Loopio

Loopio is advancing its technology every few months, with the latest addition of AI in it. The Library is really the MVP of Loopio. Once you get it built out, pulling in solid, pre-approved answers is almost effortless. Instead of following up with several SMEs for the same or even similar responses every time, I can usually find what I need in just a couple of clicks. Even though I try to keep a repository of my own- Loopio makes it easier for me. One of the best feature is Loopio Magic, where it understands the context to find the answers you are looking for- especially in areas were you can use similar answers to find answers close to it. It feels less like I’m copying and pasting and more like the tool is helping me piece things together. And the collaboration side is great too. Loopio makes it easy to loop in teammates, SMEs, assign questions, and see where everyone is at without drowning in email chains.

Main issue will be the initial few weeks or months when you're building the library- the time Loopio needs to learn and understand about type of products and queries thrown at it. I’ve also found that the search functionality can sometimes return too many loosely related answers, which means I still spend time verifying and cleaning up content. If you're too specific you might not find the answer and if you're too vague answer might be of different product/service

It helps saves immense amount of time on a day to day basis. going through 100s of documents trying to find that one answer, or even though i tried saving all the questions in an excel sheet, it was very difficult or next to impossible for me to search a question based on context- eg, if i want to find something on physical risk/security and there are lots of answers on how safety is ensured, excel won't understand context and will only search for exact keywords. Loopio can understand context- very strict or very vague(using magic feature). As an RFP manager, time is of essence to me and i need to be sure it saves my time as it gives me time to concentrate on other projects as well. More tools like loopio that helps me save my time, more efficient i can work

I love using Loopio for its ability to manage content libraries and automate response drafting, which significantly saves time, reduces errors, and helps in delivering polished, compliant responses with confidence. The platform adeptly solves the challenges of repetitive and time-consuming content creation by centralizing our knowledge library, automating first-draft responses, and enabling faster, more coordinated collaboration across teams. I find the clean interface impressive and appreciate how smart suggestions quickly pull accurate answers from the library. Everything is structured logically, so moving between sections, tracking progress, and assigning ownership feel effortless. The initial setup experience was very handy, reflecting Loopio's user-friendly design. I am also extremely impressed with how seamlessly Loopio integrates workflows, making it a crucial tool for enhancing productivity.

The process of content upload and formatting can be slow when dealing with large documents, which may affect efficiency during critical times. Additionally, the smart suggestions feature sometimes retrieves outdated entries if the knowledge library is not regularly updated, leading to potential inaccuracies in responses.

I use Loopio to manage content libraries, automate response drafting, and collaborate seamlessly. It saves time, reduces errors, and helps deliver polished, compliant responses confidently.

I appreciate Loopio's ability to create reusable technical responses to technical requirements and product/service questions, which significantly streamlines our processes. Its speed in responding, adaptability for non-technical users to find answers for short turnaround requests, and process management using assignments and due dates are all highly valued features. I am impressed by Loopio’s commitment to continuous improvement, as evidenced by the regular implementation of new features and the exciting addition of AI functionalities, with more improvements planned on the roadmap. I find the generative AI particularly beneficial; it assists technical users lacking strong writing skills to craft responses that are cogent and easily understandable by non-technical reviewers, enhancing overall communication. Having switched from RFPIO, I favor Loopio due to its superior governance structure and feature set that better suits our organizational needs. The implementation process was notably straightforward, largely facilitated by the Loopio team, who efficiently assisted with migrating our existing content.

The Parent Question and Sub Question functionality in Loopio could use some improvement. There are often issues when using this functionality in Word, where it may create duplicate entries, especially if it is nested in a table.

I use Loopio to create reusable technical responses, speeding up response times, and enabling non-technical users to find answers quickly. It manages assignments and due dates efficiently.

I appreciate Loopio for its user-friendly search engine, which offers easy prompts that help me quickly find the information I'm looking for. Having pertinent information readily accessible in a centralized location makes managing content for proposals much more efficient. Additionally, I found the initial setup of Loopio to be extremely easy, which made the transition to using the software seamless. These features significantly enhance my overall user experience and efficiency.

I sometimes find it challenging to narrow down the search results, as the search engine occasionally returns broad responses when I'm looking for specific information.

I use Loopio for centralizing proposal content, making pertinent information accessible and easily searchable with its user-friendly search engine.

Loopio makes managing client security questionnaires super easy. The keyword search and stack filtering help me find the right answers quickly. The dashboard gives a clear picture of projects and tasks, and reassigning work within the team is simple. Features like Project Database and “Last Updated by” make tracking updates easy. Overall, it cuts down emails and boosts productivity — definitely way better than using Excel! 😄

Reassigning requests to different LOBs in Loopio can be tricky, especially when some applications are outsourced and require manual exporting and emailing. If we could share directly or give external SMEs access, it would make the process much smoother and more efficient.

Loopio brings all client security questionnaires into one place, making it easy to find accurate responses with its search and stack features. It cuts down emails, saves time, and boosts productivity with smoother reassignment and easy project tracking.

I appreciate Loopio for significantly boosting my productivity by making it easier to find content without having to start drafting responses from scratch. The user-friendly navigation and ability to search for information using keywords allow me to access crucial data quickly and efficiently, which is a massive time-saver. I find the setup process straightforward, as the quick Single Sign-On (SSO) made starting up Loopio a breeze. Additionally, transitioning from SharePoint and manual word processing tools to Loopio has streamlined my proposal submission process, further enhancing my workflow efficiency.

I dislike the lack of integration with other applications such as Google Workspace.

I use Loopio for proposal submission, which boosts my productivity by making it easier to find content and draft responses. The navigation and search capabilities let me access key information quickly and efficiently.

Loopio is a powerful and efficient platform designed to streamline the management of RFPs, RFIs, and due diligence questionnaires. As an answer library solution, it significantly enhances the ability to store, organize, and retrieve standardized responses, enabling faster and more consistent replies to recurring questions.

Loopio’s answer library could benefit from enhanced version control, improved metadata tagging, and advanced AI-powered suggestions to ensure more precise content retrieval, better content lifecycle management, and increased relevance of suggested responses during RFP, RFI, and due diligence processes

The platform’s intuitive interface, robust search functionality, and user-friendly collaboration tools make it easy for cross-functional teams to contribute and maintain content accuracy. Loopio’s ability to centralize knowledge reduces duplication of effort and ensures that responses remain aligned with current business practices and compliance requirements. Its integration capabilities with common tools further simplify the workflow, improving overall productivity. Additionally, Loopio’s review and approval workflows help maintain quality and accountability across submissions. For organizations frequently engaged in complex RFP or due diligence processes, Loopio provides a scalable and reliable solution to manage content efficiently and respond with confidence. Overall, it is a valuable tool for enhancing proposal quality and operational efficiency.

Loopio has greatly decreased the amount of time we dedicate to RFP/ Questionnaire responses. Its intuitive interface, along with the content library, allows us to easily store and reuse approved answers. What I appreciate most is the collaboration feature, which ensures everyone stays aligned without the need for lengthy email chains. Overall, it has truly transformed the way our proposal team works.

The user interface is generally functional, but there are areas where it could look more modern. Some screens appear a bit outdated, and at times, it takes a few extra clicks to reach the desired section.

Loopio helps us streamline and accelerate the entire process of responding to security questionnaires, RFPs, and due-diligence requests. Earlier, we used to manually search through multiple documents and past responses, which was time-consuming and prone to inconsistencies. With Loopio’s centralized library and automated answer suggestions, we can quickly find accurate, approved responses and maintain consistency across all client deliverables. It has significantly reduced our turnaround time, improved response quality, and made collaboration across teams much smoother. Overall, Loopio has helped us work more efficiently, reduce manual effort, and deliver polished responses to clients with confidence.

I use Loopio primarily for answering questionnaires, and I appreciate how it saves me a significant amount of time by having all the information meticulously structured within the knowledge base. This organization eliminates the hassle of combing through data manually and allows me to work more efficiently. Moreover, I like the search functionality in Loopio; it works exceptionally well and stands out as a strong feature. It enables me to find the relevant information quickly and efficiently, which enhances my workflow and boosts productivity. Additionally, I value the fact that no setup was required for me as an end-user, which made the initial experience seamless and hassle-free.

I find the need for more AI and automation features across different license types.

Loopio saves me time with its structured knowledge base and efficient search function, facilitating quick access to relevant information.

Centralised content library – Having all approved answers and documents in one place improves consistency and speeds up collaboration. Collaboration features – Ability to assign questions, track progress, and see real-time updates is especially helpful for cross-functional teams. Good version control & audit trail – Ensures responses are up to date, accurate, and properly reviewed.

Occasional search limitations – Sometimes struggles with nuanced queries or similar variants of answers. Importing responses - Occasionally it can be painful to import responses as the system is not able to pick up questions and answers properly.

Reduces time spent producing RFPs and questionnaires by automating repetitive tasks and reusing approved content. Improves consistency and accuracy through a single source of truth for responses. Streamlines collaboration across various teams, ensuring timely input and review.