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How can we improve Loopio?

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140 results found

  1. Sub-Questions for Excel

    The new Loopio Sub-Questions feature is currently only available for Word questionnaires, not Excel.

    17 votes
    0 comments  ·  Project Import/Export  ·  Admin →
    How important is this to you?

  2. 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?

    3 votes
    1 comment  ·  Project Import/Export  ·  Admin →
    How important is this to you?

  3. Tags for Document Library

    Tags for Document Library

    4 votes
    1 comment  ·  Library  ·  Admin →
    How important is this to you?

  4. Project Word Import Edit Text Selection by character

    2 votes
    1 comment  ·  Project Import/Export  ·  Admin →
    How important is this to you?

  5. Translate PDF

    4 votes
    0 comments  ·  Project Import/Export  ·  Admin →
    How important is this to you?

  6. Increase Character Limit

    2 votes
    1 comment  ·  Project Workspace  ·  Admin →
    How important is this to you?

  7. Library duplicate - Highlight the possible differences

    When reviewing duplicates in the duplicate library, is there any way to highlight the possible differences in the entries in the possible duplicates?

    3 votes
    0 comments  ·  Library  ·  Admin →
    How important is this to you?

  8. Show Suggestions for Library for entries not yet marked as complete

    Changes to suggest or omit - can this show entries that have been suggested but not yet marked complete? This would help us to manage the workflow for getting new content back to the library

    2 votes
    0 comments  ·  Reviews From Project  ·  Admin →
    How important is this to you?

  9. Select Multiple Options for Project Type

    Is it possible to select more than one option when filtering on projects, like you can for the project owner? For example, being able to select both RFP and RFI. Only able to select one at a time currently.

    2 votes
    0 comments  ·  Project Dashboard  ·  Admin →
    How important is this to you?

  10. Improve Edit with AI Prompts

    2 votes
    0 comments  ·  Generative AI  ·  Admin →
    How important is this to you?

  11. Automatically pull Salesforce Opportunity Owner field as Loopio Project Owner

    Ability to fill Loopio Project Owner as the SFDC Opportunity/Account owner.

    3 votes
    0 comments  ·  Integrations  ·  Admin →
    How important is this to you?

  12. Adjust Project Assignment Messaging

    Diane Del Re below received the following email from Loopio, which said “You've been assigned Questions by Mark Peters”. Technically this is inaccurate, as I assigned this question to both Mark Peters and Diane Del Re. Mark Peters provided his input on this question and then submitted it to Diane, as I assigned it.

    2 votes
    0 comments  ·  Project Collaboration & Assignment  ·  Admin →
    How important is this to you?

  13. Edit Text Selection for Translated Documents

    Ability to 'edit text selection' for imported translated Word RFPs

    3 votes
    0 comments  ·  Translations  ·  Admin →
    How important is this to you?

  14. Export theme margins to match attached word document appendix.

    Export theme margins to match attached word document appendix.

    2 votes
    0 comments  ·  Project Import/Export  ·  Admin →
    How important is this to you?

  15. Improved Checkbox mapping for Word Import

    A lot of limitations and blockers with checkbox mapping. Datacom receives the following scenarios where checkbox mapping is unachievable 1)checkboxes in a table that's nested in another table 2) Mapping free text answer field following checkbox, fake checkboxes (see slides 9,12 and 13) https://docs.google.com/presentation/d/1U9t-4IfJh0XMA2jObGm6pNANisl8XhuWALf_U9x-2XU/edit?slide=id.g367a954b8fa_0_0#slide=id.g367a954b8fa_0_0

    2 votes
    0 comments  ·  Project Import/Export  ·  Admin →
    How important is this to you?

  16. Support Owner Email in Project Create API

    We only support Project Owner User ID when Creating a Project using API. This requires customers to find out user IDs and therefore use additional API calls + logic to do this. This impacts adoption when engineers are tasked with making and handling so much logic just to get the user ID. This request is to assign the project owner using an email instead of ID when creating projects via API.

    2 votes
    0 comments  ·  Project Collaboration & Assignment  ·  Admin →
    How important is this to you?

  17. When creating a project using API, Automatically select Other

    When a customer created a project via the APi and the project type isn't supported in Loopio, automatically select OTHER as the default type.

    2 votes
    0 comments  ·  Project Collaboration & Assignment  ·  Admin →
    How important is this to you?

  18. Create Confidential Projects via API

    Customers can only create standard projects via API. This request is to support creating Confidential projects using API.

    2 votes
    0 comments  ·  Project Collaboration & Assignment  ·  Admin →
    How important is this to you?

  19. View User Creation Details

    2 votes
    0 comments  ·  Admin  ·  Admin →
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  20. Export AI Composed Info (Excel)

    Export AI Composed information to excel to track sources in exported document.

    2 votes
    0 comments  ·  Project Import/Export  ·  Admin →
    How important is this to you?
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