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140 results found

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

    2 votes

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  2. 2 votes

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  3. What I am really looking for is a bit more granular, maybe at the individual or team level. With Qvidian, you can actually adjust permissions at the individual level. Of course it was not quite as easy because you had to be careful with certain global permissions that would hold even if you adjusted at the individual level but it did provide greater flexibility when wanting to turn certain things on/off for certain people.

    1 vote

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  4. 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!!

    2 votes

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

    2 votes

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  6. Able to identify Answer sets from a data validation hidden sheet.

    2 votes

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  7. The customer hopes for more flexibility within the project workspace to allow for peer reviews and updates. It would make such a huge difference to us if we had the ability to peer review directly in a project using buttons to indicate: Correct, Partially correct and Incorrect

    Overall this would help with better reporting accuracy

    2 votes

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  8. 2+ people map and subsequently import source document Q&As while working together on different browser tabs.

    2 votes

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  9. Library users are unable to see the last reviewed date, only the last updated date. These are often not the same date, because the entry was edited for grammar or phrasing since the previous review cycle. Allowing Library users to see the "Last Reviewed Date" would increase confidence in the answer.

    2 votes

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    0 comments  ·  Library  ·  Admin →
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  10. For example, when exporting a project built from a template with a questionnaire, set only the questionnaire to "Export Questions to left of Answers".

    2 votes

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  11. New fields in reporting dashboard:
    1. Add custom date range in the filter "Entries used in projects"
    2. Add new column in table of the usage of the entries based on that date. Currently it only shows 'total usage all time'

    2 votes

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    0 comments  ·  Reporting  ·  Admin →
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  12. Use Gen AI to edit multiple entries in bulk. For instance, to edit multiple project entries from US English to UK English.

    2 votes

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  13. 3 votes

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  14. Attachment to display in list view instead of tile layout

    2 votes

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    0 comments  ·  Library  ·  Admin →
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  15. the name of the document only shows 12 characters. This be expanded out to a reasonable number e.g. 50 characters

    2 votes

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    0 comments  ·  Library  ·  Admin →
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  16. Here's a scenario from a customer:
    One of the last projects has had two types of responses: one with drop-down (mapped as Answer Set(s) and one narrative (compose answer). The issue that we encountered was that some of my colleagues forgot to choose one option from the answer set.
    They want it so that the writer passes the response for review; he doesn’t get the option to forget to add one of the responses.

    4 votes

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  17. Ability to add text files to the announcements section( Images, gifs and more)

    2 votes

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  18. 5 votes

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  19. 4 votes

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    0 comments  ·  Library  ·  Admin →
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  20. 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

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