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Loopio
by Loopio

What Loopio is
Loopio helps proposal and bid teams manage responses to RFPs, RFIs, RFQs, DDQs, security questionnaires, and other customer questions. Teams can import and organize questions, then use the platform to fill answers into documents or web-based portals. Its Response Intelligence AI is built for this work and trained on more than a decade of response data and best practices. Loopio connects with organizational content sources such as SharePoint, Google Drive, and websites. Its listed integrations also include Copilot, Confluence, Glean, OneDrive, Box, Microsoft Azure, Google SSO, and an API for custom integrations. The platform offers CRM integrations, custom branding, and analytics and reporting, and is available on the web and through an API. Loopio was founded in 2014 by Zak Hemraj, Matt York, and Jafar Owainati. Its paid plans are Foundations, Enhanced, and Enterprise, each sold through a custom quote. Foundations includes unlimited projects and library entries, generative AI, 10 customizable themes, and standard customer support. Enhanced adds a multi-language library, confidential projects, multi-step reviews, and 15 themes. Enterprise adds separate business units, unique sandboxes, a custom number of seats, 20 themes, and premium support. Loopio says customer data is hosted on AWS, with encryption in transit and at rest, an annual SOC 2 Type II audit, and GDPR and CCPA compliance.
Who it suits
Loopio suits proposal, bid, and other teams that regularly handle complex RFPs, RFIs, security questionnaires, and DDQs. It may also fit organizations that want shared response content, integrations with their content sources, or plan options for confidential work and business-unit separation.
What it does well
- Imports and organizes questions for customer-response projects.
- Fills answers into documents and web-based portals.
- Connects to SharePoint, Google Drive, and websites.
- Includes CRM integrations, custom branding, and reporting.
- Enterprise adds separate business units and unique sandboxes.
What to know first
- Plans are paid and sold through custom quotes.
- Foundations includes 10 seats.
- The platform is listed for web and API access.
Limits
Foundations includes 10 seats. Numerical prices are not published; plans are priced through custom quotes.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Foundations | Let's Talk / custom quote · 10 seats · unlimited projects · unlimited Library entries · generative AI · 10 customizable themes · standard support | On request |
| Enhanced | Let's Talk / custom quote · Everything in Foundations · multi-language Library · confidential projects · multi-step reviews · 15 customizable themes · standard support | On request |
| Enterprise | Let's Talk / custom quote · Everything in Enhanced · separate business units · unique sandboxes · custom seat count · 20 customizable themes · premium support | On request |
As loopio.com lists them, read 15 Oct 2026. The maker's own page has the final word.
Getting started
- Visit https://loopio.com.
- Contact sales for a custom quote on Foundations, Enhanced, or Enterprise.
- Choose a plan and arrange onboarding with Loopio.
- Use the web platform or API to import and organize questions.
Verdict
Choose Loopio if your team needs a structured way to manage questionnaire and proposal responses, reuse organizational content, and populate documents or portals. Its tiers add options for confidential projects, multi-step reviews, and business-unit separation, but pricing requires a custom quote and Foundations includes 10 seats.
Questions
How much does Loopio cost?
Loopio is paid, with pricing available through a custom quote from sales.
Is there a free plan?
No. Loopio's pricing model is paid.
Which platforms does Loopio support?
Its listed platforms are web and API.
What is included in Foundations?
Foundations includes unlimited projects and library entries, generative AI, 10 customizable themes, standard customer support, and 10 seats.
What does Enhanced add?
Enhanced adds a multi-language library, confidential projects, multi-step reviews, and 15 customizable themes.
What security and privacy measures does Loopio describe?
Loopio says it has an annual SOC 2 Type II audit, encrypts data in transit with TLS v1.2 and at rest with AES256, and hosts customer data on AWS. It states that its platform is GDPR compliant and meets CCPA standards.
Facts from Loopio's own pages
- Access controls
- Loopio supports SAML 2.0 and Google authentication, including integrations with Okta, OneLogin, Microsoft Azure, and ADFS. · loopio.com, 8 Oct 2026
- Acquisition news
- Loopio completed its acquisition of Salesforce-native RFP vendor Avnio in May 2023 to expand its product and UK presence. · lse.co.uk, 15 Oct 2026
- AI
- Response Intelligence is Loopio's purpose-built AI, trained using more than a decade of response data and best practices. · loopio.com, 8 Oct 2026
- AI answers
- Loopio AI can populate hundreds of questionnaire answers from selected permitted content sources and provides linked source citations. · loopio.com, 15 Oct 2026
- AI governance
- Generative AI is available to customers but is not enabled automatically; permissions restrict its sources and human review remains required. · loopio.com, 15 Oct 2026
- Analytics and reporting
- Yes · loopio.com, 21 Sept 2026
- API
- Loopio confirms a public API for connecting existing or future tools and links API 101 material and developer documentation. · support.loopio.com, 15 Oct 2026
- Audience
- Loopio is aimed at teams handling complex RFPs, RFIs, security questionnaires, and DDQs, including proposal and bid teams. · loopio.com, 8 Oct 2026
- Browser extension
- The current extension runs in Chrome and Edge and adds SmartFill and SmartScan for creating projects from webpages and portals. · support.loopio.com, 15 Oct 2026
- Collaboration
- The product provides role-based assignments, automated reminders, multi-step reviews and collaboration through Slack, Teams and other connected tools. · loopio.com, 15 Oct 2026
- Company founding and headquarters
- Loopio was founded in 2014 and is headquartered in Toronto, Canada. · linkedin.com, 15 Oct 2026
- Company history
- Loopio says it was founded in 2014 by Zak Hemraj, Matt York, and Jafar Owainati. · loopio.com, 8 Oct 2026
- Company legal name
- The maker identifies itself as Loopio Inc., with affiliated Loopio UK and Loopio India entities. · loopio.com, 15 Oct 2026
- Company size
- LinkedIn lists Loopio as privately held with 201–500 employees. · linkedin.com, 15 Oct 2026
- Content Library
- Its Library stores reusable question-answer content with categories, tags, alternate questions, history, audit trails and freshness scoring. · support.loopio.com, 15 Oct 2026
- Content sources
- Loopio connects to organizational content sources including SharePoint, Google Drive, and websites. · loopio.com, 8 Oct 2026
- CRM integrations
- Yes · loopio.com, 21 Sept 2026
- Custom branding
- Yes · loopio.com, 21 Sept 2026
- Encryption and hosting
- Customer data is encrypted with TLS 1.2 in transit and AES-256 at rest, and hosted on AWS across multiple availability zones. · loopio.com, 15 Oct 2026
- Founded
- 2014 · loopio.com, 23 Sept 2026
- Free plan
- No · loopio.com, 21 Sept 2026
- Funding news
- On April 8, 2021, Loopio announced a US$200 million strategic investment from Sumeru Equity Partners. · loopio.com, 15 Oct 2026
- Identity and compliance
- The platform supports SAML 2.0 and Google authentication, integrates with Okta, OneLogin, Azure and ADFS, and states GDPR and CCPA compliance. · loopio.com, 15 Oct 2026
- Integrations
- Official integrations include Salesforce, HubSpot, Microsoft Dynamics 365, Slack, Microsoft Teams, Copilot, Confluence, Glean, SharePoint, Google Drive, OneDrive, Box, Seismic, Highspot and SSO providers. · loopio.com, 15 Oct 2026
Where Loopio stands on Freedom251
- Bid Management Software#27 of 94
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- AI RFP Response Software#15 of 33
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- RFP Software#12 of 24
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- Proposal Software#92 of 134
