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Loopio

Name: Loopio
Rating: 4.5 (2 reviews)

By Loopio

1417 Interested

Highlights : About Loopio

Multi-Language Library

Customized Branding

Dynamic Project Templates

Comments & Notifications

Insightful Reporting

Intelligent Import

About Loopio

Loopio is a cloud-based request for proposal (RFP) solution that is suitable for midsize and large businesses. Primary features include content management, content libraries, team collaboration, import and export and advanced search. It allows users to respond to RFPs by importing requirements within the solution, searching questions in the database and assigning them to subject matter experts (SMEs) if needed. Security teams can fill up questionnaires using the content library and users can also create customized sales proposals. The content manager module allows users to store and organize content into categories and multiple libraries. Users can schedule periodic review cycles for SMEs to refresh content. It continually adds updated content sent out in proposals to the library. The solution offers integration with Salesforce, Microsoft Word and Microsoft Excel.

Specifications

Business Size

Small

Customization

Yes

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Multi-Language Library

Organize and search your Library Entries in multiple languages.

Customized Categories

Curate your data intelligently with Stacks, Tags and more.

Library Users

Let your whole sales team view your content Library.

Freshness Score

Easily see when your content was last reviewed or updated.

Duplicate Detection

Keep your Library clean and uncluttered automatically.

Attachment Library

Store and update commonly used images and documents.

Intelligent Import

Get started quickly with our easy data uploading process.

Magic Response Automation

See automated answer suggestions for frequently asked questions.

Close Loop

Detect and create new answers from recent RFP submissions.

Customized Branding

Create responses that match your branding when you export them.

Dynamic Project Templates

Deploy customized sales proposals and documents on the fly.

Easy Export

Download finished Projects back into their original file.

Project Tracking

Set milestones and approvals to keep responses on track.

Slack Integration

Get notifications and updates on your assigned work.

Comments & Notifications

Notify team members when you need their help.

Detailed Change Logs

Prevent version control issues and track updates.

Review Cycles

Ensure content owners don’t forget to update vital data.

Insightful Reporting

See how and where data is being used by your team.

Benifits

Start Your Projects Faster

Intelligent import and question auto-detection help you kickstart responses faster—no copying and pasting required.

Automate Responses (Like Magic)

Stop answering the same questions over and over again. Let our Magic RFP automation tool respond to FAQs in one click.

Perfect Formatting—Every Time

When you're finished with your responses, export them back into the original document or a custom branded template.

Gain Insights Into Your Process

See which content is being used the most by your team so you know where to focus your content review efforts.

Assign User Roles & Permissions

Get the right people answering questions, updating entries, or accessing information so you can move faster together.

Track Your Progress Clearly

Build Projects, assign questions, leave comments, and set deadlines so your team knows what needs to be done next.

Keep Your Knowledge Up-to-Date

Automated Freshness Scores and Close Loop answer updates mean you can be confident your content is never outdated.

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