Pricing Additional purchase may be required
For the full capabilities of this add-in, get the SaaS package:
Respond to RFPs, RFIs, DDQs, Security Questionnaires directly within Office.
Easily access and leverage all of the pre-approved response content stored in your Loopio for Salesforce (LFS) Library.
Empowering your business users with access to the Loopio for Salesforce Library means they can:
- Access approved, trustworthy company information when working in Microsoft Word, Excel or Powerpoint
- Quickly answer Word- or Excel-based RFPs or Questionnaires directly from Office
- Complete a first draft of the response faster, so that the sales process can proceed quicker than ever before
- Never have to worry about being on-brand with messaging again
Whether you want to work in Loopio for Salesforce or in Office, this add-in helps you respond quickly:
- Upload information from Office to a new RFP project within Salesforce in seconds
- Or, work directly in Office. Drag and drop answers from your Loopio for Salesforce library into your document with ease
This application requires an active subscription to Loopio for Salesforce. To learn more about Loopio for Salesforce, please visit https://www.loopio.com/salesforce
ABOUT LOOPIO
Loopio’s response management solutions help companies streamline their response process for RFPs, DDQs, Security Questionnaires, and answer any question that comes their way.
Trusted by more than 1,500 companies at world-leading organizations, Loopio enables sales and proposal teams to respond faster, improve response accuracy, and win more business.
Disclaimer: We currently do not support Internet Explorer browser 11
App capabilities
When this app is used, it
- Can read and make changes to your document
- Can send data over the Internet
At a glance
By getting this product, I give Microsoft permission to use or share my account information so that the provider can contact me regarding this product and related products. I agree to the provider's terms of use and privacy policy and understand that the rights to use this product do not come from Microsoft, unless Microsoft is the provider. Use of terms is governed by separate privacy and {4}.