This content is currently locked.

Your current Info-Tech Research Group subscription does not include access to this content. Contact your account representative to gain access to Premium SoftwareReviews.

Contact Your Representative

Or Call Us:
+1-888-670-8889 (US/CAN) or
+1-703-340-1171 (International)

Loopio Inc

Loopio

Composite Score

7.7 /10

CX Score

7.8 /10

34 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

Need Assistance?

We're here to help you with understanding our reports and the data inside to help you make decisions.

Get Assistance

Awards & Recognition

Loopio won the following awards in the Proposal Management category

Filter By

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

90 Plan to Renew

3
Since last award

78 Satisfaction of Cost Relative to Value

5
Since last award

{y}

{name}

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.

+82 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?

9% Negative

4% Neutral

87% Positive

Pros

Respectful
Trustworthy
Fair
Efficient Service

Feature Ratings

Average 74

Content Residency

Contract Management

Integrations

Project Management Workflow

Notifications

Dashboard and Analytics

Artificial Intelligence Engine

Share & Track

Redlining

Document Management

Proposals and SOWs

Vendor Capability Ratings

Average 78

Business Value Created

Ease of IT Administration

Vendor Support

Ease of Implementation

Usability and Intuitiveness

Ease of Data Integration

Availability and Quality of Training

Breadth of Features

Quality of Features

Ease of Customization

Product Strategy and Rate of Improvement

Loopio Reviews

Rebekah K.

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

Validated Review

Verified Reviewer

Submitted Aug 2023

Quick adoption and used across go to market team

Likeliness to Recommend

10 /10

What differentiates Loopio from other similar products?

Ease of searchability! We used a different product before and the team spent hours searching for the right answers, but you find the right answer in Loopio in seconds!

What is your favorite aspect of this product?

Ease of adoption. I'm a one person proposal team and single-handedly deployed Loopio in a few weeks and got half the organization using it in a few months! Most colleagues didn't even need tutorials to figure it out.

What do you dislike most about this product?

Maintenance; content management is a time sink, but that's required for most platforms.

What recommendations would you give to someone considering this product?

Look into Loopio's multiple pricing models. While most go with the user volume model, we decided to go with the project volume model (comes with unlimited users!) so multiple teams could benefit from library. We've gotten more ROI from this pricing model.

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Sylvia F.

Role: C-Level
Industry: Technology
Involvement: Business Leader or Manager

Validated Review

Verified Reviewer

Submitted Aug 2023

Exceptional efficiency in complicated RFPs/RFIs

What differentiates Loopio from other similar products?

My company is in B2B software. The RFPs and RFIs we create on a weekly basis are deeply complicated, and Loopio had every feature we needed to take this process from sometimes, days to hours. Also, their sales team was the anti-salesy. They were all about us and what we needed. They listened and showed us who they were in the process. Once we were sold, they never disappointed. Incredible company.

What is your favorite aspect of this product?

The efficiency Loopio created for our team and policing my team can perform to ensure all are on brand is a dream. It's awesome for sales, because it's easier for them. It's awesome for marketing and brand, because we can police it. It's awesome for management, because they can see everything in process.

What do you dislike most about this product?

I have no dislikes at this time. It does take a commitment to set up, but once that's done, you're off to the races.

What recommendations would you give to someone considering this product?

If you are dealing with a hefty number of RFPs/RFIs and are sick of Google Sheets or spreadsheets and copying and pasting from the last similar one, this platform will up your game significantly. And this is coming from a total branding SNOB.

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Foster R.

Role: Sales Marketing
Industry: Technology
Involvement: IT Leader or Manager

Validated Review

Verified Reviewer

Submitted Aug 2023

Features work but not as well as I’d like them to

Likeliness to Recommend

8 /10

What differentiates Loopio from other similar products?

Not sure, this is the only one I’ve ever used but I’m happy with it

What is your favorite aspect of this product?

Magic function

What do you dislike most about this product?

Magic function

What recommendations would you give to someone considering this product?

Work on making your library agree with the magic function by emphasizing key words

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Latest Research

Loopio

What is Loopio?

Company Details

Need Assistance?

Awards & Recognition

Loopio Ratings

90 Likeliness to Recommend

90 Plan to Renew

3 Since last award

78 Satisfaction of Cost Relative to Value

5 Since last award

Emotional Footprint Overview

+82 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.

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

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

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

Notifications Tool alerts business of an application generated event.

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

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.

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

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

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

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

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 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.

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.

Loopio Reviews

Rebekah K.

Quick adoption and used across go to market team

Likeliness to Recommend

Pros

Sylvia F.

Exceptional efficiency in complicated RFPs/RFIs

Pros

Foster R.

Features work but not as well as I’d like them to

Likeliness to Recommend

Pros

Most Popular Loopio Comparisons

QorusDocs

Qwilr

Responsive

PandaDoc DMS

Proposify

Qvidian

Schedule Your Call

3
Since last award

5
Since last award

Feature Ratings

Content Residency

Contract Management

Integrations

Project Management Workflow

Notifications

Dashboard and Analytics

Artificial Intelligence Engine

Share & Track

Redlining

Document Management

Proposals and SOWs

Vendor Capability Ratings

Business Value Created

Ease of IT Administration

Vendor Support

Ease of Implementation

Usability and Intuitiveness

Ease of Data Integration

Availability and Quality of Training

Breadth of Features

Quality of Features

Ease of Customization

Product Strategy and Rate of Improvement