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How can we improve Loopio?

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100 results found

  1. Sub-Questions for Excel

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

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

  2. 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

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

  3. GenAI plugged into other sources of data

    Pulling content from other sources of data like support website or product tools that store information about functionality to generate responses from

    6 votes
    1 comment  ·  Generative AI  ·  Admin →
    How important is this to you?

  4. Page Count

    Some questions or responses have requirements to be answered in x amount of pages for each answer. We only have the character count but not the page count and are unable to determine how many pages our answer is taking till we export

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

  5. Polish Translations

    Client would like to have polish language added to our list of languages for project translations

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

  6. Increase the 20-entry limit to run Gen AI on all entries in a project

    Salsify would like to be able to run gen AI on all the entries in a project. They would prefer to select all entries, walk away and wait for it to run, then come back and edit, understanding that running Gen AI on all entries would take time. Their project size ranges between 200-500 questions.

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

  7. Recommended Experts Glitch

    5 votes
    1 comment  ·  Project Collaboration & Assignment  ·  Admin →
    How important is this to you?

  8. ability to see all questions for a project reviewer

    User wants to have their Project Reviewers see all Questions and Answers in the Project and can add comments. This is something we’d like to have for the bid team

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

  9. Able to use one answer set for multiple checkboxes.

    Currently if one question has multiple checkboxes multiple answer sets has to be created. it will be nice to have one answer to have multiple options and map the checkboxes.

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

  10. Ability to search by exact words in Project List search

    4 votes
    0 comments  ·  Search/Magic  ·  Admin →
    How important is this to you?

  11. Export Loopio Project to Salesforce

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

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

  12. 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
    0 comments  ·  Project Import/Export  ·  Admin →
    How important is this to you?

  13. 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
    0 comments  ·  Project Workspace  ·  Admin →
    How important is this to you?

  14. Gen AI Search 'Submitted Documents'

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

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

  15. Support Excel files with 100+ columns

    Support Excel files with 100+ columns

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

  16. AI Composed Gen AI Retain Sources Everywhere

    • When using Generate Answer, in most cases, users are now able to see the source the AI program used in order to generate that answer.
    • However, when an AI-composed answer is edited by appending additional content from users' Loopio library, this additional source text disappears, leaving only an "AI composed" button.
    • Manual edits to AI-composed answers are not affected, as the full source text is still visible. User would like to the ability to retain the full source text of AI composed answers across the entire platform.
    3 votes
    0 comments  ·  Generative AI  ·  Admin →
    How important is this to you?

  17. MS Teams: Send notification to individual user within a team

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

  18. conditional logic for reviews

    When doing multi step/assignee review the Marigold team has let us know they usually assign their legal team as the second/final reviewer. The ask is for reviews by the "legal team/conditional reviewer" to only be triggered if the reviewer before them has made any changes to the library entry. If no changes were made, it doesn't need to go to Legal and can be marked as complete

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

  19. Include recommendation for Stack (at minimum), Category, Subcategory when suggesting to library

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

  20. Add Bynder as a Cloud Service Provider

    Add Bynder as a Cloud Service Provider to pull Brand content and creative assets to provide in proposals in Loopio. The goal is to always have the most up-to-date content.

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