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Loopio [Temp]

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99 results found

  1. 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

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  2. 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

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  3. 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

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    0 comments  ·  Reporting  ·  Admin →
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  4. Export Loopio project to Dynamics. Same way as it exports to Seismic and Highspot

    2 votes

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  5. Improve search results when searching for Loopio content in Seismic

    2 votes

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  6. 2 votes

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  7. 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

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    0 comments  ·  Library  ·  Admin →
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  8. 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

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    0 comments  ·  Search/Magic  ·  Admin →
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  9. Improve Translation Feature's Quality

    2 votes

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  10. 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

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  11. Import Empty Question cell to be filled out in Loopio

    2 votes

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  12. 2 votes

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  13. Export Loopio Project directly to the Salesforce Opportunity / Account that was associated with the project

    3 votes

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  14. Customer receives source documents with "fake checkboxes" that Loopio cannot detect or import

    3 votes

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  15. 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

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  16. Trimble asks for a abbreviated version of merge variables. Their use case - their Customer is Regiomnal Municipality of York which they mention in likely page 1 of RFP but thereafter in legal style would refer to them as "the Region". Trimble would like to be able to set that in one place and not have to go in and do so manually as they do currently. A minor friction but doing so enough all adds up!!

    1 vote

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  17. Automatically Map fields from Hubspot Deal to Loopio Project Merge Variables when creating a loopio project in Hubspot.

    2 votes

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  18. Accessibility is critical for this customer. They have requested enhancements for keyboard functionality, including the ability to use the keyboard to navigate and search the Loopio library.

    1 vote

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    0 comments  ·  Library  ·  Admin →
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  19. The ability to have standard/default "additional instructions/prompts" saved for use in the project space

    2 votes

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  20. Gen AI should search the 'submitted documents' in other projects as well as the source document of the project.

    3 votes

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