About Loopio


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.



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Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 10

69 Reviews of Loopio

Average User Ratings

Overall

4.61 / 5 stars

Ease-of-use

5.0

Value for money

4.5

Customer support

5.0

Functionality

4.0

Ratings Snapshot

5 stars

(45)

4 stars

(23)

3 stars

(0)

2 stars

(0)

1 stars

(1)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-20 of 69 reviews

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November 2017

Erica from Businessolver

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

November 2017

I never want to be without Loopio again!

Pros

As a previous user of a different leading RFP software, I can say Loopio is night and day different - in the best way possible. Loopio is feature-heavy but still super simple and intuitive. Loopio makes it extremely easy for our team to keep content up-to-date, share information across teams, and respond accurately to a high volume of RFPs. Our team responds to 200+ complex RFPs each year, all done by a team of 4 full-time writers. Loopio helps us keep up with the increasing demand on our team year-over-year by increasing the speed to answer (thank you, Magic feature!) and decreasing the time it takes us to find the exact information we need. Our Information Security team also uses Loopio to respond to security questionnaires, and our Marketing team uses Loopio as a "source of truth" for up-to-date content for marketing materials and documentation. Loopio has truly become a tool we couldn't work without!

Cons

Export formatting is our biggest pain point; however, this has a lot to do with preferences. I'm assuming the export formatting works just fine for most organizations that use the software, but we end up spending a lot of time making exports look better after exporting from Loopio. Still 110% worth it for the other value Loopio brings us.

Response from Loopio of Loopio

Replied November 2017

Hi Erica! Thank you very much for your kind words, and your feedback regarding our current export functionality. It's great to hear that Loopio is helping you keep your content fresh and reduce your time spent answering questions with our Magic tool. That your Marketing and Information Security teams have added Loopio into their workflow really validates for us that we are adding value to your organization! We are constantly updating our features in direct response to feedback we receive from customers, and we appreciate you bringing up the difficulties you face post export. We will take this back for internal review, and discuss what can be done to help solve this problem! Regards, -The Loopio Team

December 2016

Mario from Netskope

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

3.0

December 2016

Immensely Valuable!

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.

Response from Loopio of Loopio

Replied December 2016

Hi Mario, Thank you for taking the time to provide such a thorough review of your experience with Loopio! It's amazing to hear about the many efficiencies your team has gained, and your great experiences working with the Loopio team! For the areas for improvement, many of these improvements, such as search enhancements, Magic effectiveness, and more import options, are currently being worked on. We hope you'll see even more success in the very near future once these improvements have been released!

October 2016

Cheryl from PGi

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

October 2016

What would I do without Loopio?

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.

Response from Loopio of Loopio

Replied October 2016

Hi Cheryl, thank you so much for taking the time to write this heartwarming review. It means a lot to all of us! We take pride in the usability of our Platform, so it's great to hear about the adoption by the Sales team at PGi. Thank you for taking the time to provide us with such detailed feedback on a regular basis. All of the updates we release are heavily driven by feedback from customers like you!

June 2016

Dalton from Medicalis

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

June 2016

Loopio RFP software Review

My experience with Loopio thus far has been exceptional. The solution acts as both a RFP Management tool for real-time RFP responses as well as a repository for past RFP answers. The GUI is very clean, seamless and easy to use. The most impressive thing about Loopio thus far isn't even software, it's their customer support. They are responsive and proactive regarding any questions or issues one might have. Being the Admin of the solution, the features for enabling users or assigning users to specific tasks is effortless. Moreover Loopio provides a rich set of tools to customize individual responses or specific sections. So far we are quite pleased with the solution.

Pros

Pros for the Loopio Software are:
-Magic: it is a feature used to auto answer an RFP based on past responses. For example we recently completed an RFP with 150 questions we were able to answer 60 questions based on Magic alone.
-Assignment features: being the admin having the seamless ability to assign specific questions/sections to users is powerful but also the ability to collaborate with your user base is important especially for those last minute responses.
-Response Editing tools: these features make it very easy for anyone who is completing the review of the RFP responses to have as much functionality as one would have reviewing in MS Word.

Cons

Cons for the Loopio Software are:
-RFP ingestion, this is not necessarily a Loopio issue, most RFP's come in various formats thus it's very important that the member of your team ingesting the RFP does it properly as it is truly the major lift in the process.
-Small improvements on Screen Shot drag/drop functionality (they have said this will be in a future release which will make responses with pictures even easier to respond.) Again it's not that the current functionality is poor, it's far from that, this is just one space in which they could improve.

Response from Loopio of Loopio

Replied June 2016

Thank you for the review, Dalton! It's great to see the value you're seeing in our automation and collaboration features. We also really appreciate the feedback about how we can improve specific workflows. These details have been shared with our Product team and we will continue working at making the Platform the best that it can be. Cheers!

July 2016

Jolene from Barnard Construction Company, Inc.

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

July 2016

Exciting Solution to our Proposal Process

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.

Response from Loopio of Loopio

Replied July 2016

Jolene, thank you very much for your thorough and positive review! We are constantly trying to provide the greatest customer support possible, so we're delighted to hear your comments about our "customer care". With the help of your feedback, we will continue to enhance the Loopio Platform, and drive more positive change at Barnard Construction Company.

June 2016

Jennifer from PowerSchool Group LLC

Company Size: 501-1,000 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

June 2016

Great product and phenomenal customer service

Our Proposals department has just launched Loopio for company-wide use and the response has been fantastic. For the past several months, we have been working on getting our Library built and training videos created so other departments can use Loopio efficiently and effectively. Loopio has made it easier to find answers to questions in RFPs and has allowed us to truly collaborate on RFP projects. The customer support at Loopio is the best we've experienced. They are so responsive and took time to help us create training videos that applied to our specific users. The development team treats our feature requests and suggestions with great care and we see very useful new features fairly quickly. They are extremely open to improving the platform based on their customer feedback.

Pros

Very intuitive interface; our users were able to jump right in and accomplish basic tasks with little to no training.
We were a little hesitant about having to use an Excel spreadsheet to import sections and questions into a project, but it has actually gone very smoothly and has made setting a project very quick.

Cons

We're still getting formatting figured out. Since each RFP is different, it is a challenge exporting and then formatting certain projects. We're still working on an export template, which will help.

Response from Loopio of Loopio

Replied June 2016

Hi Jen, Thank you so much for sharing your experience with Loopio. It's been really exciting to see the growth of Loopio at PowerSchool, and how quickly your whole team has embraced the Platform. We love hearing that our customer support is the best you've experienced - what an amazing compliment!

November 2015

Heisha from MoveCenter

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

November 2015

Simplifies and Expedites our RFP Process

Our team used to spend long days and nights responding to a single RFP. Much of the time was spent searching through old responses when we'd see a question and think, "I remember responding to that question. Where was that? Hmmm." With Loopio, we were able to upload every question and answer we've ever had from RFQ's, RFI's and RFP's. Now, with Loopio's "magic" feature, we can automatically match questions and answers with literally a click of the button. In our industry, it's not uncommon to see the exact same RFP from different companies. Loopio allows us to finish those RFP's in literally one hour or less! For questions that have been asked in a slightly different way (ex: What year was your company founded? vs. Which year was your company formed?) a simple keyword search brings up all the possible matches in our "library" of responses, allowing us to quickly and easily find what we need. The end result is we spend time tweaking our response to highlight how we meet individual prospects needs, instead of spending so much time writing answers to the same questions over and over. What used to take a week, now takes two days and the end result is infinitely better! Not to mention, it's easy for me to maintain control over content, so when pieced together from different SME's, the RFP response doesn't have a continuity break in writing style, format or flow. We can also maintain the database very easily. Each year, when I need to update how many years we've been in business, I simply search the database for the old number. Then, I go down the list of responses and edit each one with the new number, so we're set with accurate responses for the next 12 months. I rinse and repeat with other information that changes annually, or as needed. Easy peasy! They say the proof is in the pudding. Where we used to get excited if we were selected as a finalist in 1/20 of our blind RFP responses, we're now averaging 3/4! And, we can respond to more RFP's without requiring more manpower. I have told all my friends who work in sales or marketing about Loopio and some have signed up. They've thanked me for the suggestion.

Response from Loopio of Loopio

Replied November 2015

Thank you for taking the time to write such a thorough review, Heisha! Our product truly wouldn't be what it is today without the support of our early customers like yourself. We're so glad you found the proof in the pudding, and have been spreading the word as well. Here's to many more RFP wins for MoveCenter!

June 2016

James from ECS Imaging, Inc.

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

June 2016

Excellent SaaS RFP Response Product

We have been using Loopio for a couple of years and have been very happy with the functionality that it provides us. It has cut down the time required to compile and reply to RFPs by allowing us to keep a library of responses to approximately a 1000 common questions we commonly see in RFPs.

Pros

It is easy to use and new features are constantly being developed. The management team at Loopio is very focused on customer service and implementing features and functionality requested by the user community. The product has grown into a very mature RFP response tool within just the past two years.

Cons

The system is very good at matching questions with existing responses, but it still needs additional development around extracting the questions from the RFP itself. This is a challenging development task and one I understand they are working on based on our conversations with their customer success team.

Response from Loopio of Loopio

Replied June 2016

Thank you for your review, James! Your feedback over the last two years has helped make Loopio what it is today :)

November 2014

Devin from Sprinklr

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

November 2014

Enterprise, meet Loopio

My company was in the market for an RFP and knowledge management solution. Our expanding sales team of nearly 75 people needed a way to quickly scale and accommodate an influx of RFXs. Not only was out team growing quickly, but so was the software that we sell. We needed a tool that would evolve with our needs. I came across the folks at Loopio from a simple search and have been obsessed ever since. This is my experience so far: Sales: My sales experience was very pleasant. Our rep was very polite and not pushy. He offered the ability to test the solution and gave us the time needed to make our decision. I narrowed down between Loopio and another vendor. Jafar was very willing to accommodate our need for multiple demos as our approver got involved in the situation. When we made our final decision, Loopio showed a level of flexibility that helped us get the deal done quickly and smoothly. The Choice: My company chose Loopio for a few different reasons. First, the product was very intuitive and user friendly. We believed that it had the potentially to be widely adopted across our team of 75+ users. Second, the automation of the technology. We believed that the efficiencies we will gain will help us save hours every month in re-writing RFP responses. The intelligent search features and knowledge storage will help us scale quickly as our software evolves. Third, the roadmap. Loopio's roadmap was very aligned with our needs. I believe that they are building a world-class product and have throught very hard about product development and roll out. Fourth, the people. Everyone I've interacted with has been extremely helpful throughout our entire experience. From a sales perspective, Jafar helped meet all of our needs. In implementation, Zak has provided the best service in getting our knowledge base up and running. The whole team has demonstrated a commitment to our success. The Now: My team is currently testing the internal process we'd like to take with our RFPs. Soon, we will roll Loopio out to our broad team of sales reps, solutions consultants, security specialists and product managers. I feel confident that the search tools in the intelligent database, and the RFP project management features will help our team create consistently strong RFPs and save my team time.

Response from Loopio of Loopio

Replied November 2014

Thanks, Devin! It's been an absolute pleasure working with the team at Sprinklr. We're looking forward to a long and productive partnership!

January 2016

Sarah from Businessolver

Review Source: Capterra


Ease-of-use

4.0

Customer support

5.0

January 2016

Great Product and Superior Service Offering - A True Partner in RFPs

We wanted a true partner, one that could grow with our business - and that is exactly what we have gotten with Loopio. Loopio has helped our team respond to RFPs in a more efficient manner. I would estimate on average that Loopio saves us 25-50% of the time it would take to find responses. On top of that, Loopio's Magic feature helps auto-answer questions. On a recent RFP, Magic answered 200 of the 300 questions with a touch of a button. Of course, this feature will not replace an RFP person, it is still just a piece of technology after all - but it is good to knock out those easy to answer questions, such as company history. PROS: -Very easy to use interface - not "clunky" like other vendors' tools we evaluated. -Library with audit history and the ability to roll-back to older versions -Easy to use review process with automated reminders -Easy project tools to help answer questions and assign questions to other resources. Also allows us to easily see how much progress we have made (% complete) -Easy Implementation (Up and running in one day) -Close loop feature helps streamline the process of loading data back to the library for all writers to utilize. -Easy export feature puts content directly into our template -Extremely responsive and supportive team at Loopio. They want our input and have added a number of features we suggested to improve usability. Loopio is truly a company that will grow with us - continually enhancing their product based on client feedback. CONS: -Loading large RFPs into a project takes a bit of time - but Loopio has provided easy-to-use templates to streamline this process. -The export from the system is good, but not perfect. Still need to do some formatting on the back end before RFP submission. We are very happy in our decision to partner with Loopio. They have been a true partner and a company that has demonstrated they will grow with our needs. The product is very user friendly and continues to evolve and become better each day based on feedback from clients.

Response from Loopio of Loopio

Replied January 2016

Thank you so much for the thorough review, Sarah! It's our mission to be partners with our customers, so it's amazing to have that echoed by the Businessolver team. As we continue to grow, we'll do our best to make sure those productivity metrics continue to climb :)

December 2016

Amanda from itslearning, Inc.

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

<