Loopio Reviews & Product Details

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. Review collected by and hosted on G2.com.

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 A few more automated suggestions for archiving or reviewing outdated content would be helpful.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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I have been using Loopio for quite some time and I did not dislike anything as of now Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

The formatting doesn’t always carry over cleanly when exporting, so I still end up doing some manual cleanup. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I sometimes have a hard time finding answers based on my keyword search criteria in Loopio. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.