Loopio Features
What are the features of Loopio?
Document Creation
- Customizability: Variables and Fields
- Template Creation and Flexibility
Workflow
- Collaborative Creation
- Assembly and Approval Workflows
Administration and Platform
- User, Role, and Access Management
- Alerts and Notifications
RFP Generation
- Templates
- RFX
- Questions Library
Submissions
- Collaboration
- Knowledge Base
- Review
RFP Response
- Project Management
- Content Library
- Access
Loopio Categories on G2
Filter for Features
Document Creation
Customizability: Variables and Fields | Based on 308 Loopio reviews and verified by the G2 Product R&D team. Define fields to pull in dynamic information. | 82% (Based on 308 reviews) | |
Template Creation and Flexibility | Based on 298 Loopio reviews and verified by the G2 Product R&D team. Easily assemble custom fields and variables into reusable templates to automate the proposal creation process. | 80% (Based on 298 reviews) | |
Rich Media | Based on 263 Loopio reviews and verified by the G2 Product R&D team. How well the platform supports images, audio, and video in proposals. | 74% (Based on 263 reviews) | |
Online Document Creation | Based on 257 Loopio reviews and verified by the G2 Product R&D team. Create adaptive online documents for view via browser or mobile device. | 80% (Based on 257 reviews) | |
PDF Creation | Based on 245 Loopio reviews and verified by the G2 Product R&D team. Create attractive PDF versions of proposals. | 80% (Based on 245 reviews) | |
Custom Branding | Based on 270 Loopio reviews and verified by the G2 Product R&D team. Brand proposals and the application's portal with your company's logos and branding. | 83% (Based on 270 reviews) |
Workflow
Document Builder Interface | See feature definition | Based on 285 Loopio reviews and verified by the G2 Product R&D team. Easily search for and add elements to a proposal. | 84% (Based on 285 reviews) |
Collaborative Creation | Based on 304 Loopio reviews and verified by the G2 Product R&D team. Multiple users can edit a single document. | 89% (Based on 304 reviews) | |
Assembly and Approval Workflows | Based on 299 Loopio reviews and verified by the G2 Product R&D team. Automate workflows by routing documents to the correct individuals for adding content and approval. | 87% (Based on 299 reviews) |
Analytics
Reporting and Dashboards | Based on 258 Loopio reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards on proposal volume and acceptance. | 81% (Based on 258 reviews) |
Administration and Platform
User, Role, and Access Management | Based on 322 Loopio reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 91% (Based on 322 reviews) | |
Alerts and Notifications | Based on 318 Loopio reviews and verified by the G2 Product R&D team. Program in-app and email notifications for approval milestones or actions. | 87% (Based on 318 reviews) | |
CRM Integration | Based on 159 Loopio reviews and verified by the G2 Product R&D team. Push and pull data from CRM to build proposals and update statuses with clients. | 76% (Based on 159 reviews) | |
API / Integrations | Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. 154 reviewers of Loopio have provided feedback on this feature. | 77% (Based on 154 reviews) |
RFP Generation
Templates | As reported in 310 Loopio reviews. Provide standard templates for different types of RFPs | 82% (Based on 310 reviews) | |
RFX | Support other types of requests such as RFB/RFI/RFQ 302 reviewers of Loopio have provided feedback on this feature. | 88% (Based on 302 reviews) | |
Versioning | Track versions of RFP documents and related changes 282 reviewers of Loopio have provided feedback on this feature. | 84% (Based on 282 reviews) | |
Questions Library | Based on 365 Loopio reviews. Maintain a library of questions that can be reused | 93% (Based on 365 reviews) |
Submissions
Collaboration | As reported in 357 Loopio reviews. Allow multiple users to collaborate on submissions | 92% (Based on 357 reviews) | |
Knowledge Base | As reported in 364 Loopio reviews. Maintain a repository or library of content and documents that can be reused | 93% (Based on 364 reviews) | |
Review | RFPs can be reviewed by managers before submission This feature was mentioned in 351 Loopio reviews. | 90% (Based on 351 reviews) | |
Reporting | Create real-time reports to compare data trends across processes, RFPs, vendors or profiles 232 reviewers of Loopio have provided feedback on this feature. | 80% (Based on 232 reviews) |
RFP Response
Project Management | Tracks the progress of any RFP in real time and set milestones to improve efficiency This feature was mentioned in 320 Loopio reviews. | 89% (Based on 320 reviews) | |
Content Library | Based on 338 Loopio reviews. Updates, organizes, and stores content of a project | 92% (Based on 338 reviews) | |
Access | Assign users, roles, and manage access in order to set tasks and leave comments This feature was mentioned in 330 Loopio reviews. | 90% (Based on 330 reviews) | |
Automation | As reported in 248 Loopio reviews. Automate repetitive and manual tasks, such as auto-filling answers and auto-responses | 84% (Based on 248 reviews) | |
Export | Export files or spreadsheets with the ability to format and accomidate images This feature was mentioned in 257 Loopio reviews. | 83% (Based on 257 reviews) | |
Import | Based on 254 Loopio reviews. Upload files or spreadsheets from multiple sources | 81% (Based on 254 reviews) |
Functionality
User Access Control | Offers role based access controls to allow only permissioned users to utilize various parts of the software. This feature was mentioned in 149 Loopio reviews. | 90% (Based on 149 reviews) |
Risk assessment
AI Monitoring | Based on 35 Loopio reviews. Uses AI to alert administrators to changes in risk scoring through continuous monitoring. | 64% (Based on 35 reviews) |
Generative AI
AI Text Generation | Based on 78 Loopio reviews. Allows users to generate text based on a text prompt. | 71% (Based on 78 reviews) |
Generative AI - Vendor Security and Privacy Assessment
Text Summarization | As reported in 35 Loopio reviews. Utilizes AI to summarize security questionnaires. | 70% (Based on 35 reviews) | |
Text Generation | Based on 38 Loopio reviews. Automate text responses to common security assessment questions. | 73% (Based on 38 reviews) |
Agentic AI - RFP
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Multi-step Planning | Ability to break down and plan multi-step processes | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data |
Agentic AI - Salesforce AppExchange Apps
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Multi-step Planning | Ability to break down and plan multi-step processes | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Adaptive Learning | Improves performance based on feedback and experience | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data | |
Decision Making | Makes informed choices based on available data and objectives | Not enough data |
