Loopio Features

Loopio

RFP Response Software & Proposal Software for the Enterprise

4.61/5 (66 reviews)

Loopio Feature Summary

  • Magic automation engine for populating the best answers
  • Organize approved responses with tags, categories etc
  • Build proposals from Library content
  • Document Management
  • Notify team members on proposal progress and new tasks
  • Track changes to locate the required content for proposals
  • Manage proposal content with the Global Style Editor
  • RFP Management
  • Task Management
  • Format proposal content on a client-by-client basis
  • Loopio’s intelligent search engine finds the best answers
  • Intelligent Knowledge Library for archiving proposal content
  • Export proposals to Excel, Word and HTML formats
  • Nudge team members to complete late tasks
  • Track RFP response using status bars and dashboards

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Loopio Feature Reviews

25 reviewers had the following to say about Loopio's features:

Nathan Eads

Loopio has been a critical resource for our growing team.

2017-08-11

Pros

Importing questionnaires is generally smooth and now you can export back into the original document.

Cons

Also would love to have a Slack integration !

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Loopio


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!

Read more
Sacha Trube

Three-fold increase in productivity

2016-11-24

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.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

10/10

Recommendations to others considering Loopio

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
Helpful?   Yes   No

Response from Loopio


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!

Read more
Andrew Keller

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

2017-06-22

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

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Loopio


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!

Read more
Linda White

Intuitive and Incredible Support

2016-06-22

Loopio is an intuitive, solution designed for primarily for RFPs, however the main focus of our use is with Security and Technical reviews, Due Diligence questionnaires and other Security/Risk related requests.

Pros

Import and Export - Bulk data is easily and quickly imported and exported via Loopio templates. 3.

Cons

Would like to see increased functionalities specifically related to Excel spreadsheets.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Loopio

You can not go wrong evaluating this product. Many other products I looked at over the past 2 years are very complex, impeding adoption. The trial was very helpful in the evaluation process.

Source: Capterra
Helpful?   Yes   No

Response from Loopio


Thanks for the review Linda! We really appreciate you sharing your experience working with Loopio on your Security and Risk related questionnaires and DDQs. It's phenomenal to hear that our team has been here for you when you need us! We also want to thank you for the feedback around how we can improve Loopio for Security Questionnaires and DDQs. It's feedback like yours that allows us to keep getting better!

Read more
Josie Nampijja

Excellent!

2016-08-10

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

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Loopio


Hi Josie, thank for this fantastic review! It's been a pleasure working with the Czarnowski team, and we're so happy that you're COASTING with Loopio.

We'd love to here more about how we can make your import/export experience better. If you have any examples, please reach out to your Customer Success Manager and we can set up a call to dive deeper.

Read more
Amanda Johnston

Loopio makes proposal writing a snap!

2016-12-08

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.

Pros

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

Cons

It's ideal for proposal creation/writing, but not quite as strong for proposal management.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Loopio

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
Helpful?   Yes   No

Response from Loopio


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 :)

Read more
Jeff Boothby

A positive experience that by far eases the RFP process

2017-06-23

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

Pros

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Loopio


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!

Read more
Cheryl Page

What would I do without Loopio?

2016-10-05

It's simple to export a completed project into Word or Excel.

Pros

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

Cons

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Loopio

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
Helpful?   Yes   No

Response from Loopio


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!

Read more
BRIAN SMITH

Loopio Review

2016-11-09

I think Loopio is a great Organizational tool and the UI is easy to navigate.

Pros

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

Cons

Also, when searching its annoying to have to always press the filter or search button opposed to just pressing enter.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from Loopio


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!

Read more
Daniel Hernandez

Loopio is a great RFP Management Product

2016-05-17

Here are some of the benefits - Organize and keep an up to date RFP library - Through templating, ensure that all RFP responses keep your company's look and feel - If you get the same questions over and over again, the "magic button" is a god send!

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No

Response from Loopio


Thank you for your review, Daniel! It has been great partnering with you and the Convertro team

Read more
Jennifer Armstrong

Great product and phenomenal customer service

2016-06-22

The development team treats our feature requests and suggestions with great care and we see very useful new features fairly quickly.

Pros

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

Since each RFP is different, it is a challenge exporting and then formatting certain projects.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Loopio


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!

Read more
Devin Zimmerman

Enterprise, meet Loopio

2014-11-14

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.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No

Response from Loopio


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

Read more
Megan Barry

Easy to use RFP software

2017-08-25

Pros

Having a centralized RFP database makes it easy for stakeholders across our company to collaborate on RFPs.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No

Response from Loopio


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.

Read more
Anonymous
(Computer Software company, 201-500 employees)

An amazing resource for collaboration and managing RFXs.

2018-02-22

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

Pros

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Dalton Thibodeau

Loopio RFP software Review

2016-06-14

The solution acts as both a RFP Management tool for real-time RFP responses as well as a repository for past RFP answers.

Pros

-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

-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.)

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10

Recommendations to others considering Loopio

RFP responses can be company consuming, especially for small to medium sized companies in the enterprise space. This solution allows for easier collaboration for RFP responses, thus it alleviates a lot of RFP related stress. Like everything "Garbage in Garbage out" the initial RFP database (Library) building is the most crucial part of Loopio setup. I enjoy using this solution and I would recommend to any and all.

Source: Capterra
Helpful?   Yes   No

Response from Loopio


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!

Read more
James Green

Excellent SaaS RFP Response Product

2016-06-20

We have been using Loopio for a couple of years and have been very happy with the functionality that it provides us.

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.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Loopio

We looked at a number of RFP response products a few years ago and found Loopio to best meet our needs then. And it improved light years since.

Source: Capterra
Helpful?   Yes   No

Response from Loopio


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

Read more
Erica Yanecek

I never want to be without Loopio again!

2017-11-21

Pros

Loopio is feature-heavy but still super simple and intuitive.

Cons

Export formatting is our biggest pain point; however, this has a lot to do with preferences.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No

Response from Loopio


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

Read more
Marisa Negri

Easy-to-use software with a simple interface

2015-08-12

Pros: quick, easy and attentive customer service; clean template; software customizable for your industry Cons: Kinks/bugs in the system that make the process tedious at times

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No

Response from Loopio


Thank you for the review, Marisa! It's been a pleasure working with Kennedy Creative for the past year. We will continue to evolve and improve the Platform based on the feedback from our great customers!

Read more
Sarah Sinclair

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

2016-01-26

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.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No

Response from Loopio


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 :)

Read more
Gina Imirie

Quick start and easy to use.

2016-05-02

Loopio is very easy to get started with and using the tool has significantly reduced the wait time on getting responses from other departments/people. The search functionality ads value with the ability to use categories and sub-categories.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No

Response from Loopio


Thank you, Gina! We're so happy that Loopio is helping you save time and get responses from subject matter experts. It's a pleasure working with the Omnitracs team :)

Read more
Anonymous
( company, 51-200 employees)

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

2018-02-08

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

When using subgroups, there is no way to reflect the subgroup ended on the import.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from Loopio


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

Read more
Ashley Claire

Excellent company / excellent product

2015-08-28

Loopio was the best by far in managing your Q/As and with the ability to automatically remind people to update their answers, its saved so much time and headache for us.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No

Response from Loopio


Thank you, Ashley! It's amazing working with passionate, experienced customers like yourself! We're also looking forward to a long term partnership :)

Read more
Lindsay Blohm

The intuitive and simple look and feel make Loopio easy to use and implement

2015-07-17

The reason I gave the software a 4 is because there is some functionality (advanced search and multiple libraries) that they haven't implemented yet that will really move them to a 5.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No

Response from Loopio


Thanks, Lindsay. It's been an absolute pleasure working with you and the Hill-Rom team as well. We'll try our best to earn that fifth star!

Read more
Christopher Alarcon

Simply AWESOME

2015-02-17

Additonally, being able to upload questions from the RFP directly into Loopio saves a great deal of time when it comes time to format and export. These are things that used to take a day or two to accomplish, now being accomplished in less than 15 minutes.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No

Response from Loopio


We are very happy to hear about the awesome results that you've had using Loopio! We're excited to be working with a great team and company like Value Payment Systems.
-The Loopio Team

Read more
Rod Gonz

Great Product, Great Company, Evolving Platform

2017-04-05

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No

Response from Loopio


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.

Read more