Who Uses This Software?

Loopio empowers mid-large organizations respond to RFPs efficiently, manage content intelligently, and collaborate with knowledge experts easily.


Average Ratings

61 Reviews
  • 4.5 / 5
    Overall
  • 5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Free Demo
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • Loopio
  • www.loopio.com
  • Founded 2014
  • Canada

About Loopio

Loopio's RFP response software streamlines the way enterprises respond to RFPs, RFIs, and Security Questionnaires. Why dig through past proposals, chase subject-matter experts, and spend hours updating old content when Loopio can help automate this for you. Book a demo today to find out why our customers are saying that Loopio is "The Best Thing Out There For RFPs".


Loopio Features

  • Automatic Formatting
  • Calendar Management
  • Collaboration
  • Contact Management
  • Content Repository
  • Document Management
  • Electronic Signature
  • Knowledge Library
  • Pipeline Management
  • Requirements Management
  • Revision Management
  • RFP Management
  • Task Management
  • Templates
  • Version Control

Loopio Reviews Recently Reviewed!

I never want to be without Loopio again!

Nov 21, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

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.

Vendor Response

by Loopio on November 22, 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

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

Nov 17, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
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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.

Overall: ease of use - saves time training new users

Easy to use RFP software

Aug 25, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

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.

Vendor Response

by Loopio on August 30, 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.

Loopio has been a critical resource for our growing team.

Aug 11, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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 !

Vendor Response

by Loopio on August 16, 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!

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

Jul 13, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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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.

Overall: 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.

Vendor Response

by Loopio on July 13, 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.

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

Jun 28, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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!

Vendor Response

by Loopio on June 30, 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!

A positive experience that by far eases the RFP process

Jun 23, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

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

Vendor Response

by Loopio on June 30, 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!

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

Jun 22, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Overall: 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.

Vendor Response

by Loopio on June 30, 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!

Great Product, Great Company, Evolving Platform

Apr 05, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: 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!

Vendor Response

by Loopio on April 05, 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.

Immensely Valuable!

Dec 14, 2016
4/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: 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.

Vendor Response

by Loopio on December 15, 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!

Loopio makes proposal writing a snap!

Dec 08, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Overall: 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.

Recommendations to other buyers: 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.

Vendor Response

by Loopio on December 08, 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 :)

Three-fold increase in productivity

Nov 23, 2016
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Overall: 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.

Recommendations to other buyers: 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.

Vendor Response

by Loopio on November 29, 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!

Loopio Review

Nov 09, 2016
4/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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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.

Overall: 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.

Vendor Response

by Loopio on November 10, 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!

Loopio Is a Lifesaver

Nov 08, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Comments: 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!

Vendor Response

by Loopio on November 29, 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!

Praise for Loopio!

Nov 07, 2016
4/5
Overall
5 / 5
Ease of Use
2 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Comments: 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.

Vendor Response

by Loopio on November 29, 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!

Loopio Love

Nov 07, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ease of use

Cons: Nothing really

Overall: 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).

Recommendations to other buyers: Just the library feature alone has made a huge difference in our RFP process.

Vendor Response

by Loopio on November 07, 2016

Hi Scott, thanks for the Loopio Love! It's great to hear that the Loopio Library is making a big impact at Infinisource. We're looking forward to our continued partnership!

What would I do without Loopio?

Oct 05, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Overall: 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.

Recommendations to other buyers: 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.

Vendor Response

by Loopio on October 06, 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!

This is the best RFP solution... hands down

Oct 04, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ease of use and the time it saves me.

Cons: I can't think of any!

Overall: 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.

Recommendations to other buyers: Buy it!!! You won't regret it.

Vendor Response

by Loopio on October 06, 2016

Hi Stacey, thank you for the kind and entertaining review! it's great to hear that we've made your job even more fun. You are one of the best damn customers ever :)

Jiff's Experience with Loopio

Sep 30, 2016
4/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Comments: 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.

Vendor Response

by Loopio on October 02, 2016

Hi Drew, thank you for the detailed and thoughtful review. It has been a pleasure working with you and the Jiff team over the past year. We're so happy that you've been able to centralize your entire RFP response process with Loopio!

Praise for Loopio

Sep 26, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Comments: 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.

Vendor Response

by Loopio on September 26, 2016

Hi Matt, thanks you for your review of Loopio! We're very happy that Loopio has helped Brightcove tackle a longstanding problem. Looking forward to our continued partnership going forward!

Excellent!

Aug 10, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Overall: 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.

Vendor Response

by Loopio on August 10, 2016

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.

Exciting Solution to our Proposal Process

Jul 18, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Overall: 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.

Recommendations to other buyers: 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.

Vendor Response

by Loopio on July 19, 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.

Great organizational product!

Jul 18, 2016
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: Loopio has improved our response speed with the organizational and new library stack features. This gives us back valuable time to review with key stakeholders and present a polished proposal.

Vendor Response

by Loopio on July 19, 2016

Thank you for your review, Jonathan. It's been a pleasure working with Pinnacle Group. We're really pleased to see that you've been able to increase your response speed with Loopio! If you have any feedback on how we can make the Loopio Platform even better, please let us know.

Loopio review

Jun 28, 2016
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Pros: Easy to use, intuitive, multiple library functionality extremely useful for catering RFP responses to specific industries

Cons: Magic Wand functionality didn't meet initial expectations.

Overall: Loopio is very open to user feedback and incorporates that feedback to improve their software. I have been very impressed with how often they proactively reach out to check on our satisfaction with the software and to alert of us new features.

Vendor Response

by Loopio on June 28, 2016

Thank you for taking the time to write a review, Chris! It's been great working with you and the IC System team over the past couple years. We have been working diligently to improve Magic based on customer feedback, and we would love to hear your thoughts as well. If you have any ideas on how we can make the feature even better, please reach out to our Support Team.

Great product and phenomenal customer service

Jun 22, 2016
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Overall: 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.

Vendor Response

by Loopio on June 22, 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!

Intuitive and Incredible Support

Jun 22, 2016
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The best aspects of this product are 3-fold:
1. Intuitive - Easy to use, little on-boarding time, clean design.
2. Import and Export - Bulk data is easily and quickly imported and exported via Loopio templates.
3. Support - Incredible timely, helpful and customer-focused. Support is thorough and helps see an issue through to resolution. Both the Customer Relationship Manager and Support Team are keen in listening to needs and offering consideration for future enhancements.

Cons: Lacking in support of periods in tagging, but using hyphens instead.
Would like to see increased functionalities specifically related to Excel spreadsheets.

Overall: 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.

Recommendations to other buyers: 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.

Vendor Response

by Loopio on June 22, 2016

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!

Excellent SaaS RFP Response Product

Jun 20, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Overall: 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.

Recommendations to other buyers: 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.

Vendor Response

by Loopio on June 21, 2016

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

Loopio RFP software Review

Jun 14, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Overall: 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.

Recommendations to other buyers: 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.

Vendor Response

by Loopio on June 15, 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!

Loopio was quick to learn! It incorporates tags, as well as categories, easy to work with!

Jun 09, 2016
4/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Pros: Easy to use, quick to implement, categories and tags, easy to make changes and added/import multiple questions as well as export capabilities in Word and Excel.

Cons: Unable to merge questions once in the library (to remove duplicates), spell check does not recognize words we commonly use in our industry and does not provide a way to add them to the dictionary.

Vendor Response

by Loopio on June 09, 2016

Hi Angela, thank you for taking the time to write a review and provide us with feedback! We will continue to improve our Library capabilities, and try our best to earn that fifth star from you :)

User-friendly and efficient proposal management software with great customer service!

May 27, 2016
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: Our team began the process of switching over to the Loopio platform in late 2015, and while we haven't finished fully transitioning over, we can already see the value Loopio will bring to our business.

Loopio allows for a truly collaborative approach to proposals. The tool makes it very efficient and easy for multiple team members to work on a single proposal, while keeping track of the proposal¿s process. In addition, Loopio enables our team to maintain a consistent look and feel across proposals. The platform also makes updating and reviewing content a breeze. Content review can be assigned to individual team members through the platform itself, edits are made instantly, and the edit history for any piece of content is easily available.

While Loopio is very user-friendly, the automated nature of the tool still takes some time to get used to especially if you've been creating proposals manually through a program like Word. The platform doesn't work as well with image-heavy content, and there is still quite a bit of formatting required on the back-end after exporting.

That being said, the customer service we've received from Loopio has been beyond excellent. The Loopio staff have been consistently responsive, helpful, and open to any suggestions we have regarding improvements to the platform. They have been willing to work through any concerns we may have, and help us understand how to adapt the tool to our needs.

We would highly recommend this tool to any other businesses that produce a high volume of proposals or require an efficient and user-friendly tool for managing their proposal content.

Vendor Response

by Loopio on May 30, 2016

Thank you for your review, Mnrupe! It's great to see that the Loopio Platform is adding value to your business. Your feedback about formatting is also greatly appreciated, as it will continue to help us improve. Most of our enhancements are a direct result of feedback from great customers like yourself!

Loopio has helped 3DR immensely!

May 25, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Prior to Loopio, our organization kept a word document library of RFP responses. Working in a rapidly growing business in an evolving industry, it was incredibly difficult to update the answers in our library to the latest and best that we created for proposals. There was no sense of collaboration, a lot of time wasted, and a great deal of frustration and confusion.

Loopio is intuitive, creates efficiency, and fosters collaboration. It has cut down our response time and allows for clear responsibility and accountability. Its sleek design is matched by its robustness and we couldn't be happier!

Vendor Response

by Loopio on May 25, 2016

Thank you for such a great review, CJ! We're really happy that Loopio is making a difference in your rapidly growing business :)

Loopio is a great RFP Management Product

May 17, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Our team has been using Loopio for almost year now and we're incredibly happy with the tool. Not only has the tool gotten better and over the past year by adding features that help us manage the data but the customer service level is incredible. If you have a lot of RFPs or a lot of Sales people this tool will help you! 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!
- Provide a tool that allows sales reps to quickly find answers to one-off questions from prospects

Totally recommend this tool!

Vendor Response

by Loopio on May 17, 2016

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

Quick start and easy to use.

May 02, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support

Comments: 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. Able to get an RFP/RFI completed in less time giving me the ability to easily manage other projects.

Vendor Response

by Loopio on May 02, 2016

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 :)

Loopio Leads the Way

May 02, 2016
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: Loopio has changed the way our RFP team can triage and manage the entire RFP process. Other than a few quirks in the system/workflow, we have been extremely pleased with the platform and the customer support that we have received. The enhancements that have been shared with us look great so we are excited to see Loopio is invested in improving an already powerful system. I would highly recommend this solution for any RFP team that manages a high volume of projects.

Vendor Response

by Loopio on May 02, 2016

Thank you so much for your review, Carnie! Our regular Platform enhancements are a direct result of the feedback from great customers like you :)

Loopio makes my job easier & me a happier RFP writer every day!

Apr 12, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I have been a proposal writer for 8 years and I've used all the major software solutions out there. Loopio is unlike any other option available - from the user interface which is bright, fresh, easily navigable and highly intuitive to the features and tools every writer needs, it makes my life easier on a daily basis. I actually ENJOY updating our content library because it's fun and easy. I have never had so much success finding what I need quickly when I'm working on a project in a pinch. Loopio allows me to set automatic review cycles and designate responsible parties so I can delegate the work of refreshing our content to others. Customer support is impeccable - the staff is extremely responsive, knowledgeable and appreciative of our business, despite the fact that our company isn't huge. I have recommended Loopio to many writer colleagues and will continue to do so for a long time.

Vendor Response

by Loopio on April 12, 2016

Thank you for the review, Emily! We're so pleased that Loopio is making you happier :)

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

Jan 26, 2016
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: 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.

Vendor Response

by Loopio on January 27, 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 :)

No need for training!

Nov 17, 2015
4/5
Overall
5 / 5
Ease of Use
4 / 5
Customer Support

Comments: The software is incredibly user friendly: I introduced it to 7 account managers and none of them needed an explanation. They adapted to the software instantly.

As from a Bid Management point of view: it just saves a lot of time getting all information together. I can see every move of the contributors and know the status of all bids in progress.

Vendor Response

by Loopio on November 19, 2015

Thank you for the review, Hanneke! It's great to see that Loopio is helping organizations 6,000 km away! :)

Simplifies and Expedites our RFP Process

Nov 12, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: 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.

Vendor Response

by Loopio on November 15, 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!

Loopio has been the answer to our RFP question!

Nov 06, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: RFP's are so important to our company - making sure we answer all questions in a way that conveys what our company is about, what we stand for, what we offer and how we are different than our competition. It has always been a struggle making sure we answer the RFP's we receive in the best way possible, which in the past was a process of emailing documents around and collecting the same information again and again from all the key players within the company. Until we found Loopio! This software is so simple to use but so powerful. From collaboration to the knowledge base of questions and answers to the amazing 'worth every penny' MAGIC button, Loops has helped us make sure that when we answer RFP's, we are putting forward the best most recent up to date and concise responses. The time we used to spend copying and pasting RFP answers and sending files around is now spent making sure we tailor our responses to provide information that is most up to date and relevant to the prospective customer we are showcasing our product to. Not to mention I have never worked with a better more supportive help team! Loopio's support really values their customers opinions and are genuinely interested and appreciative of knowing what they can do to make Loopio even better.

Vendor Response

by Loopio on November 15, 2015

Gali, thank you so much for the glowing review! It's reading reviews like this that give us the motivation we need to constantly make the Loopio Platform better! Thank you for all your support and feedback. We're so happy that we're making a difference at your organization!

Any simpler would be illegal!

Nov 02, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: We started using Loopio early 2015 and I'm glad we did! I guess as Loopio being a startup, I was hesitant to change from our other well established vendor who has been in the field for many years. Those fears were quickly put to ease by very product savy, technologically competent team at Loopio.

While the setup was the most time consuming part (not because it was complicated but mostly because you want to make sure you upload the most recent responses), the actual usage was seriously dummy proof. We have since added 2 new staffers and all I did to train them was show them the demo video Loopio recorded for us when we on boarded. It was that simple!

Their customer support throughout has been incredible. No 48 hour turn around or anything delayed when you need them. They usually get back under 3 hours with a resolution (I have only contacted them 2 times during this past year for help cause the platform is very easy to use).

In terms of time, our response to RFP/RFI/ Proposal requests has gone from 3 days for a good first draft to under 8 hours (around 120 questions per request) ! Now's that some serious streamlining in your process when you think of the big picture and the number of these things we respond to in a year!

Great work Loopio team! Keep it up!

Vendor Response

by Loopio on November 02, 2015

Kris, a more thoughtful review would be illegal! Thank you so much for investing in Loopio, and for all of your great feedback. We're so happy to see the increased efficiency in your RFP/RFI response process! Hopefully we can drop that number down even further with our upcoming software releases :)

Setup was super fast, very easy to use, could be better if the import template was more flexible.

Sep 16, 2015
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: My colleague and I had a contest. I used Loopio and he used his massive Word document to complete the same RFP. I was done in a matter of hours (while answering emails at the same time) while it took him at least a couple days. For very simple RFPs with just a running list of questions, it works perfectly. But, for more complex RFPs, it takes a bit more manipulation. My primary suggestion would be to make the question import template (when completing a new RFP) a bit more flexible. We often deal with RFP with multiple levels or questions ('If yes, then...').

Vendor Response

by Loopio on September 17, 2015

Thank you, Jenna! I hope we helped you win a bet of some sort in the process ;). With regards to RFPs with multi-part questions, we are working on a feature right now that will make this process super simple for you! We've noticed that many companies often receive these "compliance" type questionnaires, and we're going to make sure Loopio fits the bill! Please reach out to us if you want to talk about this in more detail.

Excellent company / excellent product

Aug 28, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I spent a lot of time trying to find an RFP management software that would work for us. We needed the ability to log Q&As and update frequently. 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. The bonus feature was the Project functionality where we can upload our RFPs and use the "magic" button to find similar questions to use those answers. That also saves a lot of time and allows us to put a better proposal forward to our clients. Every time I've had a question about functionality of the tool, they are always very quick at responding. There are a few features that I would like to see, but I know from our discussions that most are on the roadmap so I am confident in working with this company for the long term.

Vendor Response

by Loopio on August 30, 2015

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

Easy-to-use software with a simple interface

Aug 12, 2015
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: 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

Vendor Response

by Loopio on August 12, 2015

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!

Easy to Use, Simple, and Effective

Aug 10, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Choosing Loopio for our RFP processes was easily one of the best decisions. We were looking for something that was simple enough to use but still had all the functionality we required. To say we found that with Loopio might be an understatement. The ease in using the system is great and it's all packaged in a clean and simple look. There is no convoluted way to do anything with the software and our team has been raving about the functionality.

An easily accessible Library is one of the key proponents of what we were looking for and Loopio's fits the bill. The Review Cycle is an awesome feature as well that helps us in ensuring content is reviewed properly and by the correct person. Although there was some hesitation at first with using a smaller company that was just starting out, Loopio allayed those fears and the customer service is great with solving issues and keeping you up-to-date with upcoming releases, even with taking suggestions!

Vendor Response

by Loopio on August 11, 2015

Thank you very much, Arun. We're so glad that the Shred-it team is enjoying their Loopio experience. Please keep your suggestions coming!

Loopio Love

Aug 07, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Our company produces a significant amount of RFPs every year, and we have always done a manual process. We knew that somewhere, someone had to the answer to make this process - and Loopio is that company. We demo'ed multiple products, and Loopio blows their competition out of the water. The intuitive UI makes the adoption of the platform seamless, and we are now extremely more efficient with our resources for the RFP process. In addition, it is worth noting that Loopio has some of the best go-live support for SaaS software that I have seen. Now, we have not had any issues at all - but if we ever have any questions, or have a new user and need a tutorial - they are right there. Highly recommend this product.

Vendor Response

by Loopio on August 11, 2015

Thank you, Gina! We're glad you found us, too :)

Loopio continues to exceed expectations and enables us to win.

Jul 23, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: We began our relationship with Loopio primarily to cut down the admin and resources being allocated to completing RFP's. Loopio greatly exceeded our expectations in that it not only addressed some of the resource drain we were feeling but Loopio has allowed us to significantly increase the quality of our responses thanks to the dynamic library and our ability to have stake-holders keep content fresh and accessible. Also, the ability to assign, prioritize, and follow up has allowed us to be more collaborative cross departmentally than we've ever been able to before. A great tool, awesome team and we even won the first RFP built in Loopio!

Vendor Response

by Loopio on July 23, 2015

Thank you, Kristian! We're happy that Learnkit is experiencing the true benefits of Loopio. And congrats on winning that RFP! :)

Best tool on the market

Jul 22, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Loopio has everything we need and nothing we do not need. It is elegant, simple, and intuitive to use; not bogged down with overly technical features or too robust functionality. The price is spot-on as well, since really you don't need a complex product to manage your RFP database and projects.

If anything ever comes up that I don't know how to use or envision would be nice, I will submit a quick request via the embedded "help" icon and I get a reply from the team within a day, if not immediately. They are clearly listening to the their clients because the few enhancements I've seen in my short time using the product are excellent. I've been managing RFX responses for our company for over 6 years, and Loopio is absolutely the best tool I've come across.

Vendor Response

by Loopio on July 23, 2015

Thank you so much for the kind words, Brittany. We're so happy that your team has been finding our product enhancements valuable. There's no way we could do it without the great feedback from Optymyze and the rest of our customers!

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

Jul 17, 2015
4/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: We are still in the early stages of fully integrating Loopio into our RFP process but I have been very impressed with what I have seen so far. The software is the best in terms of the user interface than anything else we tried out. We have found Loopio extremely intuitive, easy to learn, easy to train others on and easy to navigate. We found the review cycle feature to be exactly what we needed. Loopio support has been very helpful whenever I have had questions. They worked with me to come up with a licensing arrangement that worked for our users. They have also been very open to feedback on their system. 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. Both of these features are being worked on currently and are expected to be in the next upgrade so I can't wait for that to come out! Overall, it's a good software platform and Loopio is a pleasure to work with.

Vendor Response

by Loopio on July 19, 2015

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!

Not great for Graphics

Jul 05, 2015
1/5
Overall
2 / 5
Ease of Use
3 / 5
Customer Support

Comments: If you have graphics in your proposals, this is not the product for you. As an IT Firm, we use a lot of graphics to explain our solution. I asked about the graphics during the demo and it was never indicated to me that graphics would have to be converted to a picture and uploaded. I don¿t feel like the demo was an honest representation of the product. I tried to work with the product but never found a work around.

Vendor Response

by Loopio on July 08, 2015

Hi Trena, We're really sorry to hear that you had a bad experience with the Loopio Platform. During our sales cycle, we aim to be as open as possible about our offering. If anything was perceived differently, we would love to learn how we could have improved. Loopio has support for all types of graphics including .jpg, .png, and .gif formats. The word "graphics" may have caused confusion as Loopio does not have inline graphics generation tools like MS Word. However, based on client feedback, we have developed a great feature in our next (July 2015) release that allows you to embed MS Word graphics/charts/tables directly in your proposals without saving them as image files first. If you would like a tour of this functionality, please reach out to us. We apologize again for any trouble you encountered. Our aim is always to provide the best possible user experience. As a result, all forms of feedback, both negative and positive, are crucial for us. Thanks very much, -The Loopio Team

Intuitive RFP software library, backed by excellent Customer Service

Jun 23, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: We're delighted to recommend Loopio as an outstanding RFP library/proposal engine. We've been using the system since September 2014 and have been thoroughly satisfied with it. In our pre-purchase evaluation we found it to be every bit as powerful as products that were significantly more expensive. The team at Loopio provide outstanding support and welcome feedback. We utilized their migration services to take a large volume of very unorganized RFP's and put them into a useable format within Loopio. Loopio serves our worldwide sales force and ensures we provide a consistent, up-to-date response to highly complex RFP questions.

Vendor Response

by Loopio on June 23, 2015

Thanks, Greg! We're so happy that we're able to support your worldwide sales force. Your team has also been an incredible source of feedback for our Product team. It's a pleasure having HX Global as a customer!

Very happy Loopio user

Jun 16, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: My company deals with a large number of complicated RFPs. For years they were being managed on individual sellers' laptops and every time a new one came in it was like reinventing the wheel to engage the various Subject Matter Experts across the organization to respond. Many of the RFPs had similar questions, but the teams still had to take the time to craft answers to each question. Then we found Loopio. We hired an intern for one month and she collected and all the RFP responses we could find. Several years worth. With absolutely minimal training she was able to upload and categorize the responses into Loopio and we instantly had a library. We then enrolled SMEs for key departments throughout the company and assign them ownership for areas of the library which they are responsible for keeping up to date. Now when we get an RFP it is almost fun to create and execute the project through Loopio. The team absolutely loves it and instead of scrambling around to complete RFPs the day before the deadline we are able to finish them days early. The quality and consistency of our responses has improved dramatically, and the SMEs ensure the teams are always working with the latest information, be it financial, product, technical, etc... We have also found our Loopio library to be a great source of knowledge for our new hires. They feel empowered and don't consume expensive resources for every new question they encounter. Time to value was incredibly short and ease of use is as good as I've seen on any tool. On the few occasions we've had to reach out for assistance the customer support is prompt and knowledgeable. The team at Loopio listens and routinely offers enhancements that make the tool even more efficient.

Vendor Response

by Loopio on June 16, 2015

John, thank you so much for sharing this! We can only build great software with the support and feedback of our great customers. Here's to a long and healthy partnership between Loopio and Trillium!

A solution made simple.

May 27, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Loopio has changed the way we do proposals. Intuitive, smart, collaborative and user-friendly. Loopio has made the process of creating proposals and responding to RFPs simple.

From start to finish, Loopio has crafted a solution that's with you every step of the way. The best part is, the more we use Loopio the less time we waste mining proposal content, it's all there in our library.

The Loopio team has always been helpful, lighting fast and great to work with. And with continuous updates and new features, we know it's only going to get better.

Vendor Response

by Loopio on May 27, 2015

Thank you, Whitney! We're glad Loopio is helping drive extreme efficiency at BROWZ!

A good basic RFP management solution. Easy to use and intuitive. Loopio's staff are very responsive

May 26, 2015
4/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support

Comments: The solution provides easy to use features that address the top needs of an RFP response process. Within 3 months of using the solution we have already had 2 product upgrades that were seamless and addressed some of our key concerns. The Loopio team is very responsive and helpful.

Vendor Response

by Loopio on May 26, 2015

Thank you for the kind words, Alia! Here's to many more seamless releases and a great partnership :)

Loopio has been a positive change in the way BDO Canada LLP develops and writes proposals.

May 26, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Our team spends a lot of time and effort working on proposals. In the past, sourcing content was not easily accessible and usually involved only one or two individuals having access or knowing where to locate the content. Now we have built a library of content in one platform accessible to all employees and anyone can create a proposal. One of the best features of Loopio is their easy to use platform that anyone can learn within minutes. A core benefit of Loopio is their attention to client needs as they are constantly updating/adding features based on user feedback.

- BDO Canada LLP, Advisory Services -GTA

Vendor Response

by Loopio on May 26, 2015

Thank you so much, Stefan! It has been an absolute pleasure working with your team. We're glad you're seeing the benefits, and are looking forward to continue growing alongside BDO :)

Loopio--A Great Proposal Software

Apr 27, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Once you input information to create a library, leave it to Loopio to do the rest of the work to churn out a professional-looking customized proposal for your organization. You have complete control over the process including online collaboration with members of your team to write, revise, edit and produce a final proposal.

Loopio is a simple and well-designed tool for making the proposal writing process a breeze. My organization has a customized template with our logo and colors to produce our cover page, questions and section headings using our colors. I highly recommend Loopio.

Vendor Response

by Loopio on April 28, 2015

LeRoy - Thank you for the great review! We are happy to hear the Loopio is working well for the proposals you are working on at Village Improvement Project! It's a pleasure working with you!

Simply AWESOME

Feb 17, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Our company began using Loopio about one month ago and we could not be happier with the results. From the initial demo, i knew that this product was right for us, and the team at Loopio is very knowledgeable, helpful, and polite. The interface is so intuitive and easy to use, everyone on our team was able to get started using Loopio right away without me needing to explain it, at all. I was even able to get the president of our company on board and he stated that Loopio is very easy to use!

The content library and search functions are perfect, especially if you have a lot of content scrambled around in files or documents. Being able to search for answers quickly and effectively has enabled us to literally double our first month of output for 2015 compared to the same time period of 2014. More bids submitted = more chances to win contracts.

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. Exporting our document into a template that we edit has saved us countless hours of editing.

All in all, i would recommend Loopio to any proposal writer, coordinator, team, or manager. It couldn't get easier. Great work Loopio team!

Vendor Response

by Loopio on February 17, 2015

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

An excellent and rapidly improving solution to a difficult process

Feb 12, 2015
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: After reviewing a pretty wide variety of solutions for the arduous process of managing RFxs, technical assessments, and so on, we selected Loopio because, frankly, nothing else we found really came particularly close. Unlike a lot of other solutions, which tend to be bolt-on apps to larger CRM or CMS platforms, Loopio is purpose-built from the ground up to make completing an RFP a faster and more accurate process. It also has a range of clever tools designed to make the tool's ability to find vetted answers to RFP questions more effective over time with use, a nice system for automating review cycles of Q&A library material with internal subject matter experts, and increasingly robust support for a variety of roles.

Beyond that, the Loopio team are exceptionally attentive and responsive to feedback, they're great to work with, and they are iterating very rapidly. The product is already substantially better than the one we were so excited to select a mere 6 months ago and it continues to improve.

Vendor Response

by Loopio on February 17, 2015

Thanks for the review, Barry! We are looking forward to all of the improvements to come. We have only been able to get to where we are today through the feedback and support from our awesome customers like Hearsay. - The Loopio Team

Enterprise, meet Loopio

Nov 13, 2014
4/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: 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.

Vendor Response

by Loopio on November 14, 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!

Excellent solution that is only getting better

Oct 03, 2014
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Loopio takes great advantage of modern web UI innovations to significantly ease the collaborative challenge of building RFP responses. Finding answers, assigning questions, managing libraries and projects, and importing / exporting questionnaires are all seamless. They've managed to make RFPs, well, not fun exactly, but certainly far less onerous to work on - I now look forward to new RFP projects as I enjoy building out and refining our Loopio library. They are also extremely attentive and responsive, with excellent feedback mechanisms and a great culture of continuous improvement. Loopio gets better by the day.

Vendor Response

by Loopio on October 03, 2014

We are only able to make Loopio better with great partners like iovation. Thank you for all of your feedback and your continued support!

YourCause loves Loopio

Sep 29, 2014
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: The Loopio team has not only created an awesome product, but they're incredibly easy to work with. From day one our experience with them has been great. From the initial demo, to pricing, to contracts, implementation, launch, and on-going use, they've been flexible, easy to work with, and very attentive to our needs.

The product itself has saved us substantial time and resources on our RFPs. It's enhanced communication and project management within our team, and given us a reliable source to manage our product knowledge. Hands down, I would recommend Loopio.

Vendor Response

by Loopio on September 29, 2014

Thanks, Dustin! Loopio also loves YourCause :)

The Best Thing Out There for RFPs

Aug 27, 2014
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Loopio is a very easy to use, 'intelligent' piece of software that 'learns' from your input. The searchability of the library, the feedback loop from RFP projects back into the question library, and the magic wand tool all make it stand out as being innovative and helpful. The customer service that we have received from Loopio is beyond reproach. Anyone or any company who has to answer RFP's for business can, without a shadow of a doubt, benefit and save time and money from using this tool.

With that said, I do want to make one caveat clear: this is a new piece of software and just like any new piece of software it is still growing and improving. It is not perfect, but it's getting better day by day. The company has developed a culture of feedback that is very open and very receptive to their clients. If you have an idea, they will listen. I have experienced this first hand. Many ideas from clients are incorporated into their upgrades. Even though it is not 'all the way there,' Loopio still has MANY more positives than negatives and is an incredible asset during the RFP process with the product that exists today.

Vendor Response

by Loopio on August 27, 2014

Thanks for the review, Rob! It has been awesome working with you and your team. All of the feedback and suggestions we receive from our customers is integral to refining the Loopio Platform. Thank you for being a great partner. -The Loopio Team