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Loopio Inc

Loopio

Composite Score

7.4 /10

CX Score

7.5 /10

24 Reviews Write a Review

Claim Software

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

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0 Top Rated Capabilities

1 Top Rated Features

Latest Award, 2025

1 Top Rated Capabilities

1 Top Rated Features

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.

90 Likeliness to Recommend

96 Plan to Renew

3
Since last award

75 Satisfaction of Cost Relative to Value

2
Since last award

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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.

+85 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?

3% Negative

0% Neutral

97% Positive

Pros

Respectful
Friendly Negotiation
Continually Improving Product
Reliable

Feature Ratings

Average 73

Content Residency

Integrations

Contract Management

Notifications

Redlining

Artificial Intelligence Engine

Share & Track

Project Management Workflow

Tasks and Workflow Management

E-Signature

Document Management

Vendor Capability Ratings

Average 79

Ease of Implementation

Usability and Intuitiveness

Ease of IT Administration

Business Value Created

Quality of Features

Vendor Support

Ease of Data Integration

Product Strategy and Rate of Improvement

Breadth of Features

Ease of Customization

Availability and Quality of Training

Loopio Reviews

Deborah M.

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

Validated Review

Verified Reviewer

Submitted Jan 2024

Makes life as a Bid Manager much easier!

Likeliness to Recommend

10 /10

What differentiates Loopio from other similar products?

Ease of integration with proposals.

What is your favorite aspect of this product?

Library management and the Magic tool.

What do you dislike most about this product?

Lack of granular dashboards.

What recommendations would you give to someone considering this product?

Have a well defined library management and review procedure at the start.

Pros

Reliable
Performance Enhancing
Enables Productivity
Trustworthy

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

Loopio

What is Loopio?

Company Details

Need Assistance?

Awards & Recognition

Loopio Ratings

90 Likeliness to Recommend

96 Plan to Renew

3 Since last award

75 Satisfaction of Cost Relative to Value

2 Since last award

Emotional Footprint Overview

+85 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.

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

Notifications Tool alerts business of an application generated event.

Redlining Ability to redline agreements, with version control, and across various document formats.

Artificial Intelligence Engine Vendor incorporates AI capabilities to suggest revisions and improvements to -- and now generate – answers.

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

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

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

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

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

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

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.

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.

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.

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.

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.

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

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.

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.

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.

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.

Loopio Reviews

Deborah M.

Makes life as a Bid Manager much easier!

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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Feature Ratings

Content Residency

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Redlining

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Tasks and Workflow Management

E-Signature

Document Management

Vendor Capability Ratings

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