# Loopio Reviews **Vendor:** Loopio Inc. **Category:** [RFP Software](https://www.g2.com/categories/rfp) **Average Rating:** 4.6/5.0 **Total Reviews:** 812 ## 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, enhancing collaboration and streamlining proposal preparation effortlessly. (235 reviews) - Users find that Loopio greatly enhances **efficiency** , streamlining RFP responses and centralizing information for better collaboration. (146 reviews) - Users value Loopio for its **time-saving capabilities** , enabling quick proposal submissions and efficient team collaboration. (143 reviews) - Users value Loopio's **user-friendly search engine** , facilitating efficient information access and enhancing overall project collaboration. (121 reviews) - Users love how **intuitive** Loopio is, enabling fast, efficient project management and seamless team collaboration. (112 reviews) - Team Collaboration (87 reviews) - RFP Management (82 reviews) - Content Library (78 reviews) - Search Efficiency (64 reviews) - Users commend Loopio's **excellent customer support** , particularly appreciating helpful assistance from team members like Newman. (59 reviews) **What users dislike:** - Users find issues with **missing features** like ineffective word mapping and SmartScan import problems, limiting functionality. (48 reviews) - Users find **limitations in mapping complex Excel documents** , complicating the management of large tables and quantitative analyses. (41 reviews) - Users face **formatting issues** with Loopio, requiring manual adjustments post-export and wishing for better options. (39 reviews) - Users face **export issues** with Loopio, often requiring additional editing and format adjustments post-export. (35 reviews) - Users experience **limited features** , such as manual imports and restricted file handling, affecting overall efficiency and usability. (35 reviews) - Users experience **inaccurate responses** from Loopio, highlighting the need for more reliable and current information updates. (34 reviews) - Users find the **time-consuming processes** of Loopio challenging, particularly during the export phase for long projects. (33 reviews) - Users find the **learning curve challenging** , with difficulties in maintaining the tool and ensuring its effective use. (32 reviews) - Inefficient Search Functionality (28 reviews) - Import Issues (26 reviews) ## Loopio Reviews ### 1. Progressive Concepts for System Design **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Pharmaceuticals | Enterprise (> 1000 emp.) **Reviewed Date:** September 29, 2025 **What do you like best about Loopio?** Great ideas and conceptually would do a phenomenal job, but does encounter some glitches. On paper this system is brilliant, but needs some refining. **What do you dislike about Loopio?** Difficulty uploading excel documents, and not as intuitive as it could be. A bit clunky at times and does not find correct responses in many cases. **What problems is Loopio solving and how is that benefiting you?** The magic feature is nice and most documents create question/answer pairs easily. ### 2. Very useful tool when collaborating with team members to support proposal submissions **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Enterprise (> 1000 emp.) **Reviewed Date:** June 05, 2025 **What do you like best about Loopio?** collaboration, library, comment function **What do you dislike about Loopio?** bulk assignments not always effective, difficult to review the whole proposal in its entirety **What problems is Loopio solving and how is that benefiting you?** collaboration, time-saving ### 3. Great product, easy to use, fantastic customer service! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Banking | Enterprise (> 1000 emp.) **Reviewed Date:** February 21, 2025 **What do you like best about Loopio?** Loopio was easy to learn and use. It does everything I need, including creating RFP projects, loading Questions & Answers into the library, searching, exporting a proposal to a company template, and producing reports. The customer support is outstanding. I usually hear back from an email request within the hour, and they are able to answer my question. **What do you dislike about Loopio?** I would like to search in all "categories" EXCEPT a certain category. This is not available yet. You can search all categories, or search several categories by adding them. **What problems is Loopio solving and how is that benefiting you?** It makes finding answers to RFPs QUICKER. It's a nightmare trying to figure out "which RFP" a specific answer was in. ### 4. Easy to use tool for content management and creation **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Venture Capital & Private Equity | Mid-Market (51-1000 emp.) **Reviewed Date:** November 18, 2024 **What do you like best about Loopio?** We have found the content library to be an effective and efficient way to track our previous and standard responses. It is easy to search for any topics due to the use of stacks and sub-stacks. The team has been super helpful with getting use onboard and it was easy to train new users. We look forward to using Loopio to collaborate with other teams internally. **What do you dislike about Loopio?** It does take time to create and put in place a process which works for the firm, but once done, it is easy to maintain the content. **What problems is Loopio solving and how is that benefiting you?** Managing content and ensuring the latest information is used in materials which go to our current and prospective clients. ### 5. Great sales, onboarding and ongoing service support. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Staffing and Recruiting | Mid-Market (51-1000 emp.) **Reviewed Date:** August 21, 2024 **What do you like best about Loopio?** It's definitely made the collaboration process much easier to manage. The content library and use of Magic is great. Implementation was very straight forward. Well structured and paced. All of the user guide section os comprehensive and the ongoing support from my success manager is excellent. **What do you dislike about Loopio?** when there are documents that the client needs completing that don't easily fit into Loopio's structure of 'question and answer' e.g. there might be 2 fields that have information about the question, but I cannot select both fields as a question. Or similar with answers. There might be a multiple choice response that requires an explanation, but I can't choose 2 places for an answer to only 1 question. **What problems is Loopio solving and how is that benefiting you?** Having a centralised, searchable place for content. We used to have to try to rememebr old RFP responses and where to find content on our shared drive. It also helps with much better collaboration. It helps to make clear who is expected to respond to which questions and allows the overall response manager to easily keep track of progress and be ahead of potential issues to avoid contributors not completing in time. ### 6. Loopio Review from an Intern Administrator's Perspective **Rating:** 4.5/5.0 stars **Reviewed by:** Arun L. | Consulting Project Administrator, Enterprise (> 1000 emp.) **Reviewed Date:** June 03, 2024 **What do you like best about Loopio?** I've been an admin for Loopio for around 8 months now and I've found one of it's best features is it's library search. Loopio has a brilliant RAG search that allows myself and colleagues to find the most relevant responses to questions, saving a lot of time. In addition, it is always very easy to use and search key terms, tags or entry owners. As an admin, it is also easy to give access to different users and stay on top of licences. **What do you dislike about Loopio?** I dislike is the library management set up and I think it could be a little clearer. It is hard to see which responses are the most recent, and which need to be updated from the view. This could pose an issue when there is a large number of responses and the team needs to update Loopio content. I've noticed a lot of users do not use a lot of the features provided, namely projects and the Magic AI tool. Although as an Admin, I have demoed both features numerous times, users are reluctant to pick up the feature since their main use of Loopio is the library search function. I've also noticed that the Magic AI tool can be fairly tricky to use, escpeially when trying to highlight the question and subquestion in the document, which can cause users to get frustrated and instead use the library search. **What problems is Loopio solving and how is that benefiting you?** Loopio solves the issue of searching and storing RFP responses. IBM have thousands of RFPs and a library tool such as Loopio helps users to quickly find the results they are looking for instead of searching a large spreadsheet. ### 7. Your RFP Assistant **Rating:** 4.5/5.0 stars **Reviewed by:** Paul S. | SVP Business Development, Small-Business (50 or fewer emp.) **Reviewed Date:** May 31, 2024 **What do you like best about Loopio?** Some of the things that I appreciate the most about Loopio are: * It's ability to read in various RFP formats and automatically ingest them into its system and then when it comes time to submit the RFP, export it out into that same format. It makes it easy to work within the Loopio format and provide the required output. * The auto selection and identification - they call it Magic. It searches the library of existing answers and then auto matches based on the RFP questions. While they are not perfect matches always, some are perfect matches, and as long as you keep tagging "alternate" versions of questions it keeps getting better and better. * Review and add to library. The workflow and process of continually maintaining your library is much appreciated. It helps you to continually improve your content and then continually take advantage of the results of your improvement. * Search. While auto matching is great, the flexibility of search really comes in handy for looking across your data and finding answers that match the question or closely match so you can improve the existing answer or create a variation that is more applicable. * Ease of combining pieces to make a full answer. Breaking up your library answers into smaller chunks and then making it easy to combine them for a client op specific question is great. * Support team has been rapid and helpful when I requested it. **What do you dislike about Loopio?** It is pricey for smaller organizations and they don't have options that really fit these groups that have smaller teams. The training provide is ok, but could benefit from more engaging interactive simulations (show me/try me/test me) and more of these types of learnings provided in an on demand searchable community. Support has certainly helped when I had questions though and filled in those gaps. **What problems is Loopio solving and how is that benefiting you?** It helps us to create a centralized knowledge base of questions and answers that can be leverage to more efficiently respond to RFPs and Vendor security and privacy questionnaires. ### 8. Managed Chaos to Controlled Sanity **Rating:** 5.0/5.0 stars **Reviewed by:** Michele Anne H. | Proposal Manager/Contract Administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** May 30, 2024 **What do you like best about Loopio?** The most helpful elements of Loopio are the ability to search the library and projects for historical data by using Magic. Using my old system, I relied on many folders in Word and by memory. A few benefits that assist our company are the dashboard, reporting features, and the NUDGE button. It is convenient to see at a glance by looking at the dashboard where a project stands and NUDGE an assignee if they are lagging in their responses. Loopio's customer support model is fantastic. I appreciate the monthly check-ins with Peter Yu and find the quick turn around from other support personnel to be great. **What do you dislike about Loopio?** I have used Loopio for two (2) years now, and they have made positive strides. I do wish that the ability to import data from large tables was easier than it is currently. **What problems is Loopio solving and how is that benefiting you?** 1. Before Loopio the knowledge base was accessed manually from Word files. The data was managed by having tons of folders to organize and retrieve in a timely manner. 2. The easy of viewing the dashboard has created a much more pleasant atmosphere because there is no arguing that an assignee is falling behind on a project. 3. It has been great managing the library by preventing duplicates with the “Add a variation of this question”. ### 9. Loopio Makes Proposals and Maintaining RFP Content Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Justine D. | Proposal Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 30, 2024 **What do you like best about Loopio?** I have implemented and used Loopio at 3 times at different over the last 6 years and absoltely love it. It makes my job much easier as a proposal professional who uses it daily, and I consistently get feedback from my sales and customer success team members that they also find it easy to use and navigate for individuals who aren't in it as much. As someone who understands that having a strong and accurate library is paramount, I appreciate the features in place to make keeping content up to date simple, while focusing on keeping the integrity of the library (i.e. not adding new records.) I have always appreciated that they are constantly improving and making updates to the platform. **What do you dislike about Loopio?** Loopio might not have all the "bells and whistles" some platforms have. However, none of them as as important as ease of use and focus on content curation that Loopio has. **What problems is Loopio solving and how is that benefiting you?** Loopio helps us maintain library content which is essential to putting out accurate and timeline proposals. I appreciate that it's ease of use makes is easy for people who don't access it every day (sales, client success) to go in and pull content for themselves because it's easy to find - which lessens the burden on me as a proposal manager. It makes responding to RFPs faster and easier with an integrated platform that can seach your library or previous RFPs, depending on your needs. ### 10. Excellent Response Management Software! **Rating:** 5.0/5.0 stars **Reviewed by:** Nathan W. | Sr. Proposal Writer, Mid-Market (51-1000 emp.) **Reviewed Date:** May 30, 2024 **What do you like best about Loopio?** I've been using Loopio for almost 5 years, on almost a daily basis, and I have consistently been impressed with the many tools they offer to make my proposal writing process better! Their customer support is very friendly and responsive. I appreciate their willingness to dig into questions and find solutions. Early on in my experience with Loopio I made suggestions for enhancements and it is such a game changer when you see your suggestions implemented into the software. I primarily use Loopio’s Library module, which has allowed our team to delivery fresh and accurate responses to bids. We recently had to export a large portion of our Library content and the process was very easy and I loved that we were given a Word and Excel file of our Library content -- with images attached! What do I like best about Loopio? A solution is only enjoyable to use if the people supporting you are equally great to work with – the people make the solution! **What do you dislike about Loopio?** Because I primarily use the Library module it would be nice if the pricing packages would offer module specific pricing option, instead of having to pay for modules like Projects that we don't use. **What problems is Loopio solving and how is that benefiting you?** As a proposal writer time is essential. Loopio has offered us a quick and easy way to access fresh Library content, greatly reducing the amount of time we spend searching for answers. ### 11. Great Software **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Law Practice | Mid-Market (51-1000 emp.) **Reviewed Date:** February 21, 2025 **What do you like best about Loopio?** I really enjoy the sub folders. I update descriptive statistics and they're categorized differently. They're very easy to find if needing revision. **What do you dislike about Loopio?** The save and review buttons are too close too each other. I accidentally save when I mean to submit my review. **What problems is Loopio solving and how is that benefiting you?** Being able to store descriptive statistics-- helps place them within proposals faster. ### 12. RFPs made easy! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 18, 2024 **What do you like best about Loopio?** Loopio's platform takes weeks off the RFP process. Easily match content with questions using their Magic tool, and generative AI works well to create content. Implementation was easy, and their team was professional and helpful. Notably, their sales process was phenomenal, quickly showing potential ROI and making it easy to make our business cases. **What do you dislike about Loopio?** The approval process could be clearer, and the Magic tool sometimes uses the same answer for many questions. It works best when RFP responses are concise, which is only sometimes the case in our industry. **What problems is Loopio solving and how is that benefiting you?** Managing our RFP process, chasing down responses, and maintaining our content. ### 13. Loopio is a strong all-round solution. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 19, 2024 **What do you like best about Loopio?** proposal and client questionnaire management software that makes my day-to-day work significantly easier and better. I have veebn surprised how many new helpful features have launched while I've been using it. **What do you dislike about Loopio?** I wish Loopio tracked time used per project across all users. And sometimes when a new feature launches, it goes through a few buggy bumps in the road. **What problems is Loopio solving and how is that benefiting you?** We use Loopio to manage and execute all proposals and questionnaires from clients and prospects. We store an extensive library of questions/answers in it and also use it to engage with subject matter experts and keep documents saved for requests. ### 14. End user of loopio **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 30, 2025 **What do you like best about Loopio?** The search functionality is helpful. It makes completing RFP's easier **What do you dislike about Loopio?** We need to do a better job of embedding the AI functionality and RFP supporting technologies. **What problems is Loopio solving and how is that benefiting you?** Saves time having time having to manually write answers every time in RFP and proposal documents ### 15. DB Review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Enterprise (> 1000 emp.) **Reviewed Date:** June 06, 2025 **What do you like best about Loopio?** The ability to collaborate and lookup responses in a database. **What do you dislike about Loopio?** I think the ability to create graphics using an AI engine would be helpful **What problems is Loopio solving and how is that benefiting you?** Ability to create the first draft of a proposal more quickly ### 16. Great for content management **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Legal Services | Enterprise (> 1000 emp.) **Reviewed Date:** February 24, 2025 **What do you like best about Loopio?** Easy to use interface. Loopio helps my team keep our content in order and identify opporttunities to refresh. **What do you dislike about Loopio?** It's difficult for my team to edit word docs that contain photos/image files. **What problems is Loopio solving and how is that benefiting you?** My team responds to many proposals annually. Loopio helps us ensure we're using the latest content. ### 17. Loopio Review **Rating:** 4.5/5.0 stars **Reviewed by:** Evelyn H. | Digital Project Director, Enterprise (> 1000 emp.) **Reviewed Date:** August 23, 2024 **What do you like best about Loopio?** Our team is excited that all project content is housed together and rated according to success and usage. **What do you dislike about Loopio?** Small neauances that could be clearer. For example, when you set up a review, its a very manual process to make sure each one has a second approver or reviewer assigned. I wish there was a way to add attachments outside of a past project. **What problems is Loopio solving and how is that benefiting you?** It is helping save out team time, we don't have to track down past work as frequently. Equally, leaning on verified and reviewd answers provides a layer of security that it is a proven and winning response. ### 18. Loopio is helping us unleash our potential **Rating:** 5.0/5.0 stars **Reviewed by:** Jen P. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 25, 2023 **What do you like best about Loopio?** We see the content library as the primary benefit of Loopio to our organization. We spent a great deal of time during our old RFP process just searching multiple documents for appropriate boilerplate language to use to be responsive. With the Loopio content library, we expect to be able to streamline that process by using Magic to search our content for us and populate answers so that we can personalize and tailor the proposals and add "connective tissue," but we don't have to spend time searching for boilerplate. Additionally, we have created custom sales proposal templates that have streamlined our ability to get proposals to our sales team in 15 minutes or less. **What do you dislike about Loopio?** There is nothing we dislike about Loopio. **What problems is Loopio solving and how is that benefiting you?** Loopio is solving the problem of searching for boilerplate from our content on our behalf with Magic so we don't have to spend time searching multiple sources for the appropriate responses to RFP questionnaires. This has enabled us to increase the volume of RFPs we apply to, which has led to an increase in our win rate. ### 19. Perfect Application and Excellent Customer Service **Rating:** 5.0/5.0 stars **Reviewed by:** Christie M. | Proposals Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** March 03, 2023 **What do you like best about Loopio?** We like being able to organize our data into stacks which is use for our different products. The system is so easy to use with functionality that is extremely useful to our company. **What do you dislike about Loopio?** We really don't have complaints about the product. The product has a very strong search engine and we can streamline our responses because of our use of Loopio! **What problems is Loopio solving and how is that benefiting you?** It helps us to find answers to our many questions much faster and those we find are more current. We are able to collaborate within the system to gather answers to new questions. ### 20. Loopio helps to streamline our day-to-day job is extremely time saving **Rating:** 5.0/5.0 stars **Reviewed by:** Carli V. | Proposal Specialist, Enterprise (> 1000 emp.) **Reviewed Date:** October 22, 2024 **What do you like best about Loopio?** I like that Loopio is bringing AI into their library and helps our company streamline our time to push out great work. **What do you dislike about Loopio?** It does take a while to learn the process of everything, but once understood, it will help our team tremendously. **What problems is Loopio solving and how is that benefiting you?** Loopio is solving our timesaving problem and helps us put out quality work without compromising quantity of time. ### 21. Loopio Makes My Job Easier **Rating:** 4.5/5.0 stars **Reviewed by:** Morgan B. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 14, 2024 **What do you like best about Loopio?** Loopio is a great tool that helps my team stay organized and involved in our projects. As a newer member of the team, Loopio has been a huge aid in my training and I love how through the training resources are for the application. The Library saves us so much time on new projects, and as a new team member I have a detailed, organized database at my fingertips. **What do you dislike about Loopio?** Sometimes importing and exporting is not quite seamless in terms of formatting. I don't always get notified when SMEs leave comments on questions. **What problems is Loopio solving and how is that benefiting you?** Loopio solves our team's organizational problems, and the Library/Magic features solve time management problems. We can look at old and new answers all in one place. It saves me time I would normally spend compiling everyone's ansers and formatting them back into the original document. ### 22. Happy user of four+ years. **Rating:** 4.5/5.0 stars **Reviewed by:** Erika M. | Director, Business Development Communications, Enterprise (> 1000 emp.) **Reviewed Date:** August 16, 2024 **What do you like best about Loopio?** It is very easy to use and they continue to improve on and add functionality. **What do you dislike about Loopio?** The context search isn't always very accurate. Sometimes filtering through content after running magic can take a little while for this reason. **What problems is Loopio solving and how is that benefiting you?** Loopio saves us tons of time when searching for responses to general company info questions and some more general info on our offerings. It also helps us keep track of our review cycle for content which helps to make sure we are using the most up to date information in our responses. ### 23. Organized, user friendly, and helpful **Rating:** 5.0/5.0 stars **Reviewed by:** Kelly B. | Proposal Specialist, Enterprise (> 1000 emp.) **Reviewed Date:** October 22, 2024 **What do you like best about Loopio?** I love how the search bar works. It always populates with the most relevant info and the filters are so helpful. **What do you dislike about Loopio?** I currently do not have any downsides to Loopio. **What problems is Loopio solving and how is that benefiting you?** content management! the platform organizes our thousands of responses so well and the loopio team is always there to assist with questions we have. ### 24. Loopio is Great **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Banking | Enterprise (> 1000 emp.) **Reviewed Date:** February 21, 2025 **What do you like best about Loopio?** The search functionality is very easy to use. **What do you dislike about Loopio?** There is nothing that I dislike about this offering, **What problems is Loopio solving and how is that benefiting you?** We are able to find responses in an easy manner. ### 25. Great Experience with Loopio **Rating:** 5.0/5.0 stars **Reviewed by:** Kimberly M. | Director, RFP Writing, Enterprise (> 1000 emp.) **Reviewed Date:** August 19, 2024 **What do you like best about Loopio?** Loopio is easy to use, enables greater team collaboration, and ensures that we deliver our best RFPs each time. **What do you dislike about Loopio?** Loopio has been a great product for us. We do not have any issues currently. **What problems is Loopio solving and how is that benefiting you?** Healthcare RFPs are complex, and we need a tool that allows for maximum collaboration and ensures that we can find the exact content we need as quickly as possible. Loopio is that tool! It has ensured our team can generate the best RFPs possible under pressure. ### 26. Great tool for managing RFPs **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Mid-Market (51-1000 emp.) **Reviewed Date:** August 27, 2024 **What do you like best about Loopio?** We've been using Loopio for a handful of years now and it has been a game changer for managing the RFP process. The ability to manage a library of pre-approved questions and answers has been helpful for both email writing and RFPs. The library review checkpoints are a great way to ensure that the library only contains the most up-to-date information. Our sales team really enjoys using Loopio to manage RFPs and collaborate on answers. **What do you dislike about Loopio?** Some processes are a bit less user friendly, particularly when it comes to working on RFPs with a team. On a single question, you can assign someone to complete it, someone to review it and then you can submit an answer to be reviewed/added to the library. It can be confusing to manage this process of operations. Also, I don't find the Magic tool to be great, however it works better when you look at each question one-by-one. I also recognize that our library is not organized well and contains a lot of dupicate information that should be tidied up, so this likely contributes to the performance of the Magic function. **What problems is Loopio solving and how is that benefiting you?** Loopio helps us streamline the process for writing RFPs and keeps all of our "pre-approved information" in the same location. It has saved us tons of time writing RFPs and chasing down answers from different departments. ### 27. Great Tool **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 31, 2024 **What do you like best about Loopio?** Loopio is a game changer for us to deal with security assessment and due diligence questionnaire. We used to struggle whenever these questionnaire requests came in and it usually took us significant amount of time to look up similar responses from previously completed questionnaire. On top of that it’s a challenge to track everyone’s progress. With Loopio, all these issues were gone. The tool offers a all-in-one platform that allows you to collaborate with team members, streamline the questionnaire process and get the work done efficiently. The user interface is straightforward and simple to use. The content library along with the AI assistance saves us time in populating questionnaire response. Furthermore, it allows you to refresh the content via periodic scheduled review. The best part for new user has to be its rich training resources and online help, which we found very helpful. **What do you dislike about Loopio?** I hope the tool could improve its content library import entries function. As of today, we could only use the Loopio Excel template to import entires per defined stack. So we need to break up a completed questionnaire into several spreadsheets and import them one by one into the library. We found this process time consuming and hope the tool could be enhanced to allow one time import into multiple stacks in one go. **What problems is Loopio solving and how is that benefiting you?** Speed up questionnaire response time with quality response. ### 28. Loopio helps us 'eat the elephant/large vegetarian option' **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 07, 2021 **What do you like best about Loopio?** The team at Loopio listens to us and is very active in ensuring our thoughts and ideas for improvements are heard. Our success managers have always been super focused on making sure we get what we need from the product and frequently give us access to beta products where they think they align with our needs. The product allows us to bring everyone on the team to break down large and often complex tasks. It's easy to use and requires minimal training for new users, allowing them to be effective quickly. We use Loopio daily to respond to a wide variety of content, including tenders, questionnaires, and security documentation, and it is also a resource for our teams to answer ad hoc questions. Loopio plays well with our other technology allowing us to use it in our CRM and communication channels. **What do you dislike about Loopio?** I don't have any dislikes! Loopio is always listening and whenever I come across something I think they could improve, they welcome the feedback and are often already across it in the roadmap. **What problems is Loopio solving and how is that benefiting you?** With a small core response team, we rely on the wider team and Loopio helps us collaborate more easily, increasing our bandwidth to manage multiple responses. The wide range of formats requests for information are produced in can be confusing and very time-consuming to manage, however, Loopio provides consistency which makes this easy and helps our team. With three products to respond to, Loopio helps us manage all of these answer sets in an easily searched library, and helps us surface the most current or relevant answer quickly. **Official Response from Kathryn Bennett:** > We're so pleased that you have found so much value with your Loopio experience! Loopio prides ourselves on the easy-to-use, intuitive interface that you describe; users often require only a few minutes of training before they're able to actively participate in proposal responses. We can't wait to show you more features! ### 29. Time to first draft - win! **Rating:** 4.0/5.0 stars **Reviewed by:** Hannah E. | Bid Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 29, 2024 **What do you like best about Loopio?** Loopio's features enables us to create high-quality proposals. The library funcation allows us to centralise our succesful, reusable responses. With this functionality we can ensure consistent messaging and showcase our expertise effectively. This has improved our time to first draft allowing for time to be utilised on more bespoke responses. The customer service is also outstanding. The team is incrediably responsive and helpful, actively seeking feedback to improve the plantform. This, to us, demonstrates a commitment to our user satification. Finally, Loopio has been extemely easy to learn and navigate. The onboarding and training are both clear, engaging and easy to follow. **What do you dislike about Loopio?** While Loopio offers some advantages, I have encountered some drawbacks that make it less than perfect. Loopio's templates can be helpful, but when it comes to customising them to perfectly match our branding and proposal style can be cumbersome. Loopio, acknowledging this, did offer support and improvemtns to overcome some of our inital drawbacks. **What problems is Loopio solving and how is that benefiting you?** Loopio saves us a lot of time. Importing RFP questions directly from documents is a simple and the system cleverly identifies them for easy assignment. We can answer questions faster using pre-approved content from the Loopio library, eliminating the need to rewrite the wheel. ### 30. The value this tool brings is at least three times the price. **Rating:** 5.0/5.0 stars **Reviewed by:** Jo P. | RFP Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** May 29, 2024 **What do you like best about Loopio?** Loopio is a wonderful tool for organizing, assigning, and deploying RFPs and Sales Proposals. The tool has a database keyword search tool and now AI generated answers. Once you put the work in with this tool but adding company materials and getting some RFPs underyour belt the work pays off many times over. I love the accountability it beings along with the clear dut dates, tasks and ease of use this brings. **What do you dislike about Loopio?** Nothing-I love Loopio! Like I said this is a wonderful tool. **What problems is Loopio solving and how is that benefiting you?** Accountability, providing a database of answers in a clear and easy to find way, holding past projects, allows for any RFPs and Proposals to be done at once. ### 31. Extremely helpful tool **Rating:** 4.5/5.0 stars **Reviewed by:** Michael W. | Proposal Writer, Enterprise (> 1000 emp.) **Reviewed Date:** August 15, 2024 **What do you like best about Loopio?** Powerful but simple tool that allows for a lot of customization and control over how you managed proposal responses and a content library. **What do you dislike about Loopio?** A few simple elements which are not yet available (ie attaching multiple items at one time) which is frustrating as they are ubiquitous in most modern products. **What problems is Loopio solving and how is that benefiting you?** Hosting a recurring content library and previous project responses is key to our company's proposal response process. ### 32. Current Loopio User **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 14, 2024 **What do you like best about Loopio?** The most helpful thing about loopio is the flexibility and ease of use. It is extremely easy troubleshoot for myself and other members of my team. **What do you dislike about Loopio?** The part that I dislike about Loopio is that there isn't an internal notification bar on the actual site for features like comments, reassignments, resolved comments. I wish there was something similar to the library notification bar on the main screen where I can see all updates to the library from my team. for example, when i get mentioned in the comments of an assignment I get the notifications via email but typically a few hours after my teammate has posted it, making me late to respond. I like that I can "refresh" and see these comments as changes on the project space but I wish there was a notification bar to let me know of internal notifications as they come as my email is now the secondary tool I'm using (loopio being the primary). **What problems is Loopio solving and how is that benefiting you?** A major problem before using loopio was how we saved information from past RFPs/Proposals and how we incorporated that information into current projects. More often than not, our RFP team was left scrambling trying to wade through decades of inaccurate information for the most relevant pieces, dragging subject matter experts in for their help, taking them away from their main responsibilities. Internal communication (and frustration) on gathering accurate information for these projects has gone down much more than I expected. The ease of uploading/saving/reviewing information for our library for future projects has helped save time for everyone involved. ### 33. Excellent and improving **Rating:** 4.5/5.0 stars **Reviewed by:** Brett H. | Restricted, Enterprise (> 1000 emp.) **Reviewed Date:** May 31, 2024 **What do you like best about Loopio?** Loopio makes it really easy to match questions with your knowledgebase of answers. The natural language processing does a really good job, particularly if you use the advanced setting to tweak the responses. The staff is also fantastic and really work to make the company experience a great one. **What do you dislike about Loopio?** A web tool is inherently slower than a desktop tool. If you know the ansers, going through an excel file directly is still quicker. I think there could be better ways to streamline the workflow to make processing faster. **What problems is Loopio solving and how is that benefiting you?** * Internal knowledgebase * Consistent answers * Customer Q&A workflow ### 34. Time-saving questionnaire tool **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 21, 2024 **What do you like best about Loopio?** How it helps in our organization and efficiency **What do you dislike about Loopio?** I think the tool could be simpler to use and more intuitive in certain areas **What problems is Loopio solving and how is that benefiting you?** Loopio helps us sift through massive amounts of data in seconds. Magic is another great tool that simplifies the questionnaire process for us ### 35. Making progress to upgrade the process **Rating:** 4.5/5.0 stars **Reviewed by:** Steven L. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 14, 2024 **What do you like best about Loopio?** Loopio creates an environment where users no longer have to start from ground zero. This is very helpful in augmenting the response process by allowing users to already be on base as opposed to merely making their way to the batters box, to use a metaphor. Customer support has been very helpful. **What do you dislike about Loopio?** Mostly as a function of familiarity (lack of at this point) I am still getting accustomed to Loopio's intuitiveness. **What problems is Loopio solving and how is that benefiting you?** As mentioned, Loopio allows us to begin with a template that comes preloaded with responses, greatly reducing the time and effort (and monotony) of re-creating the wheel over and over again. ### 36. Makes managing proposal development so much easier **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 30, 2024 **What do you like best about Loopio?** How easy it is to track what others are doing via multiple means, so you can maintain a good pulse on the progrss of the proposal. **What do you dislike about Loopio?** The 'magic' feature isn't very accurate. I wish there were a way to teach the magic feature what to look for specifically when it comes to our line of business. **What problems is Loopio solving and how is that benefiting you?** It is taking large amounts of questions and consolidating them into a neat project, making it easy to parse out tasks and maintaining a high level overview on the status of the proejct. The content library is huge in that content writers can easily search for content they are looking for and that gives them a starting point when putting together their answers and makes the overall task of answering questions less overwhelming. ### 37. User-friendly automation for streamlining the RFP process! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Medical Devices | Enterprise (> 1000 emp.) **Reviewed Date:** August 16, 2024 **What do you like best about Loopio?** The Magic automation function takes the tedious work out of answering RFP questionnaires. Organization of library responses is intuitive, and allows for easier searching and updating **What do you dislike about Loopio?** The transition of legacy repository responses into the Loopio library is time consuming, however once they are in the platform, adding new content is easy to manage! **What problems is Loopio solving and how is that benefiting you?** Loopio is helping us maintain control of RFP responses across our project team. Additionally it ensures we are using the most up to date responses through the automated review cycles ### 38. Everything we were looking for - and more **Rating:** 4.5/5.0 stars **Reviewed by:** Tanya B. | Content Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** June 25, 2024 **What do you like best about Loopio?** Loopio is extremely user friendly. Migration from our previous system was seamless. Customer support is fantastic. And they are always introducing new features. **What do you dislike about Loopio?** Honestly nothing - any "issues" with the system are always addressed. **What problems is Loopio solving and how is that benefiting you?** We love that the library and projects sides speak to and feed into each other. The Magic feature has been an immense time-saver for our team. ### 39. The only proposal management software I'll consider **Rating:** 5.0/5.0 stars **Reviewed by:** Dashia Y. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2023 **What do you like best about Loopio?** Loopio makes it easy to find everything you need in one place. It is user friendly so even if you don't have time to train someone who is helping with your proposal response, they can usually figure it out. The customer support is top notch. I've always had solid support and quick answers to questions. Loopio is very easy to implement. If you use one of their implementation specialists, they walk you through everything. I love that Loopio is always adding new features, and I especially love that they listen to their customers. The help section is inspiring. You can find everything you need an answer to in their Learning Station. **What do you dislike about Loopio?** They may have fixed this, but Loopio doesn't import as well from a PDF as it does from Word or Excel. It also doesn't export a project to Adobe InDesign. I have had scenarios in which Loopio just couldn't work for the complexity of the product(s) being offered in a proposal. I still don't feel like that was Loopio's fault. There is no option when the proposal has to be completed as a slide deck. **What problems is Loopio solving and how is that benefiting you?** Loopio saves me a lot of time on putting together proposals. It makes it easier to have others collaborate on a proposal. Loopio helps maintain quality and version control. Loopio is a fantastic content library. I have been able to make security questionnaire templates that can be used multiple times. My company is thrilled with the investment in Loopio. ### 40. User friendly solution to create efficient and effective RFP responses. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** August 20, 2024 **What do you like best about Loopio?** Loopio simplifies the daunting task of responding to large RFP responses. The solution very is user-friendly. **What do you dislike about Loopio?** The only downside of Loopio is that it can be overwhelming to update the Library, but they added the Project search function which has made that less of a problem. **What problems is Loopio solving and how is that benefiting you?** Loopio makes responding to multiple RFPs simple and effective. ### 41. Great Content Library **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Investment Management | Mid-Market (51-1000 emp.) **Reviewed Date:** May 15, 2024 **What do you like best about Loopio?** Loopio's content library helps us share information across our team, enabling us to complete questionnaires and proposals more efficiently. **What do you dislike about Loopio?** The project space isn't useful to us, as we receieve our questionnairs on several different platforms that do not upload easily into Loopio projects, nor do they convert easily from the project back into the platform. **What problems is Loopio solving and how is that benefiting you?** Loopio is helping us share all of the information we have across our team so people aren't asking the same questions over and over. It also helps us keep our information up to do with its review queus ### 42. Loopio is going to change our RFP process forever! **Rating:** 5.0/5.0 stars **Reviewed by:** Graham L. | Senior Sales Engineer, Small-Business (50 or fewer emp.) **Reviewed Date:** December 06, 2023 **What do you like best about Loopio?** The Content Library is a game changer. It is going to allow us to not only populate content for RFPs but will help us answer questions that come in from prospects quickly. The RFP importing process and how quickly it discovers Questions is painless as well. **What do you dislike about Loopio?** As of now, I see no downsides to this software at all. **What problems is Loopio solving and how is that benefiting you?** Our RFP process has been a very cumbersome process. It takes weeks to answer, format and then submit an RFP and we include multiple people from our company as well as a designer to format the RFP once it is completed. Loopio is going to streamline this as well as remove the need for someone to Format the RFp as the Export Themes are excellent and fully customizable. ### 43. Great tool **Rating:** 5.0/5.0 stars **Reviewed by:** Kerry A. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 23, 2024 **What do you like best about Loopio?** Avnio Tables has been a game changer when it comes to viewing our data within Salesforce. It's much more similar to a typical spreadsheet view than the report options that SF has. It's extremely user friendly for our team and we love how customizable it is. **What do you dislike about Loopio?** There are just a few glitches within the system that could be ironed out, but overall we're very happy with Avnio. **What problems is Loopio solving and how is that benefiting you?** Avnio was implemented as a data visualization tool so that the team can more easily view their information. ### 44. Applications to help get answers quickly and Integrations to leverage information outside of Loopio. **Rating:** 5.0/5.0 stars **Reviewed by:** Caryn S. | Proposal Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** June 07, 2024 **What do you like best about Loopio?** The library; many ways to search for content. **What do you dislike about Loopio?** It isn't always convenient to learn through the Learning Station due to time constraints. **What problems is Loopio solving and how is that benefiting you?** Access to boilerplate answers to respond to RFP/RFI. ### 45. Huge time-saver for our RFP process **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** December 21, 2023 **What do you like best about Loopio?** I love the fact that we can have all of our responses to previous RFx's in one place. It saves a ton of time compared to our old process where we'd have to manually open and search through completed questionnaires in various folders. It's easy to search the library for previous answers and using Magic helps to give us a head start on answering questions. Having the ability to assign reviews throughout the year helps us to keep our answers up to date which we never had before. Having one place where all of our reponses, projects, and data is tracked is such a high value for our team. Our onboarding team and customer support has been great to work with. The online training lessons are fantastic and are so nice to be able to go back to when we have questions. It's wonderful that we can integrate with Slack to know when we have tasks to complete. It's also really nice to not need a license for subject matter experts who will only contribute answers to specific questions ocasionally. **What do you dislike about Loopio?** Though we know there will be benefit in the future, the upfront cost time-wise to create a library is high, but once the structure of how we wanted to store our questions and answers was created, it wasn't too bad to fill out the templates from old questionnaires. Magic and the AI answering feature are still improving but hopefully they'll be a huge asset in the future. **What problems is Loopio solving and how is that benefiting you?** Loopio is helping us to have a more efficient process of answering RFx's by allowing us to keep track of all of our previous responses, easily find answers to questions for new questionnaires and allowing us to collaborate in ways we weren't able to do before. We're also more confident that our answers across the team will align as we're reviewing our responses on a regular cadence and have full visability into who's answered questions certain ways. ### 46. Jonathan Urbanski has been an incredible trainer, and we are building a very effective library. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Logistics and Supply Chain | Mid-Market (51-1000 emp.) **Reviewed Date:** May 28, 2024 **What do you like best about Loopio?** Storting and segmenting the information. **What do you dislike about Loopio?** There is a significant amount of manual work that goes into the process flow. Although the loopio excel templet is wonderful, but walking through and manually entering questions and answers from 100+ RFI or RFP's is counterproductive to our work load. **What problems is Loopio solving and how is that benefiting you?** Once we build out our system, we hope it begins to expidite the RFP process. ### 47. Loopio shortens our response time! **Rating:** 5.0/5.0 stars **Reviewed by:** Matt M. | Enterprise (> 1000 emp.) **Reviewed Date:** December 08, 2020 **What do you like best about Loopio?** I love Open collaboration and all collaboration tools that allow us to talk to project members as I use the Comments section frequently for notes. Once the collaboration is done,the Exporting process is a breeze, giving checkpoints to ensure the mapping is correct. I am a big fan of Magic for specific entries and Bulk Magic. We will be having opportunities where Magic will be used in a big way coming up and these enhancements will really help us. I have used both the Google Chrome extension and the Loopio Excel Add-Ins and it can help portal responses, select questions from Portan and inport into projects to leverage your library. In regards to the Excel document add-in, you can go from Blank Excel document to new Loopio Project creation in minutes and Importing question and answer cells is easy, too. The opportunities that I have used Loopio to collaborate with the team has saved us time and have made several of our deadlines easy to manage. Documents are cleaner for final review and all of the team members that I have shown are enjoying the use of the tool. **What do you dislike about Loopio?** If an entry is being edited and if we try to close Loopio and says an answer is open and may not save, we have to scroll one by one to see where it is. If we could have a "GoTo" button, it could help. **What problems is Loopio solving and how is that benefiting you?** We are solving additional challenges in collaborating with our stakeholders. The comments section allows for cleaner edits, event history to show who made the edits and when. Ability to get previous deleted text back if we need it. **Official Response from Sara Masson:** > Thank you Matt — there are so many amazing details here I really appreciate! I love that you've been able to really dive into our newest functionality, including Intelligent Project Import and the newest Reviews from Projects workflow, but appreciate knowing that while it's saving some team members time, it's adding time to others. Have you had a chance to connect with your CSM on this yet? We have quite a few bulk actions that might help here! Sara ### 48. Wonderful experience with Loopio! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 21, 2023 **What do you like best about Loopio?** The platform is easy to navigate and intuitive, I would highly recommend Loopio as opposed to other competing platforms. The Loopio team and their dedication to customer service really makes Loopio stand out. There are a number of feature sets that fit perfect within our orginization and solve needs for problems that have plagued us for many years. It was fairly easy to implement and the Loopio team was there every step of the way to ensure we have the resourced we needed for success. **What do you dislike about Loopio?** As of now I do not see any downside to utilizing Loopio, it has been nothing but a positive experience. **What problems is Loopio solving and how is that benefiting you?** Loppio has helped us solbe our RFP review process. Up until now it has been a completely manual process and it has inundated our resources to field these requests. Loopio has been paramount in easing that burden and getting us on the path to semi-automation. ### 49. Save time and increase collaboration **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 21, 2023 **What do you like best about Loopio?** The increase in team collaboration helps to streamline the RFP process and makes sure everyone's on the same page. With Loopio, we're able to complete projects much faster than with our previous processes. **What do you dislike about Loopio?** We struggled a bit at first with figuring out how to export final projects. Some of the formatting didn't match up with the theme we wanted. However, the customer support team is very helpful with troubleshooting any issues. **What problems is Loopio solving and how is that benefiting you?** We used to save our projects locally to our computers and our primary mode of communication between departments was emails. This process worked, but project owners often had to send follow-up emails, and it was easy to fall behind schedule. With Loopio, this process is simplified and streamlined. We assign questions right away and users can easily see deadlines. This has really sped up our process, and taken stress off of project owners. ### 50. Helpful tool for RFP Process with Multiple Stakeholders **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Events Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 28, 2024 **What do you like best about Loopio?** I like how easy it is to organize the project management of each RFP. **What do you dislike about Loopio?** I struggle with the usage of importing documents when the document structure has flaws, but that has been an issue that Loopio Support has assisted me with many times. **What problems is Loopio solving and how is that benefiting you?** Project Management Ease of completing RFPs ## 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?page=5&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-05-29+15%3A32%3A30+-0500&secure%5Bsession_id%5D=e9f6d981-0d33-481d-83f9-af3b0c643fb1&secure%5Btoken%5D=29b480a0b9c02ff17ac8543506f567c5f6ea977a14a3f9c7b92c266debf3bafc&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) - [GTM Workspace - Powered by ZoomInfo](https://www.g2.com/products/gtm-workspace-powered-by-zoominfo/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) ## 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 **Document Processing & Extraction - AI Proposal Generator Tools** - Requirement Identification & Tagging - Multi-Format Document Ingestion - RFP & Questionnaire Parsing **Workflow** - Document Builder Interface - Collaborative Creation - Assembly and Approval Workflows **Risk assessment** - AI Monitoring **AI Response Generation - AI Proposal Generator Tools** - Continuous Learning from Edits - Response Personalization & Tone Control - Contextual Answer Recommendations - AI Draft Response Generation **Analytics** - Reporting and Dashboards **Submissions** - Collaboration - Knowledge Base - Review - Reporting **Generative AI - Vendor Security and Privacy Assessment** - Text Summarization - Text Generation **Content Management - AI Proposal Generator Tools** - Governed Content Library - Content Versioning & Approval Controls - Duplicate Detection & Content Optimization **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 **Collaboration & Workflow - AI Proposal Generator Tools** - SME Assignment & Task Routing - Review & Approval Workflows **Generative AI** - AI Text Generation **Agentic AI - RFP** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration **Analytics & Performance - AI Proposal Generator Tools** - Proposal Performance Analytics ## Top Loopio Alternatives - [Responsive, formerly RFPIO](https://www.g2.com/products/responsive-formerly-rfpio/reviews) - 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