Loopio
17 Case Studies
A Loopio Case Study
DocuSign, the global leader in e-signature and the DocuSign Agreement Cloud, was growing rapidly and needed to scale its proposal and security‑questionnaire responses while keeping content consistent. Before adopting the RFP management platform Loopio, teams relied on spreadsheets and large Word files, which made responses slow, error‑prone, and hard to standardize across regions.
Loopio provided a centralized library of pre‑approved content, automation via its Magic feature, collaboration and tracking, and permissions controls to protect sensitive material. As a result, DocuSign expanded Loopio usage from 25 to 132 users, handled a 200% increase in RFP volume, moved security questionnaires from days to hours, and improved proposal quality and consistency — all enabled by Loopio.
Ernesto Carrera
Manager, Sales Engineering