring progress is effortless. The notifications and dashboards ensure everyone stays informed and accountable, which is essential for meeting tight deadlines. 4. Integration Capabilities: Loopio integrates smoothly with CRM and document management systems, which cuts down on manual tasks and boosts overall efficiency. **What do you dislike about Loopio?** Areas for Improvement: Reporting and Analytics: Although the platform offers basic reporting features, it would benefit from more advanced analytics such as win-rate tracking and response quality metrics. These enhancements could deliver more meaningful insights to support strategic decision-making. Customization: The current customization options for templates and workflows are somewhat limited. Expanding these capabilities would allow organizations to better adapt the platform to their specific requirements. **What problems is Loopio solving and how is that benefiting you?** Loopio addresses the challenge of handling time-consuming and manual RFP responses. Previously, our team would spend hours searching for the right content and coordinating with various stakeholders. With Loopio’s centralized content library and automation tools, we now have quick access to approved responses, which helps us maintain consistency and collaborate more efficiently. As a result, our turnaround time has decreased by approximately 28%, our accuracy has improved, and we are able to dedicate more resources to strategic work instead of repetitive tasks. ### 7. “A Game-Changer for RFP and Security Questionnaire Management” **Rating:** 5.0/5.0 stars **Reviewed by:** Omkar S. | Information Security Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** June 06, 2025 **What do you like best about Loopio?** Loopio has greatly decreased the amount of time we dedicate to RFP/ Questionnaire responses. Its intuitive interface, along with the content library, allows us to easily store and reuse approved answers. What I appreciate most is the collaboration feature, which ensures everyone stays aligned without the need for lengthy email chains. Overall, it has truly transformed the way our proposal team works. **What do you dislike about Loopio?** The user interface is generally functional, but there are areas where it could look more modern. Some screens appear a bit outdated, and at times, it takes a few extra clicks to reach the desired section. **What problems is Loopio solving and how is that benefiting you?** Loopio helps us streamline and accelerate the entire process of responding to security questionnaires, RFPs, and due-diligence requests. Earlier, we used to manually search through multiple documents and past responses, which was time-consuming and prone to inconsistencies. With Loopio’s centralized library and automated answer suggestions, we can quickly find accurate, approved responses and maintain consistency across all client deliverables. It has significantly reduced our turnaround time, improved response quality, and made collaboration across teams much smoother. Overall, Loopio has helped us work more efficiently, reduce manual effort, and deliver polished responses to clients with confidence. ### 8. Simplify Your RFX Process with Loopio **Rating:** 4.0/5.0 stars **Reviewed by:** Elisa F. | Senior Consultant, Mid-Market (51-1000 emp.) **Reviewed Date:** June 11, 2025 **What do you like best about Loopio?** The best feature about Loopio is magic and more recently Generative AI. The feature magic allows you to respond to your RFXs at a click of a button if you have a clean, precise and reviewed library. With Generative AI, again if you have a library that up-to-date then you can let Gen AI do most of the heavy lifting. Another really good feature that also has to do with AI is the "Edit with AI" the prompts I've used so far have given me great results. **What do you dislike about Loopio?** I find that keeping the library up-to-date can be tedious, but the results make the effort worthwhile. **What problems is Loopio solving and how is that benefiting you?** Loopio’s integration with Salesforce provides a powerful RFP dashboard, allowing us to track all RFX activity across the sales pipeline in real time. This visibility helps us forecast more accurately, prioritize high-value deals, and spot bottlenecks in the RFP process early. The RFP dashboard highlights engagement levels, team workloads, and response timelines, giving sales and leadership a clear picture of opportunity status. Loopio significantly cuts down the time and manual effort involved in responding to RFXs by centralizing reusable content and past responses. With its intelligent suggestion engine, we avoid repetitive writing, leading to faster turnaround without compromising quality. The built-in maker-checker system ensures quality and accountability — writers focus on drafting, while reviewers concentrate on accuracy and compliance. This workflow reduces friction, errors, and delays by making roles and responsibilities clear during the response process. Loopio has a bunch of new features and the AI has gotten better and smarter showing answers with High Confidence, Medium Confidence - this helps me and the SMEs to estimate the amount of effort each question needs for re-writing or editing. Super helpful when we are hit with busy times, which is right now Q4. ### 9. Exceptionally User-Friendly and Continuously Improving **Rating:** 5.0/5.0 stars **Reviewed by:** Bethany J. | Proposal Coordinator, Enterprise (> 1000 emp.) **Reviewed Date:** November 17, 2025 **What do you like best about Loopio?** Loopio is highly user-friendly, making collaboration with our subject matter experts straightforward and efficient. All of our SMEs love using Loopio, and it is very easy to train new ones on the program. I also value how the team continually enhances the technology and genuinely considers our feedback and suggestions. I also appreciate the library and the ability to access past answers. **What do you dislike about Loopio?** One of the downsides would be dealing with large tables or mapping our extensive Excel spreadsheets into Loopio. It is something I know they are improving upon. **What problems is Loopio solving and how is that benefiting you?** Loopio addresses the challenge of organizing your RFP responses by providing a centralized place to store them and automatically pulling relevant information into new projects. This eliminates the need to spend hours searching through previous RFPs or SharePoint sites to find the answers you need. Assigning questions to subject matter experts and managing reviews becomes straightforward with Loopio. It also consolidates sending questions via email and creating spreadsheets for assignments, bringing everything together in a single platform. ### 10. Loopio is fantastic **Rating:** 5.0/5.0 stars **Reviewed by:** Kristen F. | Proposal Coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** November 19, 2024 **What do you like best about Loopio?** I love how easy it is to structure a proposal format with Loopio. It keeps everything neat and organized. The mapping tool is especially helpful when importing documents. It also helps to break things down to only look at one question at a time so more thoughtful answers can be written. Our Customer Success Manager, Newman, is really fantastic and helpful. **What do you dislike about Loopio?** I'm not sure there's anything I dislike about Loopio. It's a very helpful tool. **What problems is Loopio solving and how is that benefiting you?** Loopio solves the problem of dense proposal formatting. You can set the formatting in the system, which makes it much easier to export to Word and PDF. It also solves the problem of potentially missing a question, since each question has its own text box to write in and a tracking feature at the top to filter by questions that haven't been answered yet. They've recently updated to include parent-questions and subsequent-level questions for better organization. ### 11. Efficient RFx Content Management, Needs Better Magic Functionality **Rating:** 3.0/5.0 stars **Reviewed by:** Ritesh P. | Proposal Coordinator, Enterprise (> 1000 emp.) **Reviewed Date:** June 09, 2025 **What do you like best about Loopio?** I appreciate Loopio's simple user interface, which allows me to navigate easily and efficiently without encountering any complex or hidden buttons. This intuitive design significantly enhances my user experience by making the process straightforward. I also love the ability to store answers under different stacks, which is incredibly helpful for organizing content. This feature makes it easy to apply filters and find highly relevant answers quickly, streamlining my workflow for RFx requests. Additionally, I value the ease of Loopio's initial setup, which was remarkably simple and akin to a plug-and-play experience. We were provided with SSO login credentials, making the transition smooth and hassle-free. **What do you dislike about Loopio?** I am not satisfied with Loopio's Magic functionality. Despite the fact that there are relevant answers in the database, the Magic function often fails to deliver the right or even relevant answers to my questions. I've tried using it with different settings, but there is no noticeable difference in the quality of answers produced. While it offers responses to a number of questions, the accuracy and relevance remain problematic. Without the Magic function, my experience with Loopio is significantly better. **What problems is Loopio solving and how is that benefiting you?** I use Loopio like a one-stop shop to find answers to RFx requests and efficiently manage content with its simple interface and filtering by stacks, solving content organization issues. ### 12. Loopio transformed our global approach to RFP management **Rating:** 4.5/5.0 stars **Reviewed by:** Andy B. **Reviewed Date:** January 28, 2026 **What do you like best about Loopio?** I find Loopio really useful for streamlining the way we manage RFPs from a workflow perspective. It offers huge efficiencies in mapping questions, assigning owners, and makes dealing with RFPs so much smoother. The AI matching element that picks out relevant content from our library and matches it with the questions in an RFP is brilliant, saving us a lot of time. We've had really good feedback from the sales team; they enjoy using the platform as it makes it easier to track what's happening with their RFP. The comments, tagging, and review cycles features have been really beneficial. Additionally, Loopio is incredibly intuitive, and the resources they provide are really useful. The onboarding process was great, leaving us with a substantial understanding of the platform. **What do you dislike about Loopio?** It's early stages for us, so at the moment we're just blown away with how good the platform is.I imagine it's going to be quite difficult managing the huge number of library entries that we'll have from the different business units, not just for RFPs, but other teams in the business will be using Loopio for their due diligence questionnaires, security questionnaires, etcetera. So I think it's going to be quite a complex task moving forward to manage it. But, certainly, far less complex than it would be without the platform! **What problems is Loopio solving and how is that benefiting you?** Loopio makes responding to RFPs quicker and more efficient by automating mappings and content management. It simplifies the manual, individual-driven process, saving us days and improving clarity on task progress. The streamlined workflow and easy content retrieval boost our team's productivity. ### 13. A Smarter Way to Manage Security Questionnaires **Rating:** 5.0/5.0 stars **Reviewed by:** Mohsin E. | Cyber Security Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** November 15, 2025 **What do you like best about Loopio?** Loopio makes managing client security questionnaires super easy. The keyword search and stack filtering help me find the right answers quickly. The dashboard gives a clear picture of projects and tasks, and reassigning work within the team is simple. Features like Project Database and “Last Updated by” make tracking updates easy. Overall, it cuts down emails and boosts productivity — definitely way better than using Excel! 😄 **What do you dislike about Loopio?** Reassigning requests to different LOBs in Loopio can be tricky, especially when some applications are outsourced and require manual exporting and emailing. If we could share directly or give external SMEs access, it would make the process much smoother and more efficient. **What problems is Loopio solving and how is that benefiting you?** Loopio brings all client security questionnaires into one place, making it easy to find accurate responses with its search and stack features. It cuts down emails, saves time, and boosts productivity with smoother reassignment and easy project tracking. ### 14. Essential Tool for Streamlined and Reliable RFP Responses **Rating:** 5.0/5.0 stars **Reviewed by:** Luisa M. | Bid Manager, Enterprise (> 1000 emp.) **Reviewed Date:** November 20, 2025 **What do you like best about Loopio?** I believe Loopio genuinely assists bid managers and other professionals, such as Solution Architects and Sales teams, in enhancing their RFI and RFP responses. It helps save time and provides a reliable source of truth and standardization that you can trust. **What do you dislike about Loopio?** I believe this is a great tool overall. However, one area that could be improved is the Word mapping feature, which does not function as effectively as it does in Excel. **What problems is Loopio solving and how is that benefiting you?** I believe the AI functionalities are moving in the right direction. At the moment, Sales teams wanted to use Copilot and other AI tools to respond to RFPs. However, this approach doesn't align with Loopio’s goal of standardizing our client responses and ensuring consistency. That’s why the possibility of having an AI integrated within Loopio, which leverages our existing reviewed materials to generate responses, offers a more reliable and consistent way to utilize AI. ### 15. Efficient Proposal Creation with Reliable AI Features **Rating:** 5.0/5.0 stars **Reviewed by:** Brittney R. **Reviewed Date:** December 12, 2025 **What do you like best about Loopio?** I use Loopio to develop answers for technical portions of government proposal responses, and I like how it lets us save time by quickly accessing a library of curated content. The new AI features further reduce the time it takes to get answers, and I find it really helpful that Loopio indicates if content is AI-composed and provides citations. This is especially useful when asked where a bit of content came from. Importing the project outline, which breaks down the solicitation into required response sections, is another feature I appreciate. Although I wasn't part of the initial setup, I believe it was straightforward given that Loopio's support is good. **What do you dislike about Loopio?** Sometimes the imports don't work. There was one project, neither my colleague nor I could get the solicitation (Excel sheet) to import. Kept getting an error message. On another project, I was reviewing the exported doc on the shared drive and there were several questions I couldn't find. I realized the import failed to include many questions from the solicitation. Good thing I double check my work because something like that could lead to a disqual. I ended up having to add them to the export manually, then add the answers to the Loopio library manually so we'd have them for the future. **What problems is Loopio solving and how is that benefiting you?** I use Loopio to develop technical answers for proposals. It saves me time by providing quick access to library content and its AI features further speed up the process. The biggest problem solved is too much content in too many places that is not updated regularly. ### 16. Centralized platform makes RFP content management easier and faster **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** February 08, 2022 **What do you like best about Loopio?** On the Admin side, Loopio's intuitive Library Management features make it easy to create, update, sort, and manage all RFP and security assessment content in a single source of truth. The Reviews from Projects feature is especially helpful for saving and deferring content changes to after a project is completed, so that I can focus on completing a project without having to worry about updating Library content as I go. Additionally, the new Scan from Portal feature has been a huge time-saver, given the increasing number of portals being used by our prospects and customers. **What do you dislike about Loopio?** The generative AI features, like Get Answers, need more configurability on the end-user side. For example, the generated responses are too "creative" sometimes, which poses a risk for security assessments. Other agentic AI tools provide the option to toggle between how strict or loose generated answers can be compared to their original data sources. Finding that middle ground between Get Answers (generative) vs. Run Magic (algorithmic) would improve credibility and trust in the generated answers. **What problems is Loopio solving and how is that benefiting you?** Using Loopio to standardize our RFP and security responses has increased the quality and consistency of our bids while decreasing the turnaround time. This has also increased our team's capacity and ultimately the number of opportunities we can bid on. ### 17. Transformative RFP Management with AI and Collaboration Features **Rating:** 4.0/5.0 stars **Reviewed by:** Lauryn H. **Reviewed Date:** December 03, 2025 **What do you like best about Loopio?** I appreciate Loopio's ability to streamline the RFP response process by getting to the first draft faster, which allows me to spend more time customizing and winning responses. The new AI features are tremendously helpful, especially when I don't have existing library content, as it generates an active starting point that saves time under tight timelines. I also value the library freshness/confidence pulse feature, which ensures the accuracy of our data by flagging content that needs review, helping maintain our credibility, especially in education RFPs. These aspects make Loopio an invaluable tool in managing RFPs and reducing the manual workload associated with copying, pasting, and collaborating on proposal drafts. **What do you dislike about Loopio?** I am frustrated that collaborators cannot comment or ask questions on specific sentences or paragraphs within a response entry. This limitation significantly slows down the collaboration process because if a collaborator needs to refer to a particular section but cannot pinpoint it easily, it causes delays. Additionally, I am looking forward to building out a go/no-go matrix within Loopio instead of using an external Excel sheet, as this functionality is currently not in place. Another issue I'm having is with the AI generated responses, while accurate, don't use customer-first language or some proposal best practices. I believe this is being included in an upcoming update, but haven't been able to test this yet. **What problems is Loopio solving and how is that benefiting you?** I use Loopio to reduce manual work in RFP management, enabling faster first drafts and more time for customization. Its AI feature helps overcome writer's block, and the library freshness feature ensures data accuracy, maintaining our credibility. ### 18. Streamlined Proposal Submissions with Loopio **Rating:** 5.0/5.0 stars **Reviewed by:** Zachary K. **Reviewed Date:** February 18, 2026 **What do you like best about Loopio?** I like that Loopio is fast and easy to use, making things simple for our team. The speed allows us to move on to other submissions quickly, helping us knock out more proposals at one time. It's also great that it integrates pretty heavily into our Google Suite without any issues in the initial setup. **What do you dislike about Loopio?** I would love if they would implement a dark mode. Because it's white, it can sometimes be a strain on the eyes. **What problems is Loopio solving and how is that benefiting you?** Loopio helps us handle multiple submissions simultaneously, making responses quick with an easily searchable library. It's fast and simple to use, allowing us to complete more proposals rapidly and create more business opportunities. ### 19. Ever Improving Experience with This Software **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Medical Devices | Mid-Market (51-1000 emp.) **Reviewed Date:** November 28, 2025 **What do you like best about Loopio?** Time Savings & Efficiency – Loopio significantly cuts down the time required for bid responses and proposal creation. Its features make it possible to respond swiftly, eliminating the need for repetitive copy-paste tasks. As a result, we have more time to focus on strategic initiatives and engaging with customers. Collaboration Made Simple – Loopio streamlines teamwork across various teams in the organization. The platform allows you to assign tasks, monitor progress, and review responses all in one place, making it ideal for maintaining structured workflows. Customer Support - Responsiveness of Customer Support outstanding, always same day or next day despite the time difference. **What do you dislike about Loopio?** Importing, exporting, and formatting present several challenges. For certain types of documentation, it can be complicated to assign the correct question and answer sections. Additionally, when exporting to Excel, the formatting and images are not preserved, which results in extra work to restore them. There is also a lack of project admin rights. With many contributors working remotely, project admins do not have the ability to complete tasks or reviews on behalf of a specific person, even if that person has already finished their assigned questions or reviews. This limitation has become a significant source of frustration for many users. The library document functionality is also quite limited. There are restrictions on how documents can be filed, and the current document search feature is not functioning as expected. Loopio is currently investigating these issues. **What problems is Loopio solving and how is that benefiting you?** Collaboration Platform with improving response generation capabilities. If the current import and export issues can be rectified along with the document library search issues the benefits far outweigh the limitations Loopio has. Loopio are forever looking to bring enhancements to the platform for all users. ### 20. Revolutionized Our RFP Response Efficiency **Rating:** 5.0/5.0 stars **Reviewed by:** Dhruva S. **Reviewed Date:** November 21, 2025 **What do you like best about Loopio?** I genuinely appreciate Loopio for its exceptional ability to streamline the RFP process. It's incredibly valuable to have all our projects managed in one central place, and the ease of accessing our previous answers really stands out, making data retrieval straightforward. Loopio significantly simplifies the RFP process, which tends to be extremely time-consuming. I love the feature that recommends answers to questions based on our previous responses—it handles variations in phrasing effectively, saving considerable time. The use of AI to generate or suggest answers not only speeds up the process but provides a practical framework for our responses. Everything that Loopio offers aligns perfectly with our needs, and I find its setup process to be straightforward and intuitive, as confirmed by my team. These aspects collectively impress me, making me rate my likelihood to recommend Loopio a perfect ten. **What do you dislike about Loopio?** I like everything to be honest **What problems is Loopio solving and how is that benefiting you?** I use Loopio to streamline RFP processes, reducing time by reusing past answers and utilizing AI for quick response generation, effectively managing projects and data in one place. ### 21. Loopio has transformed how our busy bid team works — we can’t imagine life without it! **Rating:** 5.0/5.0 stars **Reviewed by:** Lisa B. | Bid Team Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** June 04, 2025 **What do you like best about Loopio?** As an exceptionally busy bid team, Loopio has become absolutely essential to how we operate. It’s significantly improved our efficiency and streamlined the entire RFP response process. The inbuilt AI is a game-changer — especially because it draws from our own library, so we can trust the accuracy and relevance of the content. We've saved countless hours using Magic to pull from both the library and previous projects. It's intuitive, fast, and has even helped reduce the number of repetitive or unnecessary questions from our sales team — they can now easily find what they need directly in Loopio. The platform also gives us clear visibility into project progress at any given time — what’s outstanding, who needs support, and where to chase. The snapshot feature makes it easy to update management with real-time status reports. In short, Loopio makes our work more efficient, collaborative, and less stressful. It’s become an indispensable part of our toolkit. **What do you dislike about Loopio?** While Loopio has been a huge asset to our team, there are a few areas where we think there's room for improvement: Search Function Limitations: The search is generally strong, but occasionally it takes a bit of refining to get the most relevant results — especially when content is phrased slightly differently than expected. Library Maintenance: Keeping the library up to date takes regular discipline. A few more automated suggestions for archiving or reviewing outdated content would be helpful. Formatting Issues: Occasionally, formatting can be lost when exporting responses, requiring some manual cleanup before submission. Project Collaboration View: While we love seeing project status at a glance, it can be tricky to get a high-level overview across multiple live projects simultaneously. That said, none of these issues outweigh the benefits — and Loopio continues to improve with updates. We’d love to see some of these enhancements in future releases. **What problems is Loopio solving and how is that benefiting you?** Loopio is solving the problem of time-consuming, inconsistent, and manual proposal responses by centralising our content, automating answers with trusted AI, and making collaboration seamless — which saves us time, improves accuracy, reduces repetitive queries from sales, and helps us deliver high-quality responses faster. ### 22. Loopio: Effortless RFP Responses with Accurate AI Assistance **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** November 21, 2025 **What do you like best about Loopio?** I love using Loopio for creating RFP/RFI responses because it significantly eases our work by acting as a comprehensive database for our content repository. One of the standout features I appreciate is the GEN AI feature, which efficiently crawls through our internal library to deliver the best and most accurate results tailored to our desired tone. This capability enhances the precision and relevance of our content effortlessly. Additionally, I find that the initial setup of Loopio was remarkably easy, and the user interface is intuitively designed, which contributes to an overall smooth user experience. Everything about Loopio works perfectly for us, and I don't see any aspects that need improvement. This impeccable efficiency and feature set make me confidently recommend Loopio with a score of 10 out of 10. **What do you dislike about Loopio?** I have been using Loopio for quite some time and I did not dislike anything as of now **What problems is Loopio solving and how is that benefiting you?** I use Loopio to easily create RFP/RFI responses with its content repository, benefiting from its GEN AI feature that provides accurate results in our desired tone, and a user-friendly interface. ### 23. Effortless RFP Management and Seamless Collaboration **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 20, 2025 **What do you like best about Loopio?** Loopio makes the whole RFP process feel a lot more manageable. I like how easy it is to search for past responses and pull in the right content without digging through old documents. The interface is clean, the collaboration features keep everyone on the same page, and it cuts down a lot of the back-and-forth that usually slows things down. It basically lets me focus more on writing and less on chasing information. **What do you dislike about Loopio?** The formatting doesn’t always carry over cleanly when exporting, so I still end up doing some manual cleanup. **What problems is Loopio solving and how is that benefiting you?** Loopio solves the biggest pain point in the RFP process, like finding accurate, up-to-date information quickly. Instead of chasing different teams or digging through old files, I can pull trusted content straight from the library and keep everything consistent. It also streamlines collaboration, so reviews and updates happen faster. Overall, it cuts down a lot of manual effort and helps me turn around high-quality responses in less time. ### 24. Content Management Made Effortless and Consistent **Rating:** 5.0/5.0 stars **Reviewed by:** Nashea B. **Reviewed Date:** November 20, 2025 **What do you like best about Loopio?** I appreciate Loopio for its wealth of information, which makes it incredibly easy to search and find appropriate language for responses. The system helps in retaining useful information for responses, allowing me to use it multiple times and ensure consistency in how we answer similar questions posed by different vendors. The wealth of information stored is a major advantage, making it a reliable content library. Additionally, the initial setup was straightforward and easy, thanks to subject matter experts (SMEs) performing trainings. This streamlined setup process facilitated a smooth transition and efficient utilization of the platform's capabilities. **What do you dislike about Loopio?** I find it challenging to ensure that the content owner updates the content with the most current information. This can lead to outdated responses if not regularly reviewed. This issue could be improved by implementing a system for quarterly content reviews to keep the database current and reliable. **What problems is Loopio solving and how is that benefiting you?** I use Loopio to maintain a consistent response library, keeping useful information readily available for multiple uses, which ensures consistency across vendor queries. ### 25. Effortless RFP Management and Collaboration **Rating:** 4.0/5.0 stars **Reviewed by:** Bogdan Andrei K. **Reviewed Date:** November 20, 2025 **What do you like best about Loopio?** I really appreciate how effortless Loopio makes it to reuse high-quality content, which greatly streamlines my workflow and reduces the time spent on repetitive tasks. The searchability feature is another aspect I find incredibly valuable, as it allows me to quickly locate necessary information without hassle. Moreover, the collaboration control ensures that team projects proceed smoothly, providing a seamless and coordinated environment. The initial setup was very easy, which was a relief. Overall, Loopio thoroughly addresses RFP chaos by ensuring answers are consistent, enhancing the speed of work with faster turnaround times, and providing effective version control. **What do you dislike about Loopio?** I don't like the limited flexibility in export formatting, which makes it challenging to tailor documents to specific client or internal requirements. This restricts my ability to deliver polished and customized content directly from Loopio. **What problems is Loopio solving and how is that benefiting you?** I use Loopio to manage RFPs, reducing chaos, ensuring answer consistency, and speeding up turnaround time with version control. ### 26. Time-Saving Bid Management with Room for AI Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** July 11, 2023 **What do you like best about Loopio?** I really appreciate Loopio's ability to streamline the proposal-building process by using existing content and export themes to create a complete proposal, which significantly reduces the time needed for preparation. The time-saving aspect is incredibly valuable to me, allowing a more efficient workflow in responding to proposals and questionnaires. Additionally, I find the setup of Loopio quite easy, especially with the excellent guidance from our representative and the seamless integration of our existing content from Excel, which made the transition smooth and hassle-free. **What do you dislike about Loopio?** I find the review cycle features and updates a bit hard to utilize as overlapping features make it challenging to sort or modify them effectively. The AI capabilities could be improved to better suggest proposals. It seems to require more intelligence and possibly training to better suit the customer's needs. **What problems is Loopio solving and how is that benefiting you?** I use Loopio for bid management, efficiently handling proposal responses and content updates. It saves time by leveraging the magic function for standard questionnaires and export themes for quick proposal building. ### 27. Efficient Content Management with Seamless Collaboration **Rating:** 5.0/5.0 stars **Reviewed by:** MUKTIRANJAN S. | Proposal Specialist **Reviewed Date:** November 19, 2025 **What do you like best about Loopio?** I love using Loopio for its ability to manage content libraries and automate response drafting, which significantly saves time, reduces errors, and helps in delivering polished, compliant responses with confidence. The platform adeptly solves the challenges of repetitive and time-consuming content creation by centralizing our knowledge library, automating first-draft responses, and enabling faster, more coordinated collaboration across teams. I find the clean interface impressive and appreciate how smart suggestions quickly pull accurate answers from the library. Everything is structured logically, so moving between sections, tracking progress, and assigning ownership feel effortless. The initial setup experience was very handy, reflecting Loopio's user-friendly design. I am also extremely impressed with how seamlessly Loopio integrates workflows, making it a crucial tool for enhancing productivity. **What do you dislike about Loopio?** The process of content upload and formatting can be slow when dealing with large documents, which may affect efficiency during critical times. Additionally, the smart suggestions feature sometimes retrieves outdated entries if the knowledge library is not regularly updated, leading to potential inaccuracies in responses. **What problems is Loopio solving and how is that benefiting you?** I use Loopio to manage content libraries, automate response drafting, and collaborate seamlessly. It saves time, reduces errors, and helps deliver polished, compliant responses confidently. ### 28. Streamlines RFP Responses with Ease **Rating:** 3.5/5.0 stars **Reviewed by:** Heidi C. **Reviewed Date:** November 19, 2025 **What do you like best about Loopio?** I appreciate Loopio for its ability to streamline the process of responding to RFP questions, making it much easier and more consistent. The intuitive nature and ease of use of the platform are significant benefits for me, as they enable me to navigate tasks smoothly without unnecessary complexity. I also find great value in Loopio's capability to maintain a library of information as a source of truth. This feature is particularly useful because it allows me to easily access detailed information about solution features without needing to consult others. I find it incredibly efficient to have this repository as a reliable reference point within Loopio. **What do you dislike about Loopio?** I sometimes have a hard time finding answers based on my keyword search criteria in Loopio. **What problems is Loopio solving and how is that benefiting you?** I use Loopio to streamline responding to RFPs, ensuring consistency and ease of use. It helps maintain an information library as a source of truth, allowing me to check solution details independently. ### 29. Streamlined RFP Management with Room for AI Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Hatty N. **Reviewed Date:** November 19, 2025 **What do you like best about Loopio?** I like Loopio's completion ratings, especially the percentage of completions, as it provides a graphical and visual layout that makes it easy to track how much work is complete on various projects. This feature is particularly useful for assigning work to team members and keeping track of progress. The AI suggestions in Loopio have significantly improved, making my work quicker and more efficient by allowing me to review and edit content rather than starting from scratch. I also appreciate the concept of a library within Loopio, which, although requiring a substantial amount of data to become a highly useful resource, adds significant value. The transition from using an Excel document to Loopio marked a substantial improvement, as Loopio offers a more streamlined and efficient experience, enhancing ease of use and accessibility for the tasks I need to complete. The ease of initial setup further supports a seamless user experience. **What do you dislike about Loopio?** I still think the AI side, whilst being better, could use improvement. It would be beneficial to have areas where I can input training or context material to enhance its effectiveness. **What problems is Loopio solving and how is that benefiting you?** I use Loopio to assign work to team members and track progress on RFPs, improving team coordination. The AI suggestions speed up my work by reducing the need to write from scratch. Loopio's visual layout helps monitor completion rates effectively. ### 30. Streamlines Responses with AI Power **Rating:** 4.0/5.0 stars **Reviewed by:** Justin B. | SharePoint and Qvidian Administrator/ Content Manager, Outsourcing/Offshoring, Enterprise (> 1000 emp.) **Reviewed Date:** November 18, 2025 **What do you like best about Loopio?** I appreciate Loopio's ability to create reusable technical responses to technical requirements and product/service questions, which significantly streamlines our processes. Its speed in responding, adaptability for non-technical users to find answers for short turnaround requests, and process management using assignments and due dates are all highly valued features. I am impressed by Loopio’s commitment to continuous improvement, as evidenced by the regular implementation of new features and the exciting addition of AI functionalities, with more improvements planned on the roadmap. I find the generative AI particularly beneficial; it assists technical users lacking strong writing skills to craft responses that are cogent and easily understandable by non-technical reviewers, enhancing overall communication. Having switched from RFPIO, I favor Loopio due to its superior governance structure and feature set that better suits our organizational needs. The implementation process was notably straightforward, largely facilitated by the Loopio team, who efficiently assisted with migrating our existing content. **What do you dislike about Loopio?** The Parent Question and Sub Question functionality in Loopio could use some improvement. There are often issues when using this functionality in Word, where it may create duplicate entries, especially if it is nested in a table. **What problems is Loopio solving and how is that benefiting you?** I use Loopio to create reusable technical responses, speeding up response times, and enabling non-technical users to find answers quickly. It manages assignments and due dates efficiently. ### 31. Making Proposal Processes Straightforward and Efficient While Continuously Improving Loopio's Tools **Rating:** 5.0/5.0 stars **Reviewed by:** Jenny B. | Proposal Writer, Enterprise (> 1000 emp.) **Reviewed Date:** November 18, 2025 **What do you like best about Loopio?** When I started in this business many years ago, we did everything by email. That seems crazy now. Loopio saves so much time and effort. It makes the process so clear and simple, from loading and RFP to making SME assignments, interacting with SMEs' questions, editing responses, getting proposal reviewed, and exporting. Then at the end, saving the most useful, reusable responses so Loopio can pull from our library at the front end of the proposal process, eliminating much repetitious rewriting. They're also continually updating the platform and taking our customer feedback into account for future designs and improvements. **What do you dislike about Loopio?** We have a lot of portal RFPs with complex, embedded tables. Although they now have a portal export tool, it's not yet sophisticated enough for most of our portal needs. But that's in the longer-term plans for Loopio. **What problems is Loopio solving and how is that benefiting you?** Loopio creates a unified platform where our SMEs can interact with the proposal questions, search our library, interact with our proposal team and where we as a team can manage the process and refine the responses. Also, it serves as our primary repository for information and pre-written responses, so we don't have to start from scratch every time. I particularly like that we can use tags and categorize the library entries so we can easily identify those answers when we get new RFPs from the same brokers and organizations with similar questions. ### 32. Love the library search and content centralization **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Staffing and Recruiting | Enterprise (> 1000 emp.) **Reviewed Date:** November 18, 2025 **What do you like best about Loopio?** We use Loopio to centralize our vast amount of boilerplate for proposals, and I'm considering adding a library stack for my team. I used Loopio for the first time to look up approved writeups when responding to some questions for a partner. I can tell I'm just scratching the surface, but so far, it was easy to search for and find the writeups I needed, plus it provided multiple options for me to choose from. I appreciate that you can add fields into writeups that automatically display the current number of clients or other data points. Having that centralized and organized is so good. It's a central point of truth. I like that entries are dated and have owners so you know who to go to if you have a question or need to check approval status. No more massive folder structure housing disparate documents. You can put it all in Loopio. I also like that you can search specific stacks if, say, you want to look for content in your own stack and not be overwhelmed by response options in other stacks. It's flexible. **What do you dislike about Loopio?** I've not used the system enough to have run into downsides. We're fortunate to have a Loopio champion who manages the content, gets rid of duplicates, etc. I did have a little trouble finding a couple of specific writeups I was looking for, but I believe that's a matter of keywording and is something we can improve on our end, as far as searchability. **What problems is Loopio solving and how is that benefiting you?** Centralizing response boilerplate. It's making things a lot easier. A great main point of truth. --note to surveyers: The last page of this survey asked me a lot of questions I don't have experience with. For anything I couldn't answer, I chose the middle rating (4) as there was no "N/A."-- ### 33. Loopio: Streamlining RFPs with AI and Collaboration **Rating:** 4.5/5.0 stars **Reviewed by:** Leigh Michele T. | Co-Host & Founding Member , Enterprise (> 1000 emp.) **Reviewed Date:** June 10, 2025 **What do you like best about Loopio?** I really like Loopio's integration with AI, which enhances the platform by automating tailored responses for each question based on our existing library information. This makes it incredibly convenient and efficient to use, as it saves a lot of time and ensures that responses are customized and relevant. The tool's easy-to-use nature and collaborative capabilities significantly enhance our ability to work together efficiently. Additionally, Loopio serves multiple purposes beyond just RFP management; we are now using it for cataloging and crafting presentations. This versatility makes Loopio an invaluable resource. Its functionality extends to allowing our SMEs to have more time for other tasks while enabling them to point the system towards specific sections of our library for detailed, topic-specific responses, contributing to more thorough and comprehensive answers than they might typically produce. This efficiency and the super collaborative aspect of Loopio make it a standout tool for us. **What do you dislike about Loopio?** I would love to be able to upload larger PowerPoint files. We handle extremely large PowerPoint documents, often with about 100 slides per PowerPoint. The current storage limits restrict our use significantly in this area. **What problems is Loopio solving and how is that benefiting you?** I use Loopio to fill out RFPs, RFIs, and sustainability forms, serving as a single source of truth for updated information. Its AI integration allows for automated, tailored responses, freeing up time for SMEs and supporting efficient, collaborative work. ### 34. Efficient Data Management with Room for AI Upgrades **Rating:** 5.0/5.0 stars **Reviewed by:** Riki Regina J. **Reviewed Date:** November 18, 2025 **What do you like best about Loopio?** I appreciate Loopio's search functionality, as it makes it incredibly easy to locate content and pull relevant language efficiently. The simplicity and effectiveness of the search capabilities streamline my workflow by providing quick access to necessary materials without any hassle. Additionally, the initial setup of Loopio was very straightforward and efficient, as it only required one day for both downloading and training. This made the onboarding process seamless and hassle-free for me. I also like how effectively it manages data, which contributes to better overall data management in my proposal content repository. This combination of features significantly enhances my productivity and ease of use, making Loopio an indispensable tool in my work routine. **What do you dislike about Loopio?** I don't like the proposal building functionality. It could be more intuitive and have more AI functionality. Additionally, it would be nice if Loopio were a plug-in with Google Drive. **What problems is Loopio solving and how is that benefiting you?** I use Loopio for managing proposal content, benefiting from its search functionality to easily locate and pull relevant language, streamlining my data management. ### 35. Streamlines Collaboration, Needs Flexibility **Rating:** 3.0/5.0 stars **Reviewed by:** Emma P. **Reviewed Date:** November 18, 2025 **What do you like best about Loopio?** I really appreciate Loopio's organization and collaboration features. The structured platform is not only user-friendly but also allows me to seamlessly add team members so everyone can collaborate effectively on various questions within a project. This has significantly smoothed the process of bid response formation compared to our previous use of shared Google Docs, which was cumbersome and inefficient. Loopio provides an internet-based platform that facilitates ease in commenting, making changes, and enhances overall teamwork without the hassles associated with traditional document sharing. Additionally, I like the structured formatting it provides, which enhances the project workflow by assigning tasks and allowing comments, significantly improving our team's efficiency. Learning Loopio was very straightforward when I first logged in, even though I wasn't part of its initial setup. **What do you dislike about Loopio?** I wish I could pool together assignments more freely without being forced to assign questions in a specific order. This constraint means that one assignee has to wait for another to sign off before they can proceed, which disrupts the workflow. Additionally, I find it limiting that only admins can search the library from a project. It would be helpful if collaborators could also search the library or if we could grant specific people access to do so without making them admins. Moreover, I am not a huge fan of the AI incorporation; it doesn't work well for me, though I appreciate the platform's organization and collaboration features. **What problems is Loopio solving and how is that benefiting you?** Loopio streamlines bid creation and enhances organization and collaboration, providing a structured, user-friendly platform for team collaboration. It's internet-based, making bid responses smoother and reducing reliance on inefficient shared documents. ### 36. Enhances Collaboration, Needs Improved Automation for content writing **Rating:** 3.5/5.0 stars **Reviewed by:** Anthony S. **Reviewed Date:** November 18, 2025 **What do you like best about Loopio?** I like how Loopio facilitates collaboration within my projects. The ability to assign owners and add comments directly in the platform significantly enhances team communication and coordination when working on tenders for clients. I also find the searchable online library of content especially beneficial, as it allows me to locate relevant information to create responses. Additionally, I appreciate that the initial setup of Loopio was easy, and despite the steep learning curve, the learning modules provided are incredibly helpful in getting familiar with the tool. This combination of features makes using Loopio a streamlined experience for project creation and organization. **What do you dislike about Loopio?** I find the AI magic for creating initial drafts less effective, leaving room for improvement. Additionally, Loopio lacks functionality when it comes to setting timescales and scheduled reminders, which is inconvenient for managing project timelines efficiently. **What problems is Loopio solving and how is that benefiting you?** I use Loopio to streamline creating projects and completing tenders, utilizing the searchable content library and document scanning for response templates. The collaboration features like assigning owners and comments enhance teamwork. ### 37. An Organization Dream! **Rating:** 4.5/5.0 stars **Reviewed by:** madeleine h. **Reviewed Date:** November 18, 2025 **What do you like best about Loopio?** I love using Loopio for responding to RFPs and RFIs as it consolidates all the necessary information that was previously scattered across multiple locations. The Loopio Library is particularly valuable for its organizational capabilities, allowing us to categorize information based on our various products, which significantly enhances our efficiency in finding specific answers. The upgraded features, such as the 'magic' answers, have been a significant game changer, providing more precise and specific responses tailored to our needs. I appreciate the ability to assign entries to individuals, ensuring clarity on who is responsible for each task. This feature helps in evenly distributing work and maintaining up-to-date entries. The initial setup of Loopio was incredibly straightforward, allowing us to build and improve our library over time, which I find immensely beneficial. **What do you dislike about Loopio?** I have had trouble with the SmartScan feature. It is a new addition, so it might still be in development, but it hasn't worked for me at all when using different portals. Specifically, SmartScan would not import my RFP from Loopio into Smartsheet, showing an error with 428 entries and providing no further details. Additionally, when trying to import questions into Loopio using SmartScan, it failed to recognize all the questions, only being able to read a single chosen one due to portal limitations. This makes it challenging to utilize the feature efficiently. Moreover, I would like to see an improvement in deadline timelines with an option to exclude weekends. A checkbox allowing us to decide whether the due date countdown includes weekends or just workdays would be beneficial. **What problems is Loopio solving and how is that benefiting you?** I use Loopio to consolidate and organize RFP and RFI responses efficiently, saving time and enhancing team collaboration with specific answers and responsibilities managed effectively. ### 38. Efficient RFP Management with Intuitive Interface **Rating:** 4.5/5.0 stars **Reviewed by:** Andrea S. **Reviewed Date:** November 18, 2025 **What do you like best about Loopio?** I love using Loopio for our RFPs and sales content as it serves as our source of truth, providing reliable and accurate SME-reviewed responses. The user interface of Loopio is excellent, offering an intuitive organizational structure with stacks, categories, and subcategories that makes navigating our content straightforward. I appreciate the effectiveness of the recent updates, especially the inclusion of AI response generation. I find the user permissions feature incredibly valuable, allowing us to customize the Loopio experience for various teams across our organization since our database is shared among several teams. **What do you dislike about Loopio?** I would love to see more enhancements to the Slack integration, including the ability to comment within threads. Currently, the lack of this feature limits our ability to manage discussions effectively within Slack. Additionally, I wish that the AI response feature was available within the library, as it would streamline our workflow significantly. Moreover, I think improvements to the "teams" function and the ability to assign teams to library reviews would greatly benefit our organizational processes. **What problems is Loopio solving and how is that benefiting you?** We use Loopio as a source of truth for accurate RFP and sales content, improving our response reliability. The user interface and organizational features enhance content management, while AI response generation boosts efficiency. User permissions help customize experiences across our teams. ### 39. Rapid Response to Tenders with Loopio **Rating:** 5.0/5.0 stars **Reviewed by:** Esme S. | Senior Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** May 30, 2025 **What do you like best about Loopio?** I love how Loopio significantly speeds up the process of responding to client tenders. The efficiency it brings allows me to quickly find answers, even those I haven't personally documented but my colleagues have, making the whole tender process much more streamlined and less time-consuming. The feature I value the most is the ability to search through the library. This tool is crucial because it enables me to access previously written responses with ease, which is integral to managing the vast amounts of information and responses needed for our sales tenders. The fast search capability not only boosts my productivity but also ensures that I can maintain a high level of precision and consistency in my responses. Loopio's powerful search functions truly stand out as a time-saving and efficiency-boosting asset in my workflow. **What do you dislike about Loopio?** I don't think there's a search bar to search within recently completed projects. It's just the library. **What problems is Loopio solving and how is that benefiting you?** I use Loopio to speed up responding to sales tenders, enabling me to find responses quickly even from colleagues' past answers. ### 40. Streamlines RFP Management with Powerful Automation and Stellar Support **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Banking | Enterprise (> 1000 emp.) **Reviewed Date:** November 17, 2025 **What do you like best about Loopio?** Loopio is highly valued for streamlining RFP and DDQ team by automating standard documents, pre-populating responses with its Magic feature, and enabling global collaboration through structured workflows. Its centralized content library ensures consistency with easy search, tagging, and version control, while continuous innovation introduces tools like generative AI, project translations, and enhanced decision-making features. Additionally, Loopio offers strong training and support through live sessions, comprehensive guides, and internal workshops, making it an efficient and user-friendly platform for managing complex projects. **What do you dislike about Loopio?** I think its around its complexity and maintenance requirements. I believe managing content updates and audits can be time-consuming, especially when dealing with outdated attachments or ensuring version control across global teams. The platform’s reliance on manual processes for tasks like archiving, tagging, and SME reviews adds extra steps that can slow productivity. Additionally, while features like Magic and automation are helpful, they require frequent training and proficiency checks to maximize their benefits, which can feel burdensome for teams juggling multiple priorities **What problems is Loopio solving and how is that benefiting you?** Loopio solves several key challenges in managing RFPs and DDQs by centralizing content and automating repetitive tasks, which significantly improves efficiency and accuracy. Instead of spending days manually drafting responses, teams can leverage Loopio’s Magic tool and structured libraries to pre-populate answers, reducing turnaround time and ensuring consistency across global submissions. ### 41. Eases Bid Management with Room for AI Improvement **Rating:** 3.5/5.0 stars **Reviewed by:** Rachel Y. **Reviewed Date:** November 17, 2025 **What do you like best about Loopio?** I really like how Loopio helps me manage input from SMEs effectively. Previously, we relied on tagging them in Google documents, which was cumbersome. Now, Loopio makes it easy for SMEs to understand what is needed from them, and it helps us track who we need to nudge. I find the ability to add answers back to the library particularly beneficial because it prevents asking SMEs to repeat answers to the same questions, which saves a lot of time and effort. Additionally, the AI feature in Loopio significantly speeds up the process of answering questions that don't have an exact match in our library, making bid management smoother and more efficient. The initial setup of Loopio was very easy, which is a huge plus for me. **What do you dislike about Loopio?** Sometimes the search functionality in Loopio doesn't yield the answers I'm looking for. Additionally, the mapping feature feels a bit clunky, and the AI component could use some enhancements. At times, the AI's responses are off-target, and it would be beneficial to have the option to set the tone of voice, similar to prompts available in AI agents. **What problems is Loopio solving and how is that benefiting you?** Loopio streamlines bid management by managing SME input and tracking responses. It enables quick answers to common questions by adding them to a library, saving time and avoiding repetitive tasks. ### 42. Loopio is very helpful in urgent RFP/RFI request ,questionnaire & supplier due diligence **Rating:** 5.0/5.0 stars **Reviewed by:** Anuj M. | Sr.Risk Analyst , Enterprise (> 1000 emp.) **Reviewed Date:** June 06, 2025 **What do you like best about Loopio?** Loopio is a powerful and efficient platform designed to streamline the management of RFPs, RFIs, and due diligence questionnaires. As an answer library solution, it significantly enhances the ability to store, organize, and retrieve standardized responses, enabling faster and more consistent replies to recurring questions. **What do you dislike about Loopio?** Loopio’s answer library could benefit from enhanced version control, improved metadata tagging, and advanced AI-powered suggestions to ensure more precise content retrieval, better content lifecycle management, and increased relevance of suggested responses during RFP, RFI, and due diligence processes **What problems is Loopio solving and how is that benefiting you?** The platform’s intuitive interface, robust search functionality, and user-friendly collaboration tools make it easy for cross-functional teams to contribute and maintain content accuracy. Loopio’s ability to centralize knowledge reduces duplication of effort and ensures that responses remain aligned with current business practices and compliance requirements. Its integration capabilities with common tools further simplify the workflow, improving overall productivity. Additionally, Loopio’s review and approval workflows help maintain quality and accountability across submissions. For organizations frequently engaged in complex RFP or due diligence processes, Loopio provides a scalable and reliable solution to manage content efficiently and respond with confidence. Overall, it is a valuable tool for enhancing proposal quality and operational efficiency. ### 43. Saves Time but Could Improve Template Autofiling **Rating:** 3.5/5.0 stars **Reviewed by:** Vinu A. | Lead Analyst - F&A Solutions **Reviewed Date:** November 14, 2025 **What do you like best about Loopio?** I really appreciate Loopio's user-friendly design, which makes responding to proposals much more approachable and less time-consuming. This software's accuracy in generating content is another standout feature for me, as it significantly reduces the need for corrections, ensuring that responses are precise and reliable. Additionally, the ability of Loopio to streamline the requirements for multiple levels of reviews and approvals is invaluable, as it simplifies the overall process and helps me meet tight deadlines efficiently. The time and effort saved by relying on Loopio enhances my productivity, especially during busy periods. **What do you dislike about Loopio?** I find the lack of an auto-filing feature for templates, especially PowerPoint presentations, to be a limitation in Loopio. This feature would enhance the usability by allowing the creation of standardized templates for different purposes. Additionally, the initial setup process was time-consuming, as building a repository and getting started took more effort than anticipated. **What problems is Loopio solving and how is that benefiting you?** I use Loopio to craft proposal responses easily with accurate content, minimizing corrections, saving time, and reducing review and approval layers, especially under tight deadlines. ### 44. Efficient RFP Management with Customizable AI Features **Rating:** 5.0/5.0 stars **Reviewed by:** Vinod G. **Reviewed Date:** November 17, 2025 **What do you like best about Loopio?** I really appreciate Loopio for its exceptional efficiency in managing RFPs by utilizing the best answers from our library and leveraging AI features. These AI capabilities are particularly valuable as they enable us to succinctly summarize lengthy standard responses and allow for customization with constraints or parameters such as word or character limits. This functionality significantly streamlines the proposal process, ensuring that our responses are both accurate and precise. Additionally, I found the initial setup of Loopio to be incredibly easy, which made the transition smooth and hassle-free. **What do you dislike about Loopio?** I find that Loopio could benefit from improvements in integrating with external Large Language Models (LLMs). Specifically, if Loopio could integrate with the Notebook LLM used by our internal product teams, it would enhance our library repository by including information from that source as well. **What problems is Loopio solving and how is that benefiting you?** I use Loopio to manage RFPs, efficiently compile ideal responses from our library, and leverage AI for summarizing and customizing lengthy answers. ### 45. Efficient and User-Friendly RFP Management **Rating:** 5.0/5.0 stars **Reviewed by:** Dana R. **Reviewed Date:** November 19, 2025 **What do you like best about Loopio?** I love using Loopio as it significantly streamlines the processes and communications for our team, allowing us to respond efficiently to requests for proposals. It provides a single hub for managing responses without cluttering my inbox. The feature of adding common responses to a repository facilitates building a knowledge base for the team, enhancing our collaboration and saving time. I highly appreciate the intuitive interface of Loopio, which offers ease of use and simplifies complex tasks. There are chat options for quick clarification or questions, enhancing team communication and ensuring no time is wasted. Overall, Loopio provides valuable tools that enhance our efficiency and effectiveness, contributing to a seamless workflow. **What do you dislike about Loopio?** I'm very happy with my experience and cannot think of anything I dislike at this time. **What problems is Loopio solving and how is that benefiting you?** I find Loopio streamlines our sales proposal responses, centralizes communications, and reduces email clutter, offering significant time savings with a user-friendly interface. ### 46. Time-Saving Knowledge Base with Intuitive Search **Rating:** 5.0/5.0 stars **Reviewed by:** Alex P. **Reviewed Date:** November 15, 2025 **What do you like best about Loopio?** My colleagues and I use Loopio primarily as a knowledge base engine, as it helps us streamline the process of managing our common responses to quotes and finding quick-language for last-minute marketing needs. The intuitive and simple-to-use search engine is one of its best features; navigating through large amounts of textual information is uncomplicated - which says a lot, as we have a large knowledge base! The metadata features which describe authorship and volume of use are handy for us and saves us from having to manually add these details. If we were using Google Docs, for example, we'd be taking extra time (and would need to remember to do it). This automation of metadata with details such as authorship, update history, usage frequency, and unique referencing IDs saves us a lot of time. I also appreciate how well it integrates with other tools we use, like Teams and Filecamp, making it a cohesive part of our workflows. Given these advantages and its effectiveness for our needs, I would confidently recommend Loopio to colleagues, rating it a 10 out of 10. **What do you dislike about Loopio?** I'm not always confident I'm getting EVERY related response in my searches as I could be, but I suspect that is user error and not Loopio's issue. **What problems is Loopio solving and how is that benefiting you?** We use Loopio as a knowledge base, which saves us time with its intuitive search engine and automatic metadata tracking, making information retrieval efficient. ### 47. Efficient RFP Management with Room for Improvement **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Enterprise (> 1000 emp.) **Reviewed Date:** November 15, 2025 **What do you like best about Loopio?** The best thing about Loopio is how much it speeds up the process of answering RFPs and security questionnaires. The answer library lets me quickly find past responses, which saves time and helps maintain consistency across different projects. Collaboration is also smoother, since it's easy to assign tasks and track progress, so people know what is expected of them without endless emails. Overall, Loopio makes the response process much more organized and less stressful. **What do you dislike about Loopio?** Loopio requires ongoing maintenance of the answer library to prevent outdated or duplicate content. Importing, especially from PDFs or non-standard documents, can cause formatting issues. AI answer suggestions help with standard questions but usually need editing for complex RFPs. Integration with some platforms and collaboration on sections can be confusing. While effective, Loopio needs regular upkeep, and some features could be more refined for its price. **What problems is Loopio solving and how is that benefiting you?** Loopio makes handling RFPs and questionnaires much easier by bringing all content together and using AI to automate repetitive tasks. It saves us time often cutting response times in half while improving consistency. This means my team can focus on important work instead of boring paperwork. ### 48. Strong RFP workflow tool with room to improve AI and library accuracy **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 14, 2025 **What do you like best about Loopio?** I like the project capabilities in Loopio. You can manage multiple RFP sections easily, switch between views, search past answers quickly, and create or generate responses in one clean interface. It helps bring structure to the entire RFP workflow and keeps content accessible to everyone working on the proposal. **What do you dislike about Loopio?** The library needs improvement in terms of content freshness and removing duplicates. Managing old or outdated answers still requires a lot of manual cleanup. The AI features are helpful but not fully mature yet, especially when generating nuanced responses. There’s room for the platform to feel more automated and intelligent during large RFP cycles. **What problems is Loopio solving and how is that benefiting you?** Loopio helps us manage end-to-end RFP responses without chaos. It centralizes all questions, past answers, and assigned owners so we don’t waste time searching through documents or Slack threads. The organized project view helps us track progress across teams, and the answer library speeds up repetitive sections. Overall, it reduces manual effort, improves consistency, and helps us deliver proposals faster with fewer errors. ### 49. Innovative and User-Friendly, But Needs Document Handling Improvement **Rating:** 3.5/5.0 stars **Reviewed by:** Alisha M. | Contract Specialist, Enterprise (> 1000 emp.) **Reviewed Date:** November 12, 2025 **What do you like best about Loopio?** I find Loopio's centralized library for RFP content extremely valuable. It makes it easier and faster to find and reuse answers, which significantly cuts down on the time-consuming nature of managing contracts. I appreciate how Loopio is always thinking ahead and innovating, as this continual improvement ensures that the platform remains effective and beneficial for my needs. Its ease of use is another aspect I enjoy, as it is intuitive and easy, requiring very little training to get started. This user-friendly interface, along with the helpful AI features, boosts my productivity and allows me to grasp the tools and functionalities quickly. **What do you dislike about Loopio?** I encounter issues with redlining documents in Loopio. Additionally, there is a problem with maintaining formatting consistency, which can be quite frustrating. **What problems is Loopio solving and how is that benefiting you?** I find Loopio speeds up contract management by providing a centralized library for easy access and reuse of RFP content, reducing time spent on repetitive tasks. Its intuitive interface and minimal training requirement further enhance efficiency in my role. ### 50. Saves Time with Effortless RFP Management **Rating:** 5.0/5.0 stars **Reviewed by:** Fortesa G. **Reviewed Date:** November 21, 2025 **What do you like best about Loopio?** I really like how Loopio allows me to always have an answer ready for RFIs, RFPs, and questions from prospects. The capability to upload questionnaires directly from prospects and then fill them out is extremely convenient and efficient, significantly reducing the time I spend on these tasks. This feature is invaluable as it gives me back a ton of hours to focus on other important activities. The historical information feature is another aspect I appreciate; it is incredibly helpful as it allows new team members or anyone who joins in to quickly understand previous answers used and even see the percentage of their usage, which streamlines the training and onboarding process. **What do you dislike about Loopio?** nothing for now **What problems is Loopio solving and how is that benefiting you?** I use Loopio to efficiently answer RFI and RFP questions. It saves me hours by storing historical responses and allowing easy questionnaire uploads, which means I always have an answer ready. ## 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?section=pricing&secure%5Bexpires_at%5D=2026-05-14+16%3A12%3A12+-0500&secure%5Bsession_id%5D=7d4a8de3-7c0c-4ae7-84eb-1d01521026bb&secure%5Btoken%5D=1e2dd134812bd4da7f6c2d7f473c1c709fc5e9c2faa4ad96c61a42585346e98d&format=llm_user) ## Loopio Integrations - [Agentforce 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews) - [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) - [Google Workspace](https://www.g2.com/products/google-workspace/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) - [Microsoft Word](https://www.g2.com/products/microsoft-word/reviews) - [Oracle SSO](https://www.g2.com/products/oracle-sso/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [Slack Connector for Jira](https://www.g2.com/products/slack-connector-for-jira/reviews) - [ZoomInfo Sales](https://www.g2.com/products/zoominfo-sales/reviews) ## Loopio Features **Document Creation** - Customizability: Variables and Fields - Template Creation and Flexibility - Rich Media - Online Document Creation - PDF Creation - Custom Branding **RFP Generation** - Templates - RFX - Versioning - Questions Library **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 **Workflow** - Document Builder Interface - Collaborative Creation - Assembly and Approval Workflows **Risk assessment** - AI Monitoring **Analytics** - Reporting and Dashboards **Submissions** - Collaboration - Knowledge Base - Review - Reporting **Generative AI - Vendor Security and Privacy Assessment** - Text Summarization - Text Generation **Administration and Platform** - User, Role, and Access Management - Alerts and Notifications - CRM Integration - API / Integrations **RFP Response** - Project Management - Content Library - Access - Automation - Export - Import **Generative AI** - AI Text Generation **Agentic AI - RFP** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration ## Top Loopio Alternatives - [Responsive, formerly RFPIO](https://www.g2.com/products/responsive-formerly-rfpio/reviews) - 4.5/5.0 (1,273 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)