Quip is a collaborative productivity tool embedded within Salesforce, offering real-time documents, spreadsheets, and chat. It helps sales teams accelerate business by integrating live Salesforce data and enabling built-in collaboration.
Quip is Salesforce’s productivity platform designed to transform how enterprises collaborate, particularly for sales teams. It provides real-time collaborative documents, spreadsheets, and chat directly embedded within Salesforce records. This allows teams to standardize and automate processes like Account Planning, Mutual Close Plans, and Qualification Notes. Quip documents unite work and communication, enabling teams to get everything done in one place, while embedded spreadsheets provide context for data-driven decisions. Built-in chat streamlines workflows, breaking down information silos. Quip also offers advanced security features for data protection, privacy, and control, making it suitable for security-conscious organizations.
Best used for
Ideal for sales reps and product managers who need to accelerate sales processes, standardize account planning, and enhance team collaboration directly within Salesforce. Especially valuable for businesses looking to embed real-time documents and spreadsheets with live Salesforce data for improved decision-making.
Common actions
collaborate on documents
manage sales processes
integrate with Salesforce
streamline team communication
create collaborative spreadsheets
sales assistantproject managementspreadsheets
Capabilities
Key features
Collaborative documents
Embedded spreadsheets
Built-in chat
Salesforce data integration
Single sign-on
Enterprise API
Live document editing
Target Audience
sales repproduct managerstartup foundersmall business owner
Integrations
salesforceoktamicrosoftonelogin
Pricing & Plans
Freemium · Paid · Enterprise
$ 10 / user / month, billed annually
FAQs
What is the difference between Quip Starter and Quip Plus?
Quip Starter offers unlimited documents, spreadsheets, and group chat for $10/user/month. Quip Plus includes all Starter features, plus single sign-on and enterprise API access for secure productivity in larger teams, priced at $25/user/month.
Can Quip documents be edited directly within Salesforce?
Yes, with the Quip Advanced plan, the Lightning Document Component allows users to work on live documents and spreadsheets directly within objects and records in Sales and Service Clouds, enabling seamless integration.
Does Quip offer two-way synchronization with Salesforce data?
Quip Advanced provides two-way sync with Salesforce data, allowing users to view, update, and discuss field, record, report, list, and Einstein Analytics data directly inside Quip documents, spreadsheets, and chat rooms.
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