Easily attach graphs, reports, or images to proposals in Loopio through your cloud storage service.
The key to writing a great response is breaking the RFP process into manageable steps. We recommend following a simple, three-step process to streamline your approach to answering proposals. First, personalize your standard content for your prospective vendor, agency, or customer. Then, get your subject matter experts (SMEs) to fill in the gaps. Finally, proofread the proposal to make sure it sounds professional and consistent.
Integrate RFP response data from Loopio into Salesforce to track open pipeline from RFPs, win rates, and much more.