--- 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 - 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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When using subgroups, there is no way to reflect the subgroup ended on the import. > > Easy, clean way to store responses for proposals and work orders. Also great way to onboard new employees by having them search for answers. ----- ### "Loopio RFP software Review" — 5.0/5 > **Dalton** | *14 June 2016* | Information Technology & Services | Recommendation rating: 10.0/10 > > **Pros**: Pros for the Loopio Software are: -Magic: it is a feature used to auto answer an RFP based on past responses. For example we recently completed an RFP with 150 questions we were able to answer 60 questions based on Magic alone. -Assignment features: being the admin having the seamless ability to assign specific questions/sections to users is powerful but also the ability to collaborate with your user base is important especially for those last minute responses. -Response Editing tools: these features make it very easy for anyone who is completing the review of the RFP responses to have as much functionality as one would have reviewing in MS Word. > > **Cons**: Cons for the Loopio Software are: -RFP ingestion, this is not necessarily a Loopio issue, most RFP's come in various formats thus it's very important that the member of your team ingesting the RFP does it properly as it is truly the major lift in the process. -Small improvements on Screen Shot drag/drop functionality (they have said this will be in a future release which will make responses with pictures even easier to respond.) Again it's not that the current functionality is poor, it's far from that, this is just one space in which they could improve. > > My experience with Loopio thus far has been exceptional. The solution acts as both a RFP Management tool for real-time RFP responses as well as a repository for past RFP answers. The GUI is very clean, seamless and easy to use. The most impressive thing about Loopio thus far isn't even software, it's their customer support. They are responsive and proactive regarding any questions or issues one might have. Being the Admin of the solution, the features for enabling users or assigning users to specific tasks is effortless. Moreover Loopio provides a rich set of tools to customize individual responses or specific sections. So far we are quite pleased with the solution. ----- ### "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. ----- ### "Huge Time Saver on RFPs" — 4.0/5 > **Lisa** | *28 August 2024* | Information Services | Recommendation rating: 9.0/10 > > **Pros**: It is so organized and easy to find information. Plus, I really like the checkpoints to make sure the information is updated. > > **Cons**: The import function can be clunky at times. When uploading a PDF I sometimes see formatting issues. > > Loopio has been a lifesaver for our organization. We participate in many RFPs and we were drafting the responses from scratch each time. 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. ----- ### "Exciting Solution to our Proposal Process" — 5.0/5 > **Jolene** | *18 July 2016* | Construction | Recommendation rating: 10.0/10 > > **Pros**: The library search functionality allows us to easily retain and search for responses to complex, detailed proposals. This has saved hours of searching through prior proposals, folders, etc. and allows our technical editors, marketing and proposal teams easy access to current company information and up-to-date responses. > > **Cons**: Not every facet of the software that we would need has been developed; however, we have seen regular new releases with enhanced features, all of which have been significant in terms of their value for our particular uses. > > Loopio's customer care has been most impressive. We were guided through a simple on-boarding process, including training tools, to assist our internal teams. Because the features are so user-friendly, the training requirement on our end has been very minimal. Two components have really contributed to adoption of this platform among our teams: ease of use and library search functionality. The team we've worked with at Loopio is engaged and has an interest in how we're using the software and learning about the enhancements that would be most beneficial to us. Their customer care is accessible and reliable. They are helping us enhance a large portion of what we do every day and providing the vehicle to make that an effective and efficient process. ----- 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