--- 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" --- # Loopio Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 4, 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 Overview Updated September 2026 AI summary Loopio is a cloud-based RFP and proposal management platform designed for businesses of all sizes seeking to centralize content and coordinate high-volume responses. It offers collaboration tools, knowledge libraries, workflow and progress tracking, and due date management. Optional features include bid and requirements management, with deployment via SaaS for use in procurement, proposal, and vendor assessment workflows. ## Loopio alternatives Highest Rated [4.7 (9,483)](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 (1,259)](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 and questionnaire workflows by centralizing approved answers, automating question matching, assigning ownership, tracking real-time progress, and preserving version history. Proposal teams, sales engineers, security teams, account executives, and subject matter experts use it to reduce repetitive drafting, email chasing, and delays across high-volume responses. Answer based on 66 reviews Overview ### Which roles and teams benefit most from Loopio? Loopio is most used by proposal, RFP, and bid management teams that need to centralize content, streamline responses, and accelerate submission workflows. Sales engineers, solutions consultants, and sales operations teams rely on it to answer technical questionnaires, while marketing leaders and executives use it to maintain messaging consistency and improve cross-functional collaboration. 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 is built for organizations in these sectors that need software suited to larger teams and more complex proposal or response workflows. Features and Usability ### What are the key features of Loopio? Loopio includes core RFP management features like a response library, question answering, search/filter, and project tracking, plus collaboration tools such as question assignment, review cycles, reminders, and version control. Differentiating capabilities include Magic for suggested answers, Close the Loop for updating the library, and customizable templates for proposal output. Answer based on 36 reviews Integrations ### Which third-party tools and platforms does Loopio integrate with? Loopio integrates with Chrome Enterprise, CoPilot, Confluence, Glean, HubSpot Sales Hub, Microsoft Excel, Microsoft Project Server Subscription Edition, Microsoft SharePoint, Microsoft Teams, Slack, Smart Operational Analytics, KingAsterisk Contact Center Software, and My Telescope. 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 instruction, documentation offers written reference material, and videos provide visual walkthroughs for reviewing features and setup steps. 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, a knowledge base, phone support, and chat. Users generally describe support as fast, helpful, and engaged, with teams that listen to feedback and often act on feature requests. Some reviewers mention product bugs or search limitations, but say support remains responsive and solution-focused. Answer based on 29 reviews Features and Usability ### How well does Loopio help teams answer RFP questions? Loopio speeds up RFP responses by reusing approved content, matching similar questions, and supporting team collaboration. Proposal teams, sales engineers, security teams, and marketers often use it to find accurate answers quickly. Some users still want smoother question extraction, imports, and post-export formatting for more complex questionnaires. Answer based on 36 reviews Features and Usability ### Is Loopio easy to use and navigate? Loopio offers a clean, intuitive interface that helps teams learn the system quickly and work with minimal training. Proposal writers, sales teams, and occasional subject matter experts often find navigation simple and project tracking clear. Some users mention slower screens, clunky imports, and extra formatting work with graphics-heavy or exported documents. 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/)[ Salesforce Platform](https://www.capterra.com/p/206864/Competitive-Compass/)[ Microsoft Project Server Subscription Edition](https://www.capterra.com/p/238840/Project-Server/)[ CoPilot](https://www.capterra.com/p/177640/Copilot/) 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 5(48) 4(25) 3(0) 2(0) 1(1) Mentioned topic Sorted by most recent AJ Ankit J. Sr Proposal Specialist Human Resources ### "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 8, 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. Switched from [RocketDocs](https://www.capterra.com/p/82490/PMAPS/) Project handling in Rocketdocs was not good.I was using Rocketdocs as just a database Alternatives considered [Conveyor](https://www.capterra.com/p/235709/Conveyor/) Reasons for choosing Loopio Conveyor was majorly good for infosec management where things are bit constant.Conveyor project configuration is a time taking process 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. KP Krunal P. Cybersecurity Analyst Information Technology and Services ### "Loopio Product Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 August 29, 2024 Pros Loopio is an intuitive platform for content management and delegating responsibilities for various projects. Cons Least likeable feature is the slow interface experience. Although it is easy to navigate, it could be more efficient when attempting to add more people for the review cycle process. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. LS Lisa S. Business Development Information Services ### "Huge Time Saver on RFPs" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 August 28, 2024 Loopio has been a lifesaver for our organization. We participate in many RFPs and we were drafting the responses from scratch each time. This was a huge time waste. Now all the information is stored and can be used for different RFPs and we are not duplicating efforts each time. Pros It is so organized and easy to find information. Plus, I really like the checkpoints to make sure the information is updated. Cons The import function can be clunky at times. When uploading a PDF I sometimes see formatting issues. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SF Steven F. Account Executive Marketing and Advertising ### "Great RFP Collaboration Tool" 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 December 21, 2021 I love being able to collaboration with folks outside of my BU who are experts so I can focus on my specific job role as an AE Pros I love how collaborative this tool is. It allows multiple people to work together at the same time to deliver an all encompassing solution to potential clients Cons I am thoroughly impressed with this tool. Not much to challenge with this solution. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AN Anonymous User Sales Engineering Manager Computer Software ### "Great UI, Easy to Use, Extremely Useful" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 May 17, 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Iyanu V. Founder Information Technology and Services ### "Best Proposal Automation Tool" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 0.0 0.0 Likelihood to Recommend 7/10 April 9, 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SR Stephen R. Information Technology and Services ### "" 5.0 Overall Rating 5.0 5.0 Ease of Use 0.0 0.0 Features 0.0 0.0 Customer Service 0.0 0.0 Likelihood to Recommend 0/10 March 6, 2019 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. Guillermo R. Network Engineer Information Technology and Services ### "Best tool out there" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 November 30, 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Kevin P. Senior Account Executive Computer Software ### "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 9, 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor August 10, 2018 Thanks, Kevin! It¿s been a pleasure working with you and the PatronManager team over the last few months :) Looking forward to continuing to do great things together. Regards, The Loopio Team KB Kate B. Project Manager - Business Development ### "Loopio has helped our team work more efficiently and collaboratively." 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 0/10 May 21, 2018 Pros This software does a great job being able to keep content organized and easy to access for future needs. The collaboration feature has been a huge help for our team. The service is excellent with this company and they are constantly working to help add features to the platform based on the actual needs of the customers. I love being able to see the history trail of an answer and having the ability to revert back to an older version if needed. Cons I haven't experienced any cons with this software, it meets our needs for building out our RFP responses and library of answers. 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)