Quip
Quip is a powerful productivity platform designed specifically for Salesforce customers that enhances sales processes through real-time collaboration. It allows teams to embed documents and use live Salesforce data directly within their workflows, simplifying tasks such as Account Planning and Qualification Notes. By integrating collaborative tools into Salesforce records, Quip fosters a more streamlined and efficient sales process. The platform prioritizes security and compliance, ensuring customer data is protected while facilitating seamless teamwork across any device.
Basic Capabilities :
Real-time Collaboration, Embedded Documents, Salesforce Integration, Automation Capabilities, Multi-device Accessibility
Basic Capabilities :
Real-time Collaboration, Embedded Documents, Salesforce Integration, Automation Capabilities, Multi-device Accessibility
GOOD FOR
PERSONAL: Quip is ideal for individual sales professionals looking to streamline their workflow and enhance document collaboration with clients and internal teams. They benefit from real-time editing and easy access to essential sales documents, significantly improving efficiency.
BUSINESS: Targeted at sales teams and organizations, Quip improves collaboration by integrating into existing Salesforce workflows, enhancing communication and document management. This results in increased productivity and superior achievement of sales goals through effective team collaboration.
BUSINESS: Targeted at sales teams and organizations, Quip improves collaboration by integrating into existing Salesforce workflows, enhancing communication and document management. This results in increased productivity and superior achievement of sales goals through effective team collaboration.
FEATURES
Real-time Collaboration: Work together instantly on documents within Salesforce, allowing teams to edit and update information simultaneously for faster decision-making.
Embedded Documents: Easily integrate live documents directly into Salesforce records, providing a centralized space for essential sales materials.
Salesforce Integration: Utilize live Salesforce data within Quip to keep documents updated, ensuring that team members always have access to the latest information.
Standardized Processes: Standardize important processes like Account Planning and Mutual Close Plans, enhancing consistency and efficiency across teams.
Automation Capabilities: Automate routine tasks and document creation, allowing sales teams to focus on strategic activities and closing deals.
Governance and Compliance: Advanced security features support compliance needs, making it suitable for even the most security-conscious organizations.
Multi-device Accessibility: Access Quip on any device, facilitating collaboration and productivity on the go.
Document Automation: Create templates for commonly used documents, saving time and effort in the sales process.
Embedded Documents: Easily integrate live documents directly into Salesforce records, providing a centralized space for essential sales materials.
Salesforce Integration: Utilize live Salesforce data within Quip to keep documents updated, ensuring that team members always have access to the latest information.
Standardized Processes: Standardize important processes like Account Planning and Mutual Close Plans, enhancing consistency and efficiency across teams.
Automation Capabilities: Automate routine tasks and document creation, allowing sales teams to focus on strategic activities and closing deals.
Governance and Compliance: Advanced security features support compliance needs, making it suitable for even the most security-conscious organizations.
Multi-device Accessibility: Access Quip on any device, facilitating collaboration and productivity on the go.
Document Automation: Create templates for commonly used documents, saving time and effort in the sales process.
PRICING
FREE: Collaborate with up to 10 team members, offering essential features to get started with real-time document sharing and editing.
INDIVIDUAL: For $10 per month, unlock additional features including advanced integrations with Salesforce and unlimited document storage for a sole user.
BUSINESS: Starting at $25 per user per month, this tier includes SSO/SAML authentication, admin controls, and detailed analytics to manage team performance effectively.
ENTERPRISE: Customized pricing available that includes robust security, compliance support, advanced governance features, and risk management tailored for large organizations.
INDIVIDUAL: For $10 per month, unlock additional features including advanced integrations with Salesforce and unlimited document storage for a sole user.
BUSINESS: Starting at $25 per user per month, this tier includes SSO/SAML authentication, admin controls, and detailed analytics to manage team performance effectively.
ENTERPRISE: Customized pricing available that includes robust security, compliance support, advanced governance features, and risk management tailored for large organizations.
TECHSTACK
Salesforce Integration – Quip is deeply integrated with Salesforce, allowing users to sync and utilize CRM data directly in their documents and workflows.
Real-time Collaboration – Built on a modern tech stack that supports simultaneous editing and seamless communication between team members.
Security Features – Advanced encryption, access controls, and compliance tools are built-in to ensure data safety.
Multi-platform Support – Accessible on web, iOS, and Android devices, ensuring users can collaborate from anywhere at any time.
API Accessibility – Provides a robust API for organizations looking to customize integrations or extend functionality as needed.
Real-time Collaboration – Built on a modern tech stack that supports simultaneous editing and seamless communication between team members.
Security Features – Advanced encryption, access controls, and compliance tools are built-in to ensure data safety.
Multi-platform Support – Accessible on web, iOS, and Android devices, ensuring users can collaborate from anywhere at any time.
API Accessibility – Provides a robust API for organizations looking to customize integrations or extend functionality as needed.
last update : November 19, 2025
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