117 results found
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Sub-Questions for Excel
The new Loopio Sub-Questions feature is currently only available for Word questionnaires, not Excel.
16 votes -
Tags for Document Library
Tags for Document Library
4 votes -
Automatically pull Salesforce Opportunity Owner field as Loopio Project Owner
Ability to fill Loopio Project Owner as the SFDC Opportunity/Account owner.
3 votes -
Import Error direction
When importing documents, we sometimes get an error message. Would be great if by clicking on the message, it can direct us to exactly where the error is so it can be fixed
10 votes -
Import of fake/special character checkboxes (aka checkboxes that are not interactive)
Customer receives source documents with "fake checkboxes" that Loopio cannot detect or import
4 votes -
Edit Upload Source Documents List
ability to tailor or edit the source documents pane
2 votes -
Salesforce Object field sync user
Able to sync to a user name and not bring over the user's id number
2 votes -
Sharepoint Iframe Integration in Loopio Project and Library
A sharepoint integration that is an Iframe which allows customers to interact with their Sharepoint content from Loopio.
2 votes -
Limit Loopio ability to Read ALL customer data when using Sharepoint as Cloud Provider
Today, the Cloud Provider integration for Sharepoint is able to read all customer data in Sharepoint. This request if to limit Loopio's access and to give Loopio permission to only specific parts of Sharepoint that the customer wants to give Loopio access to.
2 votes -
2 votes
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Merge Imported Documents
merge' two documents imported to the project space, move around questions / sections between the two and ultimately download one single consolidated version?
2 votes -
Improve Translation Feature's Quality
Improve Translation Feature's Quality
3 votes -
Custom project reporting - edited fields
The customer would like the ability to filter custom project fields, especially when there are "multiple" options they are finding it hard to view and find valuable insight. When they export the report to Excel, the formatting is also cutting off important details which has in turn caused reports to be quite time consuming
4 votes -
Support Onyx.App AI tool in Loopio for Projects, Library
Use Onyx.App inside Loopio to answer project entries and share information with the Loopio Library.
2 votes -
2 votes
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Support Lookup fields in Salesforce
Loopio Custom Project Fields cannot be linked to Lookup fields in Salesforce Opp/Account. This request is to support this to allow customers to easily relay any information they stored in Lookup fields to Custom Project Fields in Loopio Projects.
2 votes -
Edit Text Selection for Translated Documents
Ability to 'edit text selection' for imported translated Word RFPs
2 votes -
Export Loopio Project to Salesforce
Export Loopio Project directly to the Salesforce Opportunity / Account that was associated with the project
3 votes -
Project Attachments
Be able to see all attachments used/attached in a project in one place. This way admins working on the project can have a list/itemized view
3 votes -
2 votes
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