# Loopio Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Loopio the right Procurement solution for you? Explore 74 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/133042/Loopio/reviews --- Loopio 4.6 (74) [View alternatives](https://www.capterra.com/p/133042/Loopio/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Loopio Ease of use 4.8 Customer Service 4.9 ## Pros and Cons in Reviews KP Krunal P Cybersecurity AnalystInformation Technology and Services, 10,001+ employeesUsed the software for: More than 2 years. “Loopio is an intuitive platform for content management and delegating responsibilities for various projects.“ August 29, 2024 LS Lisa S Business DevelopmentInformation Services, 51 - 200 employeesUsed the software for: 1-2 years. “The import function can be clunky at times. When uploading a PDF I sometimes see formatting issues.“ August 28, 2024 AJ Ankit J Sr Proposal SpecialistHuman Resources, 201 - 500 employeesUsed the software for: 6-12 months. “User Interface and Project handling in Loopio is really good.“ February 8, 2025 SF Steven F Account ExecutiveMarketing and Advertising, 501 - 1,000 employeesUsed the software for: Less than 6 months. “It allows multiple people to work together at the same time to deliver an all encompassing solution to potential clients“ December 21, 2021 Josh D Sales Engineering ManagerComputer Software, 51 - 200 employeesUsed the software for: 6-12 months. “Our team is good and storing questions for future RFPs so it's helped us become really efficient and consistent with our responses.“ May 17, 2021 ## Showing most helpful reviews Showing 1-25 of 74 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Brian F. Senior Proposal Manager and Of Counsel Used the software for: Less than 6 months ### "Loopio is great for content library management and very quick production of customer documents." November 27, 2017 4.0 Pros I love the "Close the Loop" functionality that makes adding to your library so much easier. It's easy to categorize the content, add alternative questions, update existing content with better content from a recent response, etc. Their customer support team is fantastic and I couldn't possibly ask for more of them. They are fast and creative and you never feel like you don't have the support you need. The pricing is also very competitive and is a great value. Cons Loopio is rather new technology, so there are going to be some bugs here and there, and there are functionality nuisances at times, but they are very responsive and are always listening to their customers and improving the functionality regularly. They've made numerous improvements and enhancements since I began using the solution not even six months ago. Review Source Response from Loopio November 29, 2017 Hello Brian, Great to hear that Close Loop is helping you to easily build up your Library! Thanks also for your kind words on our support team. We pride ourself on providing world class support, and we're happy that it's being so well received. We are constantly making improvements to our platform, and as you've mentioned this is always as a result of feedback we receive from our customers. We will follow up with you directly to get some additional feedback on how we can make your process even easier. Regards, - The Loopio Team AJ Ankit J. Sr Proposal Specialist Human Resources Used the software for: 6-12 months ### "Loopio Review" February 8, 2025 4.0 Overall experience was good but not excellent.Few functionality like interface, Database handling was good but Export functionality and Template handling is bit a problem. Pros User Interface and Project handling in Loopio is really good. Cons Export functionality doesn't work properly.Always face issue with formatting changes. Alternatives considered [Conveyor](https://www.capterra.com/p/235709/Conveyor/) Reason for choosing Loopio Conveyor was majorly good for infosec management where things are bit constant.Conveyor project configuration is a time taking process Switched from [RocketDocs](https://www.capterra.com/p/82490/PMAPS/) Project handling in Rocketdocs was not good.I was using Rocketdocs as just a database Review Source TP Trena P. President Used the software for: ### "Not great for Graphics" July 5, 2015 1.0 If you have graphics in your proposals, this is not the product for you. As an IT Firm, we use a lot of graphics to explain our solution. I asked about the graphics during the demo and it was never indicated to me that graphics would have to be converted to a picture and uploaded. I don't feel like the demo was an honest representation of the product. I tried to work with the product but never found a work around. Review Source Response from Loopio July 9, 2015 Hi Trena, We're really sorry to hear that you had a bad experience with the Loopio Platform. During our sales cycle, we aim to be as open as possible about our offering. If anything was perceived differently, we would love to learn how we could have improved. Loopio has support for all types of graphics including .jpg, .png, and .gif formats. The word "graphics" may have caused confusion as Loopio does not have inline graphics generation tools like MS Word. However, based on client feedback, we have developed a great feature in our next (July 2015) release that allows you to embed MS Word graphics/charts/tables directly in your proposals without saving them as image files first. If you would like a tour of this functionality, please reach out to us. We apologize again for any trouble you encountered. Our aim is always to provide the best possible user experience. As a result, all forms of feedback, both negative and positive, are crucial for us. Thanks very much, -The Loopio Team KP Krunal P. Cybersecurity Analyst Information Technology and Services Used the software for: 2+ years ### "Loopio Product Review" August 29, 2024 5.0 Pros Loopio is an intuitive platform for content management and delegating responsibilities for various projects. Cons Least likeable feature is the slow interface experience. Although it is easy to navigate, it could be more efficient when attempting to add more people for the review cycle process. Review Source VR Verified Reviewer Sales Enablement Specialist Used the software for: 1-2 years ### "Easy to import questions and export answers. Improvements are made often and are impactful." February 8, 2018 5.0 Easy, clean way to store responses for proposals and work orders. Also great way to onboard new employees by having them search for answers. Pros Ease of use is the what I like the most. Second would be the customization of categories/questions/ and user access. Cons Keyword matches sometimes return very off the wall answers, but those are few and far between. When using subgroups, there is no way to reflect the subgroup ended on the import. Review Source Response from Loopio February 9, 2018 Thank you so much for sharing your Loopio experience. It¿s so exciting to hear that you¿re finding Loopio so easy to use, and that we¿re not only helping you to store responses for proposals and work orders, but also to onboard new employees! It¿s also great to learn where we can continue to improve for you! ¿ -The Loopio Team VR Verified Reviewer Sales Engineering Manager Computer Software Used the software for: 6-12 months ### "Great UI, Easy to Use, Extremely Useful" May 17, 2021 5.0 Overall my experience with Loopio has been great. I love the clean, modern UI and brand that they have. Our team is good and storing questions for future RFPs so it's helped us become really efficient and consistent with our responses. Pros The more you use it, the more value and time you will save. If your team works on a lot of RFPs, this is a no-brainer. Loopio is great to allow for the management of your RFP flow and knowledge storage. Not only does it help our Sales Engineers quickly work through RFPs but it allows provides key information to our AEs so they can find responses to technical questions without needing to go through our Sales Engineering team for many situations. This frees up their time to focus on demos and more complex tasks. Cons It does take some training in order to use effectively. It's not really something that you can just give someone access to the system and they can go in and start using it right away. Mainly training is needed around navigating the platform. Once you learn it though it's very easy to use. Review Source Guillermo R. Network Engineer Information Technology and Services Used the software for: 2+ years ### "Best tool out there" November 30, 2018 4.0 Pros the data that you have is up to date, and also you can respond accurately when you have a lot of RFPs. Cons when you want to export data we have to make some adjustment to make it how we want to view it. Sometimes its a pain. Review Source Kevin P. Senior Account Executive Computer Software Used the software for: 6-12 months ### "Loopio the RFP timesaver" August 9, 2018 4.0 My overall experience has been good. The solution has cut the time we spend on RFPs significantly. This is an excellent solution for the business that needs to respond to many RFPS. Pros Being able to build a library of answers for RFPs is a big timesaver. With the import wizard, you can pull out the questions easily. Loopio will search for the answers in the library and bring up answers that fit the question. Bringing the answers back into the RFP is equally easy and the formatting is a snap. Cons The initial setup is pretty labor intensive. It also took me a little while to understand the best way to sort stack, libraries, categories, and tags so that all the information I needed could be entered correctly. Review Source Response from Loopio August 10, 2018 Thanks, Kevin! It¿s been a pleasure working with you and the PatronManager team over the last few months :) Looking forward to continuing to do great things together. Regards, The Loopio Team Iyanu V. Founder Information Technology and Services Used the software for: 6-12 months ### "Best Proposal Automation Tool" April 9, 2019 5.0 Pros Preset response templates make it very easy to give a response to customers and with just little modifications you can convince them. Cons No trial plan. You can't be so sure it will work perfectly for you like the others but save that, Loopio is great Review Source VR Verified Reviewer Proposal Writer Computer Software Used the software for: 1-2 years ### "An amazing resource for collaboration and managing RFXs." February 22, 2018 5.0 This saves time and effort, making knowledge base management and RFX production an absolute breeze. Pros Loopio has made my life so much easier! Thanks to its great features and tools, I am able to process 50+ RFPs a year as a team of one. Cons The only complaint I could possibly think of is that I wish it were a little easier to input answers once a document has been produced, but I feel like that issue lies more with how we as a company use the platform, rather than an issue with Loopio itself. Review Source CM Christopher M. Vice President Used the software for: 1-2 years ### "Loopio review" June 28, 2016 4.0 Loopio is very open to user feedback and incorporates that feedback to improve their software. I have been very impressed with how often they proactively reach out to check on our satisfaction with the software and to alert of us new features. Pros Easy to use, intuitive, multiple library functionality extremely useful for catering RFP responses to specific industries Cons Magic Wand functionality didn't meet initial expectations. Review Source Response from Loopio June 28, 2016 Thank you for taking the time to write a review, Chris! It's been great working with you and the IC System team over the past couple years. We have been working diligently to improve Magic based on customer feedback, and we would love to hear your thoughts as well. If you have any ideas on how we can make the feature even better, please reach out to our Support Team. MKS Murali Krishnan S. Director, Sales & Marketing Used the software for: ### "Any simpler would be illegal!" November 2, 2015 5.0 We started using Loopio early 2015 and I'm glad we did! I guess as Loopio being a startup, I was hesitant to change from our other well established vendor who has been in the field for many years. Those fears were quickly put to ease by very product savy, technologically competent team at Loopio. While the setup was the most time consuming part (not because it was complicated but mostly because you want to make sure you upload the most recent responses), the actual usage was seriously dummy proof. We have since added 2 new staffers and all I did to train them was show them the demo video Loopio recorded for us when we on boarded. It was that simple! Their customer support throughout has been incredible. No 48 hour turn around or anything delayed when you need them. They usually get back under 3 hours with a resolution (I have only contacted them 2 times during this past year for help cause the platform is very easy to use). In terms of time, our response to RFP/RFI/ Proposal requests has gone from 3 days for a good first draft to under 8 hours (around 120 questions per request) ! Now's that some serious streamlining in your process when you think of the big picture and the number of these things we respond to in a year! Great work Loopio team! Keep it up! Review Source Response from Loopio November 2, 2015 Kris, a more thoughtful review would be illegal! Thank you so much for investing in Loopio, and for all of your great feedback. We're so happy to see the increased efficiency in your RFP/RFI response process! Hopefully we can drop that number down even further with our upcoming software releases :) BS BRIAN S. Director Marketing/ Brand Solutions, NA Marketing and Advertising Used the software for: 1-2 years ### "Loopio Review" November 9, 2016 4.0 I think Loopio is a great Organizational tool and the UI is easy to navigate. There are some features that were implemented in the recent months which are helpful such as the win/loss tracker for RFI's and the close loop functionality. Pros Easy to navigate and is a great tool to organize RFP/RFI's Cons When navigating the admin section and making edits as well as the library, the software always brings you back to the first page opposed to bringing you back to the page you left off at. Also, when searching its annoying to have to always press the filter or search button opposed to just pressing enter. Review Source Response from Loopio November 10, 2016 Hi Brian, thank you for taking the time to write a review. It's great to see that you're enjoying our recent Platform updates; there's a lot more coming! We also appreciate the usability feedback. This is exactly the kind of input we crave from our customers, as it's the most important driver of our product roadmap. If you have any other ideas, please send them our way! RW Rob W. RFP Specialist Used the software for: ### "The Best Thing Out There for RFPs" August 27, 2014 5.0 Loopio is a very easy to use, 'intelligent' piece of software that 'learns' from your input. The searchability of the library, the feedback loop from RFP projects back into the question library, and the magic wand tool all make it stand out as being innovative and helpful. The customer service that we have received from Loopio is beyond reproach. Anyone or any company who has to answer RFP's for business can, without a shadow of a doubt, benefit and save time and money from using this tool. With that said, I do want to make one caveat clear: this is a new piece of software and just like any new piece of software it is still growing and improving. It is not perfect, but it's getting better day by day. The company has developed a culture of feedback that is very open and very receptive to their clients. If you have an idea, they will listen. I have experienced this first hand. Many ideas from clients are incorporated into their upgrades. Even though it is not 'all the way there,' Loopio still has MANY more positives than negatives and is an incredible asset during the RFP process with the product that exists today. Review Source Response from Loopio August 27, 2014 Thanks for the review, Rob! It has been awesome working with you and your team. All of the feedback and suggestions we receive from our customers is integral to refining the Loopio Platform. Thank you for being a great partner. -The Loopio Team BN Barry N. Director, Solutions Consulting Used the software for: ### "An excellent and rapidly improving solution to a difficult process" February 13, 2015 5.0 After reviewing a pretty wide variety of solutions for the arduous process of managing RFxs, technical assessments, and so on, we selected Loopio because, frankly, nothing else we found really came particularly close. Unlike a lot of other solutions, which tend to be bolt-on apps to larger CRM or CMS platforms, Loopio is purpose-built from the ground up to make completing an RFP a faster and more accurate process. It also has a range of clever tools designed to make the tool's ability to find vetted answers to RFP questions more effective over time with use, a nice system for automating review cycles of Q&A library material with internal subject matter experts, and increasingly robust support for a variety of roles. Beyond that, the Loopio team are exceptionally attentive and responsive to feedback, they're great to work with, and they are iterating very rapidly. The product is already substantially better than the one we were so excited to select a mere 6 months ago and it continues to improve. Review Source Response from Loopio February 17, 2015 Thanks for the review, Barry! We are looking forward to all of the improvements to come. We have only been able to get to where we are today through the feedback and support from our awesome customers like Hearsay. - The Loopio Team LB Lindsay B. Assistant General Counsel Used the software for: ### "The intuitive and simple look and feel make Loopio easy to use and implement" July 17, 2015 4.0 We are still in the early stages of fully integrating Loopio into our RFP process but I have been very impressed with what I have seen so far. The software is the best in terms of the user interface than anything else we tried out. We have found Loopio extremely intuitive, easy to learn, easy to train others on and easy to navigate. We found the review cycle feature to be exactly what we needed. Loopio support has been very helpful whenever I have had questions. They worked with me to come up with a licensing arrangement that worked for our users. They have also been very open to feedback on their system. The reason I gave the software a 4 is because there is some functionality (advanced search and multiple libraries) that they haven't implemented yet that will really move them to a 5. Both of these features are being worked on currently and are expected to be in the next upgrade so I can't wait for that to come out! Overall, it's a good software platform and Loopio is a pleasure to work with. Review Source Response from Loopio July 20, 2015 Thanks, Lindsay. It's been an absolute pleasure working with you and the Hill-Rom team as well. We'll try our best to earn that fifth star! RG Rod G. Used the software for: ### "Great Product, Great Company, Evolving Platform" April 5, 2017 5.0 Loopio is a great product. It is intuitive, powerful and gets straight to the point. Above all, the efficiencies and time savings by adopting this product minimize nuseful administrative work in maintaining a library, answering repetitive questions and formatting projects, and allow us to focus on delivering real, valuable answers to our clients. The collaboration and reminder aspects of the software are also excellent. As a company, they have a responsive, creative and open minded management and operations teams. Their product is ever elvolving with additional useful features and refinement to functionality, that is never jarring and feels organic. I cannot recommend Loopio enough. Great company, great product. Very happy to have adopted this solution! Review Source Response from Loopio April 5, 2017 Hi Rod, thank you so much for your review of Loopio. We're thrilled to hear that we've helped the Destiny Solutions team focus on delivering real value to your clients. This is one of the core goals of the Loopio Platform! Looking forward to our continued partnership. JD Jenna D. Sales Engineer Used the software for: ### "Setup was super fast, very easy to use, could be better if the import template was more flexible. " September 16, 2015 4.0 My colleague and I had a contest. I used Loopio and he used his massive Word document to complete the same RFP. I was done in a matter of hours (while answering emails at the same time) while it took him at least a couple days. For very simple RFPs with just a running list of questions, it works perfectly. But, for more complex RFPs, it takes a bit more manipulation. My primary suggestion would be to make the question import template (when completing a new RFP) a bit more flexible. We often deal with RFP with multiple levels or questions ('If yes, then...'). Review Source Response from Loopio September 17, 2015 Thank you, Jenna! I hope we helped you win a bet of some sort in the process ;). With regards to RFPs with multi-part questions, we are working on a feature right now that will make this process super simple for you! We've noticed that many companies often receive these "compliance" type questionnaires, and we're going to make sure Loopio fits the bill! Please reach out to us if you want to talk about this in more detail. GC Gregory C. President Used the software for: ### "Intuitive RFP software library, backed by excellent Customer Service" June 23, 2015 5.0 We're delighted to recommend Loopio as an outstanding RFP library/proposal engine. We've been using the system since September 2014 and have been thoroughly satisfied with it. In our pre-purchase evaluation we found it to be every bit as powerful as products that were significantly more expensive. The team at Loopio provide outstanding support and welcome feedback. We utilized their migration services to take a large volume of very unorganized RFP's and put them into a useable format within Loopio. Loopio serves our worldwide sales force and ensures we provide a consistent, up-to-date response to highly complex RFP questions. Review Source Response from Loopio June 23, 2015 Thanks, Greg! We're so happy that we're able to support your worldwide sales force. Your team has also been an incredible source of feedback for our Product team. It's a pleasure having HX Global as a customer! SP Stefan P. Manager, Sales, Advisory Services Used the software for: ### "Loopio has been a positive change in the way BDO Canada LLP develops and writes proposals." May 26, 2015 5.0 Our team spends a lot of time and effort working on proposals. In the past, sourcing content was not easily accessible and usually involved only one or two individuals having access or knowing where to locate the content. Now we have built a library of content in one platform accessible to all employees and anyone can create a proposal. One of the best features of Loopio is their easy to use platform that anyone can learn within minutes. A core benefit of Loopio is their attention to client needs as they are constantly updating/adding features based on user feedback. - BDO Canada LLP, Advisory Services -GTA Review Source Response from Loopio May 26, 2015 Thank you so much, Stefan! It has been an absolute pleasure working with your team. We're glad you're seeing the benefits, and are looking forward to continue growing alongside BDO :) GC Gina C. Director of Marketing and Technology Used the software for: ### "Loopio Love" August 7, 2015 5.0 Our company produces a significant amount of RFPs every year, and we have always done a manual process. We knew that somewhere, someone had to the answer to make this process - and Loopio is that company. We demo'ed multiple products, and Loopio blows their competition out of the water. The intuitive UI makes the adoption of the platform seamless, and we are now extremely more efficient with our resources for the RFP process. In addition, it is worth noting that Loopio has some of the best go-live support for SaaS software that I have seen. Now, we have not had any issues at all - but if we ever have any questions, or have a new user and need a tutorial - they are right there. Highly recommend this product. Review Source Response from Loopio August 11, 2015 Thank you, Gina! We're glad you found us, too :) SL Scott L. Director Sales Engineers Computer Software Used the software for: 6-12 months ### "Loopio Love" November 7, 2016 5.0 We have loved using Loopio - very intuitive and virtually no learning curve. Also their customer success process is very helpful and keeps us up to date on new features and releases. Would recommend this product to anyone (for reference we're a 400 man company). Pros Ease of use Cons Nothing really Review Source Response from Loopio November 7, 2016 Hi Scott, thanks for the Loopio Love! It's great to hear that the Loopio Library is making a big impact at Infinisource. We're looking forward to our continued partnership! CF Carnie F. Used the software for: ### "Loopio Leads the Way" May 2, 2016 5.0 Loopio has changed the way our RFP team can triage and manage the entire RFP process. Other than a few quirks in the system/workflow, we have been extremely pleased with the platform and the customer support that we have received. The enhancements that have been shared with us look great so we are excited to see Loopio is invested in improving an already powerful system. I would highly recommend this solution for any RFP team that manages a high volume of projects. Review Source Response from Loopio May 2, 2016 Thank you so much for your review, Carnie! Our regular Platform enhancements are a direct result of the feedback from great customers like you :) HV Hanneke V. Bid Manager Used the software for: ### "No need for training!" November 17, 2015 4.0 The software is incredibly user friendly: I introduced it to 7 account managers and none of them needed an explanation. They adapted to the software instantly. As from a Bid Management point of view: it just saves a lot of time getting all information together. I can see every move of the contributors and know the status of all bids in progress. Review Source Response from Loopio November 19, 2015 Thank you for the review, Hanneke! It's great to see that Loopio is helping organizations 6,000 km away! :) MN Marisa N. Digital Marketing Manager & Event Designer Used the software for: ### "Easy-to-use software with a simple interface" August 12, 2015 5.0 Pros: quick, easy and attentive customer service; clean template; software customizable for your industry Cons: Kinks/bugs in the system that make the process tedious at times Review Source Response from Loopio August 12, 2015 Thank you for the review, Marisa! It's been a pleasure working with Kennedy Creative for the past year. We will continue to evolve and improve the Platform based on the feedback from our great customers! Similar Products Featured