User friendly and efficient
Loopio has an intuitive and easy-to-use interface. We had been passing around shareable Excel docs prior to having Loopio and the difference is night and day - a major efficency improvement for our teams.
Great experience working on Loopio - One of the best proposal automation Software
A great tool with amazing features and a good support team. The team is always available whenever an issue arises.
Very user friendly
I am loving the library management and organization. It makes searching for content, proposal building and also updating the information periodically so much easier.
Simple Effective Tool for RFPs!
It's very simple to search based on categories or tags. I never struggle to find exactly what I need when I'm in loopio!
Proposals Specialist, Catalis
Loopio has made it so easy for my team to build a library of reusable content! We are able to set regular reviews to ensure our content is accurate and up to date. Loopio is also a true thought leader in the bid/proposal space - they are always setting up informative webinars and events (like Loopicon) to help educate bid/proposal professionals.
Feb 14, 2023
Online, On Time, On Demand
Once you understand how the system works, it really helps in providing structure to your RFP/DDQ approach, either by integrating it with your own process or using it AS your process for the completion of these documents. The Library itself is a business tool that any SME or large business should have access to!
Game changer for RFx responses
Loopio saves everyone involved in a project both time and effort, reducing the number of meetings and emails, toward completing an RFx response. We're able to assign questions to various stakeholders at our organization and have them complete their answers on their own time, using the built-in repository of past answers or from scratch.
Strategic Proposals Manager
We are in the process of implementing Loopio, so far it’s been great. I’m so excited to see where we are in the next month! Loopio has made the implementation process easy and exciting!
Feb 14, 2023
Experience-based, expert sales and implementation process that is customized to my company's needs.
Different modules which I can implement one at a time to address my greatest needs first.
Great system and fantastic onboarding support
Easy to build the library on content and Loopio shows you where you have duplicates. You can even push responses directly into a portal for submission rather than copying and pasting responses. Great onboarding support, very friendly and they deliver the whole process in manageable chunks. Everything was delivered at a great pace. We took this on just before Christmas so they worked to our schedule over the holiday period to get us up and running in time for a big project we used Loopio for. I like the fact that between Carolyn the Customer Onboarding Manager and Kofo the Customer Success Manager, we've agreed key people involved at the business and allocated KPI's with timescales for delivery so that we stay on track and make the most of the great support on offer.
Senior Manager Business Strategy & Operations, Pricefx
From the moment we were considering to when we implemented it, Loopio team was awesome. Super helpful, knowledgeable, honest. Loopio itself is great tool, I like that while it add capabilities, it does not make the UX harder, user does not have to deal with too many buttons, functions. Keep it going!
Feb 15, 2023
Life Changing for Proposal Teams
Loopio's content library is easy to manage and has everything we need all in one place. We are more confident in what we are using for proposals and our tracking capabilities.
Best RFP response/proposal dev platform available
Loopio is easy to use and clearly built by people who understand proposal development/RFx response management. The UI is well designed, and everything functions as you would expect. The content library is adaptable to diverse businesses with multiple service lines. Having unlimited Project Contributor licenses is important as we have hundreds of potential proposal contributors. And the onboarding experience was great, the Customer Enablement team helped us establish an operating plan and strategy for implementing Loopio. The Customer Success team has been a huge help through implementation and rollout as well. We are currently producing proposals about 50% faster than previously and RFP response 20-40% faster, and we continue to see improvements as the library grows. Loopio has also proven very helpful from an onboarding perspective - we are scaling our proposal team and have found it much easier to get people started with Loopio as the core of our proposal production. Their Learning Station has also been beneficial, both for proposal team members and our Professional Staff. It is well curated and explains everything clearly. Our proposal team completes 40-60 proposals/RFx responses a month, and Loopio is the primary reason we've been able to keep up that level of production over the last few months.
Such a time saver
Brilliant to have a centralised repository of reusable answers and texts. The AI used to run the Magic is amazing and saves so much time. Great dashboard, giving you a view of how much is complete versus how much is still left to do and who is allocated each answer. Easy and intuitive to use.
Streamlines the RFP process
Loopio has been a huge game-changer for a small team like mine. With Loopio I have created a library of frequently used responses that is searchable, editable, and reviewable. Loopio allows me to set timeline reminders for the steps required from start to finish when working on a proposal. Exporting a finished document has saved me time. These are easy-to-use tools I didn't have before starting with Loopio. I also like the customer service and support I received when onboarding and beginning to use the platform.
I would definitely recommend Loopio to a friend or colleague, it has greatly reduced RFP timing.
Loopio has greatly reduced our companies time spent on RFP's. It used to be a 40 hour minimum process and is now 10 max. It will continue to reduce as we optimize our library.
Helping to set up a bid management library
The most fun thing is pressing the Magic button, which searches through the database and suggests answers for each of the tender questions you have imported in.
Simplify & Refine Your Process!
Loopio’s cloud-based software is very user-friendly, comprised of well-thought-out features that have assisted in simplifying and refining our processes. This technology has enabled us to keep massive amounts of information organized, accurate, and up to date. Ultimately, Loopio’s response platform has kept us all in the “loop” and has streamlined our process – we couldn’t be happier with Loopio!
Loopio Saves Time and Pays for Itself!
I can honestly say that Loopio has saved our team a tremendous amount of time (especially from a technical perspective), not only in responding to RFx's but for it has become a quick, efficient and accurate way for our technical teams to store good, quality responses. Loopio is not just a repository for polished answers; it provides a platform for global teams to collaborate, regardless of time zones or language differences. It provides a structured and easy-to-use mechanism to find the best solution for our clients in a realistic, effecient and cost-effective way. Loopio is easy to navigate and intuitive, and the upcoming developments are very exciting. Highly Recommended!
Loopio is a lifesaver for security questionnaires
We rely heavily on Loopio at Avail Medystems to manage our security questionnaire workflow. Loopio is lifesaver and provides a very effective solution to help us manage this process. Loopio provides an elegant and robust solution that is simple but can scale to accommodate complex workflows and document types depending on customer requirements.
Loopio great for project organization
My company has many different products and Looio is great for keeping track of all my projects. I have separate libraries for each of my products which makes searching for and storing my information easy. I can give people access to only specific information/libraries. Also, my customer success manager is available to offer help whenever I need it.
A Game Changer for All Proposal Teams
Loopio has been incredibly impactful for taking our proposals to the next level. With Loopio, we’re able to work smarter and turn around more impactful proposals, faster.
Pre sale mandatory tool
Intuitive tool, fast search, great features for supporting RFX and DDQ questionnaires
Wonderful product and experience
The onboarding was outstanding. I looked forward to our training calls! The product itself is a dream come true - easy to use and MAGIC!
Great product, helps tremendously with client RFPs or security questionnaires.
It's so easy to use, and very intuitive. Their "magic" option will answer questions based on your existing library which makes the time it takes to answer, verify, and return client questionnaires go from weeks (or more) to hours.
Save time increase sales and productivity
Easy to use no code platform. The university was probably my favorite part instead of having to scour the internet or youtube loopio provided so much built in training. plust the onboarding was awesome lots of real people helping you figure out things you are stuck on shout out to Callum for being super awesome and smart
Customer Support from Loopio 2nd to None
The product is great for completing security questionnaires... But really my highest praise is focussed around their customer support. We've been the user of the product for four years and quite frankly our Loopio Customer Success Manager has been beyond amazing... I have never experienced this level of customer service from any other vendor I have dealt with over the many years I have been in this industry.., the customer support we received it's quite literally second to none and absolutely outstanding
My favorite feature of Loopio is the ability to build responses within the platform and then once complete, put those responses into a library repository for future projects.
User friendly content library
I like the ease of searching for content within Loopio and the ability to set up new content; the platform is highly user-friendly.
Best time saver ever!
Keeping everything organized. I especially love the Library in that I have several product lines and I can create different stacks for each. For me giving clean, consistent answers is No. 1 in my book.
Excellent onboarding & interface
Loopio is an excellent tool for team collaboration on RFP projects! The user interface, live refresh option, and workflow options have been a game-changer for our processes.
Create a Streamlined Process to Maximize Efficiency for Your Team
We love Loopio because... 1 - It is our point of truth for all written content and collateral. 2 - It increases transparency for projects in the queue. 3 - Creates collaboration on projects in a seamless manner for all parties. 4 - Saves us hours of time per day/per project. 5 - Their support and customer service are very responsive and willing to do whatever it takes to get the job done. 6 - It provides integration into the three S's (Salesforce, Slack, and Seismic) to help automate reporting, content creation, conversations, and more. 7 - Adding new content to the library is a breeze with in-project recommendations. 8 - Unlimited project access to allow for simultaneous projects occurring at the same time. Unfortunately, competitors do not offer this capability (i.e. RFPio).
Gamechanger for our RFx Response Process
I was in the market for an RFx Response tool for about a month. Loopio stood out from the get-go. By FAR the best Sales experience I had with vendors in this space. The SDR (Katerina) personalised the response to me, asked the appropriate qualification questions on the call and got me in front of an AE much quicker than the competition. My AE (Sarah) was extremely helpful and got me set up on a sandbox to test the platform as soon as I asked, alongside having transparent pricing. This Sandbox access was extended a few times as I had to use it to demonstrate the value of the tool internally. The level of service continued post sale and my onboarding was a personalised, tailored experience. Having played with the sandbox extensively, my Customer Enablement Manager (Georgio) made sure that he wasn't covering things that I'd already explained that I knew/had done in the Sandbox. However, he was also great at challenging me when I expressed confidence in certain areas, he let me know that there may be things I hadn't explored or found and was always giving hints and tips. Alongside sharing customer experiences and best practices. It as a truly valuable onboarding experience that took just over 4 weeks. It would've been shorter. However, I had to move a few workshops around, Georgio was extremely accommodating and made the experience a pleasure. My CSM (Kiera) has taken over the account and had been in contact throughout the process and has proactively reached out and organised time to review in the new year. Post onboarding, I had the Sales Reps up to speed and using the tool immediately. In less than a week I had all of the reps using the tool and responding to RFP/RFQs. In a MUCH shorter time period than before. We've extended access to the wider business as project contributors and they've commented on how slicker the process is now, as opposed to commenting on Google Docs and communicating in numerous places.
No need to look further - Loopio exceeds all expectations
Loopio offers all the features necessary in a Content Management System, making for a collaborative and seamless proposal process. From the start of the process, importing RFP questions is intuitive. You can import directly from the customer files including Excel, PDF and Word. A huge time saver, the system usually identifies all questions with ease, and once imported, proposal questions can now be easily answered in a number of ways - either from a search or the Loopio Magic tool. No more searching through shared libraries or old responses, the Loopio library uses the best technology to help the end-user search and find the most up-to-date and relevant responses. Their search functionality gets in the weeds - a Proposal Manager's dream - drill down to the library location, various search terms, tags, exact matches, similar matches, and even with some Boolean capabilities (this had me sold!). The search options are nearly endless. Magic is a nifty tool that aligns a customer's question with your library entries using machine-learning and relevant search terms. Users can now search through past proposal responses done in Loopio for even more options to get the best entries. Collaborating with subject matter experts is streamlined with their "assignment" capabilities. I assign questions, set deadlines, comment, and collaborate with team members. The interface is quite user-friendly with a dashboard to track progress (who doesn't love to visually view your progress). Recently added features include an open collaboration mode so more than one team member can contribute to a proposal response, and character counts, making Loopio the system that "does it all." What's more, Loopio's options for export are trouble-free. We have pre-loaded templates, and our responses export beautifully directly from Loopio into Word. Loopio also allows us to export into the customer source files such as Excel - no more copying from Word into Excel. Beyond the needs of our day-to-day proposal management responsibilities, Loopio is an exceptional company offering top-notch customer service. If you're searching for a new CMS, stop where you are and select Loopio. It has exceeded our expectations.
LoopioLoopio's onboarding experience is absolutely exceptional! It is very well thought out and personal. Loopio will save my reps HOURS of time completing RFPs, RFIs, and Security Questionnaires!
Loopio brings together years of knowledge into a single platform saving valuable time and resources
Loopio combines the knowledge of the organisation into a platform that then allows for collaboration in preparing a tender response. Having this tool saves time across every department when responding and provides valuable tracking insight to ensure we meet the deadline every time. It also provides a consistent message across each and every response.
Great RFP Management Tool
Loopio allows you to keep a library of responses and reviews of that library so your content is always up to date.
Couldn't ask for better Customer Service and User-Friendly Product
The most helpful part about using Loopio is having all your content in one place. This lets me actually search for something and find it, instead of trying to remember what response had that one image or answer in it.
Great Tool for collaborating on process in a faster and managed way RFIs / RFPs
The MAGIC option that search appropriate responses for RFIs / RFPs The template generator Internal interaction with peers to follow the revision and approval o responses
Stop Your Search for RFP Software - This Application & Team is The Real Deal!
From first contact, through onboarding, and after launch support, this team has been a class act through and through. An extraordinarily knowledgeable and capable team that conducts themselves in a polished, professional, and pleasant manner at all times. Their exceedingly high priority on customer feedback sessions has allowed them to create a highly efficient and scalable RFP automation application with a UI that is nothing short of visually stunning. The great UI meant that Loopio breezed through UAT for us and led to near-instantaneous user adoption. The library management tools make it easy to assign content owners and set review schedules so that our reps can count on Loopio populating their RFP answers with the most up-to-date information.
Accelerates time to first draft
Simple and intuitive interface – easy to adopt, effective content management with freshness score, automation (question/answer matching and document production), onboarding / customer success teams guide you through implementation to ROI – includes excellent hybrid CBT/virtual training that is very effective.
Loopio is exactly what we needed
The review process helps keep our data current. I also liked the implementation. The regular implementation and onboarding calls helped us start on the right foot and ensured the data we began the project with was accurate. Overall product design makes navigating Loopio very easy. We have added some new members since going live with Loopio and they have had no issue jumping right in.
There is a lot to love about Loopio. As a Manager the thing I love the most is how Loopio allows my team of experts to respond with confidence while collaborating across the organization. Loopio's ease of use simplifies our process, increases our productivity and make us look good.
Feb 14, 2023
Streamlined RFP and Security Response
Loopio has been a pleasure to work with from start to finish. Their team was incredibly helpful through the sales process, onboarding, and post-launch. Loopio was able to guide us through the process and provide best practices to help us get things set up the right way. We were effectively trained on how to use the solution and were able to hit the ground running. Loopio helped our team to streamline responding to both RFP's and security reviews. Prior to Loopio, we were using spreadsheets to house our libraries and conducting manual searches. It was time-consuming to find re-usable information and respond to repetitive questions. Loopio helped us structure a library to draw from, and Magic allowed us to easily populate answers to the common questions. Loopio provided better reporting and visibility into what we were working on and allowed us to better track deliverables.
An automated tool to help save time
Help saves time, easy to use, key content is in one place
Amazing across the board from the start to the here!
From the moment we met with Loopio in the prospecting phase, they were incredibly thoughtful of everything we needed, all of the questions we were asking, and what we needed to accomplish with the platform to achieve ROI.
Awesome product and Awesome Support
Loopio has been a tremendous time saver for me. The tool is very easy to use, and intuitive, and their support team has been the best that I've ever encountered.
Loopio For The Win!
Loopio has been so easy to roll out. The tool is intuitive and user-friendly. Even our toughest SMEs are giving us positive feedback. They are able to easily search the library and find what they need quickly. Users love the freshness score and the ability to suggest their edits to the library with a click. Our proposal managers are finding it much easier to manage and juggle projects in Loopio. The ability to collaborate and keep tabs on participant tasks is invaluable.
Easy to use and offers a great customer service
Loopio has a lot of user-friendly features and provides a training library that you can use to master your Loopio skills.
An excellent tool for all your RFP maladies
I am quite satisfied with its Google-like approach. The most relevant answers are displayed right at the top, enabling you to scroll through additional hits to find that satisfactory response.