--- title: "Loopio Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Loopio Software - reviews, pricing plans, popular comparisons to other RFP products and more." source_url: "https://www.capterra.com/p/133042/Loopio/" page_type: "product" language: "en" publication_date: "2026-09-29" --- # Loopio Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 29, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Loopio ## What is Loopio? Loopio is the most trusted response management software, helping enterprise businesses scale their response process for RFPs, RFIs, Security Questionnaires, and more through: Confident Answers: AI-powered library for accurate, tailored responses. Effortless Projects: Automated document imports and portal submissions. Seamless Collaboration: Centralized SME feedback within your tech stack. Strategic Insights: Data-driven visibility into content and winning trends. At the heart of our enterprise RFP platform is Response Intelligence™, proprietary machine learning technology that surfaces insights to help responders work smarter. It is the easiest RFP response solution to use on the market. The proof is in the numbers. Loopio customers experience: ■ 51% more RFP responses completed ■ 42% in time savings ■ And 85% win more business Loopio’s RFP software is trusted by 1,700+ leading companies to respond faster, improve response quality, and win more business. ## What is Loopio used for? [RFP](https://www.capterra.com/rfp-software/)[Proposal Management](https://www.capterra.com/proposal-management-software/)[Procurement](https://www.capterra.com/procurement-software/) Overall rating Based on 74 user reviews Reviews sentiment Positive 99% Neutral 0% Negative 1% Starting price Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## Loopio alternatives Highest Rated [4.7 (9,530)](https://www.capterra.com/p/121506/Docusign/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.5 (1,260)](https://www.capterra.com/p/131735/PandaDoc/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [4.6 (192)](https://www.capterra.com/p/135691/QuoteWerks/reviews/) Starting price $78.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.4 (299)](https://www.capterra.com/p/133332/Proposify/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/133042/Loopio/alternatives/) ## FAQs about Loopio Overview ### What problems does Loopio solve? Loopio solves fragmented RFP content, repetitive questionnaire work, and unclear ownership by centralizing approved answers, matching similar questions, and assigning work with progress tracking and reminders. Proposal teams, sales engineers, subject-matter experts, and sales representatives use it to maintain current responses, coordinate reviews, and complete high-volume RFPs faster. Answer based on 57 reviews Overview ### Which roles and teams benefit most from Loopio? Loopio is most used by RFP managers, proposal writers, and proposal teams that create, review, and submit responses to complex questionnaires. Sales engineers and solutions engineers use shared content to support technical answers, while sales operations and sales enablement teams maintain approved materials and coordinate bid workflows. Answer based on 66 reviews Overview ### What company size and specific industries is Loopio built for? Loopio is designed for mid-market and enterprise companies in SaaS, technology, financial services, healthcare, and business services. It fits organizations that need support managing complex response and proposal workflows across teams in these industries. Features and Usability ### What are the key features of Loopio? Loopio includes core RFP management features for answering questions, assigning tasks, tracking completion, and managing due dates. Its content library and response library support categorized search, review cycles, version history, and Close the Loop updates. Differentiators include Magic for matching existing answers, plus templates and document import/export for proposal generation. Answer based on 36 reviews Integrations ### Which third-party tools and platforms does Loopio integrate with? Loopio integrates with 10 third-party tools and platforms, including Microsoft Teams, Microsoft SharePoint, Microsoft Excel, Microsoft Project Server Subscription Edition, HubSpot Sales Hub, Confluence, Glean, Chrome Enterprise, CoPilot, and KingAsterisk Contact Center Software. It also supports Smart Operational Analytics for reporting and analysis. Answer based on 2 reviews Getting Started and Support ### What training and onboarding options does Loopio offer? Loopio provides live online sessions, webinars, documentation, and videos to help teams get started. Live online sessions and webinars support guided training, while documentation offers written reference material and videos provide visual, self-paced learning for setup and feature review. Answer based on 3 reviews Getting Started and Support ### What customer support options does Loopio offer, and how do users rate the experience? Loopio offers email/help desk, FAQ/forum, knowledge base, phone support, and chat. Users generally describe support as responsive, helpful, and knowledgeable, often noting quick resolutions and attentive follow-up. Reviewers also value the team’s openness to feedback and feature requests, though some mention occasional bugs and workflow quirks in the product. Answer based on 29 reviews Features and Usability ### How does Loopio help teams answer RFP questions faster? Loopio helps proposal, sales, and security teams answer RFP questions faster by matching prompts with approved library content. Its searchable knowledge base, automated answer suggestions, assignments, and review tracking reduce repeated research while preserving ownership. Teams still need to validate matches and tailor responses, particularly for complex questionnaires and imports. Answer based on 36 reviews Features and Usability ### Is Loopio easy to use for RFP teams? Loopio provides an intuitive, easy-to-navigate interface that helps proposal writers and occasional subject matter experts adopt RFP workflows quickly. Users can search libraries, assign questions, monitor project status, and manage reviews with limited training. Some teams report slower screens or clunky imports, while image-heavy proposals and exported formatting may require extra work. Answer based on 27 reviews ## Features AI summary Based on 1,007 RFP reviews Capterra data shows that buyers of procurement software rank the following features as their top priorities: - **Approval Process Control** (**50%** of reviewers rated this feature as critical) - **Spend Control** (**43%**) - **Purchase Order Management** (**48%**) Loopio supports **Approval Process Control**, helping teams set clear review paths and maintain oversight across purchasing decisions. However, it does not include **Spend Control** or **Purchase Order Management**. Instead, it offers **Workflow Management** (**40%**), which can help teams coordinate internal steps and keep procurement tasks moving efficiently, providing teams with better process visibility and more consistent purchasing operations. Workflow Management 4.3 (3) 33.33% of 3 reviewers that rated this feature as important or highly important Create, design and manage workflows for repetitive tasks Bid Management 4.5 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison Data Import/Export 4.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Import and export data to and from software applications Document Management 3.5 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Due Date Tracking 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken Task Management 4.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression Loopio 44 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Automatic Formatting: Automatically formats data in a predetermined way - Bid Management: Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Configurable Workflow: Configure existing workflows to meet your organization's needs - Content Library: Centralized repository to store content and assets - Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Document Automation: Automated or logic-based workflows that assist in the creation of electronic documents - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file - Due Date Tracking: Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken - Knowledge Base Management: Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support - Knowledge Library: A repository of previously used/received RFP questions with responses - Milestone Tracking: Monitor task progress and planned accomplishments to better manage project status - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Projections: Estimate or forecast of a future scenario based on the study of present trends - Proposal Generation: Create proposals based on costs of labor and materials - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Requirements Management: Enables creation, management, and tracking of product requirements & features during product production/development - RFP Management: Manage and process incoming documents detailing requests for proposals - RFP Responding: The process of creating proposals in response to requests received from potential clients - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Status Tracking: Track the status over time for a request, process, asset, or transaction - Task Management: Create, manage and track all task activities and progression - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Templates: Sample files or documents that could be customized as needed or used as is - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Time & Expense Tracking: Log and record hours worked and costs spent to assist in billing and invoicing - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - Version Control: Track revisions and updates made to files and navigate between different versions - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.1 (40) 4.1 Based on 40 reviews ## Pricing Value for money 4.6 (36) Value for money 4.6 (36) 4.6 Based on 36 reviews ## Integrations [ Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[ Microsoft Teams](https://www.capterra.com/p/168668/Microsoft-Teams/)[ Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/)[ Confluence](https://www.capterra.com/p/136446/Confluence/)[ HubSpot Sales Hub](https://www.capterra.com/p/214215/HubSpot-SalesHub/)[ Microsoft Project Server Subscription Edition](https://www.capterra.com/p/238840/Project-Server/)[ CoPilot](https://www.capterra.com/p/177640/Copilot/)[ Chrome Enterprise](https://www.capterra.com/p/10059116/Chrome-Enterprise/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.9 (70) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.9 (70) 4.9 Based on 70 reviews ## User reviews Overall rating 4.6 Based on 74 reviews Filter by rating Counts reflect reviews available in this feed. 5(48) 4(25) 3(0) 2(0) 1(1) Mentioned topic Recent reviews first, then most helpful Brian F. Senior Proposal Manager and Of Counsel Used the software for: Less than 1 year ### "Loopio is great for content library management and very quick production of customer documents." 4.0 November 28, 2017 Pros I love the "Close the Loop" functionality that makes adding to your library so much easier. It's easy to categorize the content, add alternative questions, update existing content with better content from a recent response, etc. Their customer support team is fantastic and I couldn't possibly ask for more of them. They are fast and creative and you never feel like you don't have the support you need. The pricing is also very competitive and is a great value. Cons Loopio is rather new technology, so there are going to be some bugs here and there, and there are functionality nuisances at times, but they are very responsive and are always listening to their customers and improving the functionality regularly. They've made numerous improvements and enhancements since I began using the solution not even six months ago. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Ankit J. Sr Proposal Specialist Used the software for: Less than 1 year ### "Loopio Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 2/10 February 13, 2025 Overall experience was good but not excellent.Few functionality like interface, Database handling was good but Export functionality and Template handling is bit a problem. Pros User Interface and Project handling in Loopio is really good. Cons Export functionality doesn't work properly.Always face issue with formatting changes. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer President ### "Not great for Graphics" 1.0 July 8, 2015 If you have graphics in your proposals, this is not the product for you. As an IT Firm, we use a lot of graphics to explain our solution. I asked about the graphics during the demo and it was never indicated to me that graphics would have to be converted to a picture and uploaded. I don't feel like the demo was an honest representation of the product. I tried to work with the product but never found a work around. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer RFP Manager Used the software for: Less than 1 year ### "What would I do without Loopio?" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 8, 2016 Loopio has been a great tool for me. In the past, my company had several different departments responding to RFP's. The quality and consistency of our responses was difficult to measure, and answers were sometimes lacking because we had to search the company for answers every time we responded to an RFP. One of the best and most obvious benefits of Loopio is having everything in one place. Answers can be used repeatedly and can be adjusted if needed. It's easy to search for what we need by narrowing or expanding the search by Categories. The many hours spent responding to each request is not a waste, but contributes to future projects through the ever expanding depth of our library. I appreciate that Loopio is very easy to use. Salespeople often contribute to answering questions. If Loopio was difficult, sales wouldn't take the time to learn it. When I give them access to a project, I give them a 5 minute tutorial and that's usually all they need to get the job done. The customer service at Loopio is definitely 5 star! They respond quickly and thoroughly. They always check to make sure they understand my question and then provide thorough instructions in their answer. They ask for feedback on how things could improve and track feedback so they know what's important to work on next. Alyssa is awesome! I am the RFP manager at my company and I am a team of one. I support all of North American and APAC sales. I couldn't do it without Loopio. I believe Loopio improves my productivity by approximately 30% vs. using a spreadsheet or other manual library system. If I get completely overwhelmed with the number of projects coming in I can always give Loopio access to sales and let them work on the document themselves. Answers remain consistent across the globe. Answers to unique, rare questions can be found in a minute rather than in days. I use the status bar constantly to see how close the project is to completion. It's simple to export a completed project into Word or Excel. Best of all, there is no problem with version control! I'm pleased with how often Loopio has meaningful releases. Several times I have made suggestions for improvement and several of those suggestions have already been implemented and released. Loopio listens. Loopio is responsive. Loopio cares about my business. I'm very thankful I don't have to do my job without it. Pros ease of use, real-time status, categorized answers, no issue with version control, great customer service Cons Attachments don't stay with a new answer when it comes through the Close Loop process. Magic doesn't work well. The answers are usually wrong. It has some quirks, such as when I've only been logged on a short time and I've been actively using it and the login box pops up and requires me to login again. When I'm inside of a project, I always want to be able to see 1. the prospect name 2. the products we're proposing 3. the due date. I know I can go to project details for this, but I would like these details always visible. Other people who help answer questions don't look at project details. I want them to be able to see these 3 things all of the time. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Verified Reviewer Sales Enablement Specialist Used the software for: 1-3 years ### "Easy to import questions and export answers. Improvements are made often and are impactful." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 February 9, 2018 Easy, clean way to store responses for proposals and work orders. Also great way to onboard new employees by having them search for answers. Pros Ease of use is the what I like the most. Second would be the customization of categories/questions/ and user access. Cons Keyword matches sometimes return very off the wall answers, but those are few and far between. When using subgroups, there is no way to reflect the subgroup ended on the import. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Verified Reviewer Sales Engineering Manager Used the software for: Less than 1 year ### "Great UI, Easy to Use, Extremely Useful" 5.0 May 19, 2021 Overall my experience with Loopio has been great. I love the clean, modern UI and brand that they have. Our team is good and storing questions for future RFPs so it's helped us become really efficient and consistent with our responses. Pros The more you use it, the more value and time you will save. If your team works on a lot of RFPs, this is a no-brainer. Loopio is great to allow for the management of your RFP flow and knowledge storage. Not only does it help our Sales Engineers quickly work through RFPs but it allows provides key information to our AEs so they can find responses to technical questions without needing to go through our Sales Engineering team for many situations. This frees up their time to focus on demos and more complex tasks. Cons It does take some training in order to use effectively. It's not really something that you can just give someone access to the system and they can go in and start using it right away. Mainly training is needed around navigating the platform. Once you learn it though it's very easy to use. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Network Engineer Used the software for: 3-5 years ### "Best tool out there" 4.0 December 3, 2018 Pros the data that you have is up to date, and also you can respond accurately when you have a lot of RFPs. Cons when you want to export data we have to make some adjustment to make it how we want to view it. Sometimes its a pain. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Senior Account Executive Used the software for: Less than 1 year ### "Loopio the RFP timesaver" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 August 10, 2018 My overall experience has been good. The solution has cut the time we spend on RFPs significantly. This is an excellent solution for the business that needs to respond to many RFPS. Pros Being able to build a library of answers for RFPs is a big timesaver. With the import wizard, you can pull out the questions easily. Loopio will search for the answers in the library and bring up answers that fit the question. Bringing the answers back into the RFP is equally easy and the formatting is a snap. Cons The initial setup is pretty labor intensive. It also took me a little while to understand the best way to sort stack, libraries, categories, and tags so that all the information I needed could be entered correctly. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Victor O. Founder Used the software for: Less than 1 year ### "Best Proposal Automation Tool" 5.0 April 11, 2019 Pros Preset response templates make it very easy to give a response to customers and with just little modifications you can convince them. Cons No trial plan. You can't be so sure it will work perfectly for you like the others but save that, Loopio is great Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Verified Reviewer Proposal Writer Used the software for: 1-3 years ### "An amazing resource for collaboration and managing RFXs." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 22, 2018 This saves time and effort, making knowledge base management and RFX production an absolute breeze. Pros Loopio has made my life so much easier! Thanks to its great features and tools, I am able to process 50+ RFPs a year as a team of one. Cons The only complaint I could possibly think of is that I wish it were a little easier to input answers once a document has been produced, but I feel like that issue lies more with how we as a company use the platform, rather than an issue with Loopio itself. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/133042/Loopio/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Popular comparisons [Docusign vs Loopio](https://www.capterra.com/compare/121506-133042/Docusign-vs-Loopio) [Responsive, formerly RFPIO vs Loopio](https://www.capterra.com/compare/133042-148054/Loopio-vs-Responsive)