--- description: Review of Loopio Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice Ireland. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Loopio | Reviews, Pricing & Demos - SoftwareAdvice IE --- Breadcrumb: [Home](/) > [Proposal Management Software](/directory/4252/proposal-management/software) > [Loopio](/software/39163/loopio) # Loopio Canonical: https://www.softwareadvice.ie/software/39163/loopio Page: 1 / 4\ Next: [Next page](https://www.softwareadvice.ie/software/39163/loopio?page=2) > Loopio is a cloud-based response management platform that helps mid-market and enterprise businesses in SaaS, financial services, healthcare, and business services handle RFPs, RFIs, security questionnaires, and sales proposals. Hosted on AWS, it connects with Salesforce, Microsoft 365, Slack, SharePoint, and Google Drive, and includes a browser extension for responding directly in web portals like SAP Ariba and Workday. Core features include a centralized, searchable content library of vetted Q\&A entries, AI-powered answer drafting drawn from approved library content, and automated question mapping via SmartScan. Confidence scores and source citations accompany every AI-generated answer. Automated assignments and deadline nudges reduce manual follow-ups with subject matter experts, while in-platform comments and mentions keep team communication in one place. Analytics cover proposal effectiveness, team completion time, and library health. Role-based permissions give organizations control over generative AI access. The platform is certified to ISO 27001, SOC 2 Type II, and ISO 42001. Support options include email, phone, and a knowledge base. Loopio is trusted by more than 1,700 global companies. > > Verdict: Rated **4.6/5** by 74 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.6/5** | 74 Reviews | | Ease of Use | 4.8/5 | Based on overall reviews | | Customer Support | 4.9/5 | Based on overall reviews | | Value for Money | 4.6/5 | Based on overall reviews | | Features | 4.1/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: Loopio Inc. - **Location**: Toronto, US - **Founded**: 2014 ## Commercial Context - **Pricing model**: (Free Trial) - **Pricing Details**: Request demo and further information to receive full pricing details. - **Target Audience**: 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: Danish, Dutch, English, Finnish, French, German, Italian, Norwegian, Portuguese, Russian, Spanish, Swedish - **Available Countries**: Australia, Canada, Ireland, United Kingdom, United States ## Features - API - Access Controls/Permissions - Activity Dashboard - Activity Tracking - Alerts/Notifications - Approval Process Control - Audit Management - Audit Trail - Automatic Formatting - Bid Management - CRM - Collaboration Tools - Configurable Workflow - Content Library - Content Management - Customisable Templates - Data Import/Export - Document Automation - Document Management - Document Storage ## Integrations (12 total) - Chrome Enterprise - CoPilot - Confluence - Glean - HubSpot Sales Hub - KingAsterisk Contact Center Software - Microsoft Excel - Microsoft Project Server Subscription Edition - Microsoft SharePoint - Microsoft Teams - Salesforce Platform - Smart Operational Analytics ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - Chat ## Category - [Proposal Management Software](https://www.softwareadvice.ie/directory/4252/proposal-management/software) ## Related Categories - [Proposal Management Software](https://www.softwareadvice.ie/directory/4252/proposal-management/software) - [RFP Software](https://www.softwareadvice.ie/directory/4510/rfp/software) - [Procurement Software](https://www.softwareadvice.ie/directory/249/procurement-software/software) ## Alternatives 1. [Docusign](https://www.softwareadvice.ie/software/367901/Docusign) — 4.7/5 (9504 reviews) 2. [Responsive, formerly RFPIO](https://www.softwareadvice.ie/software/425174/Responsive) — 4.5/5 (190 reviews) 3. [WBudget](https://www.softwareadvice.ie/software/425565/wbudget) — 4.7/5 (59 reviews) 4. [Prospero](https://www.softwareadvice.ie/software/224785/prospero) — 4.8/5 (137 reviews) 5. [QuoteWerks](https://www.softwareadvice.ie/software/63241/quotewerks) — 4.6/5 (192 reviews) ## Reviews ### "Immensely Valuable\!" — 4.0/5 > **Mario** | *14 December 2016* | Information Technology & Services | Recommendation rating: 8.0/10 > > We evaluated several RFP tools on the market and chose Loopio for its clean and easy to use interface, ability to collaborate on projects with other members, project tracking of questions, its close loop process, how it handles similar questions/answers and the easy end-to-end workflow that it offers. Being a young startup we don't have an "RFP helpdesk", the tool needed to be easy to use by anyone, intuitive and deliver a professional looking response that represents us, the product and our brand. Loopio delivers in all these areas. As you are getting started you need to do some upfront planning to organize your library and figure out the category hierarchy and how you are going to use tags which help when searching. Loopio provides some videos to help on this and is always willing to help if you reach out to them. This is the very important step and while a little time consuming it will pay off in the long run. This process took us a few weeks to finish but anytime we had questions the team at Loopio was quick to respond. Since we started using Loopio what took us 5-6 days if not weeks to complete we can now complete in 2-3 days. It has saved us so much time and resources to focus on other areas of the business. Like any new tool you showing the value of the investment is crucial and while we certainly made mentioned of all the quick and easy work the tool provided the real value came about when those that are using it will speak on its behalf. It sells itself within the organization. Areas that need to improve: - Search, need to be able to tune common words to exclude, stemming support - Magic, great potential, not very helpful - Support for importing of original RFPs into Loopio - Review cycle - don't make library categories ineligible during review cycles Loopio has proven to be such an invaluable tool to our business that we are planning to expand the use of the tool to beyond RFPs and make use of stacks (virtual libraries) for other business use cases. Finally, get to know the team, they are awesome, timely and they care. We work closely with our customer success manager who keeps us informed of upcoming releases and how to use them and provides ongoing feedback on our features requests and potential target timelines. Recommendations: This tool will become a key differentiator to your organization. Buy it, you won't regret it. They won't let you down. ----- ### "I never want to be without Loopio again\!" — 5.0/5 > **Erica** | *21 November 2017* > > **Pros**: As a previous user of a different leading RFP software, I can say Loopio is night and day different - in the best way possible. Loopio is feature-heavy but still super simple and intuitive. Loopio makes it extremely easy for our team to keep content up-to-date, share information across teams, and respond accurately to a high volume of RFPs. Our team responds to 200+ complex RFPs each year, all done by a team of 4 full-time writers. Loopio helps us keep up with the increasing demand on our team year-over-year by increasing the speed to answer (thank you, Magic feature\!) and decreasing the time it takes us to find the exact information we need. Our Information Security team also uses Loopio to respond to security questionnaires, and our Marketing team uses Loopio as a "source of truth" for up-to-date content for marketing materials and documentation. Loopio has truly become a tool we couldn't work without\! > > **Cons**: Export formatting is our biggest pain point; however, this has a lot to do with preferences. I'm assuming the export formatting works just fine for most organizations that use the software, but we end up spending a lot of time making exports look better after exporting from Loopio. Still 110% worth it for the other value Loopio brings us. ----- ### "Praise for Loopio\!" — 4.0/5 > **Jo** | *7 November 2016* | Recommendation rating: 7.0/10 > > We've been clients of Loopio for about a year now. Initially it only had part of the functionality we were looking for, but over the last year they have been awesome about listening to what else we were looking to have to actually built out RFP's within their system, and have built out the majority of that functionality at this point. ----- ### "Loopio RFP software Review" — 5.0/5 > **Dalton** | *14 June 2016* | Information Technology & Services | Recommendation rating: 10.0/10 > > **Pros**: Pros for the Loopio Software are: -Magic: it is a feature used to auto answer an RFP based on past responses. For example we recently completed an RFP with 150 questions we were able to answer 60 questions based on Magic alone. -Assignment features: being the admin having the seamless ability to assign specific questions/sections to users is powerful but also the ability to collaborate with your user base is important especially for those last minute responses. -Response Editing tools: these features make it very easy for anyone who is completing the review of the RFP responses to have as much functionality as one would have reviewing in MS Word. > > **Cons**: Cons for the Loopio Software are: -RFP ingestion, this is not necessarily a Loopio issue, most RFP's come in various formats thus it's very important that the member of your team ingesting the RFP does it properly as it is truly the major lift in the process. -Small improvements on Screen Shot drag/drop functionality (they have said this will be in a future release which will make responses with pictures even easier to respond.) Again it's not that the current functionality is poor, it's far from that, this is just one space in which they could improve. > > My experience with Loopio thus far has been exceptional. The solution acts as both a RFP Management tool for real-time RFP responses as well as a repository for past RFP answers. The GUI is very clean, seamless and easy to use. The most impressive thing about Loopio thus far isn't even software, it's their customer support. They are responsive and proactive regarding any questions or issues one might have. Being the Admin of the solution, the features for enabling users or assigning users to specific tasks is effortless. Moreover Loopio provides a rich set of tools to customize individual responses or specific sections. So far we are quite pleased with the solution. ----- ### "Exciting Solution to our Proposal Process" — 5.0/5 > **Jolene** | *18 July 2016* | Construction | Recommendation rating: 10.0/10 > > **Pros**: The library search functionality allows us to easily retain and search for responses to complex, detailed proposals. This has saved hours of searching through prior proposals, folders, etc. and allows our technical editors, marketing and proposal teams easy access to current company information and up-to-date responses. > > **Cons**: Not every facet of the software that we would need has been developed; however, we have seen regular new releases with enhanced features, all of which have been significant in terms of their value for our particular uses. > > Loopio's customer care has been most impressive. We were guided through a simple on-boarding process, including training tools, to assist our internal teams. Because the features are so user-friendly, the training requirement on our end has been very minimal. Two components have really contributed to adoption of this platform among our teams: ease of use and library search functionality. The team we've worked with at Loopio is engaged and has an interest in how we're using the software and learning about the enhancements that would be most beneficial to us. Their customer care is accessible and reliable. They are helping us enhance a large portion of what we do every day and providing the vehicle to make that an effective and efficient process. ----- Page: 1 / 4\ Next: [Next page](https://www.softwareadvice.ie/software/39163/loopio?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.ie/software/39163/loopio) ## This page is available in the following languages | Locale | URL | | de | | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data