6 Best Loopio and RFP Writing Alternatives to Speed Up Your Sales Cycle
Let’s be honest: responding to a Request for Proposal (RFP) or a hefty security questionnaire can feel like a monumental task. While tools like Loopio have paved the way for streamlining this process, it’s not a one-size-fits-all solution. Depending on your team’s size, specific pain points, and budget, a different platform might be your key to faster, smarter responses.
If you’ve ever felt the dread of a 200-question security assessment or wished you could create more visually compelling proposals, you’re in the right place. We’ve researched and compiled a list of the best Loopio and RFP writing alternatives to help you find the perfect fit, whether you need an all-in-one enterprise platform, a specialized AI-powered tool, or a design-focused proposal creator.
1. Targhee Security
Targhee Security enters the scene as a modern, AI-driven platform specifically engineered to tackle one of the most time-consuming parts of the sales process: security questionnaires. Its mission is to empower organizations to accelerate these assessments, freeing up security teams to focus on strategy over repetitive tasks.
Key Features & Benefits: Targhee’s AI Questionnaire Tool automates responses with high accuracy, aiming to reduce completion time by up to 80%. It features a “Trust Center” that centralizes compliance documentation for customers to access via a passwordless, self-service portal. This approach can decrease inbound compliance questions by around 50% and significantly speed up customer onboarding. The platform’s AI continuously learns from your documentation, improving its accuracy over time.
Pricing: Targhee operates on a subscription-based SaaS model.
Ideal For: Mid-market and enterprise B2B companies, especially those in highly regulated industries like finance, healthcare, and SaaS. It’s a strong fit for organizations looking to slash the time spent on manual security reviews and build customer trust through transparency.
2. Responsive.io
Formerly known as RFPIO, Responsive is an enterprise-grade leader in strategic response management. It’s a comprehensive platform designed to handle a wide array of information requests beyond RFPs, including RFIs, Due Diligence Questionnaires (DDQs), and security assessments.
Key Features & Benefits: Responsive is built on three core pillars: robust project management with AI-led collaboration, a centralized knowledge library to serve as a single source of truth, and business intelligence dashboards for in-depth analytics. It offers broad integrations and AI-powered content generation to help teams deliver winning responses faster.
Pricing: Pricing is customized. You’ll need to contact their sales team for a quote.
Ideal For: Large enterprises and high-volume sales teams that need a powerful, all-in-one platform to manage complex and varied response projects.
3. Upland Qvidian
Upland Qvidian is another heavyweight in the RFP and proposal automation space, leveraging AI to help teams produce high-quality, accurate documents. It’s designed to help sales and proposal teams streamline their workflows and improve win rates.
Key Features & Benefits: Qvidian’s “AI Assist” feature can revise, rewrite, and generate new content, while its “Intelligent AutoFill” automatically populates responses from your content library. It boasts deep integrations with Microsoft Office and Salesforce, allowing users to work seamlessly within their existing ecosystems.
Pricing: Pricing information is not publicly available.
Ideal For: Teams that rely heavily on the Microsoft and Salesforce suites and want powerful, generative AI capabilities to speed up the creation of RFPs, RFIs, and proactive sales proposals.
4. Safebase
Safebase specializes in helping businesses build customer-facing “Trust Centers.” This proactive approach to transparency centralizes all security, compliance, and privacy information, allowing customers to self-serve the answers they need for security reviews.
Key Features & Benefits: The platform enables you to create a branded Trust Center to showcase your security posture. You can automate access to sensitive documents behind an NDA and use its AI-powered assistance to help answer questionnaires based on your knowledge base.
Pricing: Safebase offers a free plan for basic use. Paid plans include a Starter tier at $1,250/month (billed annually) and custom-priced Growth and Enterprise tiers for more advanced features.
Ideal For: Companies of all sizes that want to build customer trust, accelerate sales cycles by reducing security questionnaires, and streamline compliance management.
5. Proposify
Proposify shifts the focus from questionnaire-style RFP responses to the art of creating beautiful, effective sales documents. This cloud-based software is designed to help sales teams create, send, track, and e-sign winning proposals, quotes, and contracts.
Key Features & Benefits: Proposify excels with its user-friendly drag-and-drop editor, content and template libraries, and interactive quoting. Its standout feature is its detailed analytics, which notify you when a proposal is opened and viewed, providing insight into how clients engage with your documents.
Pricing: Proposify offers a Team Plan at $49 per user/month, with a custom-priced Business Plan for larger teams needing advanced features like Salesforce integration and approval workflows.
Ideal For: Sales teams that prioritize creating visually stunning, custom-branded proposals and want deep insights into client engagement to help close deals faster.
6. PandaDoc
PandaDoc is an all-in-one document automation platform that handles the entire workflow for proposals, quotes, and contracts. It’s a versatile tool that extends beyond the initial proposal to include e-signatures, payments, and even online notarization.
Key Features & Benefits: PandaDoc offers a massive library of templates, a drag-and-drop editor, and robust collaboration tools. It integrates with major CRMs and provides legally binding eSignatures compliant with ESIGN and UETA standards. Its broad functionality makes it a central hub for many business document needs.
Pricing: PandaDoc has a wide range of plans, including a Free eSign plan, an Essentials plan at $19 per user/month (billed annually), and a Business plan at $49 per user/month (billed annually). An Enterprise plan is also available.
Ideal For: Businesses looking for a single, cost-effective solution to manage their entire document workflow, from initial proposal creation and tracking to contract signing and payment collection.
While the tools above offer a wide range of features, tackling security questionnaires remains a unique and often painful bottleneck in the sales cycle. If your primary goal is to automate this specific process and empower your security team, a specialized solution can make all the difference. Discover how Targhee Security can accelerate your sales cycle by transforming your security review process.
