105 results found
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2 votes
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Project Milestones API endpoint
Create API endpoints to create, update and delete Loopio Project Milestones.
2 votes -
Export Document Library
Customer is looking to export entirety of document library.
2 votes -
Tags for Document Library
Tags for Document Library
4 votes -
Exporting all projects to one PDF with visible attachments.
Customer wants to be able to export all due diligence reports into one PDF file showcasing all the different attachments in the same style as our Loopio Trust Package.
2 votes -
Duplicate a project PLAN template in Admin
The team leverages the Project Milestones features to edit and maintain key milestones in the project. However, when editing these, they'd like a quick way to duplicate and apply new milestones and plans if needed
Right now it is a manual process to recreate a plan from scratch
1 vote -
Add Entry Owner to Library Review edit page
The Entry Owner field is missing from the Edit page for Library reviews and Reviews from Projects. Adding this field to the editor would enable more meaningful usage of the Entry Owner field and make it easier for customers to reassign content if the review needs to be assigned to the entry owner.
1 vote -
Sequential review that preserves the history of the review cycle between review steps
Need to see and report on all changes made and by whom during a multi-step library review, in addition to the final saved review.
2 votes -
Analytics/Trends on Project Questions Received
Customer would like to see built-in analysis of "most frequently asked" questions from RFPs. They would like to see where shifts are in the questions they get asked to complete.
1 vote -
Export Loopio Projects to Dynamics
Export Loopio project to Dynamics. Same way as it exports to Seismic and Highspot
2 votes -
Improve library search capabilities of Seismic
Improve search results when searching for Loopio content in Seismic
2 votes -
2 votes
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Increase Visibility/Size of Copy Button in Library View
Customer would like to request that copy button be more prominent / easier to see on the library page. Feels hidden in plain sight right now.
1 vote -
Magic Criteria Controls
Customer would like to see option to enforce permission restrictions that can be applied for sales team users to ensure consistent and accurate usage of Magic.
1 vote -
Improve Translation Feature's Quality
Improve Translation Feature's Quality
2 votes -
Report on number of times a question has been asked
Would like to be able to search or report on how many times a question has been asked across all projects created in Loopio.
2 votes -
Import Empty Question
Import Empty Question cell to be filled out in Loopio
2 votes -
2 votes
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Export Loopio Project to Salesforce
Export Loopio Project directly to the Salesforce Opportunity / Account that was associated with the project
3 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
3 votes
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