Loopio

Loopio is well suited for sharing specific and important information between departments without having the risk of someone handling the wrong answers. Each department is assigned to their own stack and visibility can be given to the whole company. The RFP team is using Loopio as an amazing content knowledgebase of repetitive customer questions and in the next few months will start incorporating the "project" functionality at its fullest. The reason why this has not yet been done is because SME need to have a license to contribute and not all employees have these privileges.

Loopio works great with Word Docs and simple/not too complex Excel files. There are some complex Excel files that we get that we end up working on offline due to the deadlines that we deal with.

In my POV, it's a near-perfect solution for due diligence and RFP responses. It is excellent for due diligence responses where questions are often the same. Less effective for RFP where questions are unique, but still substantially better than managing through email or Excel!

Loopio is well suited for companies that submit multiple RFPs and/or RFIs throughout the year. Loopio can help ensure answers are consistent and up to date. It is easy to have one point-person who is responsible for maintaining answers and then the RFPs/RFIs can be filled in very easily over time.

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.