Note: This is an overview of all of the major feature enhancements made to the Loopio Platform since August 2018, and does not cover minor improvements or bug fixes.
Instead of adding static information into Library Entries, a placeholder value can be added then dynamically populated. Merge variables allow customers to update and maintain dynamic pieces of information in their Library in an easier, centralized way.
Learn more: Creating Merge Variables
Multiple Source Documents
Easily complete RFPs that have multiple documents by importing all your source documents into a single Project.
Multi-Step Library Reviews
Getting Library Reviews from multiple stakeholders is now even easier with Multi-Step Library Reviews. Users can now create Library Reviews that have multiple steps, automatically moving content reviews, once they are completed, from one stakeholder to another.
Loopio’s new Homepage now surfaces actionable insights that help you manage and continue to improve your RFP response process. From quickly identifying content that might need to be updated, to easily making sure that Projects stay on track and meet deadlines, you now have access to the information you need, right when you log on to Loopio.
Cloud Storage Integrations
You can now seamlessly attach files to your Loopio Library or Project Workspace directly from cloud storage services like Google Drive and Box.
@mentions in Library Entries
You can now @mention your team members right in the Library Entry comment section. This will ping your team through email, so they can give you a quick response.
Adding Alternate Questions in the Project Workspace
It is now even more convenient to optimize Search. Unobtrusively add alternate questions to Library Entries as you are working through a proposal, right in the Project Workspace.
Machine Learning - Language Detection
For users with a Multi-Language Library, newly created entries will now be automatically labelled with English, German, French, Portuguese, Spanish, or Other.
Library Entry Linking
You can now create connections between different variations of the same content to make searching for the right answers even easier. Clearly organize between long and short-form versions, or answers in multiple languages.
Learn more: Linking Library Entries
You can now get Project approvals from managers, executives, or compliance teams. Kick-off Project reviews from the Project Workspace to send reviewers an invite to review and comment on the project in Loopio.
Learn more: Project Reviews
Along with UI updates, you can now search through your Library with Loopio’s Chrome Extension.
Learn more: Searching the Library from the Chrome Extension
You can now classify Library Entries by language, and search for those Entries in their respective languages. The supported languages are English, German, French, Portuguese, and Spanish.
Learn more: Multi-Language Library
Tags as Filters
You can now filter search results based on Tags. The Tag filter uses “or logic”. This means, when you filter with multiple Tags, the filter will return all entries with at least one of the Tags.
Learn more: Tags as Filters
You can now update multiple Library entries at once. This includes:
- Moving multiple entries to a different Stack, Category, or Sub-Category
- Adding or removing Tags from multiple entries all at once
Learn more: Updating Library Entries in bulk
Automatically Collapse Project Sections
Now you can quickly open Projects by automatically collapsing the Project’s Sections.
Accessing the curated information in your Library and staying on-top of Projects just got a lot easier. With the new Loopio Slack integration, not only can you search your Library but you will also now be notified right in Slack about important upcoming deadlines.
Now you can find up-to-date information in your Loopio Library right from Slack. Enter your search terms and receive your results, all without leaving Slack. The answers you need, when you need them.
Learn more: Slack Library Search
Staying on top of your work is a piece of cake with notifications about your assigned tasks right in Slack. Plus, you can kick your day off with confidence with a personalized morning digest of your most important tasks.
Learn more: Slack Notifications
Introducing a new way to take advantage of the content in your Library. Dynamic Project Templates enable you to create Projects from preselected Library Entries, making it easy to generate consistent, up-to-date, proactive sales materials whenever you need them.
With Project Templates you can now easily create Templates for proactive proposals, product overviews, security whitepapers, training documents, and more. You never have to worry about them getting stale either - they will always pull in the most up-to-date content from your Library.
Looking for Template inspiration? Check out the Loopio Blog for ideas on even more ways to take advantage of Project Templates.
Learn more: Project Templates
Import Multiple Drop-Downs
Responding to RFPs and Security Questionnaires with complex compliance requirements just got easier. Now you can import and export questions containing multiple sets of drop-down answers.
Not only will you now be able to import questions with multiple compliance answers, but the responses contained within the drop-downs will be automatically detected. The best part? If you map those responses back to your Library, you’ll be able to take advantage of Magic to automatically fill them out.
Learn more: Working with Compliance-type Projects
Enhancements to Magic
Now you have more control over Magic. You can choose whether or not you want to include Entries that are under review in your results, giving you more flexibility over your results.
Plus, now you can also clear Magic results at the Entry level, ensuring your reporting is always as accurate as possible.
Learn more: Running Magic in a Project
Better Version Comparisons
Comparing historic versions of your Entry has been enhanced. Now it will be clear exactly what has changed—including formatting such as bullets, images, and tables.
Learn more: Tracking Library Entry changes
Loopio Chrome Extension
With the new Loopio Extension for the Google Chrome browser, it is easier than ever to import RFPs and Security Questionnaires from online portals. Now you can collaborate with your team and take advantage of Magic’s automation for all of your responses, regardless of where they’re sent from.
The Loopio Chrome Extension enables you to quickly import questionnaires that are sent to you through online portals and then respond to them from within the Loopio Platform. When you’re done you can then quickly transfer your responses back to the portal.
Learn more: Loopio Chrome Extension
New Reviews Page
The Reviews page has been redesigned to make it easier to navigate and complete your reviews quickly.
Learn more: Library Reviews
Make confusing timelines stored in clunky spreadsheets a thing of the past. With Project Plans, it is easy to manage your timelines within the Loopio Platform.
Project Plans make it easy to manage your timelines, from internal reviews to due dates, in one centralized place. Plus you can set optional email reminders so your team members will never miss an important deadline.
Your team will have greater visibility into timelines, and you’ll be able to better monitor progress, all without having to leave the Loopio Platform.
Learn more: Project Plans
Say goodbye to duplicated work and teammates stepping on your toes.
Now it’s easy to see exactly who, in real time, is working on any given Project. Plus you’ll be able to see who is currently editing each individual answer, all without needing to refresh.
Learn more: Live Collaboration
Library Import from Word
Now you can import Entries directly from a Word file—perfect for quickly bringing in Questions and Answers from previous responses.
Learn more: Importing content to your Library
Enhanced Word Project Import
You may notice that importing Word documents looks a little bit different. It has been enhanced to make the import smarter and faster, so you can start your Projects quickly.
Learn more: Importing Projects
The Project Dashboard gives you everything you need to manage a Project, all in one place. You’ll be able to see if you’re on track to hit your deadline as well as which of your teammates still has outstanding work.
Learn more: Keeping track of Users' Project progress
Library Usage Report
The enhanced Library Usage Report gives you an at-a-glance view of the health of your Library. It shows you how much of your Library has been recently used or reviewed, allowing you to make better decisions about where to focus your Library maintenance efforts.
Learn more: Reporting
The updated Projects Report now surfaces five important metrics to help you better understand the state of your response process and even compares them to the previous period. Now it’s easier than ever to monitor your team’s process and ensure you’re on the right track.
Learn more: Reporting
Bulk User Upload
Adding lots of Users? Simply upload an Excel file with their info and add your team in a single click.
Learn more: Adding Users to Loopio
Bulk Library Actions
Say goodbye to Library disorganization. Now you can select multiple Entries and re-categorize, or even delete them, all at once.
A Freshness Score has been calculated for all your Library Entries based on their age, frequency and recency of usage, and their frequency and recency of being reviewed.
A high Freshness Score indicates that an Entry is frequently used and is up-to-date.This makes it easy, at-a-glance, to be confident that the Entry you’re looking at is ready for prime time, making the entire response process faster.
On the other hand, a low Freshness Score indicates that an Entry hasn’t been looked at in some time and may be in need of a refresh. During the response process, you may want to double check low-score Entries. When doing Reviews, it’s easy to prioritize Entries with low scores as needing attention first.
Learn more: What is a Freshness Score?
Say goodbye to manually updating the same attachment across multiple Library Entries (and hoping you didn’t miss one). Now, with the Attachment Library, Library upkeep is simpler than ever.
The Attachment Library is a centralized database of all the files attached to your Library Entries. From the Attachment Library you can get an overview of all your files, rename them, replace them, and remove unnecessary attachments - with all of the changes automatically updating the corresponding Library Entries. It’s a one-stop-shop for keeping your attachments organized and up-to-date.
Learn more: Attachment Library
Responses are often a team effort, with groups of Subject Matter Experts all participating based on their area of expertise, capacity, and timing. Luckily, Teams makes it easy to get the right people involved.
Now you can organize your Users into Teams and assign questions to those Teams. Everyone on that Team will be notified that a response is needed, ensuring that the most appropriate SME is answering the question - even if you’re not positive who exactly on the Team that might be.
Learn more: Teams
Leveraging the expertise and insights of people across your organization is now easier than ever.
The Collaborator role provides Project Administrators more flexibility over how their team interacts with their Projects. Collaborators can view all Entries in a Project, but can only edit those that are assigned to them.
This means that Collaborators have full visibility into a Project, without access to Project Admin-only functions like Close Loop or Export.
Learn more: Project roles
Project Import Improvements
The import process has been tuned up and is running faster than ever, which means less time spent waiting for uploads to finish.
Plus, Question and Section numbers in Word source documents can now be captured and brought into your Project to help keep things even more organized.