Loopio Reviews & Product Details

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. Review collected by and hosted on G2.com.

The key is the search engine, it's good but not great. It needs to be updated with real contextual search and AI understanding and suggestions. For example, if I'm looking for SLA and my content doesn't have the word SLA specifically in it, I'm not going to get that as a result, even though my content describes my SLAs.

This also happens with Magic. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Reporting and role distribution could use certain improvements - which I hear are coming. Review collected by and hosted on G2.com.

Loopio simplifies a task that is utterly daunting without such technology to make easier. Thankfully, the team continues to improve upon their product in order to keep up with this demand. So I would say the best thing about Loopio is that it'll likely cover what you need and, if it doesn't, then it's only a matter of time. Review collected by and hosted on G2.com.

Required maintenance of the product is very challenging as the content ages and the repsonsible teams undergo churn. We have never managed to set and follow good maintenance practices that a small team can support, therefore Loopio's effectiveness and our own resources have suffered. Review collected by and hosted on G2.com.

Loopio's content library has been the most efficient manner to keep track of our huge catalog of responses. It's easy to search and Loopio's training makes organizing simple. I've loved working with the Loopio team to request new features - they have top notch customer support. I use Loopio on a near daily basis. As Word expert, I'm pleased with their Microsoft integration to upload our own Word style template, so when our content is exported and matches our existing content. I found the process to become a skilled user easy. Our team is delving into using Loopio project functionality...we managed to finish the initial response on a bid with over 1000 requirements in only two weeks using this tool. Training the 40 new users only took 30 minutes. Review collected by and hosted on G2.com.

I wish some integrations, such as with Microsoft products and Monday.com (not present), were more robust. For example, if you're using Loopio to run a project, they expect it to be finished in the system... if you export it earlier in the process, comments in Loopio won't be exported into the Word file. If a project in Loopio ends up being huge, you can't easily split it later in the process (to mitigate the Word export possibly crashing Word) because duplicating a project won't transfer the project's answers, just the questions. While these are some issues I've had with the tool, I'm hopeful the Loopio development team will add features to address them in the future. Review collected by and hosted on G2.com.

I love how easy it is to structure a proposal format with Loopio. It keeps everything neat and organized. The mapping tool is especially helpful when importing documents. It also helps to break things down to only look at one question at a time so more thoughtful answers can be written. Our Customer Success Manager, Newman, is really fantastic and helpful. Review collected by and hosted on G2.com.

I'm not sure there's anything I dislike about Loopio. It's a very helpful tool. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

Sometimes the extention to Excel can be tricky to use. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

There are literally NO downsids to using Loopio! We love everything about it and are stoked to see some of the roadmap items come to fruition. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

There are no downsides to using Loopio. Our team uses it frequently. Review collected by and hosted on G2.com.

Loopio has been extremely helpful in making our RFP team and our firm as a whole more efficient and consistent in our messaging. The first of two primary benefits has been creating a process that seamlessly includes the subject matter experts in the review process of our narrative library. The narrative library is kept organized and reliable throughout the year because we know when each narrative was last reviewed, by whom, and what changes were made. The second primary benefit has been efficiency in completing each project we import, share with business partners, compete with multiple reviews, and then export. What used to take us weeks now can take a matter of days. Review collected by and hosted on G2.com.

The export functionality still needs some work. I realize this is largely to do with the uniqueness of the documents being imported, but there need to be more options and automatic matching of formats upon export. The export process for a long project is usually the most tedious part of the cycle. Magic is fine but I'd be interested to see how other firms are utilizing it better, if at all. Review collected by and hosted on G2.com.

✓ 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 Review collected by and hosted on G2.com.

X Not useful for heavy quantitative, excel-based DDQs as trying to store and maintain the content for quantitative analysis becomes too granular

X Building the content library and recreating the DDQs skeleton will require some effort at the onset, which should be mitigated by the time saved completing the request

X Saving completed responses from the project back into the question library after finishing a DDQ can be time-consuming, therefore a change in the process will be needed whereby all edits to DDQs should be made on the platform before exporting as a final document

X The “magic” tool (i.e. automated functionality for answers matching) may not always be useful for niche follow-up questions and will always requires double checking

X The question library can become “messy” over time if not managed appropriately, so it is important to define and follow an appropriate process in maintaining the content library Review collected by and hosted on G2.com.