Loopio

AI-powered RFP and questionnaire response software for collaborative teams

Est. 2014Toronto, ONLateStage

What is Loopio?

Loopio is a cloud-based response management platform for teams handling RFPs, RFIs, DDQs, security questionnaires, and sales proposals. It combines a reusable content library, workflow automation, collaboration features, reporting, integrations, and AI-assisted drafting to help mid-market and enterprise teams respond faster and more consistently.

Use Cases

RFP ResponseSecurity QuestionnaireProposalWriting

Best For

Mid-MarketEnterprise

Pricing

$20,000/yr

Flat rate · starting price

Free trial available

Foundations10 seats included

$20,000/yr

Enhanced

Custom

Enterprise

Custom

View pricing page

Capabilities

3 AI-powered

AI Generation

AI response draftingAI

Drafts answers using Response Intelligence, generative AI, and automated content matching, with AI summarization for common assessment questions.

Knowledge Management

Centralized content library

Stores approved answers, documents, and templates with tagging, review dates, and version tracking.

Workflow & Collaboration

Document automationAI

Handles spreadsheets, documents, and portal submissions with automated parsing, and enables branded proposal outputs with consistent response formatting.

Review & approval workflows

Routes content through contributors, reviewers, and approvers with status tracking and deadline enforcement.

Task routingAI

Recommends the best subject-matter expert to answer each question based on past contributions.

Delivery & Access

Analytics & dashboards

Provides visibility into proposal volume, acceptance, content performance, win trends, and CRM metrics.

Response Types

RFPsSecurity questionnairesProposals & bids

Collaboration

Co-editing

Commenting

Approval workflows

Task assignment

Notifications

Reporting & Analytics

Activity dashboard

Win/loss analysis

CRM-linked reporting

Security & Compliance

SOC 2 Type IIISO 27001GDPRCSA STAR

Encryption at Rest

Encryption in Transit

SCIM Provisioning

Audit Logs

Role-Based Access

View security details

Integrations

CRM

Salesforce

HubSpot

Microsoft Dynamics 365

Cloud Storage

Google Drive

SharePoint

OneDrive

Box

Communication

Slack

Microsoft Teams

SSO

Okta

OneLogin

Azure AD

ADFS

Google Authentication

Auth0

Other

Google Workspace

Microsoft 365

Seismic

Highspot

Unleash Connector

Door

Public API

API Docs

Who is Loopio best for?

Proposal Team

High-volume RFP/RFI response with reusable approved content, AI-assisted first drafts, and CRM-connected collaboration

Security Team

Security questionnaire and due diligence workflows involving sales, legal, IT, and security stakeholders

Operations

Standardizing response content across multiple departments and business units

Team Size

SMBMid-MarketEnterprise

Industries

Software & SaaSFinancial ServicesHealthcareIT Services

Considerations

Team sizeSolo users or very small teams (Foundations package starts at 10 seats)
Pricing$20K/year floor; not suited for budget-sensitive buyers
TechnicalNo confirmed SCIM provisioning
ComplianceNo confirmed data residency options

Competitive Overview

What sets it apart

Purpose-built Response Intelligence AI trained on Loopio response data and workflows rather than generic document generation alone

Strong combination of reusable content, configurable workflows, collaboration, and enterprise response use cases across RFPs, DDQs, and security questionnaires

Strengths

Broad response management coverage across RFPs, DDQs, security questionnaires, and sales proposals
Well-developed content library, collaboration tools, and workflow controls that fit cross-functional response teams
Solid enterprise readiness through SSO, API access, major CRM/drive/chat integrations, and documented security controls
Most mature player in the space — founded 2014, 1700+ customers, PE-backed

Weaknesses

High entry price ($20K/year for 10 seats) excludes smaller teams and startups
SCIM provisioning and data residency options not confirmed from public sources
Seat expansion pricing beyond Foundations requires sales involvement