JS
Jennifer Selby
G2
Verified user

Loopio offers a clean, simple user interface that makes it easy and intuitive to use.

Loopio makes it easy to search content, prepend and append answers, and tailor and review content to keep it fresh and relevant. The import feature works well and consistently uploads what I choose each time. We use Loopio frequently to manage our proposal operations and it's easy to assign sections to other users or guests. Loopio was reasonably easy to implement, and in 10 months of use we have not needed to contact customer support with any issues. We also love Loopio's integrations with Salesforce, which makes Go/No Go decisions measurable and transparent.
JS
Jennifer Selby
G2
Verified user

Loopio offers a clean, simple user interface that makes it easy and intuitive to use.

Loopio makes it easy to search content, prepend and append answers, and tailor and review content to keep it fresh and relevant. The import feature works well and consistently uploads what I choose each time. We use Loopio frequently to manage our proposal operations and it's easy to assign sections to other users or guests. Loopio was reasonably easy to implement, and in 10 months of use we have not needed to contact customer support with any issues. We also love Loopio's integrations with Salesforce, which makes Go/No Go decisions measurable and transparent.

Jun 2, 2025

Jun 2, 2025

DC
Danielle Cole
G2
Verified user

Can't Live Without It - A Must-Have For Your Bid Team

Loopio keeps all company-specific bid content organized, clean, and easy to access in one central library.
DC
Danielle Cole
G2
Verified user

Can't Live Without It - A Must-Have For Your Bid Team

Loopio keeps all company-specific bid content organized, clean, and easy to access in one central library.

Mar 13, 2025

Mar 13, 2025

AM
Alexandra Mahady
G2
Verified user

A Must-Have!

From the user interface to the underlying structure of the database, Loopio is a must-have for all businesses that respond to prosopals and RFPs. Very intuitive and easy to use, great for collaboration, easy to set up reivews for SMEs on a pre-defined cadence, and simple to recommend updated content for the database. I've used other tools and they don't even come close to Loopio.
AM
Alexandra Mahady
G2
Verified user

A Must-Have!

From the user interface to the underlying structure of the database, Loopio is a must-have for all businesses that respond to prosopals and RFPs. Very intuitive and easy to use, great for collaboration, easy to set up reivews for SMEs on a pre-defined cadence, and simple to recommend updated content for the database. I've used other tools and they don't even come close to Loopio.

Aug 15, 2023

Aug 15, 2023

user avatar
Verified User in Computer Software
G2
Verified user

RFPs made easy!

Loopio's platform takes weeks off the RFP process. Easily match content with questions using their Magic tool, and generative AI works well to create content. Implementation was easy, and their team was professional and helpful. Notably, their sales process was phenomenal, quickly showing potential ROI and making it easy to make our business cases.
user avatar
Verified User in Computer Software
G2
Verified user

RFPs made easy!

Loopio's platform takes weeks off the RFP process. Easily match content with questions using their Magic tool, and generative AI works well to create content. Implementation was easy, and their team was professional and helpful. Notably, their sales process was phenomenal, quickly showing potential ROI and making it easy to make our business cases.

Nov 18, 2024

Nov 18, 2024

EM
Erika Meisner
G2
Verified user

Happy user of four+ years.

It is very easy to use and they continue to improve on and add functionality.
EM
Erika Meisner
G2
Verified user

Happy user of four+ years.

It is very easy to use and they continue to improve on and add functionality.

Aug 16, 2024

Aug 16, 2024

user avatar
Justine DeMello
G2
Verified user

Loopio Makes Proposals and Maintaining RFP Content Easy

I have implemented and used Loopio at 3 times at different over the last 6 years and absoltely love it. It makes my job much easier as a proposal professional who uses it daily, and I consistently get feedback from my sales and customer success team members that they also find it easy to use and navigate for individuals who aren't in it as much. As someone who understands that having a strong and accurate library is paramount, I appreciate the features in place to make keeping content up to date simple, while focusing on keeping the integrity of the library (i.e. not adding new records.) I have always appreciated that they are constantly improving and making updates to the platform.
user avatar
Justine DeMello
G2
Verified user

Loopio Makes Proposals and Maintaining RFP Content Easy

I have implemented and used Loopio at 3 times at different over the last 6 years and absoltely love it. It makes my job much easier as a proposal professional who uses it daily, and I consistently get feedback from my sales and customer success team members that they also find it easy to use and navigate for individuals who aren't in it as much. As someone who understands that having a strong and accurate library is paramount, I appreciate the features in place to make keeping content up to date simple, while focusing on keeping the integrity of the library (i.e. not adding new records.) I have always appreciated that they are constantly improving and making updates to the platform.

May 30, 2024

May 30, 2024

user avatar
Verified User in Medical Devices
G2
Verified user

User-friendly automation for streamlining the RFP process!

The Magic automation function takes the tedious work out of answering RFP questionnaires. Organization of library responses is intuitive, and allows for easier searching and updating
user avatar
Verified User in Medical Devices
G2
Verified user

User-friendly automation for streamlining the RFP process!

The Magic automation function takes the tedious work out of answering RFP questionnaires. Organization of library responses is intuitive, and allows for easier searching and updating

Aug 16, 2024

Aug 16, 2024

user avatar
Verified User in Logistics and Supply Chain
G2
Verified user

Jonathan Urbanski has been an incredible trainer, and we are building a very effective library.

Storting and segmenting the information.
user avatar
Verified User in Logistics and Supply Chain
G2
Verified user

Jonathan Urbanski has been an incredible trainer, and we are building a very effective library.

Storting and segmenting the information.

May 28, 2024

May 28, 2024

user avatar
Arielle Edelman McHenry, MPH
G2
Verified user

Incredible RFP management softward

It is easy to learn and use. It automates what can be very time intensive and unwieldy application processes. It frees up staff time for program delivery.
user avatar
Arielle Edelman McHenry, MPH
G2
Verified user

Incredible RFP management softward

It is easy to learn and use. It automates what can be very time intensive and unwieldy application processes. It frees up staff time for program delivery.

Nov 21, 2024

Nov 21, 2024

RW
Rob Wunder
G2
Verified user

Hands down the best tool for Proposals, RFPs, and Security Questionnaires

Far beyond it's competitors, Loopio has the best user interface on the market. It is easy to use, easy to learn, and easy to demo, to say nothing of the powerful platform itself. Loopio also has the best import tool for Word, Excel, and PDF on the market. I have tried Qvidian, RFPIO, RFP360, Ombud, Proposify, and RocketDocs. Loopio beats all of them, hands down, no contest.
RW
Rob Wunder
G2
Verified user

Hands down the best tool for Proposals, RFPs, and Security Questionnaires

Far beyond it's competitors, Loopio has the best user interface on the market. It is easy to use, easy to learn, and easy to demo, to say nothing of the powerful platform itself. Loopio also has the best import tool for Word, Excel, and PDF on the market. I have tried Qvidian, RFPIO, RFP360, Ombud, Proposify, and RocketDocs. Loopio beats all of them, hands down, no contest.

Jul 11, 2023

Jul 11, 2023

user avatar
Kerry Andrews
G2
Verified user

Great tool

Avnio Tables has been a game changer when it comes to viewing our data within Salesforce. It's much more similar to a typical spreadsheet view than the report options that SF has. It's extremely user friendly for our team and we love how customizable it is.
user avatar
Kerry Andrews
G2
Verified user

Great tool

Avnio Tables has been a game changer when it comes to viewing our data within Salesforce. It's much more similar to a typical spreadsheet view than the report options that SF has. It's extremely user friendly for our team and we love how customizable it is.

Feb 23, 2024

Feb 23, 2024

user avatar
David Reischman
G2
Verified user

Loopio Review - David Reischman

The organization and easy project management.
user avatar
David Reischman
G2
Verified user

Loopio Review - David Reischman

The organization and easy project management.

Mar 13, 2025

Mar 13, 2025

CM
Christie Messex
G2
Verified user

Perfect Application and Excellent Customer Service

We like being able to organize our data into stacks which is use for our different products. The system is so easy to use with functionality that is extremely useful to our company.
CM
Christie Messex
G2
Verified user

Perfect Application and Excellent Customer Service

We like being able to organize our data into stacks which is use for our different products. The system is so easy to use with functionality that is extremely useful to our company.

Mar 3, 2023

Mar 3, 2023

user avatar
Renato Juričev
G2
Verified user

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.
user avatar
Renato Juričev
G2
Verified user

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

May 29, 2025

user avatar
Jen Pinkerton
G2
Verified user

Loopio is helping us unleash our potential

We see the content library as the primary benefit of Loopio to our organization. We spent a great deal of time during our old RFP process just searching multiple documents for appropriate boilerplate language to use to be responsive. With the Loopio content library, we expect to be able to streamline that process by using Magic to search our content for us and populate answers so that we can personalize and tailor the proposals and add "connective tissue," but we don't have to spend time searching for boilerplate. Additionally, we have created custom sales proposal templates that have streamlined our ability to get proposals to our sales team in 15 minutes or less.
user avatar
Jen Pinkerton
G2
Verified user

Loopio is helping us unleash our potential

We see the content library as the primary benefit of Loopio to our organization. We spent a great deal of time during our old RFP process just searching multiple documents for appropriate boilerplate language to use to be responsive. With the Loopio content library, we expect to be able to streamline that process by using Magic to search our content for us and populate answers so that we can personalize and tailor the proposals and add "connective tissue," but we don't have to spend time searching for boilerplate. Additionally, we have created custom sales proposal templates that have streamlined our ability to get proposals to our sales team in 15 minutes or less.

Apr 25, 2023

Apr 25, 2023

M
Milton Perkins
G2

Functionality of Loopio, Increasing Our Capacity

Unlimited content and internal partner additions. Additionally, the functionality to communicate with content SMEs via automation versus emails and IM communication tools. It allows my team to be more efficient and increase capacity. Our win rates are also trending upward.
M
Milton Perkins
G2

Functionality of Loopio, Increasing Our Capacity

Unlimited content and internal partner additions. Additionally, the functionality to communicate with content SMEs via automation versus emails and IM communication tools. It allows my team to be more efficient and increase capacity. Our win rates are also trending upward.

Apr 29, 2024

Apr 29, 2024

user avatar
Michele Anne Harris
G2
Verified user

Managed Chaos to Controlled Sanity

The most helpful elements of Loopio are the ability to search the library and projects for historical data by using Magic. Using my old system, I relied on many folders in Word and by memory. A few benefits that assist our company are the dashboard, reporting features, and the NUDGE button. It is convenient to see at a glance by looking at the dashboard where a project stands and NUDGE an assignee if they are lagging in their responses. Loopio's customer support model is fantastic. I appreciate the monthly check-ins with Peter Yu and find the quick turn around from other support personnel to be great.
user avatar
Michele Anne Harris
G2
Verified user

Managed Chaos to Controlled Sanity

The most helpful elements of Loopio are the ability to search the library and projects for historical data by using Magic. Using my old system, I relied on many folders in Word and by memory. A few benefits that assist our company are the dashboard, reporting features, and the NUDGE button. It is convenient to see at a glance by looking at the dashboard where a project stands and NUDGE an assignee if they are lagging in their responses. Loopio's customer support model is fantastic. I appreciate the monthly check-ins with Peter Yu and find the quick turn around from other support personnel to be great.

May 31, 2024

May 31, 2024

user avatar
Verified User in Accounting
G2
Verified user

Loopio is a great product to organize and enhance new business opportunities

The ability to organize and update library content in real-time, AI-generated responses, project data and analytics
user avatar
Verified User in Accounting
G2
Verified user

Loopio is a great product to organize and enhance new business opportunities

The ability to organize and update library content in real-time, AI-generated responses, project data and analytics

Mar 7, 2025

Mar 7, 2025

user avatar
Verified User in Computer Software
G2
Verified user

Loopio helps us 'eat the elephant/large vegetarian option'

The team at Loopio listens to us and is very active in ensuring our thoughts and ideas for improvements are heard. Our success managers have always been super focused on making sure we get what we need from the product and frequently give us access to beta products where they think they align with our needs. The product allows us to bring everyone on the team to break down large and often complex tasks. It's easy to use and requires minimal training for new users, allowing them to be effective quickly. We use Loopio daily to respond to a wide variety of content, including tenders, questionnaires, and security documentation, and it is also a resource for our teams to answer ad hoc questions. Loopio plays well with our other technology allowing us to use it in our CRM and communication channels.
user avatar
Verified User in Computer Software
G2
Verified user

Loopio helps us 'eat the elephant/large vegetarian option'

The team at Loopio listens to us and is very active in ensuring our thoughts and ideas for improvements are heard. Our success managers have always been super focused on making sure we get what we need from the product and frequently give us access to beta products where they think they align with our needs. The product allows us to bring everyone on the team to break down large and often complex tasks. It's easy to use and requires minimal training for new users, allowing them to be effective quickly. We use Loopio daily to respond to a wide variety of content, including tenders, questionnaires, and security documentation, and it is also a resource for our teams to answer ad hoc questions. Loopio plays well with our other technology allowing us to use it in our CRM and communication channels.

May 7, 2021

May 7, 2021

user avatar
Kimberly Monroe
G2
Verified user

Great Experience with Loopio

Loopio is easy to use, enables greater team collaboration, and ensures that we deliver our best RFPs each time.
user avatar
Kimberly Monroe
G2
Verified user

Great Experience with Loopio

Loopio is easy to use, enables greater team collaboration, and ensures that we deliver our best RFPs each time.

Aug 19, 2024

Aug 19, 2024

user avatar
Rashpal Singh
G2
Verified user

Loopio best in class!!

The best things are the ease of use, the collaboration and library management. As long as your concise content has an owner, reviewer and gatekeeper, this product can add so much value to the organisation!
user avatar
Rashpal Singh
G2
Verified user

Loopio best in class!!

The best things are the ease of use, the collaboration and library management. As long as your concise content has an owner, reviewer and gatekeeper, this product can add so much value to the organisation!

Jul 10, 2023

Jul 10, 2023

SL
Steven Levy
G2
Verified user

Making progress to upgrade the process

Loopio creates an environment where users no longer have to start from ground zero. This is very helpful in augmenting the response process by allowing users to already be on base as opposed to merely making their way to the batters box, to use a metaphor. Customer support has been very helpful.
SL
Steven Levy
G2
Verified user

Making progress to upgrade the process

Loopio creates an environment where users no longer have to start from ground zero. This is very helpful in augmenting the response process by allowing users to already be on base as opposed to merely making their way to the batters box, to use a metaphor. Customer support has been very helpful.

May 14, 2024

May 14, 2024

user avatar
Neel Suri
G2
Verified user

Timesaver for RFP Team

It's an easy to use tool that provides capabilities to both the teams responsible for submitting RFPs as well as those that need to fill in details for the requests.
user avatar
Neel Suri
G2
Verified user

Timesaver for RFP Team

It's an easy to use tool that provides capabilities to both the teams responsible for submitting RFPs as well as those that need to fill in details for the requests.

Oct 16, 2023

Oct 16, 2023

MM
Matt Misiek
G2
Verified user

Loopio shortens our response time!

I love Open collaboration and all collaboration tools that allow us to talk to project members as I use the Comments section frequently for notes. Once the collaboration is done,the Exporting process is a breeze, giving checkpoints to ensure the mapping is correct. I am a big fan of Magic for specific entries and Bulk Magic. We will be having opportunities where Magic will be used in a big way coming up and these enhancements will really help us. I have used both the Google Chrome extension and the Loopio Excel Add-Ins and it can help portal responses, select questions from Portan and inport into projects to leverage your library. In regards to the Excel document add-in, you can go from Blank Excel document to new Loopio Project creation in minutes and Importing question and answer cells is easy, too. The opportunities that I have used Loopio to collaborate with the team has saved us time and have made several of our deadlines easy to manage. Documents are cleaner for final review and all of the team members that I have shown are enjoying the use of the tool.
MM
Matt Misiek
G2
Verified user

Loopio shortens our response time!

I love Open collaboration and all collaboration tools that allow us to talk to project members as I use the Comments section frequently for notes. Once the collaboration is done,the Exporting process is a breeze, giving checkpoints to ensure the mapping is correct. I am a big fan of Magic for specific entries and Bulk Magic. We will be having opportunities where Magic will be used in a big way coming up and these enhancements will really help us. I have used both the Google Chrome extension and the Loopio Excel Add-Ins and it can help portal responses, select questions from Portan and inport into projects to leverage your library. In regards to the Excel document add-in, you can go from Blank Excel document to new Loopio Project creation in minutes and Importing question and answer cells is easy, too. The opportunities that I have used Loopio to collaborate with the team has saved us time and have made several of our deadlines easy to manage. Documents are cleaner for final review and all of the team members that I have shown are enjoying the use of the tool.

Dec 8, 2020

Dec 8, 2020

user avatar
Grzegorz Heinrich
G2
Verified user

The Ferrari of proposal automation software

Having tried out or actively worked on just about all enterprise-grade proposal automation products on the market, I can confidently say that nothing provides the same combination of modern user experience, accurate automations, powerhouse search engine, content re-usability, and intuitive knowledge base management. If responding to RFx ever is a breeze, it is only so with Loopio. Loopio's team has always been a trusted partner for companies I've worked at, and our CSM and Support are just lovely to interact with. The tool itself constantly evolves - setting industry trends, not reacting to them - while our feedback tangibly influences the roadmap.
user avatar
Grzegorz Heinrich
G2
Verified user

The Ferrari of proposal automation software

Having tried out or actively worked on just about all enterprise-grade proposal automation products on the market, I can confidently say that nothing provides the same combination of modern user experience, accurate automations, powerhouse search engine, content re-usability, and intuitive knowledge base management. If responding to RFx ever is a breeze, it is only so with Loopio. Loopio's team has always been a trusted partner for companies I've worked at, and our CSM and Support are just lovely to interact with. The tool itself constantly evolves - setting industry trends, not reacting to them - while our feedback tangibly influences the roadmap.

Feb 6, 2025

Feb 6, 2025

AB
Adam Baker
G2
Verified user

Great for centralising regular questions

It allows me to provide roadmap updates and releases in a single location which is then usable and accessible by the bid management teams when responding to tenders, reducing the amount of time spent pinging messages back and forth or them hunting for documents.
AB
Adam Baker
G2
Verified user

Great for centralising regular questions

It allows me to provide roadmap updates and releases in a single location which is then usable and accessible by the bid management teams when responding to tenders, reducing the amount of time spent pinging messages back and forth or them hunting for documents.

Jun 3, 2025

Jun 3, 2025

user avatar
Verified User in Computer Software
G2
Verified user

Wonderful experience with Loopio!

The platform is easy to navigate and intuitive, I would highly recommend Loopio as opposed to other competing platforms. The Loopio team and their dedication to customer service really makes Loopio stand out. There are a number of feature sets that fit perfect within our orginization and solve needs for problems that have plagued us for many years. It was fairly easy to implement and the Loopio team was there every step of the way to ensure we have the resourced we needed for success.
user avatar
Verified User in Computer Software
G2
Verified user

Wonderful experience with Loopio!

The platform is easy to navigate and intuitive, I would highly recommend Loopio as opposed to other competing platforms. The Loopio team and their dedication to customer service really makes Loopio stand out. There are a number of feature sets that fit perfect within our orginization and solve needs for problems that have plagued us for many years. It was fairly easy to implement and the Loopio team was there every step of the way to ensure we have the resourced we needed for success.

Nov 21, 2023

Nov 21, 2023

user avatar
Verified User in Staffing and Recruiting
G2
Verified user

Great sales, onboarding and ongoing service support.

It's definitely made the collaboration process much easier to manage. The content library and use of Magic is great. Implementation was very straight forward. Well structured and paced. All of the user guide section os comprehensive and the ongoing support from my success manager is excellent.
user avatar
Verified User in Staffing and Recruiting
G2
Verified user

Great sales, onboarding and ongoing service support.

It's definitely made the collaboration process much easier to manage. The content library and use of Magic is great. Implementation was very straight forward. Well structured and paced. All of the user guide section os comprehensive and the ongoing support from my success manager is excellent.

Aug 21, 2024

Aug 21, 2024

user avatar
Verified User in Banking
G2

Great product, easy to use, fantastic customer service!

Loopio was easy to learn and use. It does everything I need, including creating RFP projects, loading Questions & Answers into the library, searching, exporting a proposal to a company template, and producing reports. The customer support is outstanding. I usually hear back from an email request within the hour, and they are able to answer my question.
user avatar
Verified User in Banking
G2

Great product, easy to use, fantastic customer service!

Loopio was easy to learn and use. It does everything I need, including creating RFP projects, loading Questions & Answers into the library, searching, exporting a proposal to a company template, and producing reports. The customer support is outstanding. I usually hear back from an email request within the hour, and they are able to answer my question.

Feb 21, 2025

Feb 21, 2025

DY
Dashia Yandell
G2
Verified user

The only proposal management software I'll consider

Loopio makes it easy to find everything you need in one place. It is user friendly so even if you don't have time to train someone who is helping with your proposal response, they can usually figure it out. The customer support is top notch. I've always had solid support and quick answers to questions. Loopio is very easy to implement. If you use one of their implementation specialists, they walk you through everything. I love that Loopio is always adding new features, and I especially love that they listen to their customers. The help section is inspiring. You can find everything you need an answer to in their Learning Station.
DY
Dashia Yandell
G2
Verified user

The only proposal management software I'll consider

Loopio makes it easy to find everything you need in one place. It is user friendly so even if you don't have time to train someone who is helping with your proposal response, they can usually figure it out. The customer support is top notch. I've always had solid support and quick answers to questions. Loopio is very easy to implement. If you use one of their implementation specialists, they walk you through everything. I love that Loopio is always adding new features, and I especially love that they listen to their customers. The help section is inspiring. You can find everything you need an answer to in their Learning Station.

Dec 14, 2023

Dec 14, 2023

user avatar
Pam Parker
G2
Verified user

Loopio Makes My Job Easier

The Loopio Library is easy to organize and populate. I also appreciate the ability to establish review dates for subject matter experts.
user avatar
Pam Parker
G2
Verified user

Loopio Makes My Job Easier

The Loopio Library is easy to organize and populate. I also appreciate the ability to establish review dates for subject matter experts.

May 29, 2025

May 29, 2025

user avatar
Brett Harris
G2
Verified user

Excellent and improving

Loopio makes it really easy to match questions with your knowledgebase of answers. The natural language processing does a really good job, particularly if you use the advanced setting to tweak the responses. The staff is also fantastic and really work to make the company experience a great one.
user avatar
Brett Harris
G2
Verified user

Excellent and improving

Loopio makes it really easy to match questions with your knowledgebase of answers. The natural language processing does a really good job, particularly if you use the advanced setting to tweak the responses. The staff is also fantastic and really work to make the company experience a great one.

May 31, 2024

May 31, 2024

user avatar
Leonardo Vargas
G2
Verified user

Loopio, great automation tool for standardizing responses to customers. Still needs to grow.

I can organize, standardize, update and share my knowledge in a very easy to use tool that allows me to make sure that everyone in the organization is getting the same quality information. If I have 10 different clients asking me the same thing about a feature or policy, with Loopio I'm confident that they're all getting the most accurate and high quality information, and if I notice that I need to update it, it's easy to do so and correct it.
user avatar
Leonardo Vargas
G2
Verified user

Loopio, great automation tool for standardizing responses to customers. Still needs to grow.

I can organize, standardize, update and share my knowledge in a very easy to use tool that allows me to make sure that everyone in the organization is getting the same quality information. If I have 10 different clients asking me the same thing about a feature or policy, with Loopio I'm confident that they're all getting the most accurate and high quality information, and if I notice that I need to update it, it's easy to do so and correct it.

Feb 6, 2025

Feb 6, 2025

SB
Stephannie Bernal
G2
Verified user

Best tool we've ever purchased!

Loopio's ability to decrease the amount of time and resources it takes to complete a quality RFP has made such a measurable difference at our company.
SB
Stephannie Bernal
G2
Verified user

Best tool we've ever purchased!

Loopio's ability to decrease the amount of time and resources it takes to complete a quality RFP has made such a measurable difference at our company.

Feb 6, 2025

Feb 6, 2025

user avatar
Graham Lewis
G2
Verified user

Loopio is going to change our RFP process forever!

The Content Library is a game changer. It is going to allow us to not only populate content for RFPs but will help us answer questions that come in from prospects quickly. The RFP importing process and how quickly it discovers Questions is painless as well.
user avatar
Graham Lewis
G2
Verified user

Loopio is going to change our RFP process forever!

The Content Library is a game changer. It is going to allow us to not only populate content for RFPs but will help us answer questions that come in from prospects quickly. The RFP importing process and how quickly it discovers Questions is painless as well.

Dec 6, 2023

Dec 6, 2023

K
Kelly Burns
G2
Verified user

Organized, user friendly, and helpful

I love how the search bar works. It always populates with the most relevant info and the filters are so helpful.
K
Kelly Burns
G2
Verified user

Organized, user friendly, and helpful

I love how the search bar works. It always populates with the most relevant info and the filters are so helpful.

Oct 22, 2024

Oct 22, 2024

user avatar
Caryn Shaw
G2
Verified user

Applications to help get answers quickly and Integrations to leverage information outside of Loopio.

The library; many ways to search for content.
user avatar
Caryn Shaw
G2
Verified user

Applications to help get answers quickly and Integrations to leverage information outside of Loopio.

The library; many ways to search for content.

Jun 7, 2024

Jun 7, 2024

J
Jo P
G2
Verified user

The value this tool brings is at least three times the price.

Loopio is a wonderful tool for organizing, assigning, and deploying RFPs and Sales Proposals. The tool has a database keyword search tool and now AI generated answers. Once you put the work in with this tool but adding company materials and getting some RFPs underyour belt the work pays off many times over. I love the accountability it beings along with the clear dut dates, tasks and ease of use this brings.
J
Jo P
G2
Verified user

The value this tool brings is at least three times the price.

Loopio is a wonderful tool for organizing, assigning, and deploying RFPs and Sales Proposals. The tool has a database keyword search tool and now AI generated answers. Once you put the work in with this tool but adding company materials and getting some RFPs underyour belt the work pays off many times over. I love the accountability it beings along with the clear dut dates, tasks and ease of use this brings.

May 29, 2024

May 29, 2024

AL
Arun Ladhar
G2
Verified user

Loopio Review from an Intern Administrator's Perspective

I've been an admin for Loopio for around 8 months now and I've found one of it's best features is it's library search. Loopio has a brilliant RAG search that allows myself and colleagues to find the most relevant responses to questions, saving a lot of time. In addition, it is always very easy to use and search key terms, tags or entry owners. As an admin, it is also easy to give access to different users and stay on top of licences.
AL
Arun Ladhar
G2
Verified user

Loopio Review from an Intern Administrator's Perspective

I've been an admin for Loopio for around 8 months now and I've found one of it's best features is it's library search. Loopio has a brilliant RAG search that allows myself and colleagues to find the most relevant responses to questions, saving a lot of time. In addition, it is always very easy to use and search key terms, tags or entry owners. As an admin, it is also easy to give access to different users and stay on top of licences.

Jun 3, 2024

Jun 3, 2024

user avatar
Oli Bowden
G2
Verified user

Great tool, improving efficiency and saving time

Loopio's library and AI capabilities have allowed us to reduce the time in responding to large RFPs by over 50%. The ability to see workload by assignee and a holistic view of overall completion is critical to the management of RFP responses for us.
user avatar
Oli Bowden
G2
Verified user

Great tool, improving efficiency and saving time

Loopio's library and AI capabilities have allowed us to reduce the time in responding to large RFPs by over 50%. The ability to see workload by assignee and a holistic view of overall completion is critical to the management of RFP responses for us.

Mar 3, 2025

Mar 3, 2025

ME
Mihaela Ekhmis
G2
Verified user

pretty intuitive

I like the best at Loopio that the Magic feature helps me a lot with my projects
ME
Mihaela Ekhmis
G2
Verified user

pretty intuitive

I like the best at Loopio that the Magic feature helps me a lot with my projects

May 29, 2025

May 29, 2025

JB
Jay Blanchard
G2
Verified user

Loopio - 10+ years of success for pursuit strategy

Loopio has a fantastic content library and excellent RFP automation tools--but so do another of their competitors. What truly sets Loopio apart is some of the best customer/account support I have received from any company in my 20+ year career, as well as customer-focused, continuous development. Loopio not only listens to their customers, but they take action. I can't even count how many times I've mentioned to my account manager "it would be nice if Loopio could eventually implement XYZ feature" and within weeks they're contacting me about beta testing the new feature for an upcoming release. And if it's not exactly what we're looking for, they'll continue to ask for our feedback until they launch a version that is exactly what we need.
JB
Jay Blanchard
G2
Verified user

Loopio - 10+ years of success for pursuit strategy

Loopio has a fantastic content library and excellent RFP automation tools--but so do another of their competitors. What truly sets Loopio apart is some of the best customer/account support I have received from any company in my 20+ year career, as well as customer-focused, continuous development. Loopio not only listens to their customers, but they take action. I can't even count how many times I've mentioned to my account manager "it would be nice if Loopio could eventually implement XYZ feature" and within weeks they're contacting me about beta testing the new feature for an upcoming release. And if it's not exactly what we're looking for, they'll continue to ask for our feedback until they launch a version that is exactly what we need.

Aug 15, 2024

Aug 15, 2024

user avatar
Jamie Juffre, CF APMP
G2
Verified user

User-Friendly Platform

I love the user-friendly platform. Training others within my organization to use Loopio for various projects is easy. I used Loopio at my previous job, and when I moved into a new role at a different company, I persuaded them to join as well. I implemented the platform and created a library from zero to over 1500 entries! I would never work for a bid and proposal company that does not subscribe to Loopio. It makes my job much more efficient and saves productivity for my entire organization. Also, the new feature of Generate AI is amazing! When I am lost for words, they guide me in finding the right ones!
user avatar
Jamie Juffre, CF APMP
G2
Verified user

User-Friendly Platform

I love the user-friendly platform. Training others within my organization to use Loopio for various projects is easy. I used Loopio at my previous job, and when I moved into a new role at a different company, I persuaded them to join as well. I implemented the platform and created a library from zero to over 1500 entries! I would never work for a bid and proposal company that does not subscribe to Loopio. It makes my job much more efficient and saves productivity for my entire organization. Also, the new feature of Generate AI is amazing! When I am lost for words, they guide me in finding the right ones!

Oct 11, 2024

Oct 11, 2024

user avatar
Verified User in Financial Services
G2

Streamlined User Experience to Respond to RFPs Faster

Not only does Loopio provide a streamlined user experince for pulling content directly from your Loopio library into projects to respond to RFPs, it also offers automated features like "magic" and GenAi that make the response process easier and quicker. Collaboration in Loopio is also a huge benefit in both the SME review process for projects as well as in the library review cycle process with automated review schedules and multi-step reviews. The customer support is also very helpful and the implementation and onbaording experience was fairly smooth!
user avatar
Verified User in Financial Services
G2

Streamlined User Experience to Respond to RFPs Faster

Not only does Loopio provide a streamlined user experince for pulling content directly from your Loopio library into projects to respond to RFPs, it also offers automated features like "magic" and GenAi that make the response process easier and quicker. Collaboration in Loopio is also a huge benefit in both the SME review process for projects as well as in the library review cycle process with automated review schedules and multi-step reviews. The customer support is also very helpful and the implementation and onbaording experience was fairly smooth!

May 30, 2025

May 30, 2025

user avatar
Daniel A-D
G2

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
user avatar
Daniel A-D
G2

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

Nov 18, 2024

user avatar
Andreea Popa
G2
Verified user

Loopio unites all the teams!

I love that we can all have just one place to store the knowledge of the company. They have gotten better at adding more settings that you can apply to your projects. Some features differentiate Loopio from the competition! Everyone, no matter what team they're in, product, management, support, sees value in using loopio for our day to day activities. It's also important to note that you don't even need a tutorial to go aroudn loopio, it's that easy! Our account manager has always been super helpful and forwarded any kind of problems we've had to the right people.
user avatar
Andreea Popa
G2
Verified user

Loopio unites all the teams!

I love that we can all have just one place to store the knowledge of the company. They have gotten better at adding more settings that you can apply to your projects. Some features differentiate Loopio from the competition! Everyone, no matter what team they're in, product, management, support, sees value in using loopio for our day to day activities. It's also important to note that you don't even need a tutorial to go aroudn loopio, it's that easy! Our account manager has always been super helpful and forwarded any kind of problems we've had to the right people.

May 29, 2025

May 29, 2025

user avatar
Nathan Wunrow
G2
Verified user

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!
user avatar
Nathan Wunrow
G2
Verified user

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

May 30, 2024

SP
Shashank Pedamkar
G2

Loopio is the most Simplest & Easiest tool to use.

Loopio is the most simplest & easiest tool ever I had ever worked upon. Compared to CRM & other customer database management tools, Loopio is the most user friendly tool worked. It is simple to use & easy to navigate to various features which all begin from home page. It is very self-explanatory as all the important features could be easily viewed & are available on main screen of home page. The features such as "Create a New Project", "Search Library", and "Create New Entry" for a library are the added benefits as it helps to navigate easily for a user. The Help Centre is more than a guide is actually the Knowledge Centre where a user can learn "How to complete a Project", "Import/Export", "Use the Library" and generate reports & much more to learn from this training tool. My Loopio tool login ID is : shashank.pedamkar@mastercard.com
SP
Shashank Pedamkar
G2

Loopio is the most Simplest & Easiest tool to use.

Loopio is the most simplest & easiest tool ever I had ever worked upon. Compared to CRM & other customer database management tools, Loopio is the most user friendly tool worked. It is simple to use & easy to navigate to various features which all begin from home page. It is very self-explanatory as all the important features could be easily viewed & are available on main screen of home page. The features such as "Create a New Project", "Search Library", and "Create New Entry" for a library are the added benefits as it helps to navigate easily for a user. The Help Centre is more than a guide is actually the Knowledge Centre where a user can learn "How to complete a Project", "Import/Export", "Use the Library" and generate reports & much more to learn from this training tool. My Loopio tool login ID is : shashank.pedamkar@mastercard.com

May 16, 2023

May 16, 2023

user avatar
Verified User in Computer Software
G2
Verified user

User friendly solution to create efficient and effective RFP responses.

Loopio simplifies the daunting task of responding to large RFP responses. The solution very is user-friendly.
user avatar
Verified User in Computer Software
G2
Verified user

User friendly solution to create efficient and effective RFP responses.

Loopio simplifies the daunting task of responding to large RFP responses. The solution very is user-friendly.

Aug 20, 2024

Aug 20, 2024

KW
Katie Westfall
G2
Verified user

Great Customer Success Team

I appreciate Loopio's Customer Success Team and their hands-on approach to solving our problems. The Learning Station and Help Center are constantly updated and it's easy to find what I am looking for!
KW
Katie Westfall
G2
Verified user

Great Customer Success Team

I appreciate Loopio's Customer Success Team and their hands-on approach to solving our problems. The Learning Station and Help Center are constantly updated and it's easy to find what I am looking for!

Jul 12, 2023

Jul 12, 2023