Loopio accelerates how organizations respond to RFPs and due diligence questionnaires by combining automation, collaboration, and centralized knowledge. While exported data sometimes needs small adjustments to match preferred formatting, teams can still assign tasks, track progress, and maintain updated content. Its efficiency makes it indispensable for growing businesses.
Loopio Specifications
Document Management
Task & Project Management
Integration with Other Tools
Automation & Workflow
What Is Loopio?
Loopio is a cloud-based response management platform built for proposal, sales, and security teams handling Requests for Proposals (RFPs) and questionnaires. The software offers features such as project tracking, a smart content library, collaboration tools, and workflow automation. It helps organizations streamline proposal creation, reduce repetitive work, and maintain accuracy across responses.
By centralizing knowledge and automating routine tasks, Loopio improves efficiency, ensures consistent messaging, and enables teams to deliver high-quality responses faster.
Loopio Pricing
Loopio pricing offers the following plans:
- Essentials - Custom pricing
- Plus - Custom pricing
- Advanced - Custom pricing
- Enterprise - Custom pricing
Disclaimer: The pricing is subject to change.
Loopio Integrations
Loopio integrates with the following third-party software, such as:
- HubSpot CRM software
- Salesforce Engage software
- Dynamics 365
- Slack
- Okta
- Seismic
- Microsoft Teams
Who Is Loopio For?
Loopio software serves a wide range of industries and sectors, including:
- Healthcare
- Financial services
- Software development
Is Loopio Right For You?
Are you looking for a smarter way to manage proposals and questionnaires and boost compliance simultaneously? Loopio accelerates responses, centralizes governance, and maintains a robust security posture. It addresses delays, improves consistency, and ensures regulatory peace of mind.
Loopio is fully compliant with GDPR and SOC 2 (Type II), ensuring strong global data privacy and security standards. Built on encrypted AWS infrastructure, Loopio delivers enterprise-grade reliability and scales seamlessly for growing teams.
Still not sure if Loopio is right for you? Contact our customer support team at (661) 384-7070, who will help you make the best decision.
Loopio Features
This capability accelerates proposal workflows by auto-suggesting answers, filling repetitive fields, and minimizing manual tasks. Teams can generate accurate responses faster, even with tight deadlines or multiple concurrent bids. By reducing administrative burden, it helps organizations improve submission volume without sacrificing quality or consistency.
See How It WorksThe platform provides a structured knowledge base that evolves with every project. Content is organized into an accessible, searchable repository that subject matter experts can easily review and update. This ensures proposals always reflect the most accurate, up-to-date information while cutting down on repetitive content requests.
See How It WorksLoopio features a centralized workspace where sales and security teams can collaborate seamlessly. With role-based permissions, milestone tracking, and timely notifications, the platform eliminates version control issues. This structure ensures accountability, improves visibility across projects, and helps teams meet deadlines with fewer delays or bottlenecks.
See How It WorksThe software streamlines complex security questionnaires by detecting questions in documents, suggesting accurate answers from its content library, and exporting them in the original format. This automation reduces manual effort, minimizes errors, and enables sales, IT, and infosec teams to complete compliance-heavy requests quickly and with confidence.
See How It WorksThis feature streamlines due diligence questionnaires by auto-detecting questions, suggesting accurate responses, and exporting them in their original format. Teams collaborate in an intuitive workspace with milestones and notifications, while automated review cycles keep content current to ensure faster completion, consistency, and easier compliance management.
See How It WorksThe software streamlines complex security questionnaires by detecting questions in documents, suggesting accurate answers from its content library, and exporting them in the original format. This automation reduces manual effort, minimizes errors, and enables sales, IT, and infosec teams to complete compliance-heavy requests quickly and with confidence.
See How It Works