Loopio Features

Manage Your Entire RFP Response Process in One Platform

Manage Content For RFPs, RFIs, And Security Questionnaires

Find, Manage, and Extend
The Shelf Life Of Your Content

Organize Your Content

Quit hunting through past documents for answers. Aggregate your content into a centralized library and organize it using categories and tags. This way, you can easily find your content whenever you need it. And you can get even more granular, if you need to, by creating multiple libraries.

Keep Content Fresh

Avoid the risk of using stale content. When in doubt, kick off content reviews with your Subject Matter Experts (SMEs) or schedule periodic Review Cycles so your content is always fresh and accurate.

Build Your Library

Don’t reinvent the wheel. Selectively capture newly created or updated content from your projects and seamlessly add it back into your library using Loopio’s close loop workflow. This way, your team can use it for future responses.
"I love that Loopio makes it so easy to add and update questions & answers. It's a wonderful way to keep all previous RFP Q&As in one place, simplifying and shortening my search time when I need answers quickly."
Michelle Gardyasz
Enterprise Accounts Response Specialist
Stericycle | Shred-it

Tackle Projects Under Tight Deadlines

Create, Collaborate, And Export, A Beautifully-Formatted Response

Import Requirements

Import requirements seamlessly. Transform any Word and Excel RFP or Security Questionnaire into a Loopio project within minutes using Loopio’s intelligent import workflow. 

search Your Library

Pull answers directly from your library. Search and insert answers from your library into your project using inline search. Alternatively, leverage magic, Loopio’s intelligent workflow, to auto-populate answers if a match exists in your library.

collaborate Seamlessly

Work in one platform. Easily assign questions out to your Subject Matter Experts and nudge them if they are running late. Keep your project on track using Loopio’s dashboards and progress bars.

export Final Response

Don't waste time merging responses in different formats. With the Loopio Platform, you can set content styles globally and export a beautiful, consistently formatted response every time.
"Loopio takes great advantage of modern web UI innovations to significantly ease the collaborative challenge of building RFP responses. Finding answers, assigning questions, managing libraries and projects, and importing / exporting questionnaires are all seamless." 
Tanner Volz
Technical Content Manager
Iovation

Integrate Loopio With Your Favourite Tools

Salesforce Integration

Enable your Sales team to work in an environment they’re already familiar with. With Loopio’s Salesforce integration, your Sales team can now kick off and track Loopio Projects directly from Salesforce.

Single Sign-On (SSO)

Spend less time managing access to different corporate applications. Access Loopio quickly and securely across your organization with Single Sign-On, using Google Authentication or SAML 2.0.

The Loopio Experience

Customer Success

Get best practices, insights, and educational resources from your dedicated Customer Success Manager so you can make the most of your Loopio Platform.

Training

Whether you need a refresher or want to onboard a new team member, take advantage of our training sessions, help videos, and webinars to get up to speed quickly.

User Support

Need help? Email, phone, or reach out to our friendly and highly rated support team directly from within the Loopio Platform to get the answers you need quickly.
"This is the best damn RFP software system on the market. These guys have unparalleled customer support and have developed the first FUN to use RFP system to make requests for anything 100% less sucky. Highly recommend."
Stacey Way
Marketing Operations Manager
Ready to see how Loopio can streamline your RFP Response Process?
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