Accounting & Finance
Loopio
From CustomG2 4.6 · 813 reviews
Bid, proposal and sales teams that answer formal RFPs and security questionnaires and need a shared, approved answer library.
Quick overview
- Pricing
- Custom quote; Foundations plan includes 10 seats
- Plans
- Loopio does not publish prices. Foundations (for smaller or sales-led proposal teams, includes 10 seats): unlimited projects, unlimited library entries, generative AI, 10 customizable themes, standard support. Enhanced: adds multi-language library, confidential projects, multi-step reviews, 15 themes. Enterprise: adds separate business units, sandboxes, custom seat count, 20 themes, premium support. Add-ons: project translations, onboarding packages, industry integrations (for example Salesforce and Highspot). Pricing is by custom quote after a sales call.
- G2 rating
- 4.6 / 5.0
- Comparisons
- Featured in 1 comparison
Key features
- Answer library for RFPs, RFIs, security questionnaires and DDQs
- Generative AI that drafts answers from your approved library
- Multi-step reviews and confidential projects (Enhanced)
- Salesforce integration and Slack and Microsoft Teams access
- Cloud storage attachments from Google Drive, SharePoint, OneDrive and Box
Pros
- Built for long RFPs and questionnaires, not just sales proposals
- Approved answer library keeps responses consistent
- Entry plan includes 10 seats
Cons
- No published pricing
- Not a designed sales proposal tool: no pricing tables, e-signature or payments listed
- Overkill for freelancers and small agencies