Our Top Loopio Alternatives for Managing RFP Responses

Quick Summary

This article uncovers the top alternatives to Loopio for managing RFP responses, including SafeBase, Responsive, QorusDocs, and PandaDoc. These tools optimize workflows, centralize content, and enhance collaboration. Some can even help you serve multiple use cases - beyond just RFP - with one, centralized solution. Visit the SafeBase resource page to learn more about managing security-focused RFPs and streamlining inbound security questionnaires.

Is Loopio the Best RFP Response Solution for Your Business?

Managing RFP responses can be a daunting task for businesses, especially when juggling multiple proposals, deadlines, and team collaboration. While Loopio is a popular choice for streamlining the process, it's not the only option available. 

In this Safebase article, we are going to cover the top Loopio alternatives for managing RFP responses, highlighting key features, pricing, and pros and cons to help you make an informed decision. We’ll also share options that not only tackle RFP responses but also help teams respond more efficiently to inbound Security Questionnaires and more — all in one platform. 

But first…

Why Listen to Us?

At SafeBase, we've helped over 800 companies, including Jamf and Asana, streamline their questionnaire review process and centralize critical company information with our enterprise-grade Trust Center Platform and AI Questionnaire Assistance. Our expertise in streamlining security response workflows and capturing analytics that prove the business impact on these improvements allows us to offer valuable insights on the best tools to optimize RFP management, reduce manual effort, and accelerate deal cycles.

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What Is Loopio?

Loopio is an AI-powered RFP response management software designed to streamline and automate the proposal process. It helps teams create consistent responses quickly by providing a secure content library and leveraging AI for faster drafting.

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With features like collaboration tools, customizable workflows, and reporting, Loopio improves efficiency and accuracy in managing RFPs, security questionnaires, and other sales-related documents. 

Why Look for a Loopio Alternative?

While Loopio is a powerful RFP response management tool, it may not be the best fit for every team. Here’s why:

• Content Import Challenges: Users find the process of importing large volumes or non-standard documents cumbersome, often requiring multiple steps to break up and upload content.
• AI Limitations: While the AI offers basic assistance, there are requests for more advanced functionality, such as multilingual support and better integration with AI models for translation and content generation.
• User Interface: Some users feel that the interface could be more intuitive, especially for new users or teams unfamiliar with complex RFP processes.
• Customization Constraints: Customizing templates to fit specific branding or proposal styles can be difficult and time-consuming.
• Flexibility Needs: For teams requiring more tailored integrations or features, Loopio might not provide the level of customization and flexibility they need.

Our Top Loopio Alternatives

1. SafeBase AI Questionnaire Assistance

SafeBase AI Questionnaire Assistance streamlines the RFP and security questionnaire process with advanced AI automation. It simplifies responding to complex, multi-format questionnaires, allows for bulk uploads and adjustments, uses AI to generate and cite answers with accuracy, and integrates into the flow of work offering in-app tagging, edits, and reviews in tools like Slack, Teams, Salesforce, and Jira. Teams spend less time going back and forth and more time on strategic objectives.

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Key Features

• AI-Powered Automation: Automates answering security questionnaires with minimal manual effort and high degrees of accuracy — all in real time.
• Multi-Format Support: Handles various document formats (PDF, Word, URLs) and other questionnaire types.
• Chrome Extension Integration: Directly respond to questionnaires in third-party risk management (TPRM) portals.
• Centralized Management: Easily manage, track, and collaborate on inbound questionnaires.
• Multi-Language Support: Supports answering and translating questionnaires in various languages.

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Pros

• Self-service option for customers to download documents and source answers, reducing workload on internal teams
• Powerful generative AI-enabled automation to respond to inbound questions
• User-friendly interface with easy navigation and clean design
• Centralized repository for security and compliance documentation as well as RFP answers, making them easily accessible
• Clear tracking and status updates for RFP responses and actions
• Robust integrations into flow of work tools like Slack, Teams, Jira, and Salesforce to boost cross functional productivity, task assignment, in app editing, reviewing, and approvals, and acceleration in response time.
• Bulk upload, edits, and approval capabilities
• Fully supported onboarding and ongoing support for customers - with White Glove onboarding for All Access customers

Cons

• Not a dedicated RFP tool

2. Responsive (formerly RFPIO)

Responsive is AI-powered software that streamlines the RFP response process, helping organizations accelerate response times, ensure accuracy, and improve collaboration with strategic, efficient proposal management.

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Key Features

• AI-driven responses: Automatically generated AI responses for RFPs, RFIs, and DDQs. 
• Centralized content management: Single hub for customer-facing RFP, RFI, and DDQ content 
• Intelligent workflow engine: Automate tasks, streamline project management, and reduce response times with AI-powered workflows.
• Continuous  integrations: Connect with CRM, cloud storage, and other business tools, 
• Industry-standard security features: Ensuring compliance and trust.

Pricing

• Professional: Custom pricing that includes unlimited guest collaborators, content library with unlimited storage, and intake management
• Business: Includes auto-recommended authors and reviewers for responses and workflow customization for content reviews
• Enterprise: Includes source file update with work preservation, view access control within projects, and custom report builder

Pros

• Efficient collaborative functionality for team input
• Robust content library and answer management system
• Solid integrations with CRM and other tools
• AI-driven automated responses for faster RFP completion
• Excellent customer support and onboarding process

Cons

• Microsoft Word export templates can be difficult to automate
• Difficult to reclassify historical content or tags
• Limited "track changes" functionality
• Interface for project management hard to navigate and buried in menus
• Poor search functionality often shows unrelated results
• Technical issues importing documents

3. QorusDocs

QorusDocs streamlines RFP response management with AI-powered QPilot, enabling teams to quickly find and create responses. By integrating with Microsoft 365 and CRM systems, it simplifies collaboration, content management, and proposal automation to save time and increase success in competitive bids.

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Key Features

• AI-powered content search: Quickly find answers from your organization’s content library for responses to RFPs, RFIs, and RFQs.
• Solid integration: Connect with Microsoft 365, Salesforce, and SharePoint to ensure a smooth workflow and centralizd proposal content
• Proposal automation: Use templates and smart fields to automate the creation of high-quality, customized proposals.
• Centralized content library: Maintain a single, up-to-date content repository for quick access and collaboration.
• Tracking and optimization tools: Leverage built-in dashboards and measurement tools to track the progress of proposals, analyze sales performance, and make data-driven decisions to improve future responses.

Pricing

• QorusDocs offers customized pricing based on organizational needs. For detailed pricing information, you need to book a demo.

Pros

• Centralized content library for collaboration and storage
• Responsive and helpful customer support team
• Solid integration with Microsoft 365, SharePoint, and Salesforce
• Solid search functionality to locate and insert proposal content 
• Automated templates and smart fields to streamline proposal creation

Cons

• Clunky integration with SharePoint libraries in some cases
• Limited functionality for dynamic synchronization with Microsoft 365 apps
• Some features, like FAQ reordering, are missing
• File Management features limited and hard to manage
• Inability to allocate tasks to others or for SMEs to update and save adjusted answers

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4. Upland Qvidian

Upland Qvidian is an AI-powered RFP response and proposal management software that helps organizations create proposals and RFP responses more quickly.

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Key Features

• Generative AI-Powered Assistance: Generate and revise content with AI-driven tools for tone, length, and style adjustments.
• Central Content Library: Maintain a single source of truth with customizable, user-friendly content storage.
• Continuous Collaboration: Collaborate with integrated messaging, task assignments, and review workflows.
• Customizable Templates: Ensure brand consistency and style uniformity with customizable document templates.
• AI Automation: Leverage AI to parse documents, identify questions, and provide pre-populated responses.

Pricing

• Qvidian offers customized pricing based on organizational needs. For detailed pricing information, you need to contact sales team

Pros

• Robust library features for organizing and tracking content
• Advanced customization options, including metadata for records
• Seamless collaboration through task assignments and shared workflows
• Quick and easy content generation and revision with AI tools
• Strong customer support and responsive feedback mechanisms

Cons

• Limited intuitive AI integrations, though improvements are ongoing
• Time-consuming manual content uploads for questions
• Challenges in organizing content across multiple relevant folders

5. PandaDoc

PandaDoc simplifies RFP response management by enabling teams to create, collaborate on, and track professional proposals. Its features reduce document creation time, enhance collaboration, and ensure proposals align with brand identity, all while streamlining eSigning and client interactions.

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Key Features

• Customizable Templates: Over 750 ready-to-use templates help create on-brand proposals quickly and consistently.
• Seamless Collaboration: Real-time editing and tagging capabilities streamline teamwork on RFPs.
• Integrated eSigning: Secure eSignature functionality expedites approval processes and closing deals.
• Mobile Accessibility: Manage, edit, and track RFPs from anywhere via a user-friendly mobile interface.
• Analytics & Tracking: Gain insights into recipient engagement to refine proposals and improve close rates.

Pricing

• Starter: $19 per user/month (billed annually) – Includes unlimited document uploads, legally binding eSignatures, and up to 5 templates.
• Business: $49 per user/month (billed annually) – Adds custom branding, content library, CRM integrations, and approval workflows.
• Enterprise: Custom pricing – Offers advanced features like workflow automation, custom user roles, and API access.

Pros

• Customizable templates that streamline RFP creation
• Integrated eSignatures for quick and secure approvals
• Advanced collaboration tools for real-time editing and teamwork
• Analytics and tracking features provide insights into recipient engagement
• CRM and API integrations enhance workflow efficiency

Cons

• Limited accessibility to customer support
• Alignment of fillable fields can be challenging during document prep
• Limited design customization for templates and documents
• Sluggish performance with large documents, including freezing issues

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Streamline and Manage Security-Focused RFP Responses with SafeBase

Efficiently managing RFPs, RFIs, and proposals is essential for organizations aiming to secure new opportunities and optimize operations. Responding to inbound security questionnaires is also table stakes for B2B SaaS companies. This listicle highlights top alternatives to Loopio that excel in automating workflows, centralizing content, and enhancing team collaboration across these various use cases.

Among these solutions, SafeBase emerges as a standout platform, designed to streamline security reviews, support RFPs and other format types, and build client trust. With its AI-powered questionnaire assistance tool and seamless integrations, SafeBase simplifies RFP management while prioritizing transparency and efficiency.

Ready to learn more? Book a demo with Safebase today!

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