Loopio Reviews & Product Details

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

What I like best is how much time it saves once your library is in place. The content search and insert flow is really smooth, so I can find a solid past answer in seconds instead of digging through old files.

I also like the collaboration side, assigning questions to SMEs and seeing their updates in one place cuts down on email ping-pong. And the content stays consistent across bids, which makes reviews easier and reduces last-minute rework. Review collected by and hosted on G2.com.

Adding of questions take a lot of time, as the UX is very slow when we selecting the questions from PDF. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I really appreciate Loopio’s ease of implementation and user-friendly interface. The onboarding team was incredibly supportive and ran several test sessions to make sure we were comfortable with the tool. Features like project reminders, structured plans, and the AI-assisted answer generation are especially helpful. It’s packed with useful functionality but still easy to integrate into our daily work. Review collected by and hosted on G2.com.

Search works well, but occasionally it takes time to find the most relevant response, especially in large libraries and it still needs a large amount of manual efforts Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I find that keeping the library up-to-date can be tedious, but the results make the effort worthwhile. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.