# 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. ## 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/loopio-review-3602975?section=pricing&secure%5Bexpires_at%5D=2026-05-17+03%3A15%3A42+-0500&secure%5Bsession_id%5D=bceb3af9-9bde-4459-952e-34560aaed45a&secure%5Btoken%5D=93df23e5754ecd36edc083b58d4a29624de979d465149ecd6e632b3ef1ea3d92&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 (1,274 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)