Loopio Reviews & Product Details

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I don't think there's a search bar to search within recently completed projects. It's just the library. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.