--- description: Review of Loopio Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Loopio | Reviews, Pricing & Demos - SoftwareAdvice NZ --- Breadcrumb: [Home](/) > [Proposal Management Software](/directory/4252/proposal-management/software) > [Loopio](/software/39163/loopio) # Loopio Canonical: https://www.softwareadvice.co.nz/software/39163/loopio Page: 1 / 4\ Next: [Next page](https://www.softwareadvice.co.nz/software/39163/loopio?page=2) > Loopio is a cloud-based request for proposal (RFP) solution that is suitable for midsize and large businesses. Primary features include content management, content libraries, team collaboration, import and export and advanced search. It allows users to respond to RFPs by importing requirements within the solution, searching questions in the database and assigning them to subject matter experts (SMEs) if needed. Security teams can fill up questionnaires using the content library and users can also create customized sales proposals. The content manager module allows users to store and organize content into categories and multiple libraries. Users can schedule periodic review cycles for SMEs to refresh content. It continually adds updated content sent out in proposals to the library. The solution offers integration with Salesforce, Microsoft Word and Microsoft Excel. Support is offered via email and over phone. Other support options include an online support team, training sessions, videos and webinars. > > Verdict: Rated **4.6/5** by 74 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.6/5** | 74 Reviews | | Ease of Use | 4.8/5 | Based on overall reviews | | Customer Support | 4.9/5 | Based on overall reviews | | Value for Money | 4.6/5 | Based on overall reviews | | Features | 4.1/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: Loopio - **Location**: Toronto, Canada - **Founded**: 2014 ## Commercial Context - **Pricing model**: (Free Trial) - **Pricing Details**: Request demo and further information to receive full pricing details. - **Target Audience**: 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: Australia, Canada, Ireland, United Kingdom, United States ## Features - API - Access Controls/Permissions - Activity Dashboard - Activity Tracking - Alerts/Notifications - Approval Process Control - Audit Management - Audit Trail - Automatic Formatting - Bid Management - CRM - Collaboration Tools - Configurable Workflow - Content Library - Content Management - Customisable Templates - Data Import/Export - Document Automation - Document Management - Document Storage ## Integrations (13 total) - Auth0 - Dropbox Business - Dynamics 365 - Google Drive - Highspot - HubSpot CRM - Microsoft Teams - Okta - OneDrive - Salesforce Sales Cloud - Seismic - Slack - Unleash ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - Chat ## Category - [Proposal Management Software](https://www.softwareadvice.co.nz/directory/4252/proposal-management/software) ## Related Categories - [Proposal Management Software](https://www.softwareadvice.co.nz/directory/4252/proposal-management/software) - [RFP Software](https://www.softwareadvice.co.nz/directory/4510/rfp/software) - [Procurement Software](https://www.softwareadvice.co.nz/directory/249/procurement-software/software) ## Alternatives 1. 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This was a huge time waste. Now all the information is stored and can be used for different RFPs and we are not duplicating efforts each time. ----- ### "What would I do without Loopio?" — 5.0/5 > **Cheryl** | *5 October 2016* | Telecommunications | Recommendation rating: 10.0/10 > > **Pros**: ease of use, real-time status, categorized answers, no issue with version control, great customer service > > **Cons**: Attachments don't stay with a new answer when it comes through the Close Loop process. Magic doesn't work well. The answers are usually wrong. It has some quirks, such as when I've only been logged on a short time and I've been actively using it and the login box pops up and requires me to login again. When I'm inside of a project, I always want to be able to see 1. the prospect name 2. the products we're proposing 3. the due date. I know I can go to project details for this, but I would like these details always visible. Other people who help answer questions don't look at project details. I want them to be able to see these 3 things all of the time. > > Loopio has been a great tool for me. In the past, my company had several different departments responding to RFP's. The quality and consistency of our responses was difficult to measure, and answers were sometimes lacking because we had to search the company for answers every time we responded to an RFP. One of the best and most obvious benefits of Loopio is having everything in one place. Answers can be used repeatedly and can be adjusted if needed. It's easy to search for what we need by narrowing or expanding the search by Categories. The many hours spent responding to each request is not a waste, but contributes to future projects through the ever expanding depth of our library. I appreciate that Loopio is very easy to use. Salespeople often contribute to answering questions. If Loopio was difficult, sales wouldn't take the time to learn it. When I give them access to a project, I give them a 5 minute tutorial and that's usually all they need to get the job done. The customer service at Loopio is definitely 5 star\! They respond quickly and thoroughly. They always check to make sure they understand my question and then provide thorough instructions in their answer. They ask for feedback on how things could improve and track feedback so they know what's important to work on next. Alyssa is awesome\! I am the RFP manager at my company and I am a team of one. I support all of North American and APAC sales. I couldn't do it without Loopio. I believe Loopio improves my productivity by approximately 30% vs. using a spreadsheet or other manual library system. If I get completely overwhelmed with the number of projects coming in I can always give Loopio access to sales and let them work on the document themselves. Answers remain consistent across the globe. Answers to unique, rare questions can be found in a minute rather than in days. I use the status bar constantly to see how close the project is to completion. It's simple to export a completed project into Word or Excel. Best of all, there is no problem with version control\! I'm pleased with how often Loopio has meaningful releases. Several times I have made suggestions for improvement and several of those suggestions have already been implemented and released. Loopio listens. Loopio is responsive. Loopio cares about my business. I'm very thankful I don't have to do my job without it. ----- ### "Praise for Loopio\!" — 4.0/5 > **Jo** | *7 November 2016* | Recommendation rating: 7.0/10 > > We've been clients of Loopio for about a year now. Initially it only had part of the functionality we were looking for, but over the last year they have been awesome about listening to what else we were looking to have to actually built out RFP's within their system, and have built out the majority of that functionality at this point. ----- ### "Immensely Valuable\!" — 4.0/5 > **Mario** | *14 December 2016* | Information Technology & Services | Recommendation rating: 8.0/10 > > We evaluated several RFP tools on the market and chose Loopio for its clean and easy to use interface, ability to collaborate on projects with other members, project tracking of questions, its close loop process, how it handles similar questions/answers and the easy end-to-end workflow that it offers. Being a young startup we don't have an "RFP helpdesk", the tool needed to be easy to use by anyone, intuitive and deliver a professional looking response that represents us, the product and our brand. Loopio delivers in all these areas. As you are getting started you need to do some upfront planning to organize your library and figure out the category hierarchy and how you are going to use tags which help when searching. Loopio provides some videos to help on this and is always willing to help if you reach out to them. This is the very important step and while a little time consuming it will pay off in the long run. This process took us a few weeks to finish but anytime we had questions the team at Loopio was quick to respond. Since we started using Loopio what took us 5-6 days if not weeks to complete we can now complete in 2-3 days. It has saved us so much time and resources to focus on other areas of the business. Like any new tool you showing the value of the investment is crucial and while we certainly made mentioned of all the quick and easy work the tool provided the real value came about when those that are using it will speak on its behalf. It sells itself within the organization. Areas that need to improve: - Search, need to be able to tune common words to exclude, stemming support - Magic, great potential, not very helpful - Support for importing of original RFPs into Loopio - Review cycle - don't make library categories ineligible during review cycles Loopio has proven to be such an invaluable tool to our business that we are planning to expand the use of the tool to beyond RFPs and make use of stacks (virtual libraries) for other business use cases. Finally, get to know the team, they are awesome, timely and they care. We work closely with our customer success manager who keeps us informed of upcoming releases and how to use them and provides ongoing feedback on our features requests and potential target timelines. Recommendations: This tool will become a key differentiator to your organization. Buy it, you won't regret it. They won't let you down. ----- ### "I never want to be without Loopio again\!" — 5.0/5 > **Erica** | *21 November 2017* > > **Pros**: As a previous user of a different leading RFP software, I can say Loopio is night and day different - in the best way possible. Loopio is feature-heavy but still super simple and intuitive. Loopio makes it extremely easy for our team to keep content up-to-date, share information across teams, and respond accurately to a high volume of RFPs. Our team responds to 200+ complex RFPs each year, all done by a team of 4 full-time writers. Loopio helps us keep up with the increasing demand on our team year-over-year by increasing the speed to answer (thank you, Magic feature\!) and decreasing the time it takes us to find the exact information we need. Our Information Security team also uses Loopio to respond to security questionnaires, and our Marketing team uses Loopio as a "source of truth" for up-to-date content for marketing materials and documentation. Loopio has truly become a tool we couldn't work without\! > > **Cons**: Export formatting is our biggest pain point; however, this has a lot to do with preferences. I'm assuming the export formatting works just fine for most organizations that use the software, but we end up spending a lot of time making exports look better after exporting from Loopio. Still 110% worth it for the other value Loopio brings us. ----- Page: 1 / 4\ Next: [Next page](https://www.softwareadvice.co.nz/software/39163/loopio?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/39163/loopio) ## This page is available in the following languages | Locale | URL | | de | | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data