Loopio vs RFPIO

• Organize and manage security RFC questions
• Autofill questionnaires in CSV format
• Determine when questions are becoming stale and need to be reviewed

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• Manages structure responses well
• Manages permissions from the various users that access the solution
• Allows for a global deployment with built in language capabilities
• Allows for 100% visibility into the RFx process for all stakeholders
• Allows for ease of answering via ML that has been built in

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• May not be suitable for small companies
• There is no option to search by using the keyboard enter button, you need to click on the filter button.
• The search option isn't working the best - quite often it shows irrelevant answers so searching takes some time.

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• Answer library creates unique records for each Q&A for each RFP. This means if you use an auto-generated answer from an exact matching RFP you end up with two records. This creates some unnecessary admin time on the back-end to merge duplicates. And during high-volume RFP seasons this work likely just isn't getting done.
• Salesforce integrations only available for SF Enterprise users, which wasn't made clear during initial sign-up so we had to get a refund after the fact.
• No custom roles settings which would be extremely helpful for our team, as a sales user doesn't need to see the same things as an RFP team user or a SME.

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• I have saved hundreds of hours working in Loopio instead of answering RFP's on my own. This has allowed me to spend other hours elsewhere. Having an RFP management tool has been an incredible timesaver
• The creation and management of questions has also saved me hours of time in searching out tough questions to answer and has also saved my colleagues time as well since we don't need to collaborate to find answers.
• Have had some issues with downloading the proposal in a readable format for clients to view. I've sometimes had to go back and figure out what went wrong when exporting which can be frustrating- especially when dealing with very tight deadlines.

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• Our response time has gone from 2 weeks, to around 24hrs of addressing an RFP
• We have seen considerable savings with reallocated headcount and reduced effort spent on other critical areas
• Our previous process had a blind spot when it came to visibility. Now we have 100% visibility across the organization.

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