140 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.
17 votes -
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 -
Tags for Document Library
Tags for Document Library
4 votes -
2 votes
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2 votes
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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 -
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 -
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 -
2 votes
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Automatically pull Salesforce Opportunity Owner field as Loopio Project Owner
Ability to fill Loopio Project Owner as the SFDC Opportunity/Account owner.
3 votes -
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 -
3 votes
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Edit Text Selection for Translated Documents
Ability to 'edit text selection' for imported translated Word RFPs
3 votes -
Export theme margins to match attached word document appendix.
Export theme margins to match attached word document appendix.
2 votes -
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 -
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 -
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 -
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 -
2 votes
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Export AI Composed Info (Excel)
Export AI Composed information to excel to track sources in exported document.
2 votes
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