Loopio Reviews & Product Details

I use Loopio primarily for answering questionnaires, and I appreciate how it saves me a significant amount of time by having all the information meticulously structured within the knowledge base. This organization eliminates the hassle of combing through data manually and allows me to work more efficiently. Moreover, I like the search functionality in Loopio; it works exceptionally well and stands out as a strong feature. It enables me to find the relevant information quickly and efficiently, which enhances my workflow and boosts productivity. Additionally, I value the fact that no setup was required for me as an end-user, which made the initial experience seamless and hassle-free. Review collected by and hosted on G2.com.

I find the need for more AI and automation features across different license types. Review collected by and hosted on G2.com.

Loopio's central content library is its most helpful feature. It saves time by auto-suggesting accurate, pre-approved answers during RFP and questionnaire responses. The platform also makes team collaboration easy through task assignments, deadlines, and real-time tracking. These features reduce manual effort, increase consistency, and improve response turnaround. Review collected by and hosted on G2.com.

Loopio occasionally struggles with matching the right content suggestions for highly technical or niche questions. The search function could be more intuitive, especially when the content library grows. While the platform is generally user-friendly, new users may need some time to get used to its full capabilities. Review collected by and hosted on G2.com.

I use Loopio within my organization to efficiently manage and respond to due diligence, RFP, and security questionnaires. The platform’s capabilities in streamlining these complex and repetitive processes are incredibly valuable. Having a tool that can help organize and automate questionnaire responses saves significant time and reduces the manual effort required, allowing me and my team to focus more on strategy and less on logistics. Review collected by and hosted on G2.com.

The import process from third-party websites can be frustrating. For example, when there are Yes/No questions, you have to first create the Loopio project, then manually create the Yes/No answer sets, and finally go back to each question to add them. You can’t even bulk select or apply them, which makes the process tedious and time-consuming. Review collected by and hosted on G2.com.

I really appreciate how Loopio saves me time by allowing me to do more work efficiently, as its content library enables me to pull answers effortlessly. I especially like its collaboration and workflow management features, which let me assign deadlines, reminders, and track progress easily with subject matter experts. The integration capability with other tools, like Salesforce, adds significant value to my workflow. I find working together on longer RFPs with Loopio much easier due to its efficient knowledge management and collaborative content library. Review collected by and hosted on G2.com.

I would say, a downside would be the learning curve. The high volume of RFPs we get sometimes can be overwhelming in Loopio with everyone contributing to their proposal. Review collected by and hosted on G2.com.

I appreciate Loopio for significantly boosting my productivity by making it easier to find content without having to start drafting responses from scratch. The user-friendly navigation and ability to search for information using keywords allow me to access crucial data quickly and efficiently, which is a massive time-saver. I find the setup process straightforward, as the quick Single Sign-On (SSO) made starting up Loopio a breeze. Additionally, transitioning from SharePoint and manual word processing tools to Loopio has streamlined my proposal submission process, further enhancing my workflow efficiency. Review collected by and hosted on G2.com.

I dislike the lack of integration with other applications such as Google Workspace. Review collected by and hosted on G2.com.

I really appreciate the lovely people and the innovative tool that Loopio provides. The recent proposal summary and confidence pulse aspects stand out to me. The centralised repository of RFP content is incredibly helpful. I also find the general UI, to be easy to use and engaging, alongside the interaction with dedicated people of contact. Review collected by and hosted on G2.com.

Reviews structure has room for improvement. The filtering on searches in Loopio is very limited. It also has limited reporting and user behaviour audits, and I find the filtering on reporting within the tool quite limited. The initial setup was not as easy as expected requiring us to be very hands-on. Review collected by and hosted on G2.com.

I appreciate the ability to utilize and tailor previously vetted responses into new proposals. The library feature is exceptionally helpful in ensuring that the work presented is consistent and detailed, without the burden of rewriting. Furthermore, the customized templates for export and multiple user participation per project is helpful to allow a unique workflow for each project. Review collected by and hosted on G2.com.

It would helpful to have additional filtering and exporting features, for instance the ability to export all completed questions vs the entire project, or filtering based on formatting (highlighted). Review collected by and hosted on G2.com.

I like the customer service and support, as well as the library features. Our CSM always helps us identify ways we can become more mature in our processes. Review collected by and hosted on G2.com.

The AI capabilities could be improved in formulating responses. They are often totally incorrect. Review collected by and hosted on G2.com.

-Library and Tags

-ease of assigning to the SME's

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

Uploading the Word document is a drag. Sometimes, the markers have a mind of their own and don't move unless the alignment is 100% correct. It's gotten better for me with practice, but initially it was tough. Review collected by and hosted on G2.com.

I truly appreciate how Loopio significantly saves time, especially when completing documents with multiple collaborators, which enhances our efficiency. The platform greatly improves our ability to answer questions quicker, making the process of handling RFIs/RFPs much smoother. The library function is incredibly valuable as it allows me to quickly find information by simply searching a word or phrase, which streamlines my workflow. Overall, Loopio's features make complex, collaborative document processes more manageable and time-efficient. Review collected by and hosted on G2.com.

I dislike the lack of individual customization of the notification timings. It would be more efficient to tailor the response time to 10-15 minutes for more real-time responses. Review collected by and hosted on G2.com.