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Loopio Inc

Loopio

Composite Score

7.7 /10

CX Score

7.6 /10

17 Reviews Write a Review

What is Loopio?

Build a response process that scales with your business, improves collaboration, and helps you win more deals.

Company Details

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Awards & Recognition

Loopio won the following awards in the Proposal Management category

Filter By

1 Top Rated Capabilities

1 Top Rated Features

Latest Award, 2024

7 Top Rated Capabilities

3 Top Rated Features

2023

Loopio Ratings

Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard to access more information on Loopio.

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

92 Likeliness to Recommend

93 Plan to Renew

75 Satisfaction of Cost Relative to Value

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Emotional Footprint Overview

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

+79 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love Loopio?

6% Negative

0% Neutral

94% Positive

Pros

Respectful
Friendly Negotiation
Continually Improving Product
Reliable

Feature Ratings

Average 78

Content Residency

Integrations

Notifications

Contract Management

Tasks and Workflow Management

Share & Track

E-Signature

Proposals and SOWs

Project Management Workflow

Document Management

Dashboard and Analytics

Vendor Capability Ratings

Average 82

Business Value Created

Ease of Implementation

Vendor Support

Usability and Intuitiveness

Ease of IT Administration

Quality of Features

Ease of Data Integration

Availability and Quality of Training

Breadth of Features

Product Strategy and Rate of Improvement

Ease of Customization

Loopio Reviews

Edith V.

Role: Information Technology
Industry: Technology
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Jan 2024

Excellent product! Very valuable tool!

Likeliness to Recommend

10 /10

What differentiates Loopio from other similar products?

Loopio is constantly updating and adding to features of their products. The excellent support Loopio provides is outstanding.

What is your favorite aspect of this product?

That I am able to build such a large library and of course magic option. Speeds up my work significantly.

What do you dislike most about this product?

I would like to see an improvement on the process of certain third party platforms some of our customers use that are not user friendly.

What recommendations would you give to someone considering this product?

I highly recommend Loopio. Once your library is built it significantly makes completion of RFPs much more efficient.

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Christie M.

Role: Sales Marketing
Industry: Insurance
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Jan 2024

Great product and easy to use

Likeliness to Recommend

10 /10

What differentiates Loopio from other similar products?

I like the separate stacks sine we have many products, it helps to easily narrow our searches

What is your favorite aspect of this product?

Ease of use

What do you dislike most about this product?

I’d like to be able to upload a group of Q&A from any document rather than having to move it to the template prior to upload in bulk

What recommendations would you give to someone considering this product?

It’s easy to use and customer support is awesome

Pros

Continually Improving Product
Reliable
Performance Enhancing
Enables Productivity

Dan M.

Role: Sales Marketing
Industry: Technology
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Jan 2024

Great to use for RFPs

Likeliness to Recommend

9 /10

What differentiates Loopio from other similar products?

I haven't used any other products for RFPs, so this one is the best I've used!

What is your favorite aspect of this product?

Takes time away from back and forth with the legal team and doing a ton of searching through all of our legal docs.

What do you dislike most about this product?

I'm sure it's on the roadmap... but more AI would be fantastic

What recommendations would you give to someone considering this product?

Have clear business owners, and integrate into your CRM!

Pros

Performance Enhancing
Enables Productivity
Unique Features
Reliable

Cons

Leverages Incumbent Status

Latest Research

Loopio

What is Loopio?

Company Details

Need Assistance?

Awards & Recognition

Loopio Ratings

92 Likeliness to Recommend

93 Plan to Renew

75 Satisfaction of Cost Relative to Value

Emotional Footprint Overview

+79 Net Emotional Footprint

How much do users love Loopio?

Pros

Feature Ratings Average rating of all product features, some of which may not be shown below

Content Residency Vendor ability to store content via library to centralize, deduplicate, link, and manage answers to "common" RFx questions.

Integrations The workplace platform integrates with common business applications in which users do their work, such as Office 365, G-Suite, Salesforce, and Zendesk.

Notifications Tool alerts business of an application generated event.

Contract Management Tracking and creation of proposals and RFP responses within the approval process

Tasks and Workflow Management Includes the ability to assign tasks to project personnel and automate workflow between users with control points and sign-offs.

Share & Track Share proposals with prospects, tracking the engagement and activity, also offering audit trails.

E-Signature Native e-signature capabilities and/or integrations to 3rd party e-signature solutions.

Proposals and SOWs Management of monetary RFP proposals and statements of work that track and outline project deliverables between buyers and sellers.

Project Management Workflow Enabling tracking of end-end processes to complete an RFx response achieving import/export functionalities and automating project intake/delivery.

Document Management Includes features such as check-in/check-out and versioning controls on documents and artifacts.

Dashboard and Analytics Configurable, click though, real-time dashboards for in-progress and executed contracts.

Vendor Capability Ratings Average rating of all vendor capabilities, some of which may not be shown below

Business Value Created Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Ease of Implementation Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Vendor Support The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Usability and Intuitiveness End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Ease of IT Administration This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Quality of Features Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Ease of Data Integration Use this data to determine whether the product will cause headaches or make data integration easy.

Availability and Quality of Training Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Breadth of Features Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Product Strategy and Rate of Improvement Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Ease of Customization Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Loopio Reviews

Edith V.

Excellent product! Very valuable tool!

Likeliness to Recommend

Pros

Christie M.

Great product and easy to use

Likeliness to Recommend

Pros

Dan M.

Great to use for RFPs

Likeliness to Recommend

Pros

Cons

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Title

Feature Ratings

Content Residency

Integrations

Notifications

Contract Management

Tasks and Workflow Management

Share & Track

E-Signature

Proposals and SOWs

Project Management Workflow

Document Management

Dashboard and Analytics

Vendor Capability Ratings

Business Value Created

Ease of Implementation

Vendor Support

Usability and Intuitiveness

Ease of IT Administration

Quality of Features

Ease of Data Integration

Availability and Quality of Training

Breadth of Features

Product Strategy and Rate of Improvement

Ease of Customization