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133 results found

  1. Go/No-Go Submissions to be visible in Loopio

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  2. Resize Library Location Menu (Magic + Library Search)

    Be able to resize the the library location menu so that you don't need to scroll as much if you have a large amount of stacks/categories when using Magic or Library Search.

    2 votes

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    0 comments  ·  Search/Magic  ·  Admin →
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  3. Excel Add-In Auto Detect Multiple Answers Sets Drop Downs

    Auto-Detect multiple answer sets from drop downs in Excel Add-In

    2 votes

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    0 comments  ·  Project Import/Export  ·  Admin →
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  4. Add custom instructions for generative AI in Admin settings and/or set the generative AI settings to a default in the Admin settings

    Allow admins to set the instructions for Generative AI in the back end, making it easier for teams with multiple people generating content with AI to set up guidelines for tone and more. If we could provide functionality similar to ChatGPTs "memory" it would be very beneficial.

    2 votes

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    0 comments  ·  Generative AI  ·  Admin →
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  5. Notifications edit

    Ability to edit/colour code project notifications emails being sent out as deadlines draw closer to indicate urgency

    2 votes

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    0 comments  ·  Notifications  ·  Admin →
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  6. Increase Character Limit

    2 votes

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    1 comment  ·  Project Workspace  ·  Admin →
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  7. Bulk Populate existing Salesforce Loopio project fields via .csv

    Bulk Populate existing Salesforce Loopio project fields via .csv

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  8. AI Gap Analysis

    AI Gap analysis on RFP (what they don't require and how close our solution is to what they are looking for) - could be used in Go/NoGo decision

    2 votes

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    0 comments  ·  Go/No-Go  ·  Admin →
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  9. Support RAG embeddings from Snowflake

    Loopio to support customers providing RAG embeddings from Snowflake

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  10. Edit Upload Source Documents List

    ability to tailor or edit the source documents pane

    2 votes

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    0 comments  ·  Project Import/Export  ·  Admin →
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  11. Salesforce Object field sync user

    Able to sync to a user name and not bring over the user's id number

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  12. Sharepoint Iframe Integration in Loopio Project and Library

    A sharepoint integration that is an Iframe which allows customers to interact with their Sharepoint content from Loopio.

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  13. Limit Loopio ability to Read ALL customer data when using Sharepoint as Cloud Provider

    Today, the Cloud Provider integration for Sharepoint is able to read all customer data in Sharepoint. This request if to limit Loopio's access and to give Loopio permission to only specific parts of Sharepoint that the customer wants to give Loopio access to.

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  14. Support for Salesforce Support Tickets and Tasks

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  15. Support Onyx.App AI tool in Loopio for Projects, Library

    Use Onyx.App inside Loopio to answer project entries and share information with the Loopio Library.

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  16. Translate PDF

    2 votes

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    0 comments  ·  Project Import/Export  ·  Admin →
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  17. Support Lookup fields in Salesforce

    Loopio Custom Project Fields cannot be linked to Lookup fields in Salesforce Opp/Account. This request is to support this to allow customers to easily relay any information they stored in Lookup fields to Custom Project Fields in Loopio Projects.

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  18. Edit Text Selection for Translated Documents

    Ability to 'edit text selection' for imported translated Word RFPs

    2 votes

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    0 comments  ·  Translations  ·  Admin →
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  19. PDF Sub-Questions

    2 votes

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    0 comments  ·  Project Import/Export  ·  Admin →
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  20. Project Milestones API endpoint

    Create API endpoints to create, update and delete Loopio Project Milestones.

    2 votes

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