Productivity for Salesforce customers
Scalable platform for enterprises
Data protection, privacy, and control
Get started with any use-case
Single-tenant cloud deployment
Transform processes across any industry
Transform processes for sales and service users
Whatever you’re trying to achieve, Quip has a template that can help you get started while still providing the flexibility to customize to meet your needs.
The Salesforce Record Live App for Quip allows you to view, update, and discuss field data for Salesforce records from inside a Quip doc.
Close complex cases by combining live Salesforce data, real-time chat, and tasks in one place for service teams.
Combine checklists, live Salesforce data, and real-time discussions to maximize the effectiveness of your campaign.
Build a live report of your sales business that sends instant notifications on which deals are closing and which aren’t.
Build a project brief and project tracker in a single doc where stakeholders can stay in the know and take action.
Run your next meeting by preparing an agenda, taking notes together, and assigning tasks afterward.
Drive pipeline and revenue with actionable, data-driven account plans.
Capture notes in context on any device and have them automatically embed in your Salesforce opportunity.
Capture pricing discussions and contract details in one place, and close deals faster.
Win deals faster by combining live data, action items and collaboration in a single view.
Bring visibility to your business and motivate your team to win big.
Coordinate campaigns better and align your sales and marketing teams.
Prepare, transcribe, and follow-up on meetings in one place.
Improve your client retention and drive cross-sells and upsells with successful account transitions between sales and delivery teams.
Drive success for your sales reps by tracking key metrics and milestones.
Increase rep productivity with templatized discovery call notes.
Reopen offices safely with complete health & safety requirements checklist
Reopen offices safely by aligning with your Property Management team
Create a roll-up plan to monitor the operational state of every office location
Create an actionable corporate strategy for reopening your office locations
Communicate the latest updates to employees in a central, collaborative place
Every employee’s one-stop-shop on your COVID response and office reopening procedures
Close tough cases quickly without disconnected email and chat threads.
Get to the root cause of a service issue faster with a collaborative workspace connected to Service Cloud.
Manage service agent performance with data and conversation.
Build stronger distributor relationships and channel loyalty through increased collaboration, visibility, and trust.
Drive opportunities and revenue with actionable, data-driven account plans.
Win deals and streamline your sales process by combining live data, action items, and collaboration in a single view.
Drive pipeline and client value with actionable, collaborative relationship plans.
Streamline bank financing processes with live data, action items, and real-time collaboration in a single view.
Align executives and key stakeholders with collaborative summary docs that contain live, actionable data.
Share information effortlessly without siloed applications, disconnected email, or isolated chat threads.
Supercharge advisor productivity and maintain a holistic view of your client’s financial needs.
Win contracts faster by combining live data, action items, and collaboration in a single view.
Boost productivity with standardized call and meeting notes.
Track goals between managers and reports in the context of live CRM data.
Win as a team and celebrate your team’s achievements in one centralized document.
Drive client success with a flexible, editable, and transparent action plan that keeps your work moving forward.
Drive cross-functional coordination for RFP Response & Proposal Developments by combining live data, action items, and collaboration in a single view.
Plan, track, and complete projects in one place.