AI Proposal Platform: Loopio

Website: https://www.loopio.com

Target Audience: Teams managing 20+ RFPs/year 

Best Use Case: High-volume proposal teams needing automation, content control, and collaboration

 

Overview

Loopio is a powerful RFP response platform that centralizes content, enhances collaboration, and automates responses using AI. It is designed for teams that need consistency, speed, and structure across numerous proposal submissions.

Key Features

Centralized Content Management

  • Maintains a single source of content 

  • Tracks when content was last updated and how often it’s used 

  • Supports categories, subcategories, and tags 

  • Content history includes AI usage metadata

AI and Automation

  • AI parses RFPs, imports fields, and matches with best content 

  • Flags new or unfamiliar questions 

  • Generates new custom responses where needed 

  • Allows user override of AI suggestions

Collaboration Tools

  • Assigns questions to SMEs 

  • Pulls from past projects and libraries 

  • Enables in-platform collaboration and tailoring responses to client needs

Templates & Branding

  • Proposals exported into branded Word templates 

  • Supports company branding, but layout customization is done externally

Export & Sharing

  • Word exports are standard for delivery 

  • Integrates with CRMs (Salesforce, HubSpot) and Teams for workflow automation

Pricing

  • Essentials Plan: ~$18,000/year, up to 10 users 

  • Plus Plan: Adds collaboration tools, workflows, API access 

  • Enterprise Plan: ~$30,000/year+, includes governance, analytics, custom onboarding 

Onboarding & Trial

  • Information Not Available

 AEC Industry Considerations

  • Ideal for firms with established marketing teams and high RFP volumes 

  • AI reduces manual effort, but final formatting is external 

  • Strong reuse of past content makes it efficient for repetitive proposal types

Final Summary

Loopio offers powerful AI-enhanced automation and collaboration features that streamline proposal production. Ideal for AEC firms with dedicated marketing teams and high-volume needs.

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