Loopio Software


 

Loopio is a cloud-based request for proposal (RFP) solution that is suitable for midsize and large businesses. Primary features include content management, content libraries, team collaboration, import and export and advanced search.

It allows users to respond to RFPs by importing requirements within the solution, searching questions in the database and assigning them to subject matter experts (SMEs) if needed. Security teams can fill up questionnaires using the content library and users can also create customized sales proposals.

The content manager module allows users to store and organize content into categories and multiple libraries. Users can schedule periodic review cycles for SMEs to refresh content.  It continually adds updated content sent out in proposals to the library. The solution offers integration with Salesforce, Microsoft Word and Microsoft Excel.

Support is offered via email and over phone. Other support options include an online support team, training sessions, videos and webinars.

 

Loopio - Content library
 
  • Loopio - Content library
    Content library
  • Loopio - RFP creation
    RFP creation
  • Loopio - User interface
    User interface
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 10

59 Reviews of Loopio

Showing 1-20 of 59

 

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Megan from Urban Airship

August 2017

August 2017

Easy to use RFP software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
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Quality
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Pros

Having a centralized RFP database makes it easy for stakeholders across our company to collaborate on RFPs. Searching for content and adding it to existing documents is a simple process. Our account manager provides excellent support, provides proactive outreach, and is easy to schedule time with.

Cons

Pricing and user management has been a struggle for my organization because we have a relatively low volume of RFPs but lots of stakeholders who need access to the platform. Our account rep has been very helpful, but unfortunately we don't have the budget to add enough users to make our usage of the tool as smooth as possible.

Source: Capterra
 

Nathan from Slack Inc

August 2017

August 2017

Loopio has been a critical resource for our growing team.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
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Quality
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Pros

Loopio has the best UI of all the vendors we reviewed. The library as a knowledge management tool has been invaluable for helping new Solution Engineers onboard and support our sales efforts sooner. Importing questionnaires is generally smooth and now you can export back into the original document. The feature adds have been on the mark.

Cons

I'd like an easier way to manage duplicates in the library and also some more obscure actions can be a little click heavy. Also would love to have a Slack integration !

Source: Capterra
 

Jon from CBE Companies
Number of employees: 5,001-10,000 employees Employees number: 5,001-10,000 employees

July 2017

July 2017

Loopio has an excellent user interface that enhance its usability for a variety of users.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Support

Ease of use has resulted in our company using this program much more comprehensively than other solutions we have tried in this market. As a result, our proposal content stays more current and we will see better quality proposals in the future.

Pros

Loopio's biggest advantage comes through the simplicity of the user experience. We have tried other solutions that were perhaps more powerful, but Loopio has served our needs much better because the system works well for all of our employees. From proposal specialists who use the system daily to Subject Matter Experts who may only log on every few months, Loopio has drawn rave reviews. Customer service has been excellent - this is an evolving product and they really listen to their customers when it comes to adding features.
The library and automation features are intuitive and aid in organizing content and proposal responses.

Cons

I have very little to mention here. I am seeking a couple added features that would help in our application. Those requests were submitted less than two months ago, so I will wait and see if they eventually become part of a future release.

Source: Capterra
 

Mary from RCP Advisors
Number of employees: 11-50 employees Employees number: 11-50 employees

June 2017

June 2017

Loopio has been hugely helpful to our small RFP team in keeping us organized and consistent!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
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Pros

We love how Loopio helps us keep large RFPs organized - it is so easy to assign questions and keep track of where the RFPs are at in the completion process. It has also been hugely helpful in organizing pages and pages of information we track for RFPs. We're so glad that we signed up for Loopio when we did!

Cons

There are certain features that we wish were a little more sophisticated (such as the search function and an option for creating footnotes), but the great thing about Loopio's customer support is that they are very interested in learning what their customers want to have available through the software. Loopio constantly asks how it can be improved, so while there are things that we would think could work better within the system, we feel confident that the Loopio team is aware of those items and working on our requests as best as they are able to!

Source: Capterra
 

Jeff from Bugcrowd
Number of employees: 51-200 employees Employees number: 51-200 employees

June 2017

June 2017

A positive experience that by far eases the RFP process

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Less time spent filling out questionnaires, both from trying to figure out the correct answer as well as crafting the response.

Pros

Loopio gives us a repository of answers to questions and a way to easily (and quickly) fill out questionnaires. Our support rep, is awesome: she stays in contact with us to figure out our pain points and what they can do in the future to alleviate those pain points and time sinks. They listen to their customers and release relevant features consistently, such as the new import document.

Cons

There are a few functionalities that are missing, such as being able to export into the same document that was used to import. However, they have mentioned it is something they are working on and they haven't not delivered yet on a feature they promised.

Source: Capterra
 

Andrew from Solium Capital Inc.
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

June 2017

June 2017

Absolutely amazed by and in love with Loopio. The best option for RFP scalability.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
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Saves me hours (probably days) of work time when it comes to completing RFPs. I no longer dread the incoming RFP notification from a sales rep, and I am able to help with many more questionnaires/RFPs on a global scale.

Pros

How simple and intuitive it is. Easy to manage content as well as user access to that content. Magic is very aptly named, as it feels like magic. The new word import functionality is also basically the best thing ever!

Cons

A very small and minor gripe, sometimes the library search functionality doesn't work. This is pretty rare, but some times i will search by 'exact phrase match' for a specific phrase, which i know is in a library entry, but the search will yield 0 results. This leads to a little digging around for the library entry that i'm looking for, but nothing major.

Source: Capterra
 

Rod from Destiny Solutions

April 2017

April 2017

Great Product, Great Company, Evolving Platform

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Loopio is a great product.
It is intuitive, powerful and gets straight to the point. Above all, the efficiencies and time savings by adopting this product minimize nuseful administrative work in maintaining a library, answering repetitive questions and formatting projects, and allow us to focus on delivering real, valuable answers to our clients.

The collaboration and reminder aspects of the software are also excellent.

As a company, they have a responsive, creative and open minded management and operations teams.
Their product is ever elvolving with additional useful features and refinement to functionality, that is never jarring and feels organic.

I cannot recommend Loopio enough. Great company, great product.
Very happy to have adopted this solution!

Source: Capterra
 

Mario from Netskope
Number of employees: 201-500 employees Employees number: 201-500 employees

December 2016

December 2016

Immensely Valuable!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
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Quality
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We evaluated several RFP tools on the market and chose Loopio for its clean and easy to use interface, ability to collaborate on projects with other members, project tracking of questions, its close loop process, how it handles similar questions/answers and the easy end-to-end workflow that it offers.

Being a young startup we don't have an "RFP helpdesk", the tool needed to be easy to use by anyone, intuitive and deliver a professional looking response that represents us, the product and our brand. Loopio delivers in all these areas.

As you are getting started you need to do some upfront planning to organize your library and figure out the category hierarchy and how you are going to use tags which help when searching. Loopio provides some videos to help on this and is always willing to help if you reach out to them. This is the very important step and while a little time consuming it will pay off in the long run.

This process took us a few weeks to finish but anytime we had questions the team at Loopio was quick to respond. Since we started using Loopio what took us 5-6 days if not weeks to complete we can now complete in 2-3 days. It has saved us so much time and resources to focus on other areas of the business.

Like any new tool you showing the value of the investment is crucial and while we certainly made mentioned of all the quick and easy work the tool provided the real value came about when those that are using it will speak on its behalf. It sells itself within the organization.

Areas that need to improve:
- Search, need to be able to tune common words to exclude, stemming support
- Magic, great potential, not very helpful
- Support for importing of original RFPs into Loopio
- Review cycle - don't make library categories ineligible during review cycles

Loopio has proven to be such an invaluable tool to our business that we are planning to expand the use of the tool to beyond RFPs and make use of stacks (virtual libraries) for other business use cases.

Finally, get to know the team, they are awesome, timely and they care. We work closely with our customer success manager who keeps us informed of upcoming releases and how to use them and provides ongoing feedback on our features requests and potential target timelines.

Recommendations:
This tool will become a key differentiator to your organization. Buy it, you won't regret it. They won't let you down.

Source: Capterra
 

Amanda from itslearning, Inc.
Number of employees: 201-500 employees Employees number: 201-500 employees

December 2016

December 2016

Loopio makes proposal writing a snap!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I recently joined an ed-tech company in Boston that uses Loopio for RFPs responses, and its is an awesome tool (and company)!

Loopio has two features that make proposal writing MUCH easier: the "magic" tool, which automatically populates your proposal template with previous responses; and the "close the loop" feature, which adds current content to the library, making your library of content better and better with each proposal you submit.

One other great thing about Loopio is that the staff is very responsive and helpful. For example, I was shipping a proposal and needed a new, custom template created by the end of the day. I simply emailed their support team, and they created a new template for me in less than two hours. It'd be pretty hard to beat that kind of response time!

I would highly recommend Loopio for those who need to create proposals quickly and efficiently. In the past two months, I have single-handedly doubled the number of proposals my company submits, with the help of Loopio.

Pros

This software has a robust library that improves each time you add a new proposal to it.

Cons

There are a few glitches in the program, but nothing worth mentioning here. It's ideal for proposal creation/writing, but not quite as strong for proposal management.

Advice to Others

Loopio is different from other tools of its kind. Its unique "magic" tool makes it easy to create proposals quickly, while the "close the loop" feature updates and improves the library content with each proposal you submit. This means that the more proposals you add, the better the content gets, and the more refined you can make your proposal responses.

Source: Capterra
 

Sacha from Avoka Technologies
Number of employees: 51-200 employees Employees number: 51-200 employees

November 2016

November 2016

Three-fold increase in productivity

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Since implementing Loopio, I have observed a 3-fold increase in productivity, after the first 3 months of use. A 60-question EOI would have previously taken us 3 days to answer, and now we can knock over the technical questions in a day (elapsed, with probably 1.25 days consumed)

Loopio provides a focused solution, which appealed to us because of the modern user interface, and culture of the organisation. Some very basic features make it quick and easy to stay organised while answering a tender or RFP, without any legacy overhead. Response administration may increase, but it's worth it due to the automation in the knowledge-work.

The simple fact that you can keep track of completed/assigned/unanswered questions is enough to want to use Loopio, but the built-in search function is icing on the cake that provides the value behind the solution.

Onboarding any new process into an organisation will always require a certain level of investment in initialization and change management, and the Loopio customer success team really helped us stay motivated to chalk-up quick wins early on and set a good foundation.

Pros

1) Search function built right into the same UI that you answer questions in
2) Tracking of completeness (unanswered, assigned, complete)

Cons

Administrative overhead in import & export. We've accepted this as a fact of life that is difficult to solve, and the pros outweigh the cons.

Advice to Others

Watch the online help videos, join a webinar
Consider your internal change management, and how you are going to train your staff and reduce resistance to change in internal processes.
Don't try to polish the cannonball, and get started with answering RFPs to build content.

Source: Capterra
 

BRIAN from Videology
Number of employees: 201-500 employees Employees number: 201-500 employees

November 2016

November 2016

Loopio Review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I think Loopio is a great Organizational tool and the UI is easy to navigate. There are some features that were implemented in the recent months which are helpful such as the win/loss tracker for RFI's and the close loop functionality.

Pros

Easy to navigate and is a great tool to organize RFP/RFI's

Cons

When navigating the admin section and making edits as well as the library, the software always brings you back to the first page opposed to bringing you back to the page you left off at. Also, when searching its annoying to have to always press the filter or search button opposed to just pressing enter.

Source: Capterra
 

Gail from MDLIVE
Number of employees: 201-500 employees Employees number: 201-500 employees

November 2016

November 2016

Loopio Is a Lifesaver

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Support

After much careful review of the options in the marketplace, my organization selected Loopio as our RFP solution about six months ago. It has been a lifesaver. What was once a time-consuming manual process to compile and produce RFP responses is now becoming a streamlined process with consistency, continuity, and clarity. Not only is the functionality intuitive and user-friendly, the support staff is amazing. The people at Loopio are responsive, understanding, and dedicated to solving customer problems. I have been thrilled with our choice. Thanks Loopio!

Source: Capterra
 

Jo from Illuminate Education
Number of employees: 51-200 employees Employees number: 51-200 employees

November 2016

November 2016

Praise for Loopio!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We've been clients of Loopio for about a year now. Initially it only had part of the functionality we were looking for, but over the last year they have been awesome about listening to what else we were looking to have to actually built out RFP's within their system, and have built out the majority of that functionality at this point.

Source: Capterra
 

Scott from Infinisource
Number of employees: 201-500 employees Employees number: 201-500 employees

November 2016

November 2016

Loopio Love

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We have loved using Loopio - very intuitive and virtually no learning curve. Also their customer success process is very helpful and keeps us up to date on new features and releases. Would recommend this product to anyone (for reference we're a 400 man company).

Pros

Ease of use

Cons

Nothing really

Advice to Others

Just the library feature alone has made a huge difference in our RFP process.

Source: Capterra
 

Cheryl from PGi
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

October 2016

October 2016

What would I do without Loopio?

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Loopio has been a great tool for me. In the past, my company had several different departments responding to RFP's. The quality and consistency of our responses was difficult to measure, and answers were sometimes lacking because we had to search the company for answers every time we responded to an RFP.

One of the best and most obvious benefits of Loopio is having everything in one place. Answers can be used repeatedly and can be adjusted if needed. It's easy to search for what we need by narrowing or expanding the search by Categories. The many hours spent responding to each request is not a waste, but contributes to future projects through the ever expanding depth of our library.

I appreciate that Loopio is very easy to use. Salespeople often contribute to answering questions. If Loopio was difficult, sales wouldn't take the time to learn it. When I give them access to a project, I give them a 5 minute tutorial and that's usually all they need to get the job done.

The customer service at Loopio is definitely 5 star! They respond quickly and thoroughly. They always check to make sure they understand my question and then provide thorough instructions in their answer. They ask for feedback on how things could improve and track feedback so they know what's important to work on next. Alyssa is awesome!

I am the RFP manager at my company and I am a team of one. I support all of North American and APAC sales. I couldn't do it without Loopio. I believe Loopio improves my productivity by approximately 30% vs. using a spreadsheet or other manual library system. If I get completely overwhelmed with the number of projects coming in I can always give Loopio access to sales and let them work on the document themselves. Answers remain consistent across the globe. Answers to unique, rare questions can be found in a minute rather than in days. I use the status bar constantly to see how close the project is to completion. It's simple to export a completed project into Word or Excel. Best of all, there is no problem with version control!

I'm pleased with how often Loopio has meaningful releases. Several times I have made suggestions for improvement and several of those suggestions have already been implemented and released.

Loopio listens. Loopio is responsive. Loopio cares about my business. I'm very thankful I don't have to do my job without it.

Pros

ease of use, real-time status, categorized answers, no issue with version control, great customer service

Cons

Attachments don't stay with a new answer when it comes through the Close Loop process.
Magic doesn't work well. The answers are usually wrong.
It has some quirks, such as when I've only been logged on a short time and I've been actively using it and the login box pops up and requires me to login again.
When I'm inside of a project, I always want to be able to see 1. the prospect name 2. the products we're proposing 3. the due date. I know I can go to project details for this, but I would like these details always visible. Other people who help answer questions don't look at project details. I want them to be able to see these 3 things all of the time.

Advice to Others

I'd love a feature that could show me when I have duplicate answers and allow me to combine all of the questions with one answer.
I need a way to spread out the reviews over time for Categories that have hundreds of answers.

Source: Capterra
 

Stacey from Healthx
Number of employees: 51-200 employees Employees number: 51-200 employees

October 2016

October 2016

This is the best RFP solution... hands down

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

This is the best damn RFP software system on the market. These guys have unparalleled customer support and have developed the first FUN to use RFP system to make requests for anything 100% less sucky. Highly reccommend.

Pros

Ease of use and the time it saves me.

Cons

I can't think of any!

Advice to Others

Buy it!!! You won't regret it.

Source: Capterra
 

Drew from Jiff, Inc.
Number of employees: 51-200 employees Employees number: 51-200 employees

September 2016

September 2016

Jiff's Experience with Loopio

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Support

Jiff chose to work with Loopio because of three main factors:

--Fragmentation--

Prior to Loopio, much of our content for RFPs was fragmented across stakeholders and SMEs. This meant that each time a proposal came in, we were tasked with tracking down responses and information stored in dozens of different places. SMEs were bombarded with the same questions time after time and we were terribly inefficient. Loopio allowed us to consolidate all of our information into a central repository, where SMEs could manage their content and stakeholders could go to find the answers to their questions.

--Process--

So you got an RFP. What now?
- 30 email chain...good luck finding your deliverables
- Collaborate on Dropbox....version control, yikes!
- Google Doc...getting closer...

With Loopio, we were able to build a process where everything happens in one spot. SME's know what questions they need to answer, administrators can easily send reminders, and sales folks can track completion to hit deadlines.


--Team--

The team at Loopio is amazing!!

Really, you're going to love working with them.

Zak is always reaching out to make the process more efficient and Alyssa in Support is always there to help, both responding within minutes of sending a request.

Source: Capterra
 

Matt from Brightcove

September 2016

September 2016

Praise for Loopio

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Loopio has been a fantastic solution for us. We've struggled for years managing RFPs and Information Security Questionnaires and Loopio has given us an easy-to-use interface and database that helps us manage the process end to end.

Source: Capterra
 

Josie from Czarnowski
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

August 2016

August 2016

Excellent!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Coasting. If I could use 1 word to describe the Loopio database and process, it would be coasting. Loopio makes the RFP / RFI process much easier with centralized data, time stamped entries, and lightening fast customer service.

Pros

The customer service. If a feature is not available on Loopio, and it is within their reach, Loopio will work hard to make it happen, quickly.

Cons

The uploading process for the projects could be easier / clearer. I just wish we could upload and export into more formats (i.e. pdf, word doc, etc.) quickly, in 1 step, and the magic tool will read it, and add any questions not already entered into the system. Loopio is already so easy to use, this is the only obstruction in this amazing service.

Source: Capterra
 

Jolene from Barnard Construction Company, Inc.
Number of employees: 201-500 employees Employees number: 201-500 employees

July 2016

July 2016

Exciting Solution to our Proposal Process

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Loopio's customer care has been most impressive. We were guided through a simple on-boarding process, including training tools, to assist our internal teams. Because the features are so user-friendly, the training requirement on our end has been very minimal. Two components have really contributed to adoption of this platform among our teams: ease of use and library search functionality.

The team we've worked with at Loopio is engaged and has an interest in how we're using the software and learning about the enhancements that would be most beneficial to us. Their customer care is accessible and reliable. They are helping us enhance a large portion of what we do every day and providing the vehicle to make that an effective and efficient process.

Pros

The library search functionality allows us to easily retain and search for responses to complex, detailed proposals. This has saved hours of searching through prior proposals, folders, etc. and allows our technical editors, marketing and proposal teams easy access to current company information and up-to-date responses.

Cons

Not every facet of the software that we would need has been developed; however, we have seen regular new releases with enhanced features, all of which have been significant in terms of their value for our particular uses.

Advice to Others

We have seen many great enhancements/developments of the software within the last year. It started out as a great tool and continues to reshape our approach to writing proposals.

Source: Capterra