Quip
Seamlessly integrate, collaborate, and manage workflows within Salesforce.. [Paid]
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What is Quip?
Quip is Salesforce's productivity platform that transforms how enterprises work together by delivering modern collaboration securely and simply across any device. It combines real-time collaborative documents, spreadsheets, and chat into one unified platform, embedded inside Salesforce to transform business processes like Account Planning, Mutual Close Plans, and Qualification Notes.
Key features include living documents that unite team work and communication, spreadsheets with live Salesforce data that turn numbers into decisions, and team chat built into every document and spreadsheet plus team chat rooms and 1-on-1 messaging. Quip offers offline mode, permissions control, version history, collaborative editing, mobile apps for iOS and Android, single sign-on, enterprise API for customization, and templates for sales workflows like Account Plans and Sales Playbooks.
Quip is designed for Salesforce customers, enterprises, large and complex teams, and sales/service teams who need to standardize, automate, and embed real-time collaborative documents inside Salesforce records. It is trusted by businesses worldwide and is ideal for organizations that need security-conscious collaboration with features like Quip Shield for enhanced trust, transparency, compliance, and governance.
Quip pricing
Pricing model: Freemium
Quip offers three paid plans billed annually: Quip Starter at $10/user/month ($12/user/month with monthly commitment) includes unlimited documents and spreadsheets, group chat and 1-to-1 messages, and desktop/tablet/mobile access. Quip Plus at $25/user/month includes all Starter features plus single sign-on and enterprise API/customization. Quip Advanced at $100/user/month includes all Plus features plus edit live documents in Salesforce, 2-way sync with Salesforce data, and sales & service use cases like living account plans and case swarming. No free tier is available.
Quip pros
- Real-time collaborative documents with built-in chat
- Spreadsheets embeddable in documents with live Salesforce data
- Team chat built into every document and spreadsheet
- 2-way sync with Salesforce data for viewing and updating records
- Single sign-on (SSO) integration with IAM solutions like Okta, Microsoft, OneLogin
- Enterprise API and automation API for customization
- Offline mode for working without internet connectivity
- Award-winning mobile apps on Android and iOS
- Version history to track document changes
- Permissions control for document access management
- Templates for sales workflows including Account Plan and Sales Playbook
- Embed documents in all Salesforce objects and records
- Comment on anything for collaborative feedback
- Group chat and 1-to-1 messaging capabilities
- Quip Shield advanced security features for compliance and governance
- Desktop, tablet, and mobile access across all devices
- Case Swarm template for closing tough cases quickly
Quip cons
- No free tier available - paid plans only
- Starter plan cannot be purchased or combined with Quip for Salesforce
- Advanced Salesforce features require expensive $100/user/month Advanced plan
- Full Salesforce integration only available in Advanced edition
- API access limited to Plus and Advanced plans, not Starter
- Primarily designed for Salesforce customers, less optimal for non-Salesforce users
- Enterprise features like SSO only in Plus and Advanced plans
- Monthly commitment costs $2/user more than annual billing
Frequently asked questions about Quip
What is Quip?
Quip is Salesforce's productivity platform that transforms the way enterprises work together, delivering modern collaboration securely and simply across any device. It combines real-time collaborative documents, spreadsheets, and chat into one platform embedded inside Salesforce to transform business processes like Account Planning, Mutual Close Plans, and Qualification Notes.
Who is Quip for?
Quip is designed for Salesforce customers, enterprises, large and complex teams who need to standardize, automate, and embed real-time collaborative documents inside Salesforce records. It is ideal for sales and service teams doing account planning, opportunity notes, close plans, coaching, deal feeds, and case swarming.
Does Quip have a free tier?
No, Quip does not offer a free tier. All three plans (Starter, Plus, Advanced) are paid subscriptions starting at $10/user/month for Starter when billed annually.
What is the difference between Quip Starter, Plus, and Advanced?
Starter ($10/user/month) includes documents, spreadsheets, chat, and mobile access. Plus ($25/user/month) adds single sign-on and enterprise API/customization. Advanced ($100/user/month) adds live document editing in Salesforce, 2-way sync with Salesforce data, and sales/service use cases.
Can I use Quip without Salesforce?
Quip Starter can be purchased standalone for team or small business collaboration without Salesforce. However, Advanced features like editing live documents in Salesforce and 2-way sync require Salesforce integration. Starter cannot be combined with Quip for Salesforce.
What security features does Quip offer?
Quip offers enterprise-grade security with single sign-on (SSO), permissions control, and Quip Shield - advanced security features for enhanced trust, transparency, compliance, and governance. Trust is their #1 value with focus on data protection, privacy, and control.
Does Quip work on mobile devices?
Yes, Quip has award-winning mobile apps on Android and iOS with desktop, tablet, and mobile access. Features include offline mode so team members can collaborate no matter where they are.
What templates are available in Quip?
Quip offers templates including Account Plan for driving pipeline and revenue with data-driven plans, Sales Playbook for repeatable sales strategy and accelerating revenue, and Case Swarm for closing tough cases quickly without disconnected email and chat threads.
How does Quip integrate with Salesforce?
Quip Advanced includes the Lightning Document Component allowing users to work on live documents and spreadsheets directly within objects and records in Sales and Service Clouds. It offers 2-way sync to view, update, and discuss Salesforce data including fields, records, reports, lists, and Einstein Analytics data inside docs and chat rooms.
How do I get Quip support?
Quip support and documentation has been migrated to Salesforce's Help and Training Portal at help.salesforce.com. Users need to log in to request Quip technical support, file new cases, browse product documentation, access Quip Admin trails, and get help from the Salesforce Trailblazer community.