The Loopio Extension (new) allows you to create Projects in Loopio from an RFP, Security Questionnaire, or other sales questionnaires in a portal. You can then respond to the RFP normally within Loopio, and use the extension to transfer your answers to the portal.
Importing Project Requirements Using SmartScan
- Click SmartScan Portal
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Wait for SmartScan to complete
Tip: If SmartScan is unable to extract your page content:
- See the guide below on manually selecting content to import using the Loopio Extension (new)
- Report the issue to our team using the Report Issue/Feedback option in the extension
You will see a summary of the Sections, Subsections, and Questions that are added to your Project.
Tip: Need to modify selected content? See How Can I Modify Project Content in the Loopio Extension (new)?
Click Loopio to view and respond to the Project in Loopio.
Importing Project Requirements Manually
As you are using the extension to create the project structure, all of the content is added to Loopio in real-time.
- Navigate to the portal page containing the Project requirements
- Click the Loopio icon in the top right corner of your Chrome browser window
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Select the name of the Project you want to work on
Note: The Loopio Extension (new will only display Projects you are a participant of, even as a Loopio Administrator.
- Click on the first Section title you would like to import into Loopio. The Section title will become highlighted, and a selection type popup will appear above
Double-click to select a single word
Triple-click to select a full line or paragraph of text
Click and drag to define your own selection - Select Add as Section. The Section title will now appear in the Chrome Extension, and within your Project in Loopio
- Identify remaining Sections, Sub-Sections, and Questions by selecting text and choosing the selection type