Sales Proposal Software

Create Accurate, Customizable Sales Proposals on the Fly

Generating a proposal animation

Craft Perfect Proposals—No Design or Proofreading Required

Win over clients with outstanding proposals, SOWs, white papers, and more. Loopio makes generating branded, up-to-date sales documents fast and easy for anyone to do—no design oversight or content reviews needed.

Build Reusable Templates
Create templates for proposals, SOWs, and other sales documents that match your brand’s visual style.
Help Sales Move Faster
Reduce design and marketing workload by letting sales reps build and customize their own proposals quickly and easily.
Ensure Accuracy Every Time
Loopio auto-populates documents with only recently approved content, so that every proposal is up-to-date.

See Loopio in action. Request a personalized demo.

Project template screen
Intelligent Proposal Automation
Loopio’s dynamic templates automatically pull the best content into each proposal and make formatting it a breeze for non-technical teammates.
Proposal entries screen
Easy-to-Use Proposal Builder
Loopio’s intuitive interface makes it easy for anyone to generate proposals. Preset export themes mean every finished document is on-brand and error-free.
Library search screen
Sales Content Library & Curation Tools
Reps can search your Library for pre-approved content to use as a starting point in their proposals, then customize it quickly for each client’s needs.

Sales Proposals
Success Stories

“Things change fast and some of our answers become outdated. Loopio helps make sure that this doesn’t happen.”
Adam Lazzara
Director of Sales Engineering,
Sprout Social
“We’re seeing about 17% of each project completed through automation.”
Morey Jones
Manager, Salesforce & CPQ,
SmartRecruiters
“With a platform like Loopio, it’s easy for us to position ourselves to quickly differentiate our solution.”
Mario Puras
VP of Sales Engineering,
Netskope

See Loopio
in Action