146 results found
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Loopio support for MCP (Model Context Protocol) for answerign questions
Loopio to allow connections with MCP (Model Context Protocol) that can help customers generate answers inside the Loopio Project space. This can allow customers to use their own data and context for answering questions in Loopio.
3 votes -
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 -
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 -
Automatically pull Salesforce Opportunity Owner field as Loopio Project Owner
Ability to fill Loopio Project Owner as the SFDC Opportunity/Account owner.
3 votes -
Edit Text Selection for Translated Documents
Ability to 'edit text selection' for imported translated Word RFPs
3 votes -
Export Document Library
Customer is looking to export entirety of document library.
3 votes -
Improve Translation Feature's Quality
Improve Translation Feature's Quality
3 votes -
Export Loopio Project to Salesforce
Export Loopio Project directly to the Salesforce Opportunity / Account that was associated with the project
3 votes -
Standard Additional instructions Generative AI
The ability to have standard/default "additional instructions/prompts" saved for use in the project space
3 votes -
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 -
Reporting on search metrics on alternate questions
Customer looking to get data on whether they need to change the primary question to alternate question to optimize search results
3 votes -
3 votes
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Keyword search
Workiva would like the ability to search for keywords in the review from projects bucket. The search should be across all pages/projects
3 votes -
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 -
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 -
Duplicates Feature (Non-English)
Customer library is in multiple languages. Customer has requested that duplicates feature be available for multiple languages (they currently have French, English, and Japanese responses).
3 votes -
3 votes
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AI library maintenance
AI to be able to go in and update entire library automatically as completing projects.
3 votes -
Create sections for custom project fields
Able to create sections for custom project fields
3 votes -
Translation Permission
Need the ability to restrict who will be able to use the translation functionality to avoid incorrect use or overages.
3 votes
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