Generic AI Doesn’t Win RFPs

Loopio helps teams respond to RFPs, RFIs, DDQs, and security questionnaires with ease. Our powerful platform is designed to simplify and streamline any request in your sales process.

You can use Loopio to tackle:

• Requests for proposals (RFPs)
• Requests for information (RFIs)
• Requests for quotes (RFQs)
• Due diligence questionnaires (DDQs)
• Security questionnaires (SQs)
• Any customer question

With Loopio, teams can complete a first draft in minutes, collaborate efficiently, and ensure consistency across their RFP responses.

Let us take care of the tedious tasks in the proposal process, so you can focus on producing high-quality responses that win more business.

Want to learn more? Browse Loopio pricing plans to find the best one for your organization.

Loopio is designed for teams who are responsible for responding to complex RFPs, RFIs, security questionnaires, and DDQs. While the platform is used as the primary workspace for response teams, its collaborative content library empowers various departments to quickly access, vet, and maintain up-to-date company information.

Specifically, Loopio serves:

• Proposal & Bid Managers: Who need to automate the repetitive, time-consuming parts of the response process, so they can focus on strategy.
• Sales Teams: Who need to close deals faster by answering prospect questions and ad-hoc requests using a library of pre-approved content.
• Pre-Sales: Who need to efficiently manage technical and product-specific answers while reducing the burden of manual questionnaires.
• IT and InfoSec: Who need a secure environment to store and update technical content, ensuring security answers are always accurate and compliant.
• Investor Relations: Who need to streamline the delivery of DDQs and maintain consistent data for institutional investors.
• Marketing: Who need to protect brand integrity by ensuring the most current messaging and boilerplate content are used across all external documents.

Common Industries: Loopio is most widely used in SaaS and Technology, Financial Services, Healthcare, and Business Services, where security, compliance, and detailed technical requirements are standard parts of the sales cycle.

We offer flexible pricing options, starting at $20,000 per year. This includes 10 seats and is suitable for smaller, sales-led RFP teams. For more mature, collaborative proposal teams, we recommend the Enhanced or Enterprise package. 

Loopio’s flexible pricing lets you leverage intelligent content management and automation features for all of your responses—from RFIs, RFPs and security questionnaires, to due diligence questionnaires, sales proposals, and more.

Our team is happy to book a call to build a custom quote, tailored to your specific requirements. To learn more, book 15 minutes with our sales team and explain what your company is looking for.

Our award-winning Support and Customer Experience teams offer speedy technical help and sound strategic advice at every stage of your growth.

Here’s what you can expect from the best RFP software and Loopio’s standout team:

• Quality change management: From migrating content to mapping new workflows, Loopio’s team creates a smooth experience for your entire organization.
• Strategic onboarding: Experienced enablement managers help you define, build, and execute your onboarding plan.
• Training that scales with your team: Loopio’s customer education team offers on-demand and live training sessions to guide your organization, at any stage in your journey with us.
• Unlimited customer support: We’re known for our helpful support team, who are available to answer any questions you might have. We take pride in providing the industry’s best customer support, which is reflected in our G2 score of 4.6/5. Customer support is one of the top five reasons customers say they love Loopio.

Our in-house experts have guided hundreds of teams to success in using proposal management software—from workflow management to document management, and improved collaboration with subject matter experts.

No matter your level of experience, you can lean on our expert team for guidance.

Connect to tools your team already uses, like your CRM, file drives, web browsers, Google, Slack, and more. Easily collaborate with and enable your sales team and subject matter experts through seamless integrations to Loopio, including:

• The Loopio <> Unleash Connector that instantly taps into 80+ enterprise knowledge sources.
• CRMs including Salesforce, Hubspot, and Microsoft Dynamics 365.
• Sales enablement platforms including Seismic and Highspot.
• Communication apps including Slack and MS Teams.
• Microsoft Suite including MS Word, MS Sharepoint, MS PowerPoint, and OneDrive.
• Cloud storage through Google Drive, OneDrive, and Box.
• SSO and identity providers including Okta, MS Azure, and Auth0.
• Industry-specific platforms including Door.

Check out Loopio’s integrations page for more information.

Most organizations are up and running in as little as 15 to 30 days. Our streamlined onboarding process is designed to move your team from kickoff to “first response” as quickly as possible without sacrificing strategic setup.

Even at the enterprise level—where there are thousands of users and complex data migrations—the Loopio team can support rapid deployment. We successfully complete global rollouts in just 4 to 6 weeks. This accelerated timeframe includes:

• Swift Data Migration: Quickly centralizing vast amounts of legacy content into a structured, high-integrity library.
• Agile Integrations: Rapidly connecting Loopio to your existing tech stack (like Salesforce or MS Teams) to minimize workflow disruption.

Scalable Training: Delivering focused, high-impact training sessions that ensure your global teams are productive and driving ROI in record time.

Loopio helps teams collaborate by transforming the response process from a series of siloed tasks into a synchronized team effort using a single workspace.

Key collaboration features include:

• Smart Assignments: Assign specific questions or entire sections to subject matter experts (SMEs), ensuring clear ownership and accountability.
• Automated Nudges: Reduce manual follow-ups with automated reminders that keep contributors on track and alert them to upcoming deadlines.
• Centralized Communication: Use @mentions and comments to provide context, ask questions, and resolve blockers without leaving the platform.
• Seamless Integrations: Enable SMEs to answer questions within the communication tools they already use, such as Slack or Microsoft Teams.
• Automated Review Cycles: Maintain content integrity with scheduled review triggers that prompt SMEs to update answers before they become outdated.
• Project Milestones: Track real-time progress through customizable stages, giving managers visibility into completion status and potential bottlenecks.

Loopio maintains the highest standards of data security and privacy through an enterprise-grade security program. Our platform is built for safe AI adoption, with security layers engineered at every level to protect your proprietary information.

• SOC 2 Type II Certified: Validated by annual third-party audits to meet rigorous industry standards.
• End-to-End Encryption: All data is encrypted both in transit (TLS v1.2) and at rest (AES-256).
• Secure Infrastructure: Hosted on Amazon Web Services (AWS) for world-class reliability and protection.
• Identity Management: Full Single Sign-On (SSO) support to enforce secure user access and authentication.
• Independent Validation: Annual third-party penetration testing to ensure continuous, high-level defense.

Learn more about Loopio’s commitment to data privacy and security.