Effortless Projects
Proposal Management That (Practically) Runs Itself
Effortlessly import, scan, and automate responses for all your RFPs, security questionnaires, and DDQs.
Focus on the Win, Not the Setup
Total Oversight, Zero Guesswork
Shift from reactive to strategic with complete project oversight. Proactively manage contributor workload, set deadlines, and track milestones.
Breeze Through Document Setup
Handle all project file types easily. AI-powered import/export ensures data integrity, formatting, and compliance, saving hours of manual document wrangling.
Meet the End of Portal Pain
Automate every step of the browser-based response process with this first-of-its-kind portals solution. Respond to portal-based RFPs faster than ever before.
How Loopio Works
Every Step, From Start to Submit—Simplified
Project Management
Proposal Management on Autopilot
- Set milestones and deadlines for contributors—and automatically get alerts. Easily track progress and understand team workload.
- Smart notifications keep everyone in the loop, ensuring every answer and review happens on time.
- Answer every requirement—with no missteps. Loopio’s proposal checklist enables quick reviews of your entire proposal.
“Loopio saves so much time and effort. It makes the process so clear and simple, from loading an RFP to interacting with SMEs’ questions, and reviewing proposals.”
Jenny B. – Proposal Writer, Enterprise Organization
Portals
Take On Any Portal With Ease
- Import portal questions directly into Loopio with our SmartScan feature, so you can collaborate with SMEs with ease.
- Easily export SME-approved answers directly into the portal using Loopio’s SmartFill feature—comprehensive, compliant, and quick.
- Works wherever you do: Our browser extension connects Loopio to dozens of leading portals—no limitations, or extra steps.
“Loopio has greatly helped automating our RFP responses. It reduces the time spent on refilling the same boring answers so we can focus on enhancing the value of the RFP.”
Karthick S. – Solutions Consultant, Mid-Market Organization
Formatting
Easily Import Any Type of Document
- Quickly import any type of document, from Word, to PDF, or complex Excel files, bypassing manual setup time.
- Easily export all your answers from Loopio back into any source document. Preview and edit your export so your final submission is always on-brand and polished, every time.
- Tap into our AI-powered automation capabilities to effortlessly analyze, import, and map complex questionnaires into Loopio.
“I love how easy it is to structure a proposal format with Loopio. It keeps everything neat and organized. The mapping tool is especially helpful when importing documents.”
Kristen F. – Proposal Coordinator, Mid-Market Organization
Loopio AI
Project Management, Powered by Response Intelligence
Loopio’s AI-driven project management eliminates your tedious setup. Our industry-leading capabilities—built on over a decade of response data and insights—analyze projects from any document or portal, instantly structuring your work, so your team can jump straight into strategy.
Real Stories, Winning Results
“My team just loves the AI functionality. This has really helped get people excited all over again about using Loopio.”
Kerry Colvett
VP of Sales Enablement
50%
Faster RFP turnaround
90%
Faster questionnaire turnaround
“We’ve grown very reliant on Loopio’s efficiencies. I don’t see how we could go back to manual processes.”
Julie McCoy
Sr. Director, Proposal Management
200%
Increase in RFP efficiency
130+
Internal users
“Loopio has been the secret sauce for our team, allowing us to reimagine the way that we work. We can be more focused on each client as we respond with more speed and accuracy.”
Jamie Sharp
Principal Proposal Manager and RFP Team Lead
400+
RFPs submitted annually
30%
Increase in automation
“With Loopio, our global team can be confident they are producing accurate and consistent RFPs.”
Valerie Mammales
Global Proposal Development Leader
1000+
RFPs submitted annually
250+
Global users (and growing)
“Using Loopio is like having a Solutions Engineer at your fingertips.”
Bao Huy Lam
Manager, Competitive Engagement
50%
Reduced Turnaround Time
500+
Global users
Use Loopio For
Frequently Asked Questions
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Proposal tracking tools should provide total insight and zero guesswork. Look for tools that move beyond basic metrics to offer features such as:
- AI-powered analysis: Instantly extract key requirements and high-impact asks from incoming RFP documents.
- Automated compliance: A built-in checklist to audit progress against mandatory RFP requirements.
- Workload visibility: Real-time reporting on SME capacity to identify and rebalance bottlenecks.
- Strategic oversight: Milestone tracking that proactively nudges contributors before deadlines.
Loopio delivers these proposal tracking features to ensure team capacity is optimized and every requirement is met before final submission.
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Loopio simplifies the response process through a transparent and collaborative workspace. Key project management capabilities include:
- Project Plans: Build workback schedules with dedicated owners and internal milestones to keep everyone aligned.
- Smart Notifications: Automated alerts proactively nudge contributors before deadlines, ensuring the project stays on track.
- Library Workload Reports: Visualize team bandwidth in real-time to manage assignments across critical departments like Legal or InfoSec.
- Proposal Summaries: One-click AI summaries provide instant alignment on priorities the moment a project is imported.
Learn more about how Loopio makes collaboration seamless for proposal projects.
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Loopio is the industry-leading solution for document parsing, designed to eliminate the manual shredding process that delays project kickoffs. While many platforms struggle with complex formatting, Loopio’s AI technology is engineered to transform static files and web-based questionnaires into actionable proposal projects in minutes.
That means using AI to automatically shred, extract, and map hundreds elements from your PDF, documents, and soon spreadsheets.
Plus, with Loopio’s Microsoft Excel Add-In, import Excel spreadsheets without ever having to leave the file.
Learn more about how Loopio helps you respond confidently to RFP questions.
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Since procurement portals (like SAP Ariba or Coupa) are built for issuers, not respondents, you should prioritize tools that bridge your internal knowledge with external sites.
Best features include:
- Native browser extension: An extension that lets you access your answers without switching tabs.
- Context-aware search: AI that reads the portal page to suggest relevant historical answers.
- Flexible compatibility: A solution that isn’t tied to any one specific portal, but instead flexibly supports hundreds of diverse portal questionnaires.
- Centralized oversight: The ability to sync portal work back to a central hub for progress tracking and audit trails.
- Bulk import/export: Tools that eliminate manual copying and pasting to ensure data integrity.
Book a demo to learn more about Loopio’s market-leading portal solution.
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With 51% of RFPs submitted through web portals, Loopio reduces friction for RFP portals via its Browser Extension. It automates the entire external workflow through two key features:
- SmartScan for Portals: Uses AI to identify questions on any webpage and import them into a structured Loopio Project with one click.
- SmartFill for Portals: Once your response is ready, Loopio autopopulates your vetted answers back into the portal.
Loopio is the first to provide this AI-powered automation, allowing you to bypass manual data entry and submit portal-based RFPs in record time.