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

66 Reviews of Loopio

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Kevin from Patron Technology
Number of employees: 51-200 employees Employees number: 51-200 employees

August 2018

August 2018

Loopio the RFP timesaver

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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My overall experience has been good. The solution has cut the time we spend on RFPs significantly. This is an excellent solution for the business that needs to respond to many RFPS.

Pros

Being able to build a library of answers for RFPs is a big timesaver. With the import wizard, you can pull out the questions easily. Loopio will search for the answers in the library and bring up answers that fit the question. Bringing the answers back into the RFP is equally easy and the formatting is a snap.

Cons

The initial setup is pretty labor intensive. It also took me a little while to understand the best way to sort stack, libraries, categories, and tags so that all the information I needed could be entered correctly.

Review Source: Capterra

  Response: Loopio, Loopio

Date: August 2018

August 2018

 

Thanks, Kevin!

It¿s been a pleasure working with you and the PatronManager team over the last few months :)

Looking forward to continuing to do great things together.

Regards,
The Loopio Team

 

Kate from Kelly Scott Madison

May 2018

May 2018

Loopio has helped our team work more efficiently and collaboratively.

Ease-of-use

Functionality

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Pros

This software does a great job being able to keep content organized and easy to access for future needs. The collaboration feature has been a huge help for our team. The service is excellent with this company and they are constantly working to help add features to the platform based on the actual needs of the customers. I love being able to see the history trail of an answer and having the ability to revert back to an older version if needed.

Cons

I haven't experienced any cons with this software, it meets our needs for building out our RFP responses and library of answers.

Review Source: Capterra
 


February 2018

February 2018

An amazing resource for collaboration and managing RFXs.

Ease-of-use

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This saves time and effort, making knowledge base management and RFX production an absolute breeze.

Pros

Loopio has made my life so much easier! Thanks to its great features and tools, I am able to process 50+ RFPs a year as a team of one.

Cons

The only complaint I could possibly think of is that I wish it were a little easier to input answers once a document has been produced, but I feel like that issue lies more with how we as a company use the platform, rather than an issue with Loopio itself.

Review Source: Capterra
 


February 2018

February 2018

Easy to import questions and export answers. Improvements are made often and are impactful.

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Easy, clean way to store responses for proposals and work orders. Also great way to onboard new employees by having them search for answers.

Pros

Ease of use is the what I like the most. Second would be the customization of categories/questions/ and user access.

Cons

Keyword matches sometimes return very off the wall answers, but those are few and far between. When using subgroups, there is no way to reflect the subgroup ended on the import.

Review Source: Capterra

  Response: Loopio, Loopio

Date: February 2018

February 2018

 

Thank you so much for sharing your Loopio experience.

It¿s so exciting to hear that you¿re finding Loopio so easy to use, and that we¿re not only helping you to store responses for proposals and work orders, but also to onboard new employees!

It¿s also great to learn where we can continue to improve for you! ¿

-The Loopio Team

 

Brian from CaseWorthy, Inc.
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2017

November 2017

Loopio is great for content library management and very quick production of customer documents.

Ease-of-use

Functionality

Product Quality

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Value for Money

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Pros

I love the "Close the Loop" functionality that makes adding to your library so much easier. It's easy to categorize the content, add alternative questions, update existing content with better content from a recent response, etc. Their customer support team is fantastic and I couldn't possibly ask for more of them. They are fast and creative and you never feel like you don't have the support you need. The pricing is also very competitive and is a great value.

Cons

Loopio is rather new technology, so there are going to be some bugs here and there, and there are functionality nuisances at times, but they are very responsive and are always listening to their customers and improving the functionality regularly. They've made numerous improvements and enhancements since I began using the solution not even six months ago.

Review Source: Capterra

  Response: Loopio, Loopio

Date: November 2017

November 2017

 

Hello Brian,

Great to hear that Close Loop is helping you to easily build up your Library! Thanks also for your kind words on our support team. We pride ourself on providing world class support, and we're happy that it's being so well received.

We are constantly making improvements to our platform, and as you've mentioned this is always as a result of feedback we receive from our customers. We will follow up with you directly to get some additional feedback on how we can make your process even easier.

Regards,
- The Loopio Team

 

Erica from Businessolver

November 2017

November 2017

I never want to be without Loopio again!

Ease-of-use

Functionality

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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.

Review Source: Capterra

  Response: Loopio, Loopio

Date: November 2017

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

 

Alice from SIRVA Relocation
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

November 2017

November 2017

Loopio's ease of use makes a very useful tool for maintaining our database and training new users.

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ease of use - saves time training new users

Pros

I love the easy navigation along with the simple online step by step help documentation which enables me to shorten training content and time. And, best of all, the new user becomes productive very quickly.

Review Source: Capterra

  Response: Loopio, Loopio

Date: November 2017

November 2017

 

Hi Alice,

We're so happy to hear that Loopio is making it easier for the SIRVA team to maintain your content and train your new team members!

Thanks for always providing great feedback and we're excited about our continued partnership.

- The Loopio Team

 

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
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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.

Review Source: Capterra

  Response: Loopio, Loopio

Date: August 2017

August 2017

 

Thanks Megan! We're so glad that Loopio is making it easier for the Urban Airship team to collaborate and find content!

We're happy that increased user access is a priority, and we'll keep working with you to find the right solution for your team. We'll reach out over email to work out some options.

 

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

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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 !

Review Source: Capterra

  Response: Loopio, Loopio

Date: August 2017

August 2017

 

Hi Nathan, thanks for taking the time to review your experience with Loopio!

It¿s great to hear that you¿re loving our UI, and that the Library has been able to drive so much value for your team. We¿re also starting our initial research and design for both duplicate detection, and a Slack integration. We¿ll be reaching out to key customers (especially you!) very shortly regarding goals for the Slack integration.

Looking forward to continuing the conversation!

 

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.

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Functionality

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Value for Money

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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.

Review Source: Capterra

  Response: Loopio, Loopio

Date: July 2017

July 2017

 

Hi Jon, thank you for taking the time to review Loopio! We're glad to hear that the ease of use has helped your team keep your content up to date! The Platform is always growing and evolving based on feedback ¿ thank you for sharing your ideas! We're excited about our continued partnership.

 

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
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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!

Review Source: Capterra

  Response: Loopio, Loopio

Date: June 2017

June 2017

 

Hi Mary, thanks for sharing your experience with Loopio. We're so glad to hear that Loopio is making it easier for your team to stay organized on RFP response processes! We're constantly looking to improve, and feedback helps us get there. Stay tuned to our release emails for more updates!

 

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

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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.

Review Source: Capterra

  Response: Loopio, Loopio

Date: June 2017

June 2017

 

Hi Jeff, thank you so much for sharing your experiences with Loopio! We're so glad to hear that you've seen value in the recent improvements. We take customer feedback very seriously, so please keep sharing your ideas. It's a pleasure working with you and the Bugcrowd team!

 

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
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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.

Review Source: Capterra

  Response: Loopio, Loopio

Date: June 2017

June 2017

 

Hi Andrew, thank you so much for sharing a review of Loopio. It's fantastic to hear how much time we're saving the Solium team! We'd also love to connect further about the search challenges you're facing ¿ we'll follow up with you directly to get to the bottom of this!

 

Rod from Destiny Solutions

April 2017

April 2017

Great Product, Great Company, Evolving Platform

Ease-of-use

Functionality

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Value for Money

Ease-of-use
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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!

Review Source: Capterra

  Response: Loopio, Loopio

Date: April 2017

April 2017

 

Hi Rod, thank you so much for your review of Loopio. We're thrilled to hear that we've helped the Destiny Solutions team focus on delivering real value to your clients. This is one of the core goals of the Loopio Platform! Looking forward to our continued partnership.

 

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

December 2016

December 2016

Immensely Valuable!

Ease-of-use

Functionality

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Value for Money

Ease-of-use
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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.

Review Source: Capterra

  Response: Loopio, Loopio

Date: December 2016

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!

 

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

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Value for Money

Ease-of-use
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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.

Review Source: Capterra

  Response: Loopio, Loopio

Date: December 2016

December 2016

 

Hi Amanda, thank you so much for the kind words! It's been a pleasure working with you and the itslearning team, and we're glad you're seeing great value in Magic and Close Loop. Congratulations on doubling the volume of RFPs. That's a significant achievement! Please continue to share your feedback with us; we thrive off of it :)

 

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

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Customer Support

Value for Money

Ease-of-use
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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.

Review Source: Capterra

  Response: Loopio, Loopio

Date: November 2016

November 2016

 

Thanks, Sacha!

It's been a pleasure working with the Avoka team to get everyone up and running with Loopio!

We're so happy to hear about the three-fold increase in productivity! That's a tremendous achievement.

We'll be launching a bunch of feature upgrades over the coming months that should help your team even more - can't wait to hear your feedback!

 

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

November 2016

November 2016

Loopio Review

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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.

Review Source: Capterra

  Response: Loopio, Loopio

Date: November 2016

November 2016

 

Hi Brian, thank you for taking the time to write a review. It's great to see that you're enjoying our recent Platform updates; there's a lot more coming!

We also appreciate the usability feedback. This is exactly the kind of input we crave from our customers, as it's the most important driver of our product roadmap. If you have any other ideas, please send them our way!

 

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

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Ease-of-use
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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!

Review Source: Capterra

  Response: Loopio, Loopio

Date: November 2016

November 2016

 

Thanks Gail!

It's always an absolute pleasure working with you and the MDLIVE team. It's fantastic to hear that the experience has been mutual.

We love that we¿re helping you streamline your process, and are excited to continue doing so!

 

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

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Value for Money

Ease-of-use
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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.

Review Source: Capterra

  Response: Loopio, Loopio

Date: November 2016

November 2016

 

Hi Jo,

Thanks so much for adding your Loopio review! It's great to see how we've been able to grow and evolve to meet your needs. We know some of the features you requested such as Subsections, Copying Project Outlines, and Multiple Export Templates, are now available in the Platform. We're so glad we've been able to tackle most of your feature requests.

We definitely aren't stopping there. Your request about attachments improvements is one of the top priorities for our team. When these improvements have been launched, we'd love to hear your feedback!