Loopio Reviews

I use Loopio specifically for RFP's mostly. I think it is a great and adequate tool for this and much of what I think that needs to improve are not large needle movers for me since the software as a whole is fantastic. It is very easy to upload an RFP into Loopio and begin answering those questions or pulling from previously answered questions. I also will use Loopio for large client proposals and I often use the "search functionality within Loopio to see if I can find answers to clients questions. I like that I can also pull images from Loopio as well and often use those visualizations in my proposals.

My company receives a request proposal, and the sales team uses Loopio in order to reply promptly to the potential customer either by using an already existing template or by adjusting one that currently is unavailable. Professional services team may advice and collaborate on the proposal in case of any doubt.

They're very supportive and reply in a timely manner. Whenever I contacted the support I received a helpful reply that actually solved my issue. Quite often when my team suggested an improvement that would simplify and speed up our work it happened not long after which is perfect for us.

Loopio shines in the basic block and tackle due diligence responses. We have significantly reduced our response time by pre-populating answers to similar questions that we get asked repeatedly from our customers. Most customers use the same regulatory or standardized security frameworks and ask very similar questions. We have reduced our manual efforts and thus staff time by automating responses using the Loopio platform.

We have used their support a few times, but not what I would call often. So far our experience has been positive. Their engineers know the product well and when we have a specific detailed question that requires some level of research, they get back to us in a timely manner.