Loopio Reviews & Product Details - Page 5

Loopio is a game changer for us to deal with security assessment and due diligence questionnaire. We used to struggle whenever these questionnaire requests came in and it usually took us significant amount of time to look up similar responses from previously completed questionnaire. On top of that it’s a challenge to track everyone’s progress. With Loopio, all these issues were gone. The tool offers a all-in-one platform that allows you to collaborate with team members, streamline the questionnaire process and get the work done efficiently. The user interface is straightforward and simple to use. The content library along with the AI assistance saves us time in populating questionnaire response. Furthermore, it allows you to refresh the content via periodic scheduled review. The best part for new user has to be its rich training resources and online help, which we found very helpful. Review collected by and hosted on G2.com.

I hope the tool could improve its content library import entries function. As of today, we could only use the Loopio Excel template to import entires per defined stack. So we need to break up a completed questionnaire into several spreadsheets and import them one by one into the library. We found this process time consuming and hope the tool could be enhanced to allow one time import into multiple stacks in one go. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I don't have any dislikes! Loopio is always listening and whenever I come across something I think they could improve, they welcome the feedback and are often already across it in the roadmap. Review collected by and hosted on G2.com.

Loopio's features enables us to create high-quality proposals. The library funcation allows us to centralise our succesful, reusable responses. With this functionality we can ensure consistent messaging and showcase our expertise effectively. This has improved our time to first draft allowing for time to be utilised on more bespoke responses.

The customer service is also outstanding. The team is incrediably responsive and helpful, actively seeking feedback to improve the plantform. This, to us, demonstrates a commitment to our user satification.

Finally, Loopio has been extemely easy to learn and navigate. The onboarding and training are both clear, engaging and easy to follow. Review collected by and hosted on G2.com.

While Loopio offers some advantages, I have encountered some drawbacks that make it less than perfect. Loopio's templates can be helpful, but when it comes to customising them to perfectly match our branding and proposal style can be cumbersome. Loopio, acknowledging this, did offer support and improvemtns to overcome some of our inital drawbacks. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Nothing-I love Loopio! Like I said this is a wonderful tool. Review collected by and hosted on G2.com.

Powerful but simple tool that allows for a lot of customization and control over how you managed proposal responses and a content library. Review collected by and hosted on G2.com.

A few simple elements which are not yet available (ie attaching multiple items at one time) which is frustrating as they are ubiquitous in most modern products. Review collected by and hosted on G2.com.

The most helpful thing about loopio is the flexibility and ease of use. It is extremely easy troubleshoot for myself and other members of my team. Review collected by and hosted on G2.com.

The part that I dislike about Loopio is that there isn't an internal notification bar on the actual site for features like comments, reassignments, resolved comments. I wish there was something similar to the library notification bar on the main screen where I can see all updates to the library from my team.

for example, when i get mentioned in the comments of an assignment I get the notifications via email but typically a few hours after my teammate has posted it, making me late to respond. I like that I can "refresh" and see these comments as changes on the project space but I wish there was a notification bar to let me know of internal notifications as they come as my email is now the secondary tool I'm using (loopio being the primary). Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

A web tool is inherently slower than a desktop tool. If you know the ansers, going through an excel file directly is still quicker. I think there could be better ways to streamline the workflow to make processing faster. Review collected by and hosted on G2.com.

How it helps in our organization and efficiency Review collected by and hosted on G2.com.

I think the tool could be simpler to use and more intuitive in certain areas Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Mostly as a function of familiarity (lack of at this point) I am still getting accustomed to Loopio's intuitiveness. Review collected by and hosted on G2.com.

How easy it is to track what others are doing via multiple means, so you can maintain a good pulse on the progrss of the proposal. Review collected by and hosted on G2.com.

The 'magic' feature isn't very accurate. I wish there were a way to teach the magic feature what to look for specifically when it comes to our line of business. Review collected by and hosted on G2.com.