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Loopio

loopio.com

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Spec score 8.2 #3 of 24 in RFP Software

What it is

Loopio is a paid web and API platform for teams answering RFPs, RFIs, RFQs, DDQs, security questionnaires, and other customer questions. Teams import and organize questions, then use Loopio to fill answers into documents or web portals. Its Response Intelligence is purpose-built AI trained with more than a decade of response data and best practices. The platform connects with organizational sources such as SharePoint, Google Drive, and websites. Listed integrations include Copilot, Confluence, Glean, OneDrive, Box, Microsoft Azure, Google SSO, and an API for custom integrations. CRM integrations, custom branding, and analytics and reporting are included. Loopio supports SAML 2.0 and Google authentication, including Okta, OneLogin, Microsoft Azure, and ADFS connections. It states that it undergoes annual SOC 2 Type II audits, encrypts data with TLS v1.2 and AES256, hosts data on AWS, and meets GDPR and CCPA standards. Foundations includes 10 seats; higher plans add review, language, confidentiality, business-unit, sandbox, theme, seat, and support options.

Spec sheet

What it does
Loopio is a SaaS response-management platform for RFPs, RFIs, DDQs, security questionnaires and sales proposals.Read 15 Oct 2026 · loopio.com
Purpose
Loopio helps teams respond to RFPs, RFIs, RFQs, DDQs, security questionnaires, and other customer questions.Read 8 Oct 2026 · loopio.com
Audience
Loopio is aimed at teams handling complex RFPs, RFIs, security questionnaires, and DDQs, including proposal and bid teams.Read 8 Oct 2026 · loopio.com
Free plan
NoRead 21 Sep 2026 · loopio.com
API
Loopio confirms a public API for connecting existing or future tools and links API 101 material and developer documentation.Read 15 Oct 2026 · support.loopio.com
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.Read 15 Oct 2026 · loopio.com
Security
Loopio says it undergoes 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.Read 8 Oct 2026 · loopio.com
Support
The pricing page lists onboarding, Customer Success guidance, an on-demand learning hub, and phone, email, and in-app support.Read 8 Oct 2026 · loopio.com
Founded
2014Read 23 Sep 2026 · loopio.com
Access controls
Loopio supports SAML 2.0 and Google authentication, including integrations with Okta, OneLogin, Microsoft Azure, and ADFS.Read 8 Oct 2026 · loopio.com
Acquisition news
Loopio completed its acquisition of Salesforce-native RFP vendor Avnio in May 2023 to expand its product and UK presence.Read 15 Oct 2026 · lse.co.uk
AI
Response Intelligence is Loopio's purpose-built AI, trained using more than a decade of response data and best practices.Read 8 Oct 2026 · loopio.com
AI answers
Loopio AI can populate hundreds of questionnaire answers from selected permitted content sources and provides linked source citations.Read 15 Oct 2026 · loopio.com
AI governance
Generative AI is available to customers but is not enabled automatically; permissions restrict its sources and human review remains required.Read 15 Oct 2026 · loopio.com
Analytics and reporting
YesRead 21 Sep 2026 · loopio.com
Browser extension
The current extension runs in Chrome and Edge and adds SmartFill and SmartScan for creating projects from webpages and portals.Read 15 Oct 2026 · support.loopio.com
Collaboration
The product provides role-based assignments, automated reminders, multi-step reviews and collaboration through Slack, Teams and other connected tools.Read 15 Oct 2026 · loopio.com
Company founding and headquarters
Loopio was founded in 2014 and is headquartered in Toronto, Canada.Read 15 Oct 2026 · linkedin.com
Company history
Loopio says it was founded in 2014 by Zak Hemraj, Matt York, and Jafar Owainati.Read 8 Oct 2026 · loopio.com
Company legal name
The maker identifies itself as Loopio Inc., with affiliated Loopio UK and Loopio India entities.Read 15 Oct 2026 · loopio.com
Company size
LinkedIn lists Loopio as privately held with 201–500 employees.Read 15 Oct 2026 · linkedin.com
Content Library
Its Library stores reusable question-answer content with categories, tags, alternate questions, history, audit trails and freshness scoring.Read 15 Oct 2026 · support.loopio.com
Content sources
Loopio connects to organizational content sources including SharePoint, Google Drive, and websites.Read 8 Oct 2026 · loopio.com
CRM integrations
YesRead 21 Sep 2026 · loopio.com
Custom branding
YesRead 21 Sep 2026 · loopio.com
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.Read 15 Oct 2026 · loopio.com
Funding news
On April 8, 2021, Loopio announced a US$200 million strategic investment from Sumeru Equity Partners.Read 15 Oct 2026 · loopio.com
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.Read 15 Oct 2026 · loopio.com
Licence
The public legal materials describe commercial customer agreements for a privately held SaaS service and do not identify an open-source licence.Read 15 Oct 2026 · loopio.com
Limit: import and export
Capterra and Software Advice reviewers report clunky imports, PDF formatting problems and exports that can fail or require substantial cleanup.Read 15 Oct 2026 · softwareadvice.com
Limit: pricing transparency
Loopio publishes no dollar prices and directs buyers to a custom quote, while TrustRadius lists no free version or trial.Read 15 Oct 2026 · loopio.com
Limit: reporting and customization
TrustRadius and Gartner reviewers describe reporting as basic and some customization features as limited.Read 15 Oct 2026 · gartner.com
Plan and pricing limit
The pricing page offers custom quotes and says Foundations includes 10 seats; it does not publish numerical prices.Read 8 Oct 2026 · loopio.com
Praise: automation
Reviewers say automated answers and Magic reduce response time and help writers handle recurring questions.Read 15 Oct 2026 · trustradius.com
Praise: reusable knowledge
Reviewers repeatedly praise the centralized answer library, tagging and search for reducing repetitive RFP work.Read 15 Oct 2026 · g2.com
Praise: usability and support
Reviewers repeatedly describe the interface as intuitive, information easy to find and customer support responsive and knowledgeable.Read 15 Oct 2026 · capterra.com
Privacy compliance
Loopio states that its platform is GDPR compliant and meets CCPA standards.Read 8 Oct 2026 · loopio.com
Project workflow
Projects import issued documents, assign questions to collaborators, search the Library, generate answers and export branded Word, Excel or HTML responses.Read 15 Oct 2026 · support.loopio.com
Rating on Capterra
4.6 out of 5 from 74 reviews.Read 15 Oct 2026 · capterra.com
Rating on Chrome Web Store
5.0 out of 5 from 3 ratings.Read 15 Oct 2026 · chromewebstore.google.com
Rating on G2
4.6 out of 5 from 813 reviews.Read 15 Oct 2026 · g2.com
Rating on Gartner Peer Insights
4.2 out of 5 from 25 ratings.Read 15 Oct 2026 · gartner.com
Rating on GetApp
4.6 out of 5 from 74 reviews.Read 15 Oct 2026 · getapp.com
Rating on Microsoft Marketplace
5.0 out of 5 from 1 rating.Read 15 Oct 2026 · marketplace.microsoft.com
Rating on Software Advice
4.6 out of 5 from 74 ratings.Read 15 Oct 2026 · softwareadvice.com
Rating on TrustRadius
8 out of 10 from 14 ratings.Read 15 Oct 2026 · trustradius.com
Reporting
Reports cover Library freshness and usage, project efficiency and win rates, and user workload, with availability dependent on subscription and permissions.Read 15 Oct 2026 · support.loopio.com
Response workflow
Teams can import questions, organize them, and use the platform to auto-fill answers for documents or web-based portals.Read 8 Oct 2026 · loopio.com
SDKs and documentation
The API section links a Stoplight developer portal, but no SDK packages are listed on the public Help Center API pages.Read 15 Oct 2026 · support.loopio.com
Security certifications
Loopio says it undergoes an annual third-party SOC 2 Type II audit and maintains an ISO 27001-based information-security program.Read 15 Oct 2026 · loopio.com
Self-hosting
Loopio describes its service as SaaS and its security page identifies AWS hosting; no self-hosted deployment is documented.Read 15 Oct 2026 · loopio.com
System requirements
The web application supports Chrome, Firefox, Safari and Edge, with Chrome recommended; Internet Explorer support ended January 31, 2020.Read 15 Oct 2026 · support.loopio.com

Plans and prices

Enhanced Priced on request Let's Talk / custom quote Everything in Foundations · multi-language Library · confidential projects · multi-step reviews · 15 customizable themes · standard support Read 15 Oct 2026 · loopio.com
Enterprise Priced on request Let's Talk / custom quote Everything in Enhanced · separate business units · unique sandboxes · custom seat count · 20 customizable themes · premium support Read 15 Oct 2026 · loopio.com
Foundations Priced on request Let's Talk / custom quote 10 seats · unlimited projects · unlimited Library entries · generative AI · 10 customizable themes · standard support Read 15 Oct 2026 · loopio.com

Every Loopio plan and price →

Strong points and limits

Strong points

  • Imports and organizes questions
  • Purpose-built Response Intelligence AI
  • Connects to major content sources
  • CRM integrations, branding, and analytics
  • SAML and Google authentication support

Limits

  • Pricing requires a custom quote
  • No free plan
  • Foundations includes 10 seats
  • Web and API platforms only

Who it suits

Loopio suits proposal, bid, and other teams handling complex customer questionnaires and response documents. It is designed for organizations needing shared content, integrations, controls, and response workflows.

Verdict

Loopio combines questionnaire workflows, reusable organizational content, AI assistance, integrations, and administrative controls. Its paid plans are sold through custom quotes, with Foundations, Enhanced, and Enterprise offering progressively broader capabilities.

Where Specifiction places it

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