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Loopio Review

Loopio
Our score: 8.0 User satisfaction: N/A

What is Loopio?

Loopio is a proposal and knowledge management software service that simplifies the process of responding to Requests for Proposals (RFPs) and Request for Information (RFIs), as well as Due Diligence Questionnaires (DDQs) and Security Questionnaires. It is a tool that empowers sales, marketing, proposal teams, and subject matter experts to manage company knowledge and collaborate on client requests.

Loopio aims to streamline the way organizations respond to information requests, helping companies across several industries collaborate more intelligently on a platform that embodies simplicity and an exceptional user experience that makes for a better software experience overall that helps deliver the needed results.

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Overview of Loopio Benefits

Loopio is purpose-built from the ground up to make responding to RFPs and Questionnaires simple and efficient, thanks in part to a built-in library in the platform that categorizes and tags content that lets users find what they are looking for more easily. For larger content, users can split content into multiple libraries and control who can view or edit the information contained in the library with advanced user permissions

Loopio’s automation engine known as “Magic” quickly populates the best answers from the Loopio Library so users can save time in answering questions that keep reappearing. There is also the option to export beautiful and consistently formatted responses each time. They can also easily assign RFP tasks to certain people, as well as nudge collaborators to follow up if needed.

Users are able to access Loopio securely with a single sign-on, using Google Authentication or SAML 2.0 for greater security. They can also set a review with a subject matter expert to ensure the content will always be up-to-date and never be stale. If needed, users can pull together an RFP or Questionnaire response in no time by searching and inserting content seamlessly through the Project Canvas. In addition, users can feed new or updated content into the library to close the loop on a project and avoid fragmentation of content.

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Overview of Loopio Features

  • Library
  • Project Canvas
  • Automation through “Magic”
  • Single sign-on
  • Content splitting
  • Collaboration
  • Response templates

Loopio Position In Our Categories

Since companies have special business demands, it is wise they steer clear of buying an all-encompassing, ”best” solution. Needless to say, it would be almost impossible to discover such application even among branded software products. The practicable thing to do should be to list the varied main factors that demand deliberation like major features, pricing, skill levels of staff members, organizational size, etc. Then, you must conduct the research exhaustively. Have a look at some Loopio reviews and scrutinize each of the software solutions in your shortlist more closely. Such well-rounded research can make sure you stay away from unfit applications and select the system that meets all the function your business requires.

Position of Loopio in our main categories:

TOP 50

Loopio is one of the top 50 Sales Proposal Automation Software products

If you are interested in Loopio it could also be beneficial to analyze other subcategories of Sales Proposal Automation Software gathered in our base of B2B software reviews.

Every enterprise has different requirements and needs a system that can be customized for their size, type of employees and buyers, and the particular industry they are in. For these reasons, no system can provide perfect tools off-the-shelf. When you look for a software system, first be sure what you need it for. Read some Loopio Sales Proposal Automation Software reviews and ask yourself do you desire basic functionality or do you require advanced tools? Are there any industry-specific tools that you are seeking? Obtain the answers to these queries to help your search. There are plenty of factors that you need to reflect on and these include your budget, particular business needs, your company size, integration needs etc. Take your time, try out a few free trials, and finally choose the app that presents all that you require to improve your organization efficiency and productivity.

How Much Does Loopio Cost?

Loopio Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

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What are Loopio pricing details?

Loopio Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

Loopio’s SMB and enterprise pricing information is available only upon request. Contact the company for more details, and ask for your quote.

User Satisfaction

Positive Social Media Mentions 0
Negative Social Media Mentions 0

We realize that when you make a decision to buy a Sales Proposal Automation Software it’s crucial not only to find out how experts evaluate it in their reviews, but also to discover if the actual people and businesses that purchased this software are indeed content with the product. Because of that need we’ve created our behavior-based Customer Satisfaction Algorithm™ that collects customer reviews, comments and Loopio reviews across a vast array of social media sites. The information is then presented in an easy to understand way indicating how many users had positive and negative experience with Loopio. With that information at your disposal you will be equipped to make an informed purchasing decision that you won’t regret.

Technical details

Devices Supported

  • Windows
  • Mac
  • Web-based

Deployment

  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Quote-based

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business
  • Freelancers

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

What integrations are available for Loopio?

At the moment, Loopio offers a streamlined integration with Salesforce.com.

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Nestor Gilbert

By Nestor Gilbert

Nestor Gilbert is a senior B2B and SaaS analyst and a core contributor at FinancesOnline for over 5 years. With his experience in software development and extensive knowledge of SaaS management, he writes mostly about emerging B2B technologies and their impact on the current business landscape. However, he also provides in-depth reviews on a wide range of software solutions to help businesses find suitable options for them. Through his work, he aims to help companies develop a more tech-forward approach to their operations and overcome their SaaS-related challenges.

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