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Loopio for Salesforce (LFS) Documentation

AI fueled RFP Automation — Do More of the Right Business Respond to RFIs, RFPs, DDQs, Tenders, Bids, Security Questionnaires, and PQQ with Loopio for Salesfo...

Documentation

Release Notes

Release notes provide information about the changes, improvements, and fixes that are included in a software release. They serve as a communication tool betw...

LFS Administrator Guide

This section describes the administrative tasks (setup and configuration) to enable the features in LFS. The primary audience for this section is your Salesf...

LFS User Guide

LFS User Guide for detailed documentation related to all user functionalities such as ingesting documents, answering questions, using library search, generat...

Translation

Translation is the process of converting text data from one language into another. You can easily translate the data from the uploaded document using AI tran...

Chrome Extension and Office Add-Ins

Chrome Extension is a small software program that extends the functionality of the Chrome/Edge web browser. It can be installed from the Chrome Web Store and...

Loopio for Salesforce

Loopio for Salesforce is a conversational assistant (chatbot) that responds to your questions using natural language processing capabilities. You can search ...

LFS Add-On

LFS Add-On is an optional package that includes additional components, templates, built-in reports, and pre-defined table views to help you quickly build and...

Loopio Go/No-Go

With Loopio Go/No-Go functionality, you can win more right business by identifying worthwhile opportunities using a scoring system based on customer inputs. ...

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