Loopio

Loopio

5 Review(s)

Overview

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.

Overall Rating

Based on 5 users reviews

3.8

Rating Distribution

Positive

80%

Neutral

20%

Negative

0%

Starting Price
Custom

Loopio Specifications

Document Management

Task & Project Management

Integration with Other Tools

Automation & Workflow

View All Specifications

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
The software also offers add-ons for additional pricing, including Go/No-Go for Salesforce qualification, Project Translations for multilingual RFPs, Onboarding Packages for guided setup, and Industry Integrations to extend connectivity. Request a custom Loopio cost quote for your business.

Disclaimer: The pricing is subject to change.

Loopio Integrations

Loopio integrates with the following third-party software, such as:

To see these integrations in action, watch a free Loopio demo.

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 Works

The 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 Works

Loopio 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 Works

The 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

This 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 Works

The 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

Pros And Cons of Loopio

Pros

  • Saves valuable time when managing RFPs

  • Improves collaboration across multiple project teams

  • Provides accurate, consistent responses with ease

Cons

  • Export formatting issues cause workflow delays

  • Initial setup can be time consuming

Loopio Reviews

Total 5 reviews

3.8

All reviews are from verified customers

Rating Distribution

5

Stars

0%

4

Stars

80%

3

Stars

20%

2

Stars

0%

1

Stars

0%

Share your experience

A

Ankit

Human Resources, 101-500 employees

Less than a year

4.0
February 2025

excellent UI and project management

Pros

There are quite a few things that I like about it such as the user interface and project management features in Loopio which are excellent.

Cons

The export function does not work as expected. I often run into issues with formatting changes.

Rating Distribution

Ease of use

9

Value for money

7

Customer Support

7

Functionality

8

L

Lisa

Information Services, 51-100 employees

More than a year

3.0
August 2024

great for teamwork and real-time collaboration!

Pros

It is very well organized and finding information is a piece of cake. I also really like the checkpoints that ensure the information stays up to date.

Cons

The import function can be a bit tricky and when uploading PDFs I occasionally experience formatting issues.

Rating Distribution

Ease of use

6

Value for money

7

Customer Support

7

Functionality

6

K

Krunal

Information Technology and Services, 500+ employees

More than a year

4.0
August 2024

user-friendly but review cycle efficiency could improve

Pros

Loopio is a very user-friendly platform for content management making it easy for us to delegate tasks across different projects.

Cons

Its slow interface is the least favorite feature of mine. While navigating is easy still I feel like adding more people to the review cycle could be much more efficient.

Rating Distribution

Ease of use

7

Value for money

8

Customer Support

8

Functionality

7

Frequently Asked Questions

Yes, Loopio provides API access.

No, Loopio does not have a mobile app.

Loopio supports the English language.

Loopio pricing is structured into four tiers: Essentials, Plus, Advanced, and Enterprise, with custom pricing. Request a custom Loopio price quotation.

The platform integrates with tools such as HubSpot, Salesforce Engage, Dynamics 365, Slack, Okta, Seismic, and Microsoft Teams.

Loopio is designed for organizations across industries including healthcare, financial services, and software development.

Loopio provides support via phone, contact form, and a live chat.