Loopio Features

Based on 327 Loopio reviews and verified by the G2 Product R&D team. Define fields to pull in dynamic information.

Based on 316 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.

Based on 281 Loopio reviews and verified by the G2 Product R&D team. How well the platform supports images, audio, and video in proposals.

Based on 275 Loopio reviews and verified by the G2 Product R&D team. Create adaptive online documents for view via browser or mobile device.

Based on 263 Loopio reviews and verified by the G2 Product R&D team. Create attractive PDF versions of proposals.

Based on 288 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.

Based on 303 Loopio reviews and verified by the G2 Product R&D team. Easily search for and add elements to a proposal.

Based on 322 Loopio reviews and verified by the G2 Product R&D team. Multiple users can edit a single document.

Based on 317 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.

Based on 276 Loopio reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards on proposal volume and acceptance.

Based on 340 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.

Based on 336 Loopio reviews and verified by the G2 Product R&D team. Program in-app and email notifications for approval milestones or actions.

Based on 175 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.

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. 170 reviewers of Loopio have provided feedback on this feature.

Based on 362 Loopio reviews. Provide standard templates for different types of RFPs

Based on 354 Loopio reviews. Support other types of requests such as RFB/RFI/RFQ

Based on 333 Loopio reviews. Track versions of RFP documents and related changes

As reported in 418 Loopio reviews. Maintain a library of questions that can be reused

Based on 410 Loopio reviews. Allow multiple users to collaborate on submissions

As reported in 418 Loopio reviews. Maintain a repository or library of content and documents that can be reused

Based on 404 Loopio reviews. RFPs can be reviewed by managers before submission

Create real-time reports to compare data trends across processes, RFPs, vendors or profiles 284 reviewers of Loopio have provided feedback on this feature.

As reported in 370 Loopio reviews. Tracks the progress of any RFP in real time and set milestones to improve efficiency

Updates, organizes, and stores content of a project This feature was mentioned in 391 Loopio reviews.

Assign users, roles, and manage access in order to set tasks and leave comments 383 reviewers of Loopio have provided feedback on this feature.

As reported in 300 Loopio reviews. Automate repetitive and manual tasks, such as auto-filling answers and auto-responses

As reported in 307 Loopio reviews. Export files or spreadsheets with the ability to format and accomidate images

As reported in 305 Loopio reviews. Upload files or spreadsheets from multiple sources

Based on 163 Loopio reviews. Offers role based access controls to allow only permissioned users to utilize various parts of the software.

Based on 47 Loopio reviews. Uses AI to alert administrators to changes in risk scoring through continuous monitoring.

Based on 95 Loopio reviews. Allows users to generate text based on a text prompt.

Utilizes AI to summarize security questionnaires. 47 reviewers of Loopio have provided feedback on this feature.

Automate text responses to common security assessment questions. 51 reviewers of Loopio have provided feedback on this feature.

Based on 56 Loopio reviews. Capability to perform complex tasks without constant human input

Based on 56 Loopio reviews. Ability to break down and plan multi-step processes

As reported in 55 Loopio reviews. Works across multiple software systems or databases

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives