Loopio is a response management platform that specializes in automating the RFP process. It centers around a searchable answer library with collaboration features and includes an AI-powered answer fill functionality called "Magic" for handling common questions. The platform integrates with business systems like Salesforce and Slack, with pricing estimated between $54,000-$142,000 annually according to Forrester analysis.
The platform is aimed at mid-market and enterprise organizations, serving approximately 1,500 companies. It provides unlimited support through a help center, with enterprise customers receiving a dedicated Customer Success Manager. Loopio maintains SOC 2 and GDPR compliance with enterprise security features including data encryption and access controls.
Proposify is a SaaS tool for creating sales proposals and quote documents. It offers tiered pricing from $19 to $65 per user per month with a 14-day free trial. The software provides proposal design features including templates, custom layouts, content libraries, e-signatures, and client engagement analytics. It recently added an AI Proposal Generator using GPT technology, and integrates with CRMs and payment systems like Stripe.
The product targets small to mid-market businesses rather than enterprise RFP response needs. Proposify provides email and live chat support during business hours (Monday-Thursday 8AM-8PM, Friday 8AM-4PM EST), along with onboarding and template design services. It maintains SOC 2 Type 2 certification, GDPR compliance, and uses PCI-DSS compliant processes for payments.
Comparing Loopio and Proposify
Loopio excels in RFP automation with enterprise-grade features and robust content management, but comes with enterprise-level pricing estimated between $54k-$142k annually without a free trial option. Proposify offers affordable proposal creation tools starting at $19/user/month with design-focused features and analytics, providing a 14-day free trial and straightforward pricing tiers.
Both platforms maintain strong security credentials and positive user reviews, with Loopio scoring 4.7/5 on G2 and Proposify at 4.6/5. Loopio targets larger organizations with dedicated customer success managers, while Proposify appeals to SMBs with business-hours support and template design services.
Comparison
Pricing
- Loopio: Quote-based, estimated $54k-$142k annually; no free trial
- Proposify: Tiered pricing from $19-$65/user/month; 14-day free trial available
Core Features
- Loopio: RFP response automation with AI-powered answer library, collaboration tools, and content analytics
- Proposify: Proposal design with templates, e-signatures, content library, and client engagement tracking
Target Market
- Loopio: Mid-market to enterprise organizations managing complex RFP processes
- Proposify: SMBs and mid-market teams focused on sales proposals and quote documents
Customer Support
- Loopio: Unlimited support with 24/7 self-service; dedicated Customer Success Managers for enterprise clients
- Proposify: Business hours email and live chat support; template design services available
User Reviews
- Loopio: 4.7/5 on G2 (600+ reviews); recognized as industry leader
- Proposify: 4.6/5 on G2 (1,100+ reviews); praised for ease of use
Security & Compliance
- Loopio: SOC 2 and GDPR compliant with enterprise-grade security
- Proposify: SOC 2 Type 2 certified, GDPR compliant, PCI-DSS compliant payment processing
Recommendation
Loopio is best suited for larger organizations with complex RFP response workflows and substantial budgets. The platform's extensive content library management, AI-assisted answer generation, and enterprise-grade support structure make it ideal for companies that regularly respond to formal RFPs and need to manage large volumes of technical content across teams.
Proposify offers the most value for small to mid-sized businesses focused on creating visually appealing sales proposals rather than managing complex RFP responses. Its affordable pricing tiers, design-forward approach, and e-signature capabilities make it accessible for sales teams and agencies that need to produce professional client-facing documents without the overhead of an enterprise RFP system.
Loopio vs Proposify: What do users say?
Based on user reviews, Loopio receives exceptional feedback with a G2 rating of approximately 4.7/5 from over 600 reviews, earning recognition as a leader on review platforms. Users praise Loopio for making their workflow smoother and more efficient, particularly for teams handling RFPs. The platform is described as intuitive, quick to implement, and relatively easy to use, providing an overall positive experience for its primarily mid-market and enterprise customers.
Proposify also garners very positive reviews with a G2 rating of around 4.6/5 from over 1,100 reviews. Users particularly appreciate its ease of use, continuously improving functionality, and helpful customer support. Reviewers note that while Proposify has some quirks, its design approach intentionally limits complexity, making it accessible for users. The platform is especially valued by SMBs and mid-market teams looking to streamline proposal creation.
For readers interested in learning more about these platforms, they can visit Proposify Reviews on G2, Proposify Reviews on Gartner, Loopio Reviews on G2, and Loopio Reviews on Gartner.
FAQs
Which tool has a greater depth of integrations?
Loopio appears to have a greater depth of integrations, connecting with popular systems like Salesforce and Slack for workflow integration. While Proposify also offers integrations with CRM systems and payment gateways like Stripe, the context suggests Loopio's integration capabilities are more extensive, particularly for enterprise workflows.
Do both tools include AI response agents?
Yes, both tools include AI capabilities. Loopio offers "Magic," a one-click AI answer fill feature for common questions. Proposify has recently introduced an AI Proposal Generator leveraging GPT to help draft content, though it's noted as still evolving.
Which tool has more adoption among large enterprises?
Loopio has more adoption among large enterprises. It's described as primarily targeting mid-market and enterprise teams, trusted by 1,500+ companies, and focuses specifically on helping large organizations manage RFPs. Proposify, on the other hand, is positioned more for SMBs and mid-market teams such as agencies and sales organizations.