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Leigh Michele Trimaldi D.D, Ph.D, SEMP, Ll.M, B.A, DAR, CPM

Loopio: Streamlining RFPs with AI and Collaboration

I really like Loopio's integration with AI, which enhances the platform by automating tailored responses for each question based on our existing library information. This makes it incredibly convenient and efficient to use, as it saves a lot of time and ensures that responses are customized and relevant. The tool's easy-to-use nature and collaborative capabilities significantly enhance our ability to work together efficiently. Additionally, Loopio serves multiple purposes beyond just RFP management; we are now using it for cataloging and crafting presentations. This versatility makes Loopio an invaluable resource. Its functionality extends to allowing our SMEs to have more time for other tasks while enabling them to point the system towards specific sections of our library for detailed, topic-specific responses, contributing to more thorough and comprehensive answers than they might typically produce. This efficiency and the super collaborative aspect of Loopio make it a standout tool for us.

Jun 10, 2025

Lisa Brooks

Loopio has transformed how our busy bid team works — we can’t imagine life without it!

As an exceptionally busy bid team, Loopio has become absolutely essential to how we operate. It’s significantly improved our efficiency and streamlined the entire RFP response process. The inbuilt AI is a game-changer — especially because it draws from our own library, so we can trust the accuracy and relevance of the content. We've saved countless hours using Magic to pull from both the library and previous projects. It's intuitive, fast, and has even helped reduce the number of repetitive or unnecessary questions from our sales team — they can now easily find what they need directly in Loopio. The platform also gives us clear visibility into project progress at any given time — what’s outstanding, who needs support, and where to chase. The snapshot feature makes it easy to update management with real-time status reports. In short, Loopio makes our work more efficient, collaborative, and less stressful. It’s become an indispensable part of our toolkit.

Jun 4, 2025

Renato Juričev

Bid Manager review of Loopio

Loopio has been a game-changer for me as a Bid Manager. It’s intuitive, easy to navigate, and packed with helpful resources—including a solid knowledge base with video guides that make it simple to find exactly what you need. I primarily use Loopio for managing our content library and occasionally for running RFP projects. Library Management The content library is one of Loopio’s strongest features. Uploading bulk content is quick and seamless thanks to their template-based system. The search functionality is smart and flexible—you can search by keywords, full questions, tags, or even answers. It doesn’t get tripped up by phrasing, which saves a lot of time. I also really appreciate the ability to filter by categories and subcategories, which helps keep everything organized. One of my favorite features is being able to search for answers from past projects—it’s incredibly useful. RFP Project Tool When it comes to managing RFPs, Loopio really shines. The progress bar is a standout feature—it gives you a clear view of what’s been answered, reviewed, or still needs attention, either by section or across the entire RFP. Importing RFPs is fast and straightforward, which makes the whole process much more efficient and less stressful. Overall, Loopio has made my workflow smoother and more efficient. It’s a tool I genuinely enjoy using and would recommend to any team handling RFPs or managing a large content library.

May 29, 2025

Daniel A-D

Solid RFP Software Automation Tool

✓ Useful for qualitative DDQs (word docs, PDFs, follow up questions) ✓ Online question library makes it easier to search for responses – it’s possible to search the library using multiple key words (rather than searching for one word or phrase, like in excel) ✓ The “magic” tool will auto-populate DDQs, pulling in responses from the question library – this is especially useful for standard requests, like ILPA templates ✓ It’s possible to assign questions to different internal teams to complete or review the response, like legal, tax or IR. They will then get email notifications of the task assigned to them (these can be switched off, too) ✓ Finished DDQs can be exported into the word or PDF files, complete with images, graphs, footnotes, etc. ✓ The “merge variables” tool will enable small updates to be made en masse to questions saved in the library – e.g. updating quarterly numbers, or number of realised deals

Nov 18, 2024

Nathan Wunrow

Excellent Response Management Software!

I've been using Loopio for almost 5 years, on almost a daily basis, and I have consistently been impressed with the many tools they offer to make my proposal writing process better! Their customer support is very friendly and responsive. I appreciate their willingness to dig into questions and find solutions. Early on in my experience with Loopio I made suggestions for enhancements and it is such a game changer when you see your suggestions implemented into the software. I primarily use Loopio’s Library module, which has allowed our team to delivery fresh and accurate responses to bids. We recently had to export a large portion of our Library content and the process was very easy and I loved that we were given a Word and Excel file of our Library content -- with images attached! What do I like best about Loopio? A solution is only enjoyable to use if the people supporting you are equally great to work with – the people make the solution!

May 30, 2024