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Sales Proposal Automation Software

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What is Loopio?

Loopio is a proposal and knowledge management software service that simplifies the process of responding to Requests for Proposals (RFPs) and Request for Information (RFIs), as well as Due Diligence Questionnaires (DDQs) and Security Questionnaires. It is a tool that empowers sales, marketing, proposal teams, and subject matter experts to manage company knowledge and collaborate on client requests.

Loopio aims to streamline the way organizations respond to information requests, helping companies across several industries collaborate more intelligently on a platform that embodies simplicity and an exceptional user experience that makes for a better software experience overall that helps deliver the needed results.

Overview of Loopio Benefits

Loopio is purpose-built from the ground up to make responding to RFPs and Questionnaires simple and efficient, thanks in part to a built-in library in the platform that categorizes and tags content that lets users find what they are looking for more easily. For larger content, users can split content into multiple libraries and control who can view or edit the information contained in the library with advanced user permissions

Loopio’s automation engine known as “Magic” quickly populates the best answers from the Loopio Library so users can save time in answering questions that keep reappearing. There is also the option to export beautiful and consistently formatted responses each time. They can also easily assign RFP tasks to certain people, as well as nudge collaborators to follow up if needed.

Users are able to access Loopio securely with a single sign-on, using Google Authentication or SAML 2.0 for greater security. They can also set a review with a subject matter expert to ensure the content will always be up-to-date and never be stale. If needed, users can pull together an RFP or Questionnaire response in no time by searching and inserting content seamlessly through the Project Canvas. In addition, users can feed new or updated content into the library to close the loop on a project and avoid fragmentation of content.

Overview of Loopio Features

  • Library
  • Project Canvas
  • Automation through “Magic”
  • Single sign-on
  • Content splitting
  • Collaboration
  • Response templates

Loopio Position In Our Categories

Position of Loopio in our main categories:


Loopio is one of the top 20 Sales Proposal Automation Softwareproducts


Loopio is one of the 20
Sales Proposal Automation Software products

If you are considering Loopio it could also be a good idea to check out other subcategories of Best Sales Proposal Automation Software listed in our database of SaaS software reviews.

Companies have diverse needs and requirements and no software platform can be just right in such a situation. It is futile to try to find an ideal out-of-the-box software app that meets all your business needs. The smart thing to do would be to customize the application for your specific needs, staff member skill levels, finances, and other elements. For these reasons, do not hasten and invest in well-publicized popular applications. Though these may be widely used, they may not be the ideal fit for your particular requirements. Do your groundwork, look into each short-listed platform in detail, read a few Loopio reviews, call the maker for clarifications, and finally choose the application that provides what you want.

How Much Does Loopio Cost?

Loopio Pricing Plans:
Free trial
Quote-based Plan
Contact vendor

Loopio’s SMB and enterprise pricing information is available only upon request. Contact the company for more details, and ask for your quote.

User Satisfaction

We realize that when you make a decision to buy Sales Proposal Automation Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Loopio reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Loopio. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.





Technical details

Devices Supported
  • Windows
  • Mac
  • Web-based
Language Support
  • English
Pricing Model
  • Quote-based
Customer Types
  • Small Business
  • Large Enterprises
  • Medium Business
  • Freelancers
  • Cloud Hosted

What Support Does This Vendor Offer?


What are Loopio pricing details?

Loopio Pricing Plans:
Free trial
Quote-based Plan
Contact vendor

Loopio’s SMB and enterprise pricing information is available only upon request. Contact the company for more details, and ask for your quote.

What integrations are available for Loopio?

At the moment, Loopio offers a streamlined integration with

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