Expedience Software vs Loopio

Expedience Software automates proposals, statements of work, and RFP responses inside Microsoft Word. A centralized library stores approved content that teams can search while answering RFPs, RFIs, and security questionnaires. Microsoft Copilot integration supports drafting with that material. Excel Connect imports Excel RFPs into Word, checks answer constraints, and exports responses back to spreadsheets. The workflow supports Microsoft Teams, SharePoint, OneDrive, and Outlook. Proposal Manager lets teams tag requirements, assign owners, track completion, and support bid/no-bid decisions. Subject matter experts and reviewers can collaborate and co-author without an Expedience license. The company says the software runs behind the customer’s firewall and does not upload proposal content to outside servers. Expedience identifies proposal and capture teams, bid managers, government contractors, professional services firms, and enterprise sales organizations as users. It runs on web and Windows, offers CRM integrations and custom branding, and is priced on request.

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.