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VerifiedChecked 2026-09-12

Loopio

AI-enabled response management software for RFPs, RFIs, sales proposals, due-diligence questionnaires, and security questionnaires.

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Revenue footprint

Where Loopio fits

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Revenue areas

Primary and supporting use cases
Coverage

Documented jobs

3 distinct jobs across 2 revenue areas

StrongManage sales content ↗

Loopio directly maintains, organizes, and governs approved sales knowledge in its Library, then lets sellers find and deploy that content in Chrome, Edge, email, Slack, Teams, PowerPoint, and supported sales tools.

Condition: Sales Knowledge requires a paid Loopio license and Library access; Stacks and some access controls depend on subscription and permissions.Loopio documentation ↗
StrongPrepare proposals ↗

Loopio supports preparing and managing sales proposals and other response documents through response projects, reusable content, AI-assisted drafting, collaboration, and export workflows.

Condition: Plan availability is not specified by capability; pricing page describes proposal-response capabilities across the platform.Loopio documentation ↗
StrongRespond to security due diligence ↗

Loopio supports responding to security questionnaires and due-diligence questionnaires using approved content, AI-assisted answers, collaboration, review, and portal automation.

Condition: Plan-specific entitlement is not stated.Loopio documentation ↗

Overview

What Loopio does

Loopio provides a content library, AI-assisted answer generation, response projects, collaboration and review workflows, document and portal response automation, integrations, and response analytics.

Create response projects for RFPs, RFIs, security questionnaires, and other questionnaires.Import questions from documents and export completed responses to the original document or a custom export theme.Search and maintain a centralized content library with categories, tags, review workflows, and freshness indicators.Generate or populate draft answers using purpose-built AI grounded in approved content, with citations and confidence indicators.Collaborate with contributors and subject-matter experts using assignments, comments, reviews, approvals, and role-based permissions.Scan and populate web-based questionnaire portals through SmartScan and SmartFill.Connect with sources and business tools including SharePoint, Google Drive, Salesforce, Slack, Microsoft Teams, and other integrations.Provide response and proposal insights including workload, winnability, deadlines, completion time, and library health.Offer security controls including SSO, encryption, SOC 2 Type II, AWS hosting, and access controls.

Buying context

Fit and constraints

Best for
Proposal, sales, technical, compliance, and security-response teams handling recurring or complex questionnaires and proposals.
Relevant constraints
  • Pricing requires a custom quote and sales conversation.
  • The Foundations plan is stated to include 10 seats; Enterprise supports a custom number of seats. Other seat limits are not stated.
  • Add-ons include project translations, onboarding packages, and industry integrations, but add-on prices are not published.
  • No official source reviewed establishes a free tier or free trial.
  • Loopio is focused on response management; evidence reviewed does not establish CRM, sales engagement, prospecting, calling, meeting hosting, contract negotiation, e-signature, or payment functionality.
  • AI output is permission-scoped to content sources the user can access and remains subject to human review and approval.
Evidence status
Vendor documented · checked 2026-09-12

Pricing

Plans and billing

Loopio publishes plan names and selected inclusions but no public prices. The official page states that pricing is customized and begins with a Foundations tier including 10 seats.

Pricing model
Custom quote
Minimums
10-user minimum
Free access
Not documented
Last checked
2026-09-12

Enhanced

Custom pricingunknown · Contact sales

For centralized, collaborative teams. Includes Foundations features plus multi-language library, confidential projects, multi-step reviews, 15 customizable themes, and standard customer support.

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Enterprise

Custom pricingunknown · Contact sales

For global companies with multiple teams. Includes Enhanced features plus separate business units, unique sandboxes, a custom number of seats, 20 customizable themes, and premium customer support.

Check current price ↗

Foundations

Custom pricingunknown · 10-user minimum · Contact sales

For smaller or sales-led proposal teams. Includes unlimited projects, unlimited library entries, generative AI, 10 customizable themes, and standard customer support.

Check current price ↗

List prices can exclude tax, usage charges, onboarding, add-ons, and negotiated discounts. Check the vendor page before buying.

Reviews

Buyer reviews

☆☆☆☆☆No verified rating yet0 verified buyer reviews

RevManic has not ingested a verified review source for this product yet. We do not convert vendor testimonials into star ratings.

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Product references

We reviewed these official vendor documents. Product claims have not yet been independently tested.

  1. Proposal software ↗loopio.com/proposal-software/Vendor documentation
  2. Sales knowledge ↗loopio.com/sales-knowledge/Vendor documentation
  3. Due diligence questionnaire software ↗loopio.com/due-diligence-questionnaire-software/Vendor documentation
  4. Pricing ↗loopio.com/pricing/Vendor documentation

Alternatives

Peers in this market

40
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