Loopio
Loopio: A mature workspace for proposal teams that need reusable content, automation, and CRM connectivity. Ranked #14 of 24 in RFP Software by our editors (7.6/10); pricing: Pricing on request; best for established proposal teams with CRM workflows.
At a glance
- Editor score7.6 / 10
- PricingPricing on request
- Best forEstablished proposal teams with CRM workflows
- Free planNo
- Founded2014
- Facts checked21 Sep 2026
Where it wins
- Searchable, pre-approved content libraries and automatic proposal population
- CRM, communication, storage, and sales-enablement integrations
- AI responses, collaboration workflows, reporting, browser extension, and API
Where it doesn't
- Plan pricing requires contacting sales
- No free plan is offered
- Advanced reviews, sandboxes, and support vary by tier
Our verdict on Loopio
Loopio is cloud-based RFP and proposal response software for sales, proposal, pre-sales, IT, and other teams handling RFPs, RFIs, security questionnaires, due diligence questionnaires, and sales proposals. It combines reusable templates, searchable approved-content libraries, automated answer generation, branded proposal exports, collaborative workflows, reporting, integrations, and AI features. Its web app, Chrome and Edge extension, and API support teams working across structured projects and external portals.
The published plans show three tiers: Foundations includes unlimited projects, unlimited library entries, generative AI, 10 customizable themes, and standard customer support. Enhanced adds a multi-language library, confidential projects, multi-step reviews, and 15 customizable themes. Enterprise adds separate business units, unique sandboxes, a custom number of seats, 20 customizable themes, and premium customer support. Pricing is handled through a sales conversation, so Loopio fits organizations evaluating a managed business platform rather than teams seeking a free starting point.
Loopio’s ecosystem is a major part of its appeal for established proposal operations. Integrations include Salesforce, HubSpot, Microsoft Dynamics 365, Slack, Microsoft Teams, Google Drive, SharePoint, OneDrive, Box, Highspot, Seismic, Okta, Microsoft Azure, and Auth0. The API supports custom integrations and workflows, while project, library, and workload reports provide operational visibility. Teams that need centralized content governance, CRM-connected proposal work, and tiered collaboration controls should consider Loopio. Smaller teams seeking a free plan, or buyers prioritizing client e-signatures, client-view tracking, or online payment collection, should compare alternatives focused on those workflows.
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Loopio pricing
All 3 Loopio plans and prices →
Loopio fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| Supplier portal | Not verified |
| Response scoring | Not verified |
| Approval workflows | Not verified |
| RFP template library | Not verified |
| Included user seats | Not verified |
| Response collection | Not verified |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | SOC 2, ISO 27001, GDPR, SSO/SAML |
| Support | Email, Phone, Tickets, Community, Docs |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 12 integrations: Salesforce, Slack, Microsoft Teams, Google Drive, SharePoint, OneDrive … See all → |
| Pricing | Pricing on request (source) |
| Website | loopio.com |
| Facts checked | 21 Sep 2026 |
Loopio integrations
Loopio lists 12 integrations on its own site.
- Salesforce
- Slack
- Microsoft Teams
- Google Drive
- SharePoint
- OneDrive
- Box
- Microsoft Azure
- Google SSO
- Microsoft Copilot
- Confluence
- Glean
Alternatives to Loopio
- RFP360.AIA full-cycle RFP workspace for buyers and suppliers with AI, scoring, portals, and analytics.9.4
- BidNet DirectA focused public-sector procurement platform with free discovery and paid coverage tiers.9.2
- Scanmarket eRFxA web-based sourcing suite for structured supplier events, evaluation and audit reporting.8.9
Also Ranked In
Loopio is ranked in 8 of our directories; the 6 strongest besides RFP Software.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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