Loopio
RFP response management and governed content reuse
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.
How to evaluate this tool
Assess Loopio as a repeatable response operation: library ownership, reusable answers, SME reviews, and reporting. The effort to migrate and maintain approved content belongs in the evaluation.
Check during a demo: Import a representative library and a large spreadsheet. Test search relevance, stale-answer review, contributor permissions, and final formatting with the people who will own the process.
Also evaluate: Responsive · RocketDocs
Editorial guidance based on the sources below; not a hands-on product test.
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Overview
Loopio is a cloud response-management platform for RFPs, RFIs, security questionnaires, DDQs, proposals, and sales knowledge. Its Response Intelligence AI works with a governed content library, collaborative projects, and analytics to help teams create trustworthy answers at scale.
Founded in Toronto in 2014, Loopio serves more than 1,700 companies. It received growth investment from Sumeru Equity Partners in 2021 and acquired Avnio in 2023.
Key Features
- Confident Answers: Connects the Loopio Library with internal sources and AI-generated responses.
- Effortless Projects: Imports uploaded documents and web portals, then tracks deadlines, Q&A, and win themes.
- Seamless Collaboration: Assignments, reviews, permissions, reminders, and integrations for SMEs.
- Strategic Insights: Measures winnability, workload, proposal effectiveness, completion time, and library health.
- Response Intelligence: Purpose-built AI trained on more than ten years of response-management data.
Integrations
Current first-party pages name Salesforce, Slack, Microsoft Teams, Google Drive, SharePoint, OneDrive, Box, Copilot, Confluence, Glean, and Highspot. SSO supports Okta, OneLogin, Microsoft Azure, ADFS, and Google authentication. Loopio also provides an API for custom integrations. Some industry integrations are paid add-ons.
Security & Compliance
Loopio undergoes annual SOC 2 Type II audits and displays ISO 27001, ISO 42001, and CSA STAR badges. It uses TLS 1.2 in transit and AES-256 at rest, supports SAML 2.0 and Google SSO, conducts annual penetration tests, and states GDPR/CCPA compliance. GDPR is recorded as compliance, not certification. Public SCIM and residency-region documentation were not found.
Pricing
Foundations, Enhanced, and Enterprise remain the three plans, but the current page no longer publishes the former $20,000 annual starting price. Foundations includes 10 seats, unlimited projects, unlimited library entries, generative AI, and 10 themes. Enhanced adds multilingual libraries, confidential projects, multi-step reviews, and 15 themes. Enterprise adds business units, sandboxes, custom seats, 20 themes, and premium support. All require a custom quote; translations, onboarding, and industry integrations are add-ons.
Best For
Loopio is best for mid-market and enterprise teams with high recurring RFP, DDQ, and questionnaire volume and a need for governed reuse, SME collaboration, and CRM-connected reporting.
Considerations
Pricing is no longer publicly quantified, Foundations starts at 10 seats, and advanced integrations can be add-ons. Current G2 users praise the library and ease of use but still cite AI accuracy, formatting, large-spreadsheet handling, and reporting/customization limitations.
Pricing
Flat rate · Reach out for a tailored quote
The former $20,000/year public floor was absent on 2026-08-19 and has been removed. Project translations, onboarding packages, and industry integrations are add-ons.
Top alternative for evidence-first teams
Savix
Turn source documents into review-ready RFP answers — with the evidence visible.
Draft in batches, see the excerpt behind each claim, and route exceptions to a human before the response leaves your team.
- $99/mo · 1 user
- $300/mo · 10 users
- Unlimited RFPs
- Unlimited questions
- 14-day trial
Capabilities
3 AI-poweredAI Generation
Drafts answers using Response Intelligence, generative AI, and automated content matching, with AI summarization for common assessment questions.
Knowledge Management
Stores approved answers, documents, and templates with tagging, review dates, and version tracking.
Workflow & Collaboration
Handles spreadsheets, documents, and portal submissions with automated parsing, and enables branded proposal outputs with consistent response formatting.
Routes content through contributors, reviewers, and approvers with status tracking and deadline enforcement.
Recommends the best subject-matter expert to answer each question based on past contributions.
Delivery & Access
Provides visibility into proposal volume, acceptance, content performance, win trends, and CRM metrics.
Security & Compliance
Integrations
Salesforce
HubSpot
Microsoft Dynamics 365
Google Drive
SharePoint
OneDrive
Box
Slack
Microsoft Teams
Okta
Microsoft Azure
Google SSO
Confluence
Auth0Who is Loopio best for?
High-volume RFP/RFI response with reusable approved content, AI-assisted first drafts, and CRM-connected collaboration
Security questionnaire and due diligence workflows involving sales, legal, IT, and security stakeholders
Standardizing response content across multiple departments and business units
- Team sizeSolo users or very small teams (Foundations package starts at 10 seats)
- PricingNo public dollar price; Foundations starts at 10 seats and integrations can be add-ons
- TechnicalNo public SCIM documentation
- ComplianceNo confirmed data residency options
Competitive Overview
- 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
- Established response-management vendor — founded 2014, 1700+ customers, PE-backed
- Public dollar pricing was removed; Foundations still starts at 10 seats
- SCIM provisioning and data residency regions are not confirmed from public sources
- Seat expansion pricing beyond Foundations requires sales involvement
Alternatives to Loopio
Data quality & freshness
Editorial research based on the linked sources, not a hands-on product test.
- Sources reviewed
- Sep 7, 2026
- Next review due
- Sep 14, 2026
- Sources checked
- 8 total · 7 official · 1 third-party
The 2026-09-07 review rechecked the cited current product, pricing, integration, and/or security sources. No material factual change was confirmed, and older evidence remains preserved with its original verification dates.