Quip

Quip

Paid

Quip is Salesforce's productivity platform for real-time collaboration. It integrates documents, spreadsheets, and chat within Salesforce records.

Quip screenshot

Quip helps your sales team accelerate business in real-time. You can reimagine sales processes with embedded documents, live Salesforce data, and built-in collaboration. Quip makes it easy for Salesforce customers to transform processes like Account Planning, Mutual Close Plans, and Qualification Notes. Standardize, automate, and embed real-time, collaborative documents inside Salesforce records. Quip documents unite your teams work and communication, so you get everything done in one place. Embed spreadsheets into documents to give data the context your team needs to make critical decisions. Streamline your workflow with team chat built into every document and spreadsheet. You also get team chat rooms and 1:1 messaging.

Use Cases

• Standardize sales processes. • Create Account Plans. • Develop Mutual Close Plans. • Manage Qualification Notes. • Embed collaborative documents in Salesforce. • Utilize real-time spreadsheets for data decisions. • Streamline team communication.

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