---
title: "Loopio Reviews 2026. Verified Reviews, Pros & Cons | Capterra"
description: "Is Loopio the right RFP solution for you? Explore 74 verified user reviews from people in industries like yours to make a confident choice."
source_url: "https://www.capterra.com/p/133042/Loopio/reviews/"
page_type: "reviews"
language: "en"
---

Loopio

4.6 (74)

[View alternatives](https://www.capterra.com/p/133042/Loopio/alternatives/)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

* * *

Last updated September 4th, 2026

# Reviews of Loopio

Ease of use

4.8

Customer Service

4.9

## Pros and Cons in Reviews

KP

Krunal P

Cybersecurity AnalystInformation Technology and Services, 10,001+ employeesUsed the software for: More than 2 years.

“Loopio is an intuitive platform for content management and delegating responsibilities for various projects.“

August 29, 2024

LS

Lisa S

Business DevelopmentInformation Services, 51 - 200 employeesUsed the software for: 1-2 years.

“The import function can be clunky at times. When uploading a PDF I sometimes see formatting issues.“

August 28, 2024

AJ

Ankit J

Sr Proposal SpecialistHuman Resources, 201 - 500 employeesUsed the software for: 6-12 months.

“User Interface and Project handling in Loopio is really good.“

February 8, 2025

SF

Steven F

Account ExecutiveMarketing and Advertising, 501 - 1,000 employeesUsed the software for: Less than 6 months.

“It allows multiple people to work together at the same time to deliver an all encompassing solution to potential clients“

December 21, 2021

Josh D

Sales Engineering ManagerComputer Software, 51 - 200 employeesUsed the software for: 6-12 months.

“Our team is good and storing questions for future RFPs so it's helped us become really efficient and consistent with our responses.“

May 17, 2021

## Showing most helpful reviews

Showing 1-25 of 74 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

Brian F.  
Senior Proposal Manager and Of Counsel  
  
Used the software for: Less than 6 months

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

November 27, 2017

4.0

Pros

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

Cons

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

Review Source

Response from Loopio Inc.

November 29, 2017

Hello Brian, Great to hear that Close Loop is helping you to easily build up your Library! Thanks also for your kind words on our support team. We pride ourself on providing world class support, and we're happy that it's being so well received. We are constantly making improvements to our platform, and as you've mentioned this is always as a result of feedback we receive from our customers. We will follow up with you directly to get some additional feedback on how we can make your process even easier. Regards, - The Loopio Team

AJ

Ankit J.  
Sr Proposal Specialist  
Human Resources  
Used the software for: 6-12 months

### "Loopio Review"

February 8, 2025

4.0

Overall experience was good but not excellent.Few functionality like interface, Database handling was good but Export functionality and Template handling is bit a problem.

Pros

User Interface and Project handling in Loopio is really good.

Cons

Export functionality doesn't work properly.Always face issue with formatting changes.

Alternatives considered

[Conveyor](https://www.capterra.com/p/235709/Conveyor/)

Reason for choosing Loopio

Conveyor was majorly good for infosec management where things are bit constant.Conveyor project configuration is a time taking process

Switched from

[RocketDocs](https://www.capterra.com/p/82490/PMAPS/)

Project handling in Rocketdocs was not good.I was using Rocketdocs as just a database

Review Source

TP

Trena P.  
President  
  
Used the software for:

### "Not great for Graphics"

July 5, 2015

1.0

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.

Review Source

Response from Loopio Inc.

July 9, 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

CP

Cheryl P.  
RFP Manager  
Telecommunications  
Used the software for: 6-12 months

### "What would I do without Loopio?"

October 5, 2016

5.0

Loopio has been a great tool for me. In the past, my company had several different departments responding to RFP's. The quality and consistency of our responses was difficult to measure, and answers were sometimes lacking because we had to search the company for answers every time we responded to an RFP. One of the best and most obvious benefits of Loopio is having everything in one place. Answers can be used repeatedly and can be adjusted if needed. It's easy to search for what we need by narrowing or expanding the search by Categories. The many hours spent responding to each request is not a waste, but contributes to future projects through the ever expanding depth of our library. I appreciate that Loopio is very easy to use. Salespeople often contribute to answering questions. If Loopio was difficult, sales wouldn't take the time to learn it. When I give them access to a project, I give them a 5 minute tutorial and that's usually all they need to get the job done. The customer service at Loopio is definitely 5 star! They respond quickly and thoroughly. They always check to make sure they understand my question and then provide thorough instructions in their answer. They ask for feedback on how things could improve and track feedback so they know what's important to work on next. Alyssa is awesome! I am the RFP manager at my company and I am a team of one. I support all of North American and APAC sales. I couldn't do it without Loopio. I believe Loopio improves my productivity by approximately 30% vs. using a spreadsheet or other manual library system. If I get completely overwhelmed with the number of projects coming in I can always give Loopio access to sales and let them work on the document themselves. Answers remain consistent across the globe. Answers to unique, rare questions can be found in a minute rather than in days. I use the status bar constantly to see how close the project is to completion. It's simple to export a completed project into Word or Excel. Best of all, there is no problem with version control! I'm pleased with how often Loopio has meaningful releases. Several times I have made suggestions for improvement and several of those suggestions have already been implemented and released. Loopio listens. Loopio is responsive. Loopio cares about my business. I'm very thankful I don't have to do my job without it.

Pros

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

Cons

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

Review Source

Response from Loopio Inc.

October 6, 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!

MP

Mario P.  
VP, Sales Engineering  
Information Technology and Services  
Used the software for: 1-2 years

### "Immensely Valuable!"

December 14, 2016

4.0

We evaluated several RFP tools on the market and chose Loopio for its clean and easy to use interface, ability to collaborate on projects with other members, project tracking of questions, its close loop process, how it handles similar questions/answers and the easy end-to-end workflow that it offers. Being a young startup we don't have an "RFP helpdesk", the tool needed to be easy to use by anyone, intuitive and deliver a professional looking response that represents us, the product and our brand. Loopio delivers in all these areas. As you are getting started you need to do some upfront planning to organize your library and figure out the category hierarchy and how you are going to use tags which help when searching. Loopio provides some videos to help on this and is always willing to help if you reach out to them. This is the very important step and while a little time consuming it will pay off in the long run. This process took us a few weeks to finish but anytime we had questions the team at Loopio was quick to respond. Since we started using Loopio what took us 5-6 days if not weeks to complete we can now complete in 2-3 days. It has saved us so much time and resources to focus on other areas of the business. Like any new tool you showing the value of the investment is crucial and while we certainly made mentioned of all the quick and easy work the tool provided the real value came about when those that are using it will speak on its behalf. It sells itself within the organization. Areas that need to improve: - Search, need to be able to tune common words to exclude, stemming support - Magic, great potential, not very helpful - Support for importing of original RFPs into Loopio - Review cycle - don't make library categories ineligible during review cycles Loopio has proven to be such an invaluable tool to our business that we are planning to expand the use of the tool to beyond RFPs and make use of stacks (virtual libraries) for other business use cases. Finally, get to know the team, they are awesome, timely and they care. We work closely with our customer success manager who keeps us informed of upcoming releases and how to use them and provides ongoing feedback on our features requests and potential target timelines. Recommendations: This tool will become a key differentiator to your organization. Buy it, you won't regret it. They won't let you down.

Review Source

Response from Loopio Inc.

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!

EY

Erica Y.  
Proposal Team Lead  
  
Used the software for: 2+ years

### "I never want to be without Loopio again!"

November 21, 2017

5.0

Pros

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

Cons

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

Review Source

Response from Loopio Inc.

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

DT

Dalton T.  
Sales Operations Manager  
Information Technology and Services  
Used the software for: 6-12 months

### "Loopio RFP software Review"

June 14, 2016

5.0

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

Pros

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

Cons

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

Review Source

Response from Loopio Inc.

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!

JB

Jolene B.  
  
Construction  
Used the software for: 1-2 years

### "Exciting Solution to our Proposal Process"

July 18, 2016

5.0

Loopio's customer care has been most impressive. We were guided through a simple on-boarding process, including training tools, to assist our internal teams. Because the features are so user-friendly, the training requirement on our end has been very minimal. Two components have really contributed to adoption of this platform among our teams: ease of use and library search functionality. The team we've worked with at Loopio is engaged and has an interest in how we're using the software and learning about the enhancements that would be most beneficial to us. Their customer care is accessible and reliable. They are helping us enhance a large portion of what we do every day and providing the vehicle to make that an effective and efficient process.

Pros

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

Cons

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

Review Source

Response from Loopio Inc.

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.

JA

Jennifer A.  
Proposal Writer/Manager  
Education Management  
Used the software for: 1-2 years

### "Great product and phenomenal customer service "

June 22, 2016

4.0

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

Pros

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

Cons

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

Review Source

Response from Loopio Inc.

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!

VR

Verified Reviewer  
Sales Enablement Specialist  
  
Used the software for: 1-2 years

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

February 8, 2018

5.0

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

Pros

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

Cons

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

Review Source

Response from Loopio Inc.

February 9, 2018

Thank you so much for sharing your Loopio experience. It¿s so exciting to hear that you¿re finding Loopio so easy to use, and that we¿re not only helping you to store responses for proposals and work orders, but also to onboard new employees! It¿s also great to learn where we can continue to improve for you! ¿ -The Loopio Team

CM

Christopher M.  
Vice President  
  
Used the software for: 1-2 years

### "Loopio review"

June 28, 2016

4.0

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.

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.

Review Source

Response from Loopio Inc.

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.

MKS

Murali Krishnan S.  
Director, Sales & Marketing  
  
Used the software for:

### "Any simpler would be illegal!"

November 2, 2015

5.0

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!

Review Source

Response from Loopio Inc.

November 2, 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 :)

BS

BRIAN S.  
Director Marketing/ Brand Solutions, NA  
Marketing and Advertising  
Used the software for: 1-2 years

### "Loopio Review"

November 9, 2016

4.0

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

Pros

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

Cons

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

Review Source

Response from Loopio Inc.

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!

RW

Rob W.  
RFP Specialist  
  
Used the software for:

### "The Best Thing Out There for RFPs"

August 27, 2014

5.0

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.

Review Source

Response from Loopio Inc.

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

BN

Barry N.  
Director, Solutions Consulting  
  
Used the software for:

### "An excellent and rapidly improving solution to a difficult process"

February 13, 2015

5.0

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.

Review Source

Response from Loopio Inc.

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

LB

Lindsay B.  
Assistant General Counsel  
  
Used the software for:

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

July 17, 2015

4.0

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.

Review Source

Response from Loopio Inc.

July 20, 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!

RG

Rod G.  
  
  
Used the software for:

### "Great Product, Great Company, Evolving Platform"

April 5, 2017

5.0

Loopio is a great product. It is intuitive, powerful and gets straight to the point. Above all, the efficiencies and time savings by adopting this product minimize nuseful administrative work in maintaining a library, answering repetitive questions and formatting projects, and allow us to focus on delivering real, valuable answers to our clients. The collaboration and reminder aspects of the software are also excellent. As a company, they have a responsive, creative and open minded management and operations teams. Their product is ever elvolving with additional useful features and refinement to functionality, that is never jarring and feels organic. I cannot recommend Loopio enough. Great company, great product. Very happy to have adopted this solution!

Review Source

Response from Loopio Inc.

April 5, 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.

JD

Jenna D.  
Sales Engineer  
  
Used the software for:

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

September 16, 2015

4.0

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...').

Review Source

Response from Loopio Inc.

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.

GC

Gregory C.  
President  
  
Used the software for:

### "Intuitive RFP software library, backed by excellent Customer Service"

June 23, 2015

5.0

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.

Review Source

Response from Loopio Inc.

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!

SP

Stefan P.  
Manager, Sales, Advisory Services  
  
Used the software for:

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

May 26, 2015

5.0

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

Review Source

Response from Loopio Inc.

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 :)

GC

Gina C.  
Director of Marketing and Technology  
  
Used the software for:

### "Loopio Love"

August 7, 2015

5.0

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.

Review Source

Response from Loopio Inc.

August 11, 2015

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

SL

Scott L.  
Director Sales Engineers  
Computer Software  
Used the software for: 6-12 months

### "Loopio Love"

November 7, 2016

5.0

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

Pros

Ease of use

Cons

Nothing really

Review Source

Response from Loopio Inc.

November 7, 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!

CF

Carnie F.  
  
  
Used the software for:

### "Loopio Leads the Way"

May 2, 2016

5.0

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.

Review Source

Response from Loopio Inc.

May 2, 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 :)

HV

Hanneke V.  
Bid Manager  
  
Used the software for:

### "No need for training!"

November 17, 2015

4.0

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.

Review Source

Response from Loopio Inc.

November 19, 2015

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

MN

Marisa N.  
Digital Marketing Manager & Event Designer  
  
Used the software for:

### "Easy-to-use software with a simple interface"

August 12, 2015

5.0

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

Review Source

Response from Loopio Inc.

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!

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