Loopio is an RFP (Request for Proposal) response automation platform that helps sales, pre-sales, and bid management teams respond to RFPs, RFIs, security questionnaires, and due diligence questionnaires faster and with higher quality — by building a searchable content library of pre-approved answers and using AI to suggest relevant responses to new questions automatically.
Product Overview
Responding to enterprise RFPs is one of the most time-consuming and high-stakes activities in B2B sales: a complex RFP can contain hundreds of questions requiring coordinated input from sales, product, legal, security, and finance teams — and the responses must be accurate, consistent, and delivered within tight deadlines. Loopio solves this by centralising all historical RFP responses into a structured, searchable library called the Loop Library, organised by topic and tagged for easy retrieval. When a new RFP arrives, Loopio's AI suggests the most relevant existing answers for each question — dramatically reducing the time needed to complete a response from scratch. For questions requiring new answers, Loopio routes them to the appropriate subject matter expert within the organisation, tracks their responses, and assembles the final document. Loopio's integration with Salesforce allows sales teams to kick off RFP projects directly from opportunity records — maintaining the connection between bid activity and pipeline data.
Key Features
- Loop Library (Content Library): Searchable repository of pre-approved RFP answers organised by topic — the institutional knowledge base for all proposal responses.
- AI Answer Suggestions: Automatically suggest relevant library content for new RFP questions — reduce response time and ensure consistency across bids.
- SME Collaboration: Route unanswered questions to subject matter experts — track responses and assemble contributions without email coordination.
- Document Import & Export: Import RFP documents in Word, Excel, or portal format — export completed responses in buyer-required formats automatically.
- Salesforce Integration: Initiate RFP projects from Salesforce opportunities — maintain the link between bid activity and CRM pipeline data.
Best For
Sales, pre-sales, and bid management teams at B2B companies that respond to frequent enterprise RFPs, security questionnaires, and DDQs — particularly those where response quality and speed are competitive differentiators.
Pricing
Essentials: custom. Business: custom. Enterprise: custom. Contact for demo.
Key Integrations
Salesforce, HubSpot, Slack, Microsoft Teams, Google Drive, Box, SharePoint, Dropbox, Okta, Zapier
Pros
- AI answer suggestions dramatically reduce RFP response time vs. starting from scratch each time
- Loop Library creates institutional knowledge that persists beyond individual team members
- SME coordination workflow replaces email-based contribution management
- Salesforce integration maintains CRM pipeline visibility on active bids
Cons
- Value scales with library size — new deployments require significant content migration investment
- Less suitable for teams that respond to fewer than 5–10 RFPs per month
- No proposal design or visual customisation — purely a content management and workflow tool
RevOps Jobs-to-Be-Done
- RFP Response Automation — Use Loopio's content library and AI to auto-populate RFP responses with pre-approved answers, dramatically reducing response time. KPI: Reduce RFP response time by 60% and increase response capacity without adding headcount
- Proposal Content Library Management — Build and maintain a searchable library of approved proposal content that teams can access for any sales document. KPI: Ensure 100% of proposal content is on-message and approved, eliminating rogue or outdated responses
- Security Questionnaire Completion — Automate responses to vendor security questionnaires and due diligence requests using a dedicated security Q&A library. KPI: Complete security questionnaires 5x faster with consistent, pre-vetted responses
How It Fits Your Stack
Primary system of record: Salesforce CRM or standalone
Key integrations: Salesforce, HubSpot, Slack, Microsoft Teams, SharePoint, Google Drive, Jira
Data flows: RFP documents imported; AI suggests answers from library; reviewed and exported to original format; win/loss data feeds content performance analytics
Security & Compliance
- SSO / SAML: Google SSO, Okta, SAML
- RBAC / permissions: Yes
- Audit logs: Yes
- Certifications: SOC 2 Type II, ISO 27001
- Data residency: US and Canada
Implementation & Ownership
- Time to first value: 2–4 weeks for library setup
- Implementation complexity: Low to medium — requires initial content library population
- Typical owners: Sales Enablement Manager, Proposal Manager, Solutions Consultant
Value scales with library quality; invest 4–8 hours in content population for immediate ROI
Proof & Buyer Signals
Ratings: G2: 4.7/5 (300+ reviews)
What buyers praise:
- Excellent RFP automation
- Content library management is clean
- Strong Salesforce integration
Common complaints:
- AI suggestions need ongoing library maintenance
- Can feel slow with very large libraries
Often Compared With
- AutoRFP.ai — AutoRFP.ai uses AI-first generation from scratch; Loopio centers on a curated content library with AI assist for experienced RFP teams
- Proposify — Proposify focuses on client-facing proposal design; Loopio specializes in RFP response workflow and security questionnaire management
- Qwilr — Qwilr creates interactive web-based sales proposals; Loopio handles structured RFP/RFI document completion workflows
