Loopio vs Qvidian (2026): pricing, features and verdict

Short answer: Choose Loopio if most of your volume is RFPs, DDQs and security questionnaires answered by a crowd of part-time experts, because generative AI with cited answers is included from its entry Foundations plan (10 seats). Choose Qvidian if your proposal team assembles formatted documents (proactive proposals, statements of work, pitch decks) from governed Word and PowerPoint templates and launches projects from Salesforce. Qvidian’s AI Assist is a paid add-on and Upland says the product is not supported on mobile, so price and test both before you commit.

Loopio was founded in 2014 and says more than 1,700 companies use it. It is a browser-based response platform: one answer library, projects built from incoming questionnaires, reviews, analytics. Qvidian is sold by Upland Software and positioned for “the entire deal cycle,” from proactive proposals and presentations to RFPs and statements of work. Upland’s pages variously claim over 25, over 40 and nearly 50 years of industry experience, so we will just call it long-established.

The two overlap on RFP answering. Past that, they were built for different departments, and that is the decision.

Key takeaways

• Different centers of gravity: Loopio is built for questionnaire response from a shared library. Qvidian is built for proposal and sales-document assembly, with branded templates, a PowerPoint integration and 70+ out-of-the-box reports.
• AI packaging: Loopio includes generative AI on every plan and drafts from approved library content with citations and confidence scores. Qvidian’s AI Assist is an optional add-on “for an additional fee” that rewrites, generates and queries, and flags every AI answer for human review.
• Integrations included vs sold: Qvidian includes its Salesforce, Office and browser integrations at no extra cost for licensed users. Loopio sells Salesforce, Highspot and other industry integrations as add-ons (both checked October 2026).
• Platform limits: Upland’s January 2024 configuration guide says Qvidian is not supported on mobile, and its legacy Office add-ins need Windows or a virtual PC on a Mac.
• Review standing: On G2, Loopio rates 4.6 out of 5 from 812 reviews and Qvidian 4.3 out of 5 from 166 (July 2026). On Capterra in October 2026, Loopio is 4.6 (74 reviews) and Qvidian 4.4 (41 reviews).
• Limitations: Neither publishes prices. Loopio reviewers report formatting cleanup on import and export; Qvidian reviewers report library search that misses the right answer and content upkeep that eats time.

Questionnaires versus documents

Start with what leaves your building. If it is mostly spreadsheets and portal forms, this is a short read. If it is 60-page branded proposals with a pricing appendix, it is a different conversation.

Loopio’s whole workflow is shaped around incoming questionnaires. SmartScan maps a project from a portal, Word, Excel or PDF source. Automated Answers fills it from the library. Recommended Experts suggests SMEs based on past contributions and routes work through answering, review and sign-off. A Proposal Summary extracts the key points for a go/no-go call. The outputs are answers, lots of them, fast.

Qvidian’s product page leads with documents. It lists proactive proposals, RFPs, RFQs, RFIs, statements of work, DDQs, security questionnaires, and “pitch decks and presentations” through its PowerPoint integration. Branded templates enforce style rules. Its Salesforce integration lets a rep create and update Qvidian “Projects” from Salesforce and pre-fill them with CRM data. For a proposal department that produces finished sales documents, not just answer sets, that is the job.

In practice:

• Mostly SIG-style security questionnaires and DDQs: Loopio’s flow fits better.
• Mostly proactive proposals and SOWs with strict branding: Qvidian’s template and assembly tools are the point of buying it.
• A real mix: test both on your two most common outputs, not on a demo file.

How AI fits in each

Both now have generative AI. The difference is whether it is in the base price and what it is allowed to do.

Loopio puts generative AI in every plan, starting with Foundations. Its AI page says it “uses your library content to create a relevant, tailored answer,” with citations and confidence scores. Loopio says every answer draws from approved content, and generation only uses sources the user can access. That is the right default for security answers. The flip side: your library has to be current, because that is all the AI reads. Loopio also says it holds ISO/IEC 42001:2023 certification, the AI management standard.

Qvidian AI Assist is an add-on. Upland’s FAQ says current users “can choose to add on Qvidian AI Assist for an additional fee.” It rewrites existing library content for tone, length and voice, generates new answers from library content, and lets you query an RFP to extract key information. Admins can set rules for corporate tone, terminology, length and language. Every AI-generated answer is flagged automatically for human review, a sensible governance default. AI Assist works in Qvidian for Word, Excel and PowerPoint, and Upland describes extending it to Qvidian for Web as a current plan rather than a shipped feature.

The reviews line up with this. A Capterra reviewer in March 2025 wrote that Qvidian had “no AI feature as of yet,” and G2 reviewers in October 2023 and January 2026 asked for AI first drafts instead of manual library searching. That may reflect plans without the add-on, but the add-on model is the reason. Budget AI Assist into the Qvidian quote from day one if drafting speed is why you are shopping.

Governance, permissions and the audit trail

Governance is Qvidian’s real strength, and it deserves the credit.

Qvidian’s security page lists user permissions and access control, a complete content audit trail that tracks every change, and SSAE 118 and ISAE 3402 attestations alongside GDPR compliance. Its product pages add content expiration dates, content usage tracking, review jobs and in-product message threads. The 70+ reports and a drag-and-drop report builder give a proposal director the visibility that large, regulated teams expect. Upland’s homepage claims Qvidian is used by 8 of the 10 largest US banks and 4 of the 5 largest asset managers; that is the vendor’s own claim, but it fits the governance story.

Loopio’s controls are lighter but cover what most response teams need. Permissions come in four levels per role (No Access, Participant, Creator, Full Access). Multi-step reviews and confidential projects start on the Enhanced plan, and separate business units and sandboxes come with Enterprise. Its security page lists an annual SOC 2 Type II audit and an ISMS based on ISO 27001.

If your compliance team asks “who changed this answer, when, and who approved it” every week, Qvidian was built for that question. If they ask it twice a year, Loopio’s controls are enough and much less work to run.

Where people actually work: browser, Office and the Mac question

Qvidian runs in the browser, but its history is in Microsoft Office, and that shows.

Upland’s configuration guide (dated January 2024) says Qvidian supports current Edge, Firefox, Chrome and Safari, and states plainly that “Qvidian functionality is not supported on a mobile device.” Legacy Office add-ins add a Qvidian tab in Word, Excel and PowerPoint. They are Windows-only, and Mac users “cannot download the Qvidian add-ins for Microsoft Office on an Apple Mac without a virtual PC.” The good news: the guide says most users, including writers and SMEs, do not need the add-ins. The less good news: some library architecture edits have “no alternatives at this time.” So your content architects need Windows.

Upland has added newer routes. Qvidian for Microsoft 365 works in Word, Excel and PowerPoint, with SharePoint and Teams support listed. Qvidian for Outlook brings library content into email. Qvidian for Web, a Chrome, Firefox and Edge extension, lets users answer online RFPs and DDQs from the browser. All three are included at no extra cost for licensed users.

Loopio is browser-first and integrates outward: Slack and Microsoft Teams, SharePoint, OneDrive, Google Drive and Box, Seismic and Highspot, Salesforce, Dynamics 365 and HubSpot, plus Microsoft Copilot and Glean. Several of those, including Salesforce and Highspot, are sold as add-ons.

If half your content team is on MacBooks, ask Upland which of your planned admin tasks still need the legacy add-ins. It is a five-minute question that can save a procurement surprise.

Pricing and what is extra

Neither vendor publishes a price, as of October 2026. So the comparison is about what each quote includes.

Loopio quotes three plans:

• Foundations: 10 seats, unlimited projects and library entries, generative AI, standard support.
• Enhanced: adds the multi-language library, confidential projects and multi-step reviews.
• Enterprise: adds separate business units, sandboxes, a custom seat count and premium support.

Add-ons are project translations, onboarding packages and industry integrations such as Salesforce and Highspot. The route to a number is a 15-minute sales call.

Qvidian is quoted through Upland. There is no public pricing page. What the vendor does publish is which pieces cost extra: AI Assist is a paid add-on, while Qvidian for Salesforce, Office and Web are included for licensed users. Two older Capterra reviews (both 2018) noted that SMEs need licenses to update content, so ask how Upland counts users who only contribute occasionally.

The practical difference: Loopio’s AI is in the base price and its CRM connector is extra. Qvidian’s CRM and Office connectors are in the base price and its AI is extra. Get both quotes with the same scope (users, AI, Salesforce, onboarding) or you will compare a sandwich to a slice of bread.

Switching between them

Most traffic on this pair runs one way: Qvidian teams looking at Loopio. Neither vendor publishes a migration timeline, so plan the move yourself before you sign.

Three things decide how painful it is:

1. How your Qvidian content is shaped. Qvidian stores content records that feed document types, templates and structured components. Upland’s guide notes that some of those architecture edits still need the legacy add-ins. Loopio expects question-and-answer entries. Template-driven boilerplate (cover letters, executive summaries, pricing narrative) will not map neatly, and some of it may belong in a document tool rather than an answer library.
2. How clean the library is. Qvidian reviewers on G2 describe search that returns repeated results, and a Capterra reviewer calls maintaining content “time consuming and difficult.” Migrating that as-is just moves the clutter. Retire expired entries and merge duplicates first; it is the one week of work that pays for itself.
3. Who pays for the move. Loopio sells onboarding packages as an add-on. Ask for migration scope in writing, with an entry count, before you compare quotes.

Going the other direction (Loopio to Qvidian) is rarer, and usually happens when a team’s output shifts from questionnaires to branded proposals. If that is you, test Qvidian’s templates on your real cover pages and pricing tables before anything else.

Running both is also legitimate. Some organizations keep a document-assembly tool for proposals and a response library for security reviews, owned by different teams. It costs more, but it beats forcing one tool to do a job it was not built for.

Known issues and limitations

Loopio

• No public price: every plan is a custom quote; Foundations includes 10 seats, per its pricing page (checked October 2026).
• Key features one tier up: multi-step reviews and confidential projects start on Enhanced, and Salesforce and Highspot are paid add-ons, per the same pricing page (checked October 2026).
• Formatting cleanup: Capterra reviewers report formatting issues after importing PDFs and exporting projects, in reviews dated August 2024 and February 2025 (checked October 2026).

Qvidian

• AI costs extra: AI Assist is an optional add-on “for an additional fee,” per Upland’s AI Assist page (checked October 2026).
• Mobile and Mac limits: not supported on mobile, and legacy Office add-ins need Windows or a virtual PC, per Upland’s configuration guide (January 2024, checked October 2026).
• Search misses: G2 reviewers from October to December 2023 say library search does not always surface the right answer, and Capterra reviewers in 2018 and 2020 describe repeated searches and synonym hunting (checked October 2026).
• SME licensing: two Capterra reviewers in February and October 2018 say SMEs need their own licenses to update content, which matters if you rely on occasional contributors (checked October 2026).

Choose Loopio when

• Most of your volume is RFPs, DDQs and security questionnaires, not formatted sales documents.
• Your contributors are part-time SMEs on mixed hardware, including Macs, who need to answer and leave.
• You want generative AI with citations in the base plan, not as a separate purchase.
• You run collaboration in Slack or Teams and keep content in SharePoint, Google Drive or Box.
• You want a smaller admin footprint and can live without Qvidian-level audit reporting.

Choose Qvidian when

• Your proposal team produces proactive proposals, statements of work and pitch decks from strict branded templates.
• Deals start in Salesforce and you want proposals created and pre-filled from the opportunity, at no extra connector cost.
• Compliance needs a full content audit trail, content expiration dates and 70+ reports.
• Your content architects work on Windows and live in Word and PowerPoint.
• You already run Qvidian, the governance works, and the main gap is AI, which you can add with AI Assist.

Verdict

Mostly different jobs. Loopio is a questionnaire-response workspace for teams that need many people answering from one clean library, with cited AI drafts in every plan. Qvidian is a governed proposal factory for teams that ship formatted documents, run Salesforce-led deals and answer to auditors. Both answer RFPs; they disagree on what the finished product is.

Teams leaving Qvidian usually do so for AI drafting and a lighter interface, and typically shortlist Loopio, Responsive and one or two AI-native tools. Teams staying usually stay for governance and templates, which are real. Pick on your output: if it is answers, Loopio. If it is documents, Qvidian. Or, as someone in proposal ops would put it, “Are we filling in their spreadsheet or sending them our deck?”

Read the full Loopio review or Qvidian review, or browse all RFP & DDQ software.

Sources checked

• Loopio pricing page (checked October 2026)
• Loopio AI features page (checked October 2026)
• Loopio integrations page (checked October 2026)
• Loopio security page (checked October 2026)
• Loopio about page (checked October 2026)
• Loopio reviews on Capterra (checked October 2026)
• Loopio reviews on G2 (checked July 2026)
• Qvidian product page (Upland Software) (checked October 2026)
• Qvidian AI Assist page (checked October 2026)
• Qvidian integrations page (checked October 2026)
• Qvidian security page (checked October 2026)
• Qvidian for technology companies page (checked October 2026)
• Qvidian Browser and Microsoft Office Configuration Guide (January 2024) (checked October 2026)
• Qvidian reviews on Capterra (checked October 2026)
• Qvidian reviews on G2 (checked October 2026)