Loopio is always evolving and innovation is a prime functionality
June 29, 2021

Loopio is always evolving and innovation is a prime functionality

Sandrine Bastian | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Loopio

  • Loopio is being used especially as a knowledgebase for the RFP team.
  • We also have stacks for SaaS teams, order services, and other.
  • The departments that use Loopio for are growing year by year.
  • It is especially used for repetitive questions that customers are asking the company and exporting in an official template.
  • Innovation
  • Searchability
  • Ease of use
  • Customization of exporting templates--you need to engage with the Loopio team to make changes
  • AI of Magic Tool
  • Reviews searchability
  • No more wasting time searching for the content to a question
  • Quick and rapid updates of the content
  • ROI not yet calculated due to growth in company
  • User friendly--very simple
  • Reviews of libraries can be assigned
  • Non-named user licenses can be used by various people
  • Close Loop--changes can be added to library with just a few clicks
  • View text in library and can copy content
  • Reporting on reviews and usage and projects
  • Help center and assigned representative
  • Library duplicates functionality

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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 Feature Ratings

Proposal branding
Proposal templates
Proposal content library updates
Guided proposal creation
Searchable proposal database
RFP management & response
Proposal collaboration & approval
User permissions/proposal editing controls
Sales proposal workflow
Proposal automation user interface
Proposal distribution
Interactive proposals
Proposal content tracking